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INTAIntapp, Inc.Sell5.0·$43.11+3.90%
SellHigh Confidence
Investment thesis

Intapp's business quality scores 3.8 out of 10, just below the 4.0 minimum floor required to support a position, while a confirmed technical downtrend constitutes a firm barrier to new entries; the positive free cash flow profile — 26% FCF margin and 8.1% FCF yield despite GAAP losses — and 46% analyst-implied upside represent genuine potential that cannot outweigh the current quality and momentum barriers without demonstrated fundamental improvement.

Thesis pillars

  • Analyst Consensus UpsideDeteriorating
  • Quality Below Minimum ThresholdStable
  • Fcf Positive Despite Gaap LossesStable
  • +2 more pillars — see the Why tab for full reasoning

Full reasoning →

Open full analysis

Intapp, Inc. (INTA) Stock Analysis

SellVALUE-TRAP 2/5QualityHigh Confidence

Technology · Software - Application

Sell if holding. Analyst target reached at $43.11 — A.R:R is negative (-1.4) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Counterparty: loan and security agreement lender.

Intapp provides AI-powered vertical SaaS solutions for accounting, consulting, investment banking, legal, private capital, and real assets firms, covering client relationship management (DealCloud), compliance, time tracking and billing, and collaboration workflows. The company... Read more

$43.11-20.4% A.UpsideScore 5.0/10#110 of 122 Software - Application
QualityF-score6 / 9FCF yield4.89%
Stop $40.09Target $49.58(default +15%)A.R:R -1.4:1
Analyst target$39.43-8.5%7 analysts
$49.58our TP
$43.11price
$39.43mean
$29
$50

Sell if holding. Analyst target reached at $43.11 — A.R:R is negative (-1.4) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Counterparty: loan and security agreement lender. Chart setup: No clear chart pattern; technical signals are mixed. Score 5.0/10, high confidence.

Passes 5/8 gates (no SEC red flags, news events none recent, earnings proximity 60d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: aggressive.

10-K grounded · weekly refresh

About Intapp, Inc.

About Intapp, Inc.

Intapp served more than 2,700 clients as of June 30, 2025, including 95 of the Am Law 100 law firms, 16 of the top 20 accounting firms, and over 1,700 private capital and investment banking firms. The company's high-value client base grew sharply: 109 clients now carry contracts exceeding $1.0 million in annual recurring revenue, up 49% from 73 clients a year earlier. Intapp sells its AI-powered vertical SaaS platform on a subscription basis through a direct sales model and has completed 12 acquisitions over the past 13 years, including TermSheet in fiscal 2025. The company has incurred net losses in each of fiscal 2025, 2024, and 2023.

Intapp earns revenue almost entirely through multi-year SaaS subscriptions, recognized ratably over one-to-three-year contract terms, sold via a direct sales force with a land-and-expand model in which clients typically start with one product and later add users, modules, and capabilities -- client relationships often span more than a decade. The platform is built on Microsoft Azure, and Intapp's partnership with Microsoft extends to joint innovation, joint marketing, and Azure Marketplace distribution, letting clients purchase Intapp using their existing Azure consumption commitments. Because Intapp recognizes revenue ratably rather than upfront, a downturn in new bookings or a wave of non-renewals may not show up in results for several quarters, making near-term financial performance a lagging indicator of underlying demand. The company also carries a loan and security agreement that grants its lender a first-priority lien against substantially all of its assets, alongside restrictive covenants that could limit operating flexibility.

Show full overview

Intapp's AI-embedded product strategy is running directly into new regulation: the EU Artificial Intelligence Act was formally adopted in 2024, and certain provisions took effect in 2025, prohibiting some AI applications and imposing added requirements on high-risk or limited-risk systems -- a direct constraint on a company whose core differentiation is 'Applied AI' embedded across DealCloud, Intapp Assist, and its compliance products. That regulatory exposure compounds a platform dependency: Intapp's cloud infrastructure is built on Microsoft Azure, and its partnership with Microsoft extends to joint marketing and Azure Marketplace distribution, so any disruption to that relationship or an Azure-specific outage would affect the availability of Intapp's entire client base simultaneously rather than a single product line.

See also: Technology · Software - Application

From Intapp, Inc.'s most recent 10-K filing, extracted August 23, 2026.

TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Tue, Nov 3, 202660d to earnings· next earnings call

Thesis

Rewards
Strong earnings beat streak (3/4)
Risks
Concentration risk — Counterparty: loan and security agreement lender
Analyst target reached - limited upside remaining
V7 low-quality RISK_OFF penalty: -0.5 (Q=4.3)

Key Metrics

P/E (TTM)
P/E (Fwd)22.0
Mkt Cap$3.3B
EV/EBITDA-197.8
Profit Mgn-7.1%
ROE-9.9%
Rev Growth13.0%
Beta0.41
DividendNone
Rating analysts15

Quality Signals

Piotroski F6/9MoatNarrow

Options Flow

P/C1.14bearish
IV74%elevated

Concentration Risks(10-K Item 1A)

  • MEDIUMCustomeraccounting, consulting, investment banking, legal, private capital and real assets industries
    10-K Item 1A: 'A majority of our sales are to clients in the accounting, consulting, investment banking, legal, private capital and real assets industries.'
  • HIGHcounterpartyloan and security agreement lender
    10-K Item 1A: 'Our loan and security agreement provides our lender with a first-priority lien against substantially all of our assets'

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.

Not investment advice. TrendMatrix is not a registered investment adviser. Our content is for informational and educational purposes only. Consult your own licensed investment adviser, broker, or tax professional before making any investment decision.

Conflicts and positions. The TrendMatrix editorial team frequently holds personal long-term positions in securities discussed. We disclose positions held at the time of publication on each piece. We maintain a trading-window policy: we do not initiate or close positions in the same direction as a TrendMatrix publication within 24 hours before or 72 hours after publication.

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Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

1 floor-breaker

Momentum below the gate floor. Component breakdown shows what dragged the score down.static

Macd
0.0
Obv
1.0
Volume
2.5
Rsi
5.0
Ma Position
8.0
Volume distribution (falling OBV)Above 200-MA but MA slope flat
GatesMomentum 3.3<4.5A.R:R -1.4=NEGATIVEINSIDER 0.27%=MODERATENo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 60d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARSuitability: Aggressive
RSI
62 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $36.43Resistance $44.33

Price Targets

$40
$50
A.Upside-20.4%
A.R:R-1.4:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeRisk-Off

Risk Alerts

! Target reached (-20.4% upside)
! momentum at 3.3 (below the engine's 4.5 threshold)
! Negative risk/reward — downside exceeds upside

Earnings

B
B
B
M
3/4 beats
Next Earnings2026-11-03 (60d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is INTA stock a buy right now?

Sell if holding. Analyst target reached at $43.11 — A.R:R is negative (-1.4) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Counterparty: loan and security agreement lender. Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $40.09. Score 5.0/10, high confidence.

What is the INTA stock price target?

Take-profit target: $49.58 (-20.4% upside). Prior stop was $40.09. Stop-loss: $40.09.

What are the risks of investing in INTA?

Concentration risk — Counterparty: loan and security agreement lender; Analyst target reached - limited upside remaining; V7 low-quality RISK_OFF penalty: -0.5 (Q=4.3).

Is INTA overvalued or undervalued?

Intapp, Inc. trades at a P/E of N/A (forward 22.0). TrendMatrix value score: 6.0/10. Verdict: Sell.

What do analysts say about INTA?

15 analysts cover INTA with a consensus score of 3.7/5. Average price target: $39.

What does Intapp, Inc. do?Intapp provides AI-powered vertical SaaS solutions for accounting, consulting, investment banking, legal, private...

Intapp provides AI-powered vertical SaaS solutions for accounting, consulting, investment banking, legal, private capital, and real assets firms, covering client relationship management (DealCloud), compliance, time tracking and billing, and collaboration workflows. The company served more than 2,700 clients as of June 30, 2025, including 95 of the Am Law 100 law firms, 16 of the top 20 accounting firms, and over 1,700 private capital and investment banking firms, with 109 clients carrying more than $1.0 million in annual recurring revenue, up 49% from 73 a year earlier. Intapp has completed 1

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