Top Small and Mid-Cap Software Stocks with A-Rated EPS Revisions Underperforming
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 days ago
0mins
Should l Buy INTA?
Source: seekingalpha
- YTD Performance: Intapp (INTA) leads with a YTD performance of -48.84%, indicating a significant decline in investor confidence amid AI market disruptions, which could impact its future financing capabilities.
- Other Major Players: PagerDuty (PD) and Asana (ASAN) follow closely with YTD declines of -48.28% and -45.08%, respectively, reflecting a broader weakness in the small-cap software sector that may lead to increased industry consolidation and competition.
- Market Trends: ServiceTitan (TTAN) and Yext (YEXT) are also in the top five, with YTD performances of -42.55% and -33.75%, suggesting cautious investor sentiment regarding their future growth potential, which could affect their market valuations.
- Overall Impact: Companies like Pegasystems (PEGA), Sprinklr (CXM), and Commvault Systems (CVLT) have all seen YTD losses exceeding 30%, highlighting the significant market pressures and investment risks faced by small-cap software stocks in the rapidly evolving AI landscape.
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Analyst Views on INTA
Wall Street analysts forecast INTA stock price to rise
9 Analyst Rating
5 Buy
3 Hold
1 Sell
Moderate Buy
Current: 23.440
Low
42.00
Averages
57.88
High
76.00
Current: 23.440
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.
Top Small and Mid-Cap Software Stocks with A-Rated EPS Revisions Underperforming
- YTD Performance: Intapp (INTA) leads with a YTD performance of -48.84%, indicating a significant decline in investor confidence amid AI market disruptions, which could impact its future financing capabilities.
- Other Major Players: PagerDuty (PD) and Asana (ASAN) follow closely with YTD declines of -48.28% and -45.08%, respectively, reflecting a broader weakness in the small-cap software sector that may lead to increased industry consolidation and competition.
- Market Trends: ServiceTitan (TTAN) and Yext (YEXT) are also in the top five, with YTD performances of -42.55% and -33.75%, suggesting cautious investor sentiment regarding their future growth potential, which could affect their market valuations.
- Overall Impact: Companies like Pegasystems (PEGA), Sprinklr (CXM), and Commvault Systems (CVLT) have all seen YTD losses exceeding 30%, highlighting the significant market pressures and investment risks faced by small-cap software stocks in the rapidly evolving AI landscape.
See More
Benzinga Stock Whisper Index for the Week Ending February 6
- Investor Focus: Benzinga's Stock Whisper Index utilizes proprietary data and pattern recognition each week to highlight five undervalued stocks that deserve attention, assisting investors in finding new opportunities amidst information overload.
- Market Dynamics: While retail traders face challenges with numerous methods available, the index aims to reveal overlooked stocks by filtering information, thereby enhancing investors' decision-making capabilities.
- Data Source: Benzinga Pro provides the latest market dynamics and headlines, ensuring investors can access key information that impacts the market, thereby improving the effectiveness of their investment strategies.
- Ongoing Attention: Benzinga encourages investors to stay tuned for next week's report and to follow Benzinga Pro for the latest market-moving stories, ensuring they do not miss potential investment opportunities.
See More
Software Sector Faces Worst Drawdown in a Decade
- Severe Market Drawdown: The iShares Expanded Tech-Software Sector ETF (NYSE:IGV) has fallen for seven consecutive sessions, resulting in a 16% drop, marking the worst performance since the COVID panic in 2020, indicating immense pressure on the software sector.
- Widespread Negative Returns: Year to date, 100 out of 110 constituents in the software sector have posted negative returns, with over 20 stocks down more than 30%, reflecting growing concerns about the sustainability of software business models.
- Deteriorating Technical Indicators: A striking 97 of the IGV ETF's constituents are trading below their 200-day moving average, highlighting a broad breakdown in technical momentum, while the 14-day RSI has plummeted to 16, the lowest since September 2001, indicating extreme market pessimism.
- Pressure from Business Model Shifts: Macro strategists have noted that the rise of AI tools is replacing expensive SaaS platforms, leading to pricing pressures, slower renewals, and declining customer retention, prompting investors to rethink growth and value in the AI era.
See More
Intapp Reports Strong Q2 Results but Shares Drop 25%
- Strong Performance: Intapp's fiscal second quarter non-GAAP EPS surged 57% year-over-year to $0.33, with revenue climbing 16% to $140.2 million, both exceeding market expectations and reflecting the company's robust performance in legal, accounting, and financial services.
- Cloud Revenue Growth: SaaS revenue grew 28% year-over-year to $102.5 million, while cloud annual recurring revenue (ARR) reached $433.6 million, a 31% increase, indicating the company's ongoing expansion in the cloud services market and strong client demand.
- Stock Buyback Program: The company repurchased 3.4 million shares for approximately $150.1 million in the six months ended December 31, 2025, and approved a new stock repurchase program of up to $200 million on January 29, aimed at enhancing shareholder value.
- Outlook: Intapp expects total revenue for the third quarter to be between $143.8 million and $144.8 million, with SaaS revenue projected between $105 million and $106 million, and non-GAAP EPS anticipated in the range of $0.27 to $0.29, demonstrating confidence in future performance despite a lukewarm market reaction.
See More
Super Micro Computer Q2 Earnings Exceed Expectations
- Earnings Beat: Super Micro Computer reported Q2 earnings of $0.69 per share, surpassing the analyst consensus of $0.49 by 41.68%, indicating a significant improvement in profitability that boosts investor confidence.
- Significant Revenue Growth: The quarterly revenue reached $12.68 billion, exceeding the market estimate of $10.22 billion and representing a 123.76% increase from $5.68 billion in the same period last year, showcasing the company's strong market performance and growth potential.
- Optimistic Outlook: Super Micro expects Q3 adjusted EPS of $0.60, above the analyst estimate of $0.53, and anticipates revenue in the range of $12.3 billion to $12.6 billion, reflecting confidence in future performance.
- Positive Stock Reaction: In pre-market trading, Super Micro's shares jumped 10.5% to $32.79, indicating a favorable market response to its strong earnings and optimistic outlook.
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
Top Small and Mid-Cap Software Stocks with A-Rated EPS Revisions Underperforming
- YTD Performance: Intapp (INTA) leads with a YTD performance of -48.84%, indicating a significant decline in investor confidence amid AI market disruptions, which could impact its future financing capabilities.
- Other Major Players: PagerDuty (PD) and Asana (ASAN) follow closely with YTD declines of -48.28% and -45.08%, respectively, reflecting a broader weakness in the small-cap software sector that may lead to increased industry consolidation and competition.
- Market Trends: ServiceTitan (TTAN) and Yext (YEXT) are also in the top five, with YTD performances of -42.55% and -33.75%, suggesting cautious investor sentiment regarding their future growth potential, which could affect their market valuations.
- Overall Impact: Companies like Pegasystems (PEGA), Sprinklr (CXM), and Commvault Systems (CVLT) have all seen YTD losses exceeding 30%, highlighting the significant market pressures and investment risks faced by small-cap software stocks in the rapidly evolving AI landscape.
See More
Benzinga Stock Whisper Index for the Week Ending February 6
- Investor Focus: Benzinga's Stock Whisper Index utilizes proprietary data and pattern recognition each week to highlight five undervalued stocks that deserve attention, assisting investors in finding new opportunities amidst information overload.
- Market Dynamics: While retail traders face challenges with numerous methods available, the index aims to reveal overlooked stocks by filtering information, thereby enhancing investors' decision-making capabilities.
- Data Source: Benzinga Pro provides the latest market dynamics and headlines, ensuring investors can access key information that impacts the market, thereby improving the effectiveness of their investment strategies.
- Ongoing Attention: Benzinga encourages investors to stay tuned for next week's report and to follow Benzinga Pro for the latest market-moving stories, ensuring they do not miss potential investment opportunities.
See More
Software Sector Faces Worst Drawdown in a Decade
- Severe Market Drawdown: The iShares Expanded Tech-Software Sector ETF (NYSE:IGV) has fallen for seven consecutive sessions, resulting in a 16% drop, marking the worst performance since the COVID panic in 2020, indicating immense pressure on the software sector.
- Widespread Negative Returns: Year to date, 100 out of 110 constituents in the software sector have posted negative returns, with over 20 stocks down more than 30%, reflecting growing concerns about the sustainability of software business models.
- Deteriorating Technical Indicators: A striking 97 of the IGV ETF's constituents are trading below their 200-day moving average, highlighting a broad breakdown in technical momentum, while the 14-day RSI has plummeted to 16, the lowest since September 2001, indicating extreme market pessimism.
- Pressure from Business Model Shifts: Macro strategists have noted that the rise of AI tools is replacing expensive SaaS platforms, leading to pricing pressures, slower renewals, and declining customer retention, prompting investors to rethink growth and value in the AI era.
See More
Intapp Reports Strong Q2 Results but Shares Drop 25%
- Strong Performance: Intapp's fiscal second quarter non-GAAP EPS surged 57% year-over-year to $0.33, with revenue climbing 16% to $140.2 million, both exceeding market expectations and reflecting the company's robust performance in legal, accounting, and financial services.
- Cloud Revenue Growth: SaaS revenue grew 28% year-over-year to $102.5 million, while cloud annual recurring revenue (ARR) reached $433.6 million, a 31% increase, indicating the company's ongoing expansion in the cloud services market and strong client demand.
- Stock Buyback Program: The company repurchased 3.4 million shares for approximately $150.1 million in the six months ended December 31, 2025, and approved a new stock repurchase program of up to $200 million on January 29, aimed at enhancing shareholder value.
- Outlook: Intapp expects total revenue for the third quarter to be between $143.8 million and $144.8 million, with SaaS revenue projected between $105 million and $106 million, and non-GAAP EPS anticipated in the range of $0.27 to $0.29, demonstrating confidence in future performance despite a lukewarm market reaction.
See More
Super Micro Computer Q2 Earnings Exceed Expectations
- Earnings Beat: Super Micro Computer reported Q2 earnings of $0.69 per share, surpassing the analyst consensus of $0.49 by 41.68%, indicating a significant improvement in profitability that boosts investor confidence.
- Significant Revenue Growth: The quarterly revenue reached $12.68 billion, exceeding the market estimate of $10.22 billion and representing a 123.76% increase from $5.68 billion in the same period last year, showcasing the company's strong market performance and growth potential.
- Optimistic Outlook: Super Micro expects Q3 adjusted EPS of $0.60, above the analyst estimate of $0.53, and anticipates revenue in the range of $12.3 billion to $12.6 billion, reflecting confidence in future performance.
- Positive Stock Reaction: In pre-market trading, Super Micro's shares jumped 10.5% to $32.79, indicating a favorable market response to its strong earnings and optimistic outlook.
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
