Expectations trend
FY2028 · fiscal year ending 2028-06-30 · fmp
Intapp, Inc. (INTA)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-04
$44.10-2.15%
Close 2026-11-05 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
1.96 → 1.99 EPS · FY ending Jun 30, 2028 · 6 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 6 to 6; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for INTA yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Successful adoption of AI agent in professional services market | A supporting condition in Intapp, Inc.'s published investment case. The stated target is Sustained growth in AI-related revenue contribution. | Intact | AI product fails to gain traction or revenue contribution declines | Qualitative condition This condition has no defined numerical measure. Nov 4, 2026Last status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2028 · fiscal year ending 2028-06-30 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
INTA is a high-risk growth business, not yet a proven durable compounder, because the evidence describes it as loss-making. Its long-term thesis is on watch: subscription and Cloud ARR are growing, but recent financial performance trails its industry cohort.
The valuation signal is tagged as justified, with low model confidence and a modest premium versus peers. The expectations gap is close to neutral, and the valuation measure has fallen materially in recent changes, so the evidence does not point to clearly stretched expectations or a clear discount.
Near term, revenue rose from the first to the third quarter of 2026, and management is on track on its stated subscription and cloud ARR priority. Recent results include an August earnings miss and an October in-line report; the company remains loss-making, and a guidance cut on the next call is a stated risk. Firm AI and Celeste have been introduced, but their financial contribution is not established in the evidence.
Over the next one to three years, the thesis depends on sustained subscription and cloud ARR growth translating into stronger financial results, alongside evidence that new AI products contribute financially. Near-term conditions also matter: a guidance cut would weaken the case, while rate cuts or stabilization among large technology peers could improve the sector backdrop.
INTA’s long-term thesis has support from recurring-revenue growth and steady management priorities, but profitability and relative performance remain concerns. The multi-year view hinges on execution and clearer financial evidence from new products. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| Profit per share targets $1.23 for the year. |
| Intact |
| EPS falls below $1.22 in FY26 |
Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Revenue growth to $574.3-$575.3 million for fiscal year 2026 | Profit per share targets $1.23 for the year. | Intact | Revenue falls below $574 million in FY26 | Revenue: $161.262M FY2027-Q1; GAAP. Published target: $574.3M to $575.3M. Annual target cannot be compared with a quarterly or TTM observation. Oct 27, 2026161,262,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Execution of $200 million share repurchase program | It also supports growth with a $200 million share buyback program. | Intact | Buyback program is canceled or materially reduced | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$1.93 → $1.99 · observed estimates
$0.75B → $0.76B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $1.93 | $752,464,760 | 4 / 8 |
| 2026-07-25 | $1.93 | $752,464,760 | 4 / 8 |
| 2026-07-26 | $1.93 | $752,464,760 | 4 / 8 |
| 2026-07-27 | $1.93 | $752,464,760 | 4 / 8 |
| 2026-07-28 | $1.93 | $752,464,760 | 4 / 8 |
| 2026-07-29 | $1.93 | $752,464,760 | 4 / 8 |
| 2026-07-30 | $1.93 | $752,464,760 | 4 / 8 |
| 2026-07-31 | $1.93 | $752,464,760 | 4 / 8 |
| 2026-08-01 | $1.93 | $752,464,760 | 4 / 8 |
| 2026-08-02 | $1.93 | $752,464,760 | 4 / 8 |
| 2026-08-03 | $1.93 | $752,464,760 | 4 / 8 |
| 2026-08-04 | $1.93 | $752,464,760 | 4 / 8 |
| 2026-08-05 | $1.93 | $752,464,760 | 4 / 8 |
| 2026-08-06 | $1.93 | $752,464,760 | 4 / 8 |
| 2026-08-07 | $1.93 | $754,665,841 | 6 / 7 |
| 2026-08-08 | $1.93 | $756,034,850 | 9 / 8 |
| 2026-08-09 | $1.93 | $756,034,850 | 9 / 8 |
| 2026-08-10 | $1.93 | $754,665,841 | 6 / 7 |
| 2026-08-12 | $1.93 | $754,665,841 | 6 / 7 |
| 2026-08-13 | $1.93 | $754,665,841 | 6 / 7 |
| 2026-08-14 | $1.93 | $754,665,841 | 6 / 7 |
| 2026-08-15 | $1.93 | $754,665,841 | 6 / 7 |
| 2026-08-16 | $1.93 | $754,665,841 | 6 / 7 |
| 2026-08-17 | $1.93 | $754,665,841 | 6 / 7 |
| 2026-08-18 | $1.93 | $754,665,841 | 6 / 7 |
| 2026-08-19 | $1.93 | $754,665,841 | 6 / 7 |
| 2026-08-20 | $1.96 | $758,037,451 | 6 / 7 |
| 2026-08-21 | $1.96 | $758,037,451 | 6 / 7 |
| 2026-08-22 | $1.96 | $758,037,451 | 6 / 7 |
| 2026-08-23 | $1.96 | $758,037,451 | 6 / 7 |
| 2026-08-24 | $1.96 | $758,037,451 | 6 / 7 |
| 2026-08-25 | $1.96 | $758,037,451 | 6 / 7 |
| 2026-08-26 | $1.96 | $758,037,451 | 6 / 7 |
| 2026-08-27 | $1.96 | $758,037,451 | 6 / 7 |
| 2026-08-28 | $1.96 | $758,037,451 | 6 / 7 |
| 2026-08-29 | $1.96 | $758,037,451 | 6 / 7 |
| 2026-08-30 | $1.96 | $758,037,451 | 6 / 7 |
| 2026-08-31 | $1.96 | $758,037,451 | 6 / 7 |
| 2026-09-01 | $1.96 | $758,037,451 | 6 / 7 |
| 2026-09-02 | $1.96 | $758,037,451 | 6 / 7 |
| 2026-09-03 | $1.96 | $758,037,451 | 6 / 7 |
| 2026-09-04 | $1.96 | $758,037,451 | 6 / 7 |
| 2026-09-05 | $1.96 | $758,037,451 | 6 / 7 |
| 2026-09-06 | $1.96 | $758,037,451 | 6 / 7 |
| 2026-09-07 | $1.96 | $758,037,451 | 6 / 7 |
| 2026-09-08 | $1.96 | $758,037,451 | 6 / 7 |
| 2026-09-09 | $1.96 | $758,037,451 | 6 / 7 |
| 2026-09-10 | $1.96 | $758,037,451 | 6 / 7 |
| 2026-09-11 | $1.96 | $758,037,451 | 6 / 7 |
| 2026-09-12 | $1.96 | $758,037,451 | 6 / 7 |
| 2026-09-13 | $1.96 | $758,037,451 | 6 / 7 |
| 2026-09-14 | $1.96 | $758,037,451 | 6 / 7 |
| 2026-09-15 | $1.96 | $758,037,451 | 6 / 7 |
| 2026-09-16 | $1.96 | $758,037,451 | 6 / 7 |
| 2026-09-17 | $1.96 | $758,037,451 | 6 / 7 |
| 2026-09-18 | $1.96 | $758,037,451 | 6 / 7 |
| 2026-09-19 | $1.96 | $758,037,451 | 6 / 7 |
| 2026-09-20 | $1.96 | $758,037,451 | 6 / 7 |
| 2026-09-21 | $1.96 | $758,037,451 | 6 / 7 |
| 2026-09-22 | $1.96 | $758,037,451 | 6 / 7 |
| 2026-09-23 | $1.96 | $758,037,451 | 6 / 7 |
| 2026-09-24 | $1.96 | $758,037,451 | 6 / 7 |
| 2026-09-25 | $1.96 | $758,037,451 | 6 / 7 |
| 2026-09-26 | $1.96 | $758,037,451 | 6 / 7 |
| 2026-09-27 | $1.96 | $758,037,451 | 6 / 7 |
| 2026-09-28 | $1.96 | $758,037,451 | 6 / 7 |
| 2026-09-29 | $1.96 | $758,037,451 | 6 / 7 |
| 2026-09-30 | $1.96 | $758,037,451 | 6 / 7 |
| 2026-10-01 | $1.96 | $758,037,451 | 6 / 7 |
| 2026-10-02 | $1.96 | $758,037,451 | 6 / 7 |
| 2026-10-03 | $1.96 | $758,037,451 | 6 / 7 |
| 2026-10-04 | $1.96 | $758,037,451 | 6 / 7 |
| 2026-10-05 | $1.96 | $758,037,451 | 6 / 7 |
| 2026-10-06 | $1.96 | $758,037,451 | 6 / 7 |
| 2026-10-07 | $1.96 | $758,037,451 | 6 / 7 |
| 2026-10-08 | $1.96 | $758,037,451 | 6 / 7 |
| 2026-10-09 | $1.96 | $758,037,451 | 6 / 7 |
| 2026-10-10 | $1.96 | $758,037,451 | 6 / 7 |
| 2026-10-11 | $1.96 | $758,037,451 | 6 / 7 |
| 2026-10-12 | $1.96 | $758,037,451 | 6 / 7 |
| 2026-10-13 | $1.96 | $758,037,451 | 6 / 7 |
| 2026-10-14 | $1.96 | $758,037,451 | 6 / 7 |
| 2026-10-15 | $1.96 | $758,037,451 | 6 / 7 |
| 2026-10-16 | $1.96 | $758,037,451 | 6 / 7 |
| 2026-10-17 | $1.96 | $758,037,451 | 6 / 7 |
| 2026-10-18 | $1.96 | $758,037,451 | 6 / 7 |
| 2026-10-19 | $1.96 | $758,037,451 | 6 / 7 |
| 2026-10-20 | $1.96 | $758,037,451 | 6 / 7 |
| 2026-10-21 | $1.96 | $758,037,451 | 6 / 7 |
| 2026-10-22 | $1.96 | $758,036,326 | 6 / 7 |
| 2026-10-23 | $1.96 | $758,036,326 | 6 / 7 |
| 2026-10-24 | $1.96 | $758,036,326 | 6 / 7 |
| 2026-10-25 | $1.96 | $758,036,326 | 6 / 7 |
| 2026-10-26 | $1.96 | $758,036,326 | 6 / 7 |
| 2026-10-27 | $1.96 | $758,036,326 | 6 / 7 |
| 2026-10-28 | $1.96 | $758,403,576 | 6 / 7 |
| 2026-10-29 | $1.98 | $759,864,370 | 5 / 6 |
| 2026-10-30 | $1.99 | $759,177,239 | 6 / 6 |
| 2026-10-31 | $1.99 | $759,177,239 | 6 / 6 |
| 2026-11-01 | $1.99 | $759,177,239 | 6 / 6 |
| 2026-11-02 | $1.99 | $759,177,239 | 6 / 6 |
| 2026-11-03 | $1.99 | $759,177,239 | 6 / 7 |
| 2026-11-04 | $1.99 | $759,177,239 | 6 / 7 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 4 Buy / Strong Buy · 4 Hold · 1 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 2 recorded
1 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earnings4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.