Added to YB: 2026-09-08
Pitch date: 2026-09-05
INTA [bullish]
Intapp, Inc.
Author Info
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Company Info
Intapp, Inc., through its subsidiary, Integration Appliance, Inc., provides AI-powered solutions in the United States, the United Kingdom, and internationally.
Market Cap
$3.2B
Pitch Price
N/A
Price Target
66.00 (+58%)
Dividend
N/A
EV/EBITDA
-454.60
P/E
-80.39
EV/Sales
5.28
Sector
Software
Category
growth
Into The Wreckage - A Basket of SaaS Winners - Intapp, Inc.
INTA: Intapp’s 13% reported growth masks a cloud business with SaaS revenue up 27%, cloud ARR up 31% to $459.3 million and 123% net revenue retention as the legacy license drag fades. At $29.12, enterprise value is 4.6x cloud ARR versus a $54 base case at 9x and $66 bull case at 11x. The key risks are cloud-transition execution and current GAAP losses driven almost entirely by stock-based compensation.
Read full article (3 min)