Intapp Reports Strong Q2 2026 Earnings Growth Driven by AI and Cloud Expansion
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2h ago
0mins
Should l Buy INTA?
Source: seekingalpha
- Significant Cloud Revenue Growth: Intapp's Cloud ARR reached $434 million, reflecting a 31% year-over-year increase, with cloud now comprising 81% of total ARR, indicating substantial progress in the company's cloud transition and enhancing its competitive position in the market.
- AI Capabilities Driving Product Innovation: The release of Intapp Time with AI features, along with over 70 new AI capabilities, has catalyzed client cloud migrations, demonstrating the company's strategic commitment to increasing AI adoption in highly regulated industries.
- Strategic Partner Expansion: Intapp's collaboration with Microsoft and over 145 curated data technology and services partners continues to deepen, with partners involved in 7 of the 10 largest deals, showcasing the strength and market influence of its partner ecosystem.
- Robust Financial Performance: Q2 SaaS revenue was $102.5 million, up 28% year-over-year, with total revenue at $140.2 million, a 16% increase, and a non-GAAP gross margin of 78.1%, reflecting the company's success in optimizing cloud efficiency and revenue mix.
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Analyst Views on INTA
Wall Street analysts forecast INTA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for INTA is 57.88 USD with a low forecast of 42.00 USD and a high forecast of 76.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
9 Analyst Rating
5 Buy
3 Hold
1 Sell
Moderate Buy
Current: 33.640
Low
42.00
Averages
57.88
High
76.00
Current: 33.640
Low
42.00
Averages
57.88
High
76.00
About INTA
Intapp, Inc. is a global provider of artificial intelligence (AI)-powered solutions for professionals at advisory, capital markets, and legal firms. The Company empowers the world’s accounting, consulting, investment banking, legal, private capital and real asset firms with the technology they need to operate more competitively and deliver timely insights to their professionals. Using the power of Applied AI, its purpose-built vertical software as service (SaaS) solutions accelerates the flow of information firmwide, activate expertise, empower teams, strengthen client relationships, manage risk, and help firms adapt more quickly in a highly complex ecosystem. Its Intapp Intelligent Cloud is purpose-built to modernize these firms. Its products and solutions include Intapp DealCloud, Intapp Compliance solutions, Intapp Time solutions, Intapp Collaboration solutions, Intapp Integration solutions, and Intapp Assist. Intapp DealCloud serves partners and professionals in all of its markets.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Intapp Reports Strong Q2 2026 Earnings Growth Driven by AI and Cloud Expansion
- Significant Cloud Revenue Growth: Intapp's Cloud ARR reached $434 million, reflecting a 31% year-over-year increase, with cloud now comprising 81% of total ARR, indicating substantial progress in the company's cloud transition and enhancing its competitive position in the market.
- AI Capabilities Driving Product Innovation: The release of Intapp Time with AI features, along with over 70 new AI capabilities, has catalyzed client cloud migrations, demonstrating the company's strategic commitment to increasing AI adoption in highly regulated industries.
- Strategic Partner Expansion: Intapp's collaboration with Microsoft and over 145 curated data technology and services partners continues to deepen, with partners involved in 7 of the 10 largest deals, showcasing the strength and market influence of its partner ecosystem.
- Robust Financial Performance: Q2 SaaS revenue was $102.5 million, up 28% year-over-year, with total revenue at $140.2 million, a 16% increase, and a non-GAAP gross margin of 78.1%, reflecting the company's success in optimizing cloud efficiency and revenue mix.
See More
Intapp (INTA) Q2 2026 Earnings Call Transcript
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Intapp Authorizes $200 Million Stock Repurchase Program
- Stock Repurchase Program: Intapp's Board of Directors authorized a stock repurchase program of up to $200 million on January 29, 2026, aimed at enhancing shareholder value and boosting market confidence.
- Completion of Previous Buyback: This new repurchase program follows the completion of a $150 million buyback authorized on August 7, 2025, indicating the company's ongoing commitment to enhancing financial flexibility through capital management.
- Flexible Repurchase Strategy: Intapp plans to repurchase shares through various means, including open market purchases and privately negotiated transactions, reflecting the company's agility and proactivity in capital operations based on market conditions.
- Funding Assurance: The repurchase program will be funded from the company's existing cash and future cash flows, ensuring that the company can effectively reward shareholders while maintaining operational stability.
See More
Intapp Set to Announce Q2 Earnings with Strong Estimates
- Earnings Announcement Date: Intapp (INTA) is scheduled to release its Q2 earnings on February 3rd after market close, with a consensus EPS estimate of $0.26, reflecting a 23.8% year-over-year increase, indicating sustained profitability.
- Revenue Growth Expectations: The anticipated revenue for Q2 is $138.21 million, representing a 14.0% year-over-year growth, showcasing Intapp's strong momentum in the cloud and AI sectors, which further solidifies its market position.
- Historical Performance: Over the past two years, Intapp has consistently beaten both EPS and revenue estimates 100% of the time, demonstrating the company's reliability in financial forecasting and bolstering market confidence.
- Future Outlook: Intapp has set a SaaS revenue target of $412 million to $416 million for fiscal 2026, indicating significant growth potential in the context of rapid advancements in AI and cloud services.
See More
Intapp President Sells 75% of Shares for ~$223,100 Amidst Market Pressure
- Insider Sale: David Benjamin Harrison, President of Intapp, executed an open-market sale of 4,960 shares on December 3, raising approximately $223,100, indicating a potential loss of confidence in the company's future prospects.
- Stake Reduction: This transaction reduced Harrison's direct holdings to just 1,679 shares, representing a 74.71% decrease in his ownership, which reflects growing concerns about the company's outlook.
- Market Pressure: The sale occurred amid a challenging year for Intapp, with a 32.76% decline in stock price, highlighting investor apprehension regarding growth deceleration and the transition to cloud-based solutions.
- Investor Sentiment: While analysts maintain a buy rating with a $58 price target, the insider's significant stake reduction may prompt investors to reassess the company's long-term growth potential amidst ongoing volatility.
See More
Intapp Executive Sells 74.71% of Shares for Approximately $223,100
- Executive Sell-off: On December 3, 2025, Intapp's President David Benjamin Harrison sold 4,960 shares for approximately $223,100, representing a 74.71% reduction in his direct holdings, indicating ongoing challenges faced by the company.
- Holding Changes: Following this transaction, Harrison's direct stake decreased from 6,639 shares to 1,679 shares, reflecting a significant reduction in his remaining capacity, which may impact market confidence in the company's future.
- Stock Price Volatility: Intapp's stock is currently down about 50% from its 2025 peak, attributed to concerns over growth deceleration and a rapid decline in legacy revenue as the company transitions to cloud-based SaaS solutions, potentially heightening investor apprehension about its future performance.
- Market Reaction: Despite beating Q1 fiscal 2026 earnings expectations, Intapp's stock still fell due to moderating growth rates, with analysts maintaining a buy rating and a $58 price target, indicating confidence in the company's long-term potential despite near-term challenges.
See More
Intapp Reports Strong Q2 2026 Earnings Growth Driven by AI and Cloud Expansion
- Significant Cloud Revenue Growth: Intapp's Cloud ARR reached $434 million, reflecting a 31% year-over-year increase, with cloud now comprising 81% of total ARR, indicating substantial progress in the company's cloud transition and enhancing its competitive position in the market.
- AI Capabilities Driving Product Innovation: The release of Intapp Time with AI features, along with over 70 new AI capabilities, has catalyzed client cloud migrations, demonstrating the company's strategic commitment to increasing AI adoption in highly regulated industries.
- Strategic Partner Expansion: Intapp's collaboration with Microsoft and over 145 curated data technology and services partners continues to deepen, with partners involved in 7 of the 10 largest deals, showcasing the strength and market influence of its partner ecosystem.
- Robust Financial Performance: Q2 SaaS revenue was $102.5 million, up 28% year-over-year, with total revenue at $140.2 million, a 16% increase, and a non-GAAP gross margin of 78.1%, reflecting the company's success in optimizing cloud efficiency and revenue mix.
See More
Intapp (INTA) Q2 2026 Earnings Call Transcript
See More
Intapp Authorizes $200 Million Stock Repurchase Program
- Stock Repurchase Program: Intapp's Board of Directors authorized a stock repurchase program of up to $200 million on January 29, 2026, aimed at enhancing shareholder value and boosting market confidence.
- Completion of Previous Buyback: This new repurchase program follows the completion of a $150 million buyback authorized on August 7, 2025, indicating the company's ongoing commitment to enhancing financial flexibility through capital management.
- Flexible Repurchase Strategy: Intapp plans to repurchase shares through various means, including open market purchases and privately negotiated transactions, reflecting the company's agility and proactivity in capital operations based on market conditions.
- Funding Assurance: The repurchase program will be funded from the company's existing cash and future cash flows, ensuring that the company can effectively reward shareholders while maintaining operational stability.
See More
Intapp Set to Announce Q2 Earnings with Strong Estimates
- Earnings Announcement Date: Intapp (INTA) is scheduled to release its Q2 earnings on February 3rd after market close, with a consensus EPS estimate of $0.26, reflecting a 23.8% year-over-year increase, indicating sustained profitability.
- Revenue Growth Expectations: The anticipated revenue for Q2 is $138.21 million, representing a 14.0% year-over-year growth, showcasing Intapp's strong momentum in the cloud and AI sectors, which further solidifies its market position.
- Historical Performance: Over the past two years, Intapp has consistently beaten both EPS and revenue estimates 100% of the time, demonstrating the company's reliability in financial forecasting and bolstering market confidence.
- Future Outlook: Intapp has set a SaaS revenue target of $412 million to $416 million for fiscal 2026, indicating significant growth potential in the context of rapid advancements in AI and cloud services.
See More
Intapp President Sells 75% of Shares for ~$223,100 Amidst Market Pressure
- Insider Sale: David Benjamin Harrison, President of Intapp, executed an open-market sale of 4,960 shares on December 3, raising approximately $223,100, indicating a potential loss of confidence in the company's future prospects.
- Stake Reduction: This transaction reduced Harrison's direct holdings to just 1,679 shares, representing a 74.71% decrease in his ownership, which reflects growing concerns about the company's outlook.
- Market Pressure: The sale occurred amid a challenging year for Intapp, with a 32.76% decline in stock price, highlighting investor apprehension regarding growth deceleration and the transition to cloud-based solutions.
- Investor Sentiment: While analysts maintain a buy rating with a $58 price target, the insider's significant stake reduction may prompt investors to reassess the company's long-term growth potential amidst ongoing volatility.
See More
Intapp Executive Sells 74.71% of Shares for Approximately $223,100
- Executive Sell-off: On December 3, 2025, Intapp's President David Benjamin Harrison sold 4,960 shares for approximately $223,100, representing a 74.71% reduction in his direct holdings, indicating ongoing challenges faced by the company.
- Holding Changes: Following this transaction, Harrison's direct stake decreased from 6,639 shares to 1,679 shares, reflecting a significant reduction in his remaining capacity, which may impact market confidence in the company's future.
- Stock Price Volatility: Intapp's stock is currently down about 50% from its 2025 peak, attributed to concerns over growth deceleration and a rapid decline in legacy revenue as the company transitions to cloud-based SaaS solutions, potentially heightening investor apprehension about its future performance.
- Market Reaction: Despite beating Q1 fiscal 2026 earnings expectations, Intapp's stock still fell due to moderating growth rates, with analysts maintaining a buy rating and a $58 price target, indicating confidence in the company's long-term potential despite near-term challenges.
See More
