Intapp Q4 results beats analyst estimates on SaaS, cloud growth

Intapp

04/08/2026 21:37

Overview
Governed AI platform's fiscal Q4 revenue rose 13%, beating analyst expectations
Adjusted EPS for fiscal Q4 beat consensus
Company repurchased 8.4 mln shares for $275.2 mln in fiscal 2026

Outlook
Intapp sees Q1 2027 subscription revenue of $123.7 mln to $124.7 mln
Company expects Q1 2027 total revenue of $159.3 mln to $160.3 mln
Intapp forecasts FY 2027 total revenue of $656.5 mln to $660.5 mln

Result Drivers
SAAS AND CLOUD GROWTH - Q4 SaaS revenue rose 27% and cloud ARR increased 29% year-over-year, driven by demand from professional firms in regulated industries
CLIENT EXPANSION AND RETENTION - Co said upselling and cross-selling to existing clients led to a cloud net revenue retention rate of 123%
PRODUCT AND PARTNERSHIP INITIATIVES - Launch of Intapp Celeste and expanded partnerships, including co-selling with Microsoft and collaboration with Moodys, supported growth

Company press release: ID:nBwklVK2a

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$152.53 mln
$149.76 mln (8 Analysts)
Q4 Adjusted EPS
Beat
$0.41
$0.36 (8 Analysts)
Q4 Loss Per Share
 
$0.07
 
Q4 Adjusted Net Income
Beat
-$31.6 mln
$29.32 mln (8 Analysts)
Q4 Net Loss
 
$5.53 mln
 
Q4 Adjusted Operating Profit
Beat
$34.30 mln
$29.28 mln (8 Analysts)

Analyst Coverage
The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 4 "strong buy" or "buy", 4 "hold" and 1 "sell" or "strong sell"
The average consensus recommendation for the software peer group is "buy."
Wall Street's median 12-month price target for Intapp Inc is $32.00, about 4.2% below its August 3 closing price of $33.40
The stock recently traded at 22 times the next 12-month earnings vs. a P/E of 16 three months ago

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)