Analysts Offer Mixed Views on Intapp and Qualys: Oppenheimer Maintains Hold Rating on INTA, Canaccord Genuity Keeps Buy Rating on QLYS

Analysts have conflicting sentiments on Intapp (INTA) and Qualys (QLYS) with a Hold rating for INTA and a Buy rating for QLYS. Oppenheimer's Brian Schwartz maintained a Hold rating on INTA with a $56.57 average price target, while Canaccord Genuity's Kingsley Crane maintained a Buy rating on QLYS with a $158.00 price target. The analyst consensus on QLYS is a Hold with an average price target of $140.54.

Analysts have presented conflicting sentiments on Intapp (INTA) and Qualys (QLYS) in recent reports. While Intapp maintains a Hold rating with an average price target of $56.57, as per Oppenheimer's Brian Schwartz, Qualys has received a Buy rating with a price target of $158.00 from Canaccord Genuity's Kingsley Crane. The consensus on Qualys is a Hold with an average price target of $140.54 [1].

Intapp, which provides industry-specific cloud-based software solutions, reported a strong fourth quarter with Cloud ARR growing 29% year-over-year to $383 million. The company achieved a 27% year-over-year increase in SaaS revenue, reaching $90 million. Intapp expanded its product portfolio and R&D capabilities through strategic acquisitions and has a robust partner ecosystem, notably with Microsoft. The company successfully grew its $1 million-plus ARR client base by 49% year-over-year, reaching 109 clients. However, professional services revenue decreased by 2% year-over-year, and license revenue growth was modest at 5% year-over-year, indicating potential challenges in these segments [2].

Qualys, on the other hand, provides cloud-based security and compliance solutions. The company's analysts have maintained a Buy rating, reflecting a positive outlook on its growth prospects. Qualys has a strong market position in cloud security, and its recent earnings have shown consistent growth in revenue and earnings per share.

Despite the conflicting ratings, both companies have shown strong financial performance in their respective quarters. Intapp's growth in Cloud ARR and SaaS revenue, along with its strategic acquisitions and partnerships, suggest a promising future. Qualys' consistent growth in revenue and earnings per share, coupled with its strong market position, also indicate a positive outlook.

Investors should carefully consider the analysts' ratings and the companies' financial performance before making investment decisions. While Intapp faces challenges in certain segments, its overall growth and strategic initiatives provide a basis for optimism. Qualys, with its strong market position and consistent growth, offers a compelling investment opportunity.

References:
[1] https://www.marketbeat.com/instant-alerts/filing-jefferies-financial-group-inc-takes-position-in-intapp-inc-nasdaqinta-2025-08-06/
[2] https://finance.yahoo.com/news/intapp-inc-inta-q4-2025-071439796.html