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Truist analyst Terry Tillman lowered the firm’s price target on Intapp (INTA) to $35 from $68 and keeps a Buy rating on the shares after its Q2 earnings beat and below-consensus outlook. The company showed durable fundamentals in Q2 despite an “overdone selloff”, the analyst tells investors in a research note. The guide appears modestly light vs. Street expectations, but the 30% drawdown was a “significant overreaction”, the firm added. Published first on TheFly – the ultimate source for real-time, marke ...

The only thing that saves my buy call issued in June last year in Intapp ( INTA ) is that I did mention keeping fuel in the tank to top up entries. To be clear, thatI am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a former Vice President at Barclays, I led teams in model validation, stress testing, and regulator ...

Core Insights - Intapp, Inc. provides cloud-based software solutions for professional and financial services firms, focusing on operational management, client relationships, and productivity enhancement [1] Financial Performance - Intapp's Return on Invested Capital (ROIC) is -5.33%, while its Weighted Average Cost of Capital (WACC) is 6.98%, resulting in a ROIC to WACC ratio of -0.76, indicating inefficiencies in capital utilization [2][5] - EverCommerce Inc. has a ROIC of 0.42% and a WACC of 8.24%, leading to a ROIC to WACC ratio of 0.05, which, although positive, still does not cover its cost of capital [3] - Integral Ad Science Holding Corp. shows a ROIC of 4.06% against a WACC of 11.03%, resulting in a ROIC to WACC ratio of 0.37, the highest among the analyzed peers [3] - Paycor HCM, Inc. and Flywire Corporation have negative ROICs of -0.68% and -0.29%, respectively, with WACC figures of 6.35% and 9.90%, leading to ROIC to WACC ratios of -0.11 and -0.03 [4] - PowerSchool Holdings, Inc. has a positive ROIC of 0.84% and a WACC of 8.36%, resulting in a ROIC to WACC ratio of 0.10, indicating a slight advantage over some peers but still not optimal [4][5]

At 7:55 a.m. ET on Wednesday, premarket trading is seeing notable activity in several stocks, with early price movements signaling potential opportunities before the opening bell.For active traders, premarket trading offers a head start in spotting potential breakouts, reversals, or sharp price swings. These early moves often indicate where momentum may carry into the regular session, making premarket analysis a key part of the trading day.In the Green - Premarket GainersThe following stocks are trading hi ...

Intapp (INTA) came out with quarterly earnings of $0.33 per share, beating the Zacks Consensus Estimate of $0.26 per share. This compares to earnings of $0.21 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +26.92%. A quarter ago, it was expected that this software developer would post earnings of $0.19 per share when it actually produced earnings of $0.24, delivering a surprise of +26.32%.Over the last four quarters, the comp ...

Financial Data and Key Metrics Changes - Cloud ARR grew to $434 million, up 31% year-over-year, representing 81% of total ARR of $535 million [4][17] - SaaS revenue reached $102 million, up 28% year-over-year, while total revenue was $140 million, up 16% year-over-year [4][18] - Non-GAAP gross margin improved to 78.1%, up from 76.7% a year ago, and non-GAAP operating income increased to $27.7 million from $18.9 million [20][17] - Free cash flow for the quarter was $22.2 million, with cash and cash equivalents at $191.2 million [20] Business Line Data and Key Metrics Changes - SaaS revenue now represents 73% of total revenue, while license revenue decreased by 9% year-over-year to $25.4 million [18] - Professional services revenue totaled $12.3 million, down 7% year-over-year [18] - The number of clients generating at least $100,000 in ARR increased to 834, up from 728 a year ago [20] Market Data and Key Metrics Changes - The partner ecosystem, particularly with Microsoft, played a significant role in driving growth, with over half of the largest wins executed jointly with Microsoft [8][19] - The company is gaining traction in newer markets across various verticals and global locations [8] Company Strategy and Development Direction - The company continues to execute its vertical AI roadmap, focusing on increasing AI adoption in highly regulated industries [5][4] - There is a strong emphasis on expanding the partner ecosystem, which includes over 145 curated data technology and services partners [8] - The company aims to drive AI, cloud adoption, and modernization across all industries served, leveraging its subscription revenue model and industry-specific cloud platform [15][14] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about growth opportunities, citing strong quarterly results driven by new client additions and account expansions [4][14] - The company anticipates continued demand for its AI capabilities and compliance solutions, particularly in the legal and accounting sectors [10][11] - Management noted that conversations with clients have shifted from curiosity to experimentation with AI technologies, indicating a positive trend in adoption [47] Other Important Information - The company authorized a $200 million share repurchase program, reflecting confidence in long-term business value [19] - Upcoming events include an Investor Day and the Intapp Amplify program, where significant announcements regarding AI innovations are expected [22][85] Q&A Session Summary Question: Positioning in light of Anthropic news - Management clarified that their focus is on the business of law rather than contract review, emphasizing their unique value proposition in professional financial services [27][30] Question: Balancing third-party partnerships and proprietary data - Management highlighted their ecosystem strategy, ensuring firms can safeguard proprietary information while leveraging third-party data for better decision-making [33][34] Question: Motivation for AI offerings - The primary motivations for clients adopting AI include efficiency and the ability to access comprehensive information that would be cost-prohibitive to assemble manually [39][40] Question: Customer experimentation with AI tools - Management noted that while clients are experimenting with AI tools, they are likely to continue relying on specialized providers for comprehensive solutions [42][43] Question: Impact of Microsoft partnership - The partnership with Microsoft has been beneficial in shortening sales cycles and facilitating larger enterprise deals [51] Question: Guidance for full year revenue - Management reiterated their cloud-first strategy and indicated that revenue dynamics are influenced by ongoing migrations to cloud solutions [58] Question: AI budget allocation among clients - Many firms are allocating specific budgets for AI, which has positively impacted the company's sales [66] Question: Pricing models and AI monetization - The company is exploring various pricing models, including consumption-based pricing, to align with client value perception [75][76]

Intapp (NasdaqGS:INTA) Q2 2026 Earnings call February 03, 2026 05:00 PM ET Company ParticipantsAlex Sklar - DirectorBrian Schwartz - Managing DirectorConnor Passarella - Equity Research AssociateDavid Morton - CFODavid Trone - SVP of Investor RelationsJohn Hall - Chairman and CEOKevin McVeigh - Managing DirectorParker Lane - DirectorConference Call ParticipantsBella Camaj - Equity Research AnalystGeorge McGreehan - Equity Research AnalystSteve Enders - Equity Research AnalystOperatorHello` everyone and welc ...

Financial Data and Key Metrics Changes - Cloud ARR grew to $434 million, up 31% year-over-year, representing 81% of total ARR of $535 million [4][16] - SaaS revenue reached $102 million, up 28% year-over-year, while total revenue was $140 million, up 16% year-over-year [4][17] - Non-GAAP gross margin improved to 78.1%, up from 76.7% a year ago, and non-GAAP operating income increased to $27.7 million from $18.9 million [19][16] - Free cash flow for the quarter was $22.2 million, with cash and cash equivalents ending at $191.2 million [19] Business Line Data and Key Metrics Changes - SaaS revenue now represents 73% of total revenue, while license revenue decreased by 9% year-over-year to $25.4 million [17] - Professional services revenue totaled $12.3 million, down 7% year-over-year [17] - The partner ecosystem contributed significantly to cloud growth, with co-sell execution involved in many new logo wins [18] Market Data and Key Metrics Changes - The company continues to gain traction in newer markets across various verticals and global locations [8] - In the legal vertical, several Am Law 100 firms adopted AI-powered compliance solutions, indicating strong demand in the sector [9][10] - The accounting industry is experiencing disruption due to private equity investments, leading firms to modernize compliance practices [11] Company Strategy and Development Direction - The company is focused on driving AI, cloud adoption, and modernization across all industries served, emphasizing the importance of industry-specific AI solutions [13][14] - The growth strategy includes expanding the partner ecosystem, particularly with Microsoft, which has been a major growth driver [8][52] - The company aims to enhance its product offerings and client relationships through targeted investments in AI and cloud solutions [20][66] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about growth opportunities, highlighting the strong demand for SaaS solutions and the effectiveness of the enterprise-focused go-to-market strategy [15][13] - The company anticipates continued growth in SaaS revenue and total revenue for the third quarter and full fiscal year 2026 [20][21] - Management noted that customer conversations have shifted from curiosity to experimentation with AI technologies, indicating a positive trend in adoption [46] Other Important Information - The company authorized a $200 million share repurchase program, reflecting confidence in long-term business value [18] - The upcoming Investor Day and Intapp Amplify event are expected to showcase significant AI-powered innovations [21][84] Q&A Session Summary Question: Positioning in light of Anthropic news - Management clarified that their focus is on the business of law rather than contract review, emphasizing their unique value proposition in professional financial services [26][28] Question: Balancing third-party partnerships and proprietary data - Management discussed their ecosystem strategy and the importance of safeguarding proprietary data while leveraging third-party partnerships [31][32] Question: Customer motivations for AI offerings - Management noted that efficiency and enhanced capabilities are primary motivations for customers adopting AI solutions [36][38] Question: Changes in customer conversations regarding AI - Management observed a shift towards articulating business value from AI deployments, indicating positive reactions from customers [46] Question: Impact of Microsoft partnership on deal cycles - Management confirmed that the partnership with Microsoft has shortened sales cycles and facilitated larger enterprise deals [52] Question: Guidance for full year revenue - Management reiterated their cloud-first strategy and clarified that revenue shifts are part of ongoing cloud migration efforts [56][58] Question: AI budgets within named accounts - Management indicated that many firms are allocating specific budgets for AI, benefiting the company's growth [63][66] Question: Pricing models and potential for consumption-based pricing - Management confirmed the existence of multiple pricing models and expressed interest in exploring consumption-based pricing as AI services grow [72][75]

Investor presentation February 2026 © 2026 Intapp. All rights reserved. Disclaimer This presentation has been prepared by Intapp, Inc. ("Intapp") for informational purposes only and not for any other purpose. Nothing contained in this presentation is, or should be construed as, a recommendation, promise or representation by the presenter or Intapp or any officer, director, employee, agent or advisor of Intapp. This presentation does not purport to be all-inclusive or to contain all of the information you ma ...