Intapp stock price jumps as software rebound returns; Feb 25 Investor Day in focus

New York, February 10, 2026, 10:57 EST — Regular session.

• Intapp shares pick up roughly 8% in morning trading, rebounding after last week’s software selloff.
• IGV, the software ETF, climbed this day—retail inflows set a new record, even with ongoing worries over AI-driven disruption.
• Intapp’s Investor Day on Feb. 25 has investors watching closely for details on both product updates and the company’s AI plans.

Intapp, Inc. (INTA) jumped $1.87, up roughly 7.7%, reaching $26.25 late in the morning session in New York. The stock traded between $24.36 and $26.28.

Software stocks caught a lift, too, as the iShares Expanded Tech-Software Sector ETF (IGV) climbed close to 2%. Datadog surged nearly 15% after posting its results.

That’s key, since investors have zeroed in on software as the epicenter of this round of “AI disruption” bets, with volatility ricocheting from big-name leaders to smaller cloud players. Retail money pouring into IGV set a new high, reaching $176 million over the month through Monday’s close, according to Vanda Research. 1 1

Worries that rapidly evolving AI tools might eat into established software business models set off the sector’s recent jitters, according to Reuters. “You’ve a sharply oversold market where a little bit of good news can go a long way,” said Keith Lerner, chief investment officer at Truist Advisory Services, on Monday. 2 2

Intapp, which focuses on cloud software for advisory, capital markets, and legal clients—a segment a few investors argue is better protected—has still seen its stock move in line with the wider software sector during the current selloff. 3

The company last week turned in fiscal Q2 numbers: SaaS revenue came in at $102.5 million, with total revenue hitting $140.2 million. Cloud ARR landed at $433.6 million, reflecting contracted subscription sales. Net revenue retention for cloud products was reported at 124%—that number tracks how much more existing customers are spending, factoring in upgrades. 3 3

Intapp’s board has cleared a fresh share buyback program, this one topping out at $200 million, according to a filing. That follows the wrap-up of an earlier $150 million repurchase. The filing notes there’s no set end date on the new authorization, and the company isn’t required to repurchase any stock. 4 5

Analyst views remain divided. Stifel trimmed its price target down to $40 from $50 but stuck with a “Buy,” flagging guidance that hints at a softer back half. The firm also circled Feb. 25 as a moment for management to clarify its stance. 6 6

John Hall, the chief executive, credited the quarter’s performance to “the addition of new clients and the expansion of existing client accounts,” highlighting strong demand for the company’s latest AI-driven tools. 7 7

ServiceNow and Snowflake joined the move higher in the group this day, suggesting dip buyers spread out beyond just one stock.

Still, risk hasn’t disappeared. On Tuesday, Morgan Stanley flagged that AI-related concerns are leaking into credit markets and predicted more price volatility ahead, even though “a near-term spike in defaults is unlikely.” 8 8

Intapp’s next clear milestone: Investor Day in New York, set for Feb. 25, with a webcast at 11:30 a.m. ET. Investors are set to press the company for specifics—expect questions around the product roadmap, AI strategy, and buyback tempo. 9 10