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Posted by
Two Blokes Jun 6 -
Filed in
Stock
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9 views
Intapp's vertical SaaS focus yields strong SaaS metrics, high retention, and improving fundamentals, despite a maturing growth rate and niche market limitations. Cloud and SaaS revenue growth remains robust, with high gross margins and positive free cash flow, signaling operational efficiency and disciplined capital allocation. Valuation is reasonably relative to peers; further upside hinges on scaling, innovation (especially AI), and navigating macroeconomic headwinds impacting discretionary IT spend.
