# Intapp, Inc. (INTA)

> Source: Nexqual · https://nexqual.com/INTA · data as of 2026-10-22 20:00 UTC · cite as "Nexqual, Intapp, Inc. (INTA), nexqual.com/INTA" · informational, not investment advice.

**Price:** USD 47.18 (+4.08% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 45.33 · day 45–47.45 · 52w 19.01–47.93 · market cap $3.62B · NMS

## Key facts
- Last four reported quarters (through Jun 30, 2026): revenue $578M, net income -$41.3M (-7.1% margin), free cash flow $145M (SEC filings).
- Insider open-market sales, last ~7 months: 22 Form 4 filings, $14.4M; 0 not under a Rule 10b5-1 plan ($0K); 0 by opportunistic insiders, 17 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Hold (mean 2.67 on a 1–5 scale) (9 analysts), mean target USD 41.57 (range 34–47).
- Total return with dividends: 1Y +19.3% vs S&P 500 +14.9%; 5Y +77.1% vs S&P 500 +80.3%.
- Next earnings: 2026-10-27, EPS estimate USD 0.4, revenue estimate $160M.

## Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters)
| USD | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $272M | $351M | $431M | $504M | $578M | $578M |
| Gross profit | $173M | $239M | $307M | $373M | $438M | — |
| Operating income | -$99.5M | -$69.3M | -$32.2M | -$27.4M | -$40.1M | -$40.1M |
| Net income | -$99.7M | -$69.4M | -$32.0M | -$18.2M | -$41.3M | -$41.3M |
| EPS (diluted) | -$1.63 | -$1.08 | -$0.45 | -$0.23 | -$0.52 | — |
| Free cash flow | $13.7M | $25.3M | $64.8M | $122M | $145M | $145M |
| Gross margin | 63.6% | 68.2% | 71.3% | 74.0% | 75.8% | — |
| Operating margin | -36.6% | -19.7% | -7.5% | -5.4% | -6.9% | -6.9% |
| Net margin | -36.6% | -19.8% | -7.4% | -3.6% | -7.1% | -7.1% |
| Revenue growth | +26.8% | +29.0% | +22.7% | +17.1% | +14.6% | — |
| Cash + short-term investments | $50.8M | $130M | $208M | $313M | $163M | — |
Fiscal years end Jun. EPS is split-adjusted.

## Valuation (price ÷ last four quarters, through Jun 30, 2026)
P/S 6.3x · P/FCF 25.0x · P/B 11.4x · FCF yield 4.00% · Earnings yield -1.14% · Buyback yield (TTM) 7.60%

## Insider sales (SEC Form 4, open-market, last ~7 months)
22 of 22 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-10-20 | Harrison David Benjamin | President, Industries | 40,284 | $1.8M | 72.1% | Yes | Too little history (no open-market trades in 2023) |
| 2026-10-19 | Hall John T | Chief Executive Officer | 3,000 | $133K | 0.1% | Yes | Routine (sold in Feb & May & Aug & Nov each year 2023–2025; this trade is outside those months) |
| 2026-10-12…2026-10-13 | Jampol Thad | Chief Product Officer | 5,000 | $202K | 0.5% | Yes | Routine (sold in Jan & Feb & Apr & May & Jun & Aug each year 2023–2025; this trade is outside those months) |
| 2026-10-12 | Hall John T | Chief Executive Officer | 3,000 | $120K | 0.1% | Yes | Routine (sold in Feb & May & Aug & Nov each year 2023–2025; this trade is outside those months) |
| 2026-10-05 | Hall John T | Chief Executive Officer | 3,000 | $110K | 0.1% | Yes | Routine (sold in Feb & May & Aug & Nov each year 2023–2025; this trade is outside those months) |
| 2026-09-30…2026-10-01 | Hall John T | Chief Executive Officer | 3,000 | $110K | 0.1% | Yes | Routine (sold in Feb & May & Aug & Nov each year 2023–2025; this trade is outside those months) |
| 2026-09-21 | Hall John T | Chief Executive Officer | 3,000 | $110K | 0.1% | Yes | Routine (sold in Feb & May & Aug & Nov each year 2023–2025; this trade is outside those months) |
| 2026-09-14 | Hall John T | Chief Executive Officer | 3,000 | $114K | 0.1% | Yes | Routine (sold in Feb & May & Aug & Nov each year 2023–2025; this trade is outside those months) |
| 2026-09-08 | Hall John T | Chief Executive Officer | 3,000 | $119K | 0.1% | Yes | Routine (sold in Feb & May & Aug & Nov each year 2023–2025; this trade is outside those months) |
| 2026-09-02 | Jampol Thad | Chief Product Officer | 5,000 | $209K | 0.5% | Yes | Routine (sold in Jan & Feb & Apr & May & Jun & Aug each year 2023–2025; this trade is outside those months) |
| 2026-08-31 | Hall John T | Chief Executive Officer | 3,000 | $130K | 0.1% | Yes | Routine (sold in Feb & May & Aug & Nov each year 2023–2025) |
| 2026-08-24 | Sedgwick Dustin De Forest | Chief Marketing Officer | 1,474 | $61K | 6.2% | Yes | Too little history (no open-market trades in 2023 or 2024) |
| 2026-08-24 | Morton David H Jr | Chief Financial Officer | 10,000 | $409K | 7.7% | Yes | Too little history (no open-market trades in 2023) |
| 2026-08-24 | Hall John T | Chief Executive Officer | 65,802 | $2.7M | 1.1% | Yes | Routine (sold in Feb & May & Aug & Nov each year 2023–2025) |
| 2026-08-19 | Neble George R | Director | 2,624 | $105K | 7.9% | Yes | Routine (sold in Nov each year 2023–2025; this trade is outside those months) |
| 2026-08-17 | Hall John T | Chief Executive Officer | 3,000 | $117K | 0.1% | Yes | Routine (sold in Feb & May & Aug & Nov each year 2023–2025) |
| 2026-08-13 | Morton David H Jr | Chief Financial Officer | 20,000 | $814K | 19.2% | Yes | Too little history (no open-market trades in 2023) |
| 2026-08-13 | Jampol Thad | Chief Product Officer | 25,000 | $1.0M | 2.6% | Yes | Routine (sold in Jan & Feb & Apr & May & Jun & Aug each year 2023–2025) |
| 2026-08-10 | Hall John T | Chief Executive Officer | 3,000 | $111K | 0.1% | Yes | Routine (sold in Feb & May & Aug & Nov each year 2023–2025) |
| 2026-08-05 | Hall John T | Chief Executive Officer | 146,674 | $5.4M | 2.5% | Yes | Routine (sold in Feb & May & Aug & Nov each year 2023–2025) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.

## Analysts
Consensus Hold (mean 2.67 on a 1–5 scale), 9 analysts; mean target USD 41.57 (low 34, high 47).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-12 | Barclays | Target raised | Underweight | $29 → $38 |
| 2026-09-21 | UBS | Target raised | Buy | $40 → $46 |
| 2026-08-05 | Truist Securities | Target raised | Buy | $35 → $45 |
| 2026-08-05 | Piper Sandler | Target raised | Neutral | $25 → $34 |
| 2026-08-05 | Barclays | Target raised | Underweight | $25 → $29 |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2021-10-18) |
|---|---|---|
| Total return | +19.3% | +77.1% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +19.4% | +12.1% |
| Volatility (annualized) | 59.9% | 55.2% |
| Max drawdown | -59.9% (Dec 2025→May 2026) | -71.8% (Feb 2025→Apr 2026) |

## Peers (Software - Application)
APPF (AppFolio, Inc.) USD 217.33 +0.06% · DSGX (The Descartes Systems Group Inc) USD 94 +1.74% · TTAN (ServiceTitan, Inc.) USD 85.2 +3.50% · IDCC (InterDigital, Inc.) USD 332.06 -0.78% · YMM (Full Truck Alliance Co. Ltd.) USD 8.35 -1.76% · PCOR (Procore Technologies, Inc.) USD 62.29 +2.27%

## More
Full page: https://nexqual.com/INTA · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Supply chain and relationships (SEC annual reports)

Named in INTA's own 10-K filed 2026-08-14 (https://www.sec.gov/Archives/edgar/data/1565687/000156568726000073/inta-20260630.htm):

| Relationship | Company | Sentence in the filing |
|---|---|---|
| Partner | Microsoft (MSFT) | "•Intapp's collaboration products deliver intelligent, client-centric teamwork by integrating seamlessly with Microsoft 365, Teams, and SharePoint." |

## Revenue by product line (quarter ended 2026-06-30)

| Line | Revenue | Share | YoY |
|---|---|---|---|
| SaaS | $115.0M | 75.4% | +27.5% |
| License | $23.9M | 15.7% | -24.8% |
| Professional services | $13.6M | 8.9% | +4.8% |
| Total revenue | $152.5M | 100% | — |

## Revenue by region (quarter ended 2026-06-30)

| Line | Revenue | Share | YoY |
|---|---|---|---|
| United States | $102.0M | 66.9% | +10.2% |
| United Kingdom | $26.2M | 17.2% | +26.8% |
| Rest of the world | $24.4M | 16.0% | +11.3% |
| Total revenue | $152.5M | 100% | — |

## Company outlook (8-K filed 2026-08-04)

- "The guidance regarding non-GAAP operating income excludes known pre-tax charges related to estimated stock-based compensation of $35.0 million for the first quarter of fiscal year 2027 and $138.4 million for fiscal year 2027 and amortization of intangible assets of $1.9 million for the first quarter of fiscal year 2027 and $7.4 million for fiscal year 2027."
- "The guidance regarding non-GAAP diluted net income per share excludes known pre-tax charges related to estimated stock-based compensation of $0.44 per share for the first quarter of fiscal year 2027 and $1.71 per share for fiscal year 2027 and amortization of intangible assets of $0.02 per share for the first quarter of fiscal year 2027 and $0.09 per share for fiscal year 2027."

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | $0.40 | $0.34 | +17.7% | $159.6M | 9 |
| Next quarter (ends 2026-12-31) | $0.40 | $0.38 | +4.7% | $160.9M | 9 |
| Current fiscal year (ends 2027-06-30) | $1.60 | $1.55 | +3.4% | $659.1M | 9 |
| Next fiscal year (ends 2028-06-30) | $1.96 | $1.89 | +3.6% | $759.4M | 9 |

## Options: expected move (Cboe, 15-min delayed)

Expected move by 2026-11-20 (includes earnings 2026-10-27): ±15.8%; last 8 reports averaged ±10.9%.

| Expiration | Days | ATM IV | Expected move |
|---|---|---|---|
| 2026-11-20 | 28 | 70.7% | ±15.8% |
| 2026-12-18 | 56 | 60.9% | ±19.0% |
| 2027-01-15 | 84 | 62.7% | ±23.6% |
| 2027-04-16 | 175 | 59.9% | ±31.9% |