Intapp, Inc. (INTA)

NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-10-23

$47.99+1.72%

Close 2026-10-23 · 1-day change

Investment OutlookAs of Oct 24, 2026

What could strengthen or challenge Intapp, Inc.’s outlook?

The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.

Higher potential upsideImproving expectations

Next-FY EPS estimate change · 30 days

-0.0%

+10% or more+5%0%−5%−10% or less

1.96 → 1.96 EPS · FY ending Jun 30, 2028 · 6 analysts

Higher risk of downsideWeakening expectations

One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.

How this is measured

Change in the same fiscal period’s mean EPS estimate from Sep 24, 2026 to Oct 24, 2026: (new ÷ prior − 1). Contributor count changed from 6 to 6; this is not the number of analysts revising. Source: FMP consensus snapshots. The ±10% axis is a display range.

Measure / period	Management expectations	Analyst expectations
Quarter ending 2026-12-30
Revenue	—	160.92M
EPS	—	0.397
Annual ending 2027-06-30
Revenue	—	659.09M
EPS	—	1.599
Annual ending 2028-06-30
Revenue	—	758.04M
EPS	—	1.955

Management figures unavailable.

What the Thesis Depends On

4 published thesis conditions, with dated milestones shown separately.

Key Factor	Why It Matters	Current Status	Break Condition	Latest Evidence
Successful adoption of AI agent in professional services market	A supporting condition in Intapp, Inc.'s published investment case. The stated target is Sustained growth in AI-related revenue contribution.	Intact	AI product fails to gain traction or revenue contribution declines	Qualitative condition This condition has no defined numerical measure. Context reviewed through Oct 23, 2026Last status assessment Oct 24, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
Non-GAAP EPS target of $1.22-$1.24 for fiscal year 2026	Profit per share targets $1.23 for the year.	Intact	EPS falls below $1.22 in FY26	Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Source date unavailableLast status assessment Oct 24, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
Revenue growth to $574.3-$575.3 million for fiscal year 2026	Profit per share targets $1.23 for the year.	Intact	Revenue falls below $574 million in FY26	Revenue: $152.533M FY2026-Q4; GAAP. Published target: $574.3M to $575.3M. Target period is not explicitly aligned with this observation. Source published Aug 14, 2026152,533,000 USD · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q4 · Period ending Jun 30, 2026 Source: stock_quarterly_financials_fmp. Reference: 2026-Q4. Source status: unverified. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
Execution of $200 million share repurchase program	It also supports growth with a $200 million share buyback program.	Intact	Buyback program is canceled or materially reduced	Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Source date unavailableLast status assessment Oct 24, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.

Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.

Incoming Evidence

Compare these dated observations with the operating requirements above

Expectations trend

Same fiscal period

FY2028 · fiscal year ending 2028-06-30 · fmp

FY2028 EPS$1.96

Unavailable → $1.96 · observed estimates

FY2028 revenue$0.76B

$0.75B → $0.76B · observed estimates

Exact estimates & source dates

One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.

FY2028 estimate observations · fmp
Snapshot	EPS	Revenue	EPS / revenue analysts
2026-07-24	Unavailable	$752,464,760	4 / 8
2026-07-25	Unavailable	$752,464,760	4 / 8
2026-07-26	Unavailable	$752,464,760	4 / 8
2026-07-27	Unavailable	$752,464,760	4 / 8
2026-07-28	Unavailable	$752,464,760	4 / 8
2026-07-29	Unavailable	$752,464,760	4 / 8
2026-07-30	Unavailable	$752,464,760	4 / 8
2026-07-31	Unavailable	$752,464,760	4 / 8
2026-08-01	Unavailable	$752,464,760	4 / 8
2026-08-02	Unavailable	$752,464,760	4 / 8
2026-08-03	Unavailable	$752,464,760	4 / 8
2026-08-04	Unavailable	$752,464,760	4 / 8
2026-08-05	Unavailable	$752,464,760	4 / 8
2026-08-06	Unavailable	$752,464,760	4 / 8
2026-08-07	$1.93	$754,665,841	6 / 7
2026-08-08	$1.93	$756,034,850	9 / 8
2026-08-09	$1.93	$756,034,850	9 / 8
2026-08-10	$1.93	$754,665,841	6 / 7
2026-08-12	$1.93	$754,665,841	6 / 7
2026-08-13	$1.93	$754,665,841	6 / 7
2026-08-14	$1.93	$754,665,841	6 / 7
2026-08-15	$1.93	$754,665,841	6 / 7
2026-08-16	$1.93	$754,665,841	6 / 7
2026-08-17	$1.93	$754,665,841	6 / 7
2026-08-18	$1.93	$754,665,841	6 / 7
2026-08-19	$1.93	$754,665,841	6 / 7
2026-08-20	$1.96	$758,037,451	6 / 7
2026-08-21	$1.96	$758,037,451	6 / 7
2026-08-22	$1.96	$758,037,451	6 / 7
2026-08-23	$1.96	$758,037,451	6 / 7
2026-08-24	$1.96	$758,037,451	6 / 7
2026-08-25	$1.96	$758,037,451	6 / 7
2026-08-26	$1.96	$758,037,451	6 / 7
2026-08-27	$1.96	$758,037,451	6 / 7
2026-08-28	$1.96	$758,037,451	6 / 7
2026-08-29	$1.96	$758,037,451	6 / 7
2026-08-30	$1.96	$758,037,451	6 / 7
2026-08-31	$1.96	$758,037,451	6 / 7
2026-09-01	$1.96	$758,037,451	6 / 7
2026-09-02	$1.96	$758,037,451	6 / 7
2026-09-03	$1.96	$758,037,451	6 / 7
2026-09-04	$1.96	$758,037,451	6 / 7
2026-09-05	$1.96	$758,037,451	6 / 7
2026-09-06	$1.96	$758,037,451	6 / 7
2026-09-07	$1.96	$758,037,451	6 / 7
2026-09-08	$1.96	$758,037,451	6 / 7
2026-09-09	$1.96	$758,037,451	6 / 7
2026-09-10	$1.96	$758,037,451	6 / 7
2026-09-11	$1.96	$758,037,451	6 / 7
2026-09-12	$1.96	$758,037,451	6 / 7
2026-09-13	$1.96	$758,037,451	6 / 7
2026-09-14	$1.96	$758,037,451	6 / 7
2026-09-15	$1.96	$758,037,451	6 / 7
2026-09-16	$1.96	$758,037,451	6 / 7
2026-09-17	$1.96	$758,037,451	6 / 7
2026-09-18	$1.96	$758,037,451	6 / 7
2026-09-19	$1.96	$758,037,451	6 / 7
2026-09-20	$1.96	$758,037,451	6 / 7
2026-09-21	$1.96	$758,037,451	6 / 7
2026-09-22	$1.96	$758,037,451	6 / 7
2026-09-23	$1.96	$758,037,451	6 / 7
2026-09-24	$1.96	$758,037,451	6 / 7
2026-09-25	$1.96	$758,037,451	6 / 7
2026-09-26	$1.96	$758,037,451	6 / 7
2026-09-27	$1.96	$758,037,451	6 / 7
2026-09-28	$1.96	$758,037,451	6 / 7
2026-09-29	$1.96	$758,037,451	6 / 7
2026-09-30	$1.96	$758,037,451	6 / 7
2026-10-01	$1.96	$758,037,451	6 / 7
2026-10-02	$1.96	$758,037,451	6 / 7
2026-10-03	$1.96	$758,037,451	6 / 7
2026-10-04	$1.96	$758,037,451	6 / 7
2026-10-05	$1.96	$758,037,451	6 / 7
2026-10-06	$1.96	$758,037,451	6 / 7
2026-10-07	$1.96	$758,037,451	6 / 7
2026-10-08	$1.96	$758,037,451	6 / 7
2026-10-09	$1.96	$758,037,451	6 / 7
2026-10-10	$1.96	$758,037,451	6 / 7
2026-10-11	$1.96	$758,037,451	6 / 7
2026-10-12	$1.96	$758,037,451	6 / 7
2026-10-13	$1.96	$758,037,451	6 / 7
2026-10-14	$1.96	$758,037,451	6 / 7
2026-10-15	$1.96	$758,037,451	6 / 7
2026-10-16	$1.96	$758,037,451	6 / 7
2026-10-17	$1.96	$758,037,451	6 / 7
2026-10-18	$1.96	$758,037,451	6 / 7
2026-10-19	$1.96	$758,037,451	6 / 7
2026-10-20	$1.96	$758,037,451	6 / 7
2026-10-21	$1.96	$758,037,451	6 / 7
2026-10-22	$1.96	$758,036,326	6 / 7
2026-10-23	$1.96	$758,036,326	6 / 7
2026-10-24	$1.96	$758,036,326	6 / 7

Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.

Compare required revenue and earnings

Analyst view

Monthly observations

Buy / Strong BuyHoldSell / Strong Sell

Exact monthly counts

Monthly rating snapshots · fmp. Missing snapshots are not zero.
Date	Buy*	Hold	Sell*
2026-05-01	4	4	1
2026-06-01	4	4	1
2026-07-01	4	4	1
2026-08-01	4	4	1
2026-09-01	4	4	1
2026-10-01	4	4	1

*Buy includes Strong Buy; Sell includes Strong Sell. Monthly counts describe the analyst mix, not the firms behind each recent action.

Latest: 4 Buy / Strong Buy · 4 Hold · 1 Sell / Strong Sell

0 upgrades0 downgrades1 maintains

Recent actions · Sep 25–Oct 24 · 1 recorded

Price-target changes

30 days

○ Previous · ● Latest · common dollar scale

BarclaysOct 12 · prior Aug 5

$29.00 → $38.00+31.0%

$0$20.90$41.80

1 raises · 0 cuts · 0 unchanged · 0 without a comparable prior

How this is measured

Sep 25, 2026–Oct 24, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.

Outlook in Brief

The evidence, the remaining questions, and what comes next

What's improving

No recovery evidence is reported in the available driver assessments.

Still unresolved / key risks

Successful adoption of AI agent in professional services marketQualitative condition
Non-GAAP EPS target of $1.22-$1.24 for fiscal year 2026Direct metric needs a verified mapping
Revenue growth to $574.3-$575.3 million for fiscal year 2026Revenue: $152.533M
Execution of $200 million share repurchase programDirect metric needs a verified mapping

Next proof point

Oct 27, 2026

Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.

Review earnings

Bottom line

4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.

The dated weekly assessment and its assumptions are available in Read detailed Outlook.

Historical risk context

Observed price history; separate from operating scenarios

Price sensitivity

2.0%Typical daily move · historical

Downside history

-59.9%Maximum drawdown · trailing year

Read detailed Outlook Company context, assumptions & risks

Intapp, Inc. outlook in detail

The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.

Updated Oct 24, 2026

What kind of bet this is

INTA is a growth-oriented software business working toward stronger profitability, rather than an established, consistently profitable compounder. Its long-term thesis is still active but in a watch state, with the signal recently shifting from mixed to cautious.

What's priced into Intapp, Inc.

The valuation is stretched, at a reported 1.83 times the peer comparison, and the expectations gap is 0.11. The evidence points to valuation that relies in part on a re-rating, while low fragility does not remove the risk that expectations are demanding.

What the fundamentals likely do

Near term, the earnings miss and performance below industry peers are concerns, and a guidance cut on the next call would be a meaningful negative. Over the multi-year view, SaaS revenue and ARR growth remain strong, while non-GAAP earnings per share improved and management's fiscal 2027 guidance signals continued profitability progress.

What Intapp, Inc. hinges on

The thesis hinges on sustained SaaS and ARR growth, progress toward management's profitability targets, and avoiding another guidance setback. Fed rate cuts and strong results from sector peers could support the sector backdrop, while weaker peer results or a further miss would add pressure to the fundamental case.