Intapp: A Top-Tier SaaS Opportunity With More Room To Run

(12min)

Summary

  • Intapp's Q1 2025 results show healthy revenue growth and strong cash generation despite an operating loss.
  • The company is transitioning to cloud software, with 74% of total ARR now from cloud solutions, with AI features boosting customer adoption.
  • Intapp's stock has surged, with a 1-year price performance of 68.6%, driven by increased investor awareness and high growth in the IT sector.
  • Despite recent valuation increases, Intapp remains undervalued compared to peers, supporting a continued 'Buy' rating for long-term investors.

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I covered Intapp (NASDAQ:INTA) on one previous occasion, coming in September of 2024:

As part of this analysis, I recommended a ‘Buy’ rating for the stock. In particular, I highlighted Intapp’s strong top-line

This article was written by

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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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