Reading INTA? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track INTA free→Reading INTA? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track INTA free→NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-06-16
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
Recent financial performance is weak, and earnings quality cannot be assessed since the company was unprofitable over the past year. Management's recent track record has been steady, and it has a capital-friendly stance. Risk is elevated, but the sector backdrop is a tailwind, with performance compared to sector peers being typical. Peer multiples imply a price about 4% above where it trades (it looks cheap on this basis); the read is fair, but weakening. This assessment is provisional.
Daily closes. Earnings/event dots are placed inline.
A consensus fair price across 6 valuation methods, at three horizons. Current price $23.09. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
No-growth: today's peer multiple on trailing earnings. The headline read.
Embeds projected growth. Leans optimistic by design. Upside context.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $24 INTA trades at 21× p/e, in line with its 21× p/e peer median. Our $25 fair value reflects that, high confidence. Analysts: $25–$46. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
The price implies about 5% below a flat-multiple fair value, below our forecast of about 18%. This describes what's priced in, not a forecast of the move.
Only a turbulent sector regime (Heating) — not the full expensive x weak x turbulent stack.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated weak grew net income 63% of the time over the next year (vs 62% for the rest of the cohort, n=2777).
Over the trailing year it converted -3.83x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, Fed net liquidity, real (inflation-adjusted) rates.
The next print and the backdrop around it (sector regime and the AI cycle). Context for the path, not a forecast of returns.
EPS estimate $0.36 → $0.36 (+0.0% / 30d). 5 raised, 3 cut, 9 covering analysts.
0 upgrades, 0 downgrades / 30d. 44% of analysts rate Buy.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Met or beat guidance 100% of the last 2 guided quarters · 14.9% avg surprise
What a normal day, a bad day, and the worst of the last year would mean for a $10,000 position.
On a typical day, $10k can swing ±$268.
How much price usually moves either way.
On a bad day, this stock has moved -$583.
A rough but not unusual down day (about the 95th percentile).
In the worst 12 months, $10k could have lost $6,489.
Deepest peak-to-trough drop in the last year.
Past results, not a forecast. Not investment advice.
The most important moves since the prior daily snapshot.
No material changes since the prior snapshot.
as of 2026-06-16
Specific, dated things to watch for, each with what would confirm it and what would prove it wrong.
Why it matters: Earnings results will show how well Intapp is doing. They will also hint at future growth.
Confirms one read:The earnings report shows better results than expected. This makes investors feel more positive.
Confirms the other:The earnings report shows worse results than expected. This raises worries among investors.
Recent news graded against this company's own objectives — whether it reinforces or challenges the thesis, and how confirmed it is.
No graded news catalysts for INTA yet.
Conditional scenarios: if X happens, the view would shift in this direction. These are not predictions.
No upside scenarios in the latest snapshot.
No downside scenarios in the latest snapshot.
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
Results of Operations and Financial Condition. On May 5, 2026, Intapp, Inc. issued a press release announcing its financial results for its third quarter ended March 31, 2026. A copy of the press release is furnished herewith as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated herein by reference. The information in this Current Report on Form 8-K and the accompanying Exhibit 99.1 shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934,…
Whether the overall read has been drifting up or down lately, and how it's changed since last week.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Long-thesis check; widest uncertainty.
$25.00 – $46.00 (median $35.00) · 3 analysts · as of 2026-05-06
Roughly priced in line with peers.
Self-history needs ~20 months of data.
Trailing four: 2025-Q3, 2026-Q1, 2026-Q2, 2026-Q3
A side-by-side read on sector standing, valuation, and risk versus Application Software.
| Stock | Sector standing | Valuation | Risk |
|---|---|---|---|
INTA Intapp, Inc. | Typical Show detailsSector percentile: 39 of 100 | fair | elevated |
ORCL Oracle Corporation | Typical Show detailsSector percentile: 67 of 100 | full | elevated |
PLTR Palantir Technologies | Above typical Show detailsSector percentile: 83 of 100 | expensive | elevated |
SAP SAP SE | — | — | elevated |
APP AppLovin | Typical Show detailsSector percentile: 57 of 100 | expensive | elevated |
2 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Information Technology names rated stable grew net income 56% of the time over the next year (vs 62% for the rest of the cohort, n=797).
Not investment advice. As of 2026-06-16.
via XLK
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive. Historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only: describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-06-16.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Intapp aims to achieve total revenue between $574.3 million and $575.3 million for fiscal year 2026.
Stated in 3 of last 3 quarters. Revenue grew from $118.8M in 2025-Q1 to $146.0M in 2026-Q3, showing a positive trajectory towards the FY 2026 target of $574.3-$575.3M. The company is delivering on its growth priority.
“Guidance: 'Total revenue $574.3 - $575.3 million for FY 2026.'”
“Guidance: 'Total revenue $570.3 - $574.3 million for FY 2026.'”
“Guidance: 'Fiscal 2026 Outlook Total revenue $569.3 - $573.3 million.'”
Intapp targets a non-GAAP diluted net income per share between $1.22 and $1.24 for fiscal year 2026.
Stated in 3 of last 3 quarters. EPS improved from -$0.13 in 2025-Q2 to -$0.07 in 2026-Q2, indicating progress towards the FY 2026 non-GAAP EPS target of $1.22-$1.24. The trajectory shows improvement but requires further gains to meet the target.
“Guidance: 'Non-GAAP diluted net income per share $1.22 - $1.24 for FY 2026.'”
Intapp has authorized a common stock repurchase program of up to $200 million.
Newly stated in 2026-Q2. The company announced a $200M share repurchase program, following the completion of a previous $150M program. This reflects a strategic capital allocation decision, but no buyback activity is reported yet.
“Announcement: 'Board authorized a common stock repurchase program of up to $200 million.'”
Why it matters: A drop in revenue growth would signal deeper issues in Intapp's business model.
Confirms:Q2 revenue growth reported below 0% year over year.
Disproves:Q2 revenue growth remains positive year over year.
Results of Operations and Financial Condition. On February 3, 2026, Intapp, Inc. issued a press release announcing its financial results for its second quarter ended December 31, 2025. A copy of the press release is furnished herewith as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated herein by reference. The information in this Current Report on Form 8-K and the accompanying Exhibit 99.1 shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act…
Regulation FD Disclosure. On February 3, 2026, Intapp, Inc. (the “Company”) announced that its Board of Directors has authorized a common stock repurchase program of up to $200.0 million. This share repurchase program follows the $150.0 million share repurchase program previously authorized by the Board of Directors on August 7, 2025, which has been completed. Under the repurchase program, the Company may purchase shares of common stock from time to time through open market repurchases, priva…
Results of Operations and Financial Condition. On November 4, 2025, Intapp, Inc. issued a press release announcing its financial results for its first quarter ended September 30, 2025. A copy of the press release is furnished herewith as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated herein by reference. The information in this Current Report on Form 8-K and the accompanying Exhibit 99.1 shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act…
Results of Operations and Financial Condition. On August 12, 2025, Intapp, Inc. issued a press release announcing its financial results for its fourth quarter and fiscal year ended June 30, 2025. A copy of the press release is furnished herewith as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated herein by reference. The information in this Current Report on Form 8-K and the accompanying Exhibit 99.1 shall not be deemed “filed” for purposes of Section 18 of the Securities E…
“Guidance: 'Non-GAAP diluted net income per share $1.20 - $1.24 for FY 2026.'”
“Guidance: 'Fiscal 2026 Outlook Non-GAAP diluted net income per share $1.15 - $1.19.'”