Intapp, Inc. (INTA)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-09
$38.64-3.06%
Close 2026-09-09 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-09
Intact: The reason to own it still holds.
Intapp grows revenue to about $575 million in fiscal 2026. Profit per share targets $1.23 for the year. The company is expanding its AI offerings in a $30 billion market. It also supports growth with a $200 million share buyback program.
AI disruption risks could slow revenue growth. Profit margins may stay thin as the company invests in new products. If revenue growth falls below analyst expectations, the stock could weaken.
The price is about 6% below our fair value near $30. Analysts expect about 18% revenue growth. Our view aligns with these expectations but remains cautious due to AI risks and soft guidance.
Breaks if: AI product fails to gain traction or revenue contribution declines
Breaks if: EPS falls below $1.22 in FY26
Revenue falls below $574 million in FY26
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment is a speculative growth play. INTA is focused on expanding its Software as a Service (SaaS) and Annual Recurring Revenue (ARR), but it is currently loss-making and faces high risk.
The market seems to have priced in a low expectations gap, indicating that investors are not anticipating significant improvements in performance. Valuation shows a premium compared to peers, suggesting that the market expects some level of recovery or growth.
Management is on track with its priorities, including revenue growth and share repurchases. However, the company has a history of earnings misses, which poses a risk to its near-term performance.
The thesis hinges on management's ability to maintain revenue growth and achieve earnings targets. Additionally, external factors like Federal Reserve rate cuts and performance of sector leaders will influence the stock's trajectory.
The most important moves since the prior daily snapshot.
Yes, our read has strengthened. The latest earnings beat supports a more favorable outlook. Additionally, the partnership with Legora enhances the company's AI strategy and product offering. There are no new threats impacting the thesis.
as of 2026-09-09
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Intapp aims to achieve total revenue between $574.3 million and $575.3 million for fiscal year 2026.
Breaks if: Buyback program is canceled or materially reduced
Over the next 1 to 3 years, INTA's performance will depend on its execution and external market conditions. Not investment advice.