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Intapp
(NASDAQ:INTA)
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Rating:73Outperform
Price Target:
$37.00
▲(34.69% Upside)
Action:Reiterated
Date:08/05/26
The score is driven primarily by strong financial quality in cash flow and a low-leverage balance sheet, reinforced by a positive earnings call highlighting durable subscription/cloud momentum, strong retention, and improving non-GAAP profitability. Offsetting these strengths are weak valuation support due to negative GAAP earnings (negative P/E) and technical signals that, while bullish, are approaching overbought levels.
Positive Factors
Strong free cash flow generation
Sustained, large free cash flow provides durable financial flexibility to fund product R&D, marketing, buybacks, and M&A without needing high leverage. Strong cash conversion also cushions execution risk while the company pursues long-term ARR and margin targets.
Negative Factors
Persistent GAAP losses and negative net margins
Despite revenue scale and improving gross margins, continued GAAP losses constrain returns to shareholders and mean management must sustain operating leverage improvements to reach consistent GAAP profitability, leaving execution and timing risk over the medium term.
Read all positive and negative factors
Positive Factors
Negative Factors
Strong free cash flow generation
Sustained, large free cash flow provides durable financial flexibility to fund product R&D, marketing, buybacks, and M&A without needing high leverage. Strong cash conversion also cushions execution risk while the company pursues long-term ARR and margin targets.
Read all positive factors
Intapp Key Performance Indicators (KPIs)
Any
Revenue by Geography
Details regional revenue contributions to show geographic concentration and expansion trends for Intapp. Useful for spotting reliance on a single market, tracking international traction, and assessing sensitivity to local economic or competitive shifts.
Details regional revenue contributions to show geographic concentration and expansion trends for Intapp. Useful for spotting reliance on a single market, tracking international traction, and assessing sensitivity to local economic or competitive shifts.
Data provided by:
The Fly
The FlyIntapp (INTA) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$2.91B
Dividend YieldN/A
Average Volume (3M)813.11K
Price to Earnings (P/E)―
Beta (1Y)1.43
Revenue Growth14.62%
EPS Growth-120.98%
CountryUS
Employees1,336
SectorTechnology
Sector Strength88
IndustrySoftware - Application
Share Statistics
EPS (TTM)-0.52
Shares Outstanding77,061,590
10 Day Avg. Volume699,855
30 Day Avg. Volume813,114
Financial Highlights & Ratios
PEG Ratio-0.38
Price to Book (P/B)6.08
Price to Sales (P/S)3.34
P/FCF Ratio14.17
Enterprise Value/Market Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda>-0.01
Forecast
1Y Price Target
$37.80Price Target Upside37.60% Upside
Rating ConsensusHold
Number of Analyst Covering5
EPS Forecast (FY)1.57
Revenue Forecast (FY)$657.72M
Intapp Business Overview & Revenue Model
Company Description
Intapp, Inc., through its subsidiary, Integration Appliance, Inc., provides AI-powered solutions in the United States, the United Kingdom, and internationally. It provides DealCloud that manages client relationships, prospective clients, investmen...
How the Company Makes Money
Intapp primarily makes money by selling enterprise software subscriptions delivered via cloud/SaaS, typically under term-based contracts priced by factors such as number of users, modules purchased, and/or enterprise scale. Subscription revenue is...
Intapp Earnings Call Summary
Earnings Call Date:Aug 04, 2026
(Q4-2026)
| % Change Since: |
Next Earnings Date:Nov 09, 2026
Earnings Call Sentiment Positive
Overall the call was positive: the company delivered strong cloud and subscription growth, sustained high net revenue retention (~123%), expanding enterprise penetration, improving profitability and free cash flow, and early strong traction for Celeste / Firm AI with AI bookings representing over 20% of net new bookings. The key near-term challenges relate to expected declines in license revenue during cloud migrations, on-premise RPO headwinds, continued investment spending, and the operational need to manage AI consumption costs. On balance, the highlights and growth/operating-leverage progress materially outweigh the headwinds.Positive Updates
Strong Cloud ARR Growth and Mix Shift
Cloud ARR grew 29% year-over-year to $495.7M, representing 84% of total ARR. Total ARR increased 22% year-over-year to $590.5M. Cloud now makes up the majority of ARR and the company has achieved 20 consecutive quarters of cloud ARR growth above 25% since the IPO.
Negative Updates
License Revenue Decline
License revenue was $23.9M in FQ4, down 25% year-over-year, and $103.4M for FY26, down 14% year-over-year. The decline reflects customers shortening on-prem contract durations and accelerating cloud migrations, compressing near-term license revenue.
Read all updates
Q4-2026 Updates
Positive
Negative
Strong Cloud ARR Growth and Mix Shift
Cloud ARR grew 29% year-over-year to $495.7M, representing 84% of total ARR. Total ARR increased 22% year-over-year to $590.5M. Cloud now makes up the majority of ARR and the company has achieved 20 consecutive quarters of cloud ARR growth above 25% since the IPO.
Read all positive updates
Company Guidance
Intapp guided FQ1 FY27 subscription revenue of $123.7–$124.7M, total revenue $159.3–$160.3M, non‑GAAP operating income $33.4–$34.4M and non‑GAAP EPS $0.39–$0.41 on roughly 79M diluted shares; for full FY27 it expects subscription revenue $528.7–$532.7M, total revenue $656.5–$660.5M, non‑GAAP operating income $134.7–$138.7M and non‑GAAP EPS $1.58–$1.62 on roughly 81M diluted shares. Management said the outlook is grounded in three compounding drivers—continued cloud subscription velocity, a step‑up in Celeste/Firm AI monetization following Celeste GA, and ongoing operating leverage toward FY‑'29 margin targets—noting FY26 free cash flow of $144.7M (25% margin), cash and equivalents of $162.8M, ~ $75M remaining on the buyback authorization, and a long‑term ambition toward $1B ARR.Intapp Financial Statement Overview
Summary
Income Statement
58
Neutral
Balance Sheet
72
Positive
Cash Flow
86
Very Positive
| Breakdown | Jun 2026 | Jun 2025 | Jun 2024 | Jun 2023 | Jun 2022 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 577.80M | 504.12M | 430.52M | 350.87M | 272.07M |
| Gross Profit | 437.85M | 372.97M | 306.86M | 239.41M | 172.99M |
| EBITDA | -13.29M | 6.57M | -8.42M | -47.70M | -86.10M |
| Net Income | -41.31M | -18.22M | -32.02M | -69.42M | -99.68M |
Balance Sheet | |||||
| Total Assets | 753.66M | 894.16M | 894.16M | 628.91M | 628.91M |
| Cash, Cash Equivalents and Short-Term Investments | 162.81M | 313.11M | 313.11M | 131.19M | 130.38M |
| Total Debt | 15.86M | 16.11M | 16.11M | 20.89M | 16.20M |
| Total Liabilities | 436.06M | 374.40M | 374.40M | 287.70M | 287.70M |
| Stockholders Equity | 317.60M | 519.76M | 519.76M | 341.21M | 341.21M |
Cash Flow | |||||
| Free Cash Flow | 136.36M | 121.86M | 64.77M | 19.75M | 13.68M |
| Operating Cash Flow | 146.85M | 123.53M | 67.23M | 27.49M | 14.24M |
| Investing Cash Flow | -13.48M | -62.88M | -19.83M | -14.34M | -7.29M |
| Financing Cash Flow | -282.73M | 41.18M | 30.32M | 64.10M | 6.65M |
Intapp Technical Analysis
Positive
27.47
Price Trends
26.93
Positive
24.96
Positive
30.77
Positive
Market Momentum
2.71
Negative
76.89
Negative
91.09
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For INTA, the sentiment is Positive. The current price of 27.47 is below the 20-day moving average (MA) of 30.70, above the 50-day MA of 26.93, and below the 200-day MA of 30.77, indicating a bullish trend. The MACD of 2.71 indicates Negative momentum. The RSI at 76.89 is Negative, neither overbought nor oversold. The STOCH value of 91.09 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for INTA.
Intapp Risk Analysis
Intapp disclosed 45 risk factors in its most recent earnings report. Intapp reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
Intapp Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
73 Outperform | $2.91B | -74.50 | -10.77% | ― | 14.62% | -120.98% | |
72 Outperform | $3.94B | 37.86 | 10.69% | ― | 25.42% | 125.90% | |
68 Neutral | $1.16B | 31.61 | 8.99% | ― | 2.98% | -48.40% | |
67 Neutral | $3.54B | 81.11 | -123.75% | ― | 19.67% | ― | |
67 Neutral | $2.10B | 145.92 | 1.29% | ― | 9.58% | ― | |
61 Neutral | $37.18B | 12.37 | -10.20% | 1.83% | 8.50% | -7.62% | |
49 Neutral | $279.16M | -6.52 | -32.17% | ― | 12.90% | 31.66% |
* Technology Sector Average
INTA
Intapp
38.74
3.10
8.70%
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Intapp Corporate Events
Business Operations and StrategyPrivate Placements and Financing
Intapp Establishes New Revolving Credit Facility Framework
Positive
Jul 13, 2026
On July 7, 2026, Intapp, Inc. entered into a new five-year senior secured revolving credit facility of $150 million with UBS AG, Stamford Branch as administrative agent, including a $10 million letter-of-credit subfacility and the option to seek u...
Business Operations and StrategyRegulatory Filings and Compliance
Intapp Updates Registration Rights Agreement With Key Investors
Positive
Jul 7, 2026
On July 1, 2026, Intapp, Inc. entered into a Third Amended and Restated Registration Rights Agreement with Anderson Investments Pte. Ltd., Aranda Investments Pte. Ltd., and John Hall, updating a prior agreement originally dated July 2, 2021. The n...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.