Intapp Reports Strong Q2 2026 Earnings Growth Driven by AI and Cloud Expansion
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5d 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: 23.770
Low
42.00
Averages
57.88
High
76.00
Current: 23.770
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.
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- 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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Intapp (INTA) Q2 2026 Earnings Call Transcript
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- 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.
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- 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
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- 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.
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- 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
