Is Intapp (INTA) Using Celeste To Quietly Redefine Its AI Moat In Professional Services?

• In late February 2026, Intapp launched Intapp Celeste, an agentic AI platform built for professional firms, alongside expanded integrations with Harvey, Anthropic’s Claude, Microsoft Copilot, and its own cloud applications to automate complex, compliance-heavy workflows.
• This move effectively re-centers Intapp’s product portfolio around specialized AI agents, aiming to embed firm-specific knowledge and governance directly into core processes such as deal management, conflicts, and timekeeping.
• We’ll now examine how Intapp’s Celeste launch, with firm-aware agentic AI at its core, could reshape the company’s existing investment narrative.

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Intapp Investment Narrative Recap

To own Intapp, you have to believe its specialized, compliance-heavy cloud and AI tools can turn current losses into durable, higher margin, recurring revenue. The Celeste launch sharpens that bet around agentic AI in core workflows, reinforcing the main near term catalyst of broader cloud and AI adoption, while also amplifying the existing risk that its heavy AI investment may not deliver enough differentiation to justify its valuation or accelerate progress toward profitability.

Among the recent news, the deepening collaboration with Anthropic’s Claude looks most relevant, because it extends Celeste’s reach into clients’ existing AI environments while keeping Intapp’s compliance focus front and center. If this integration helps make Intapp’s “firm aware” agents a default layer on top of general purpose models, it could support the longer term cloud and AI growth story that bullish analysts and existing shareholders are already watching closely.

Yet behind the excitement around Celeste, investors should be aware of the risk that cloud and AI projects are delayed or scaled back if clients start to...

Read the full narrative on Intapp (it's free!)

Intapp’s narrative projects $701.6 million revenue and $34.2 million earnings by 2028.

Uncover how Intapp's forecasts yield a $57.88 fair value, a 108% upside to its current price.

Exploring Other Perspectives

Before this news, the most optimistic analysts were already assuming about 14 percent annual revenue growth and earnings near US$63.6 million by 2028, which is much more upbeat than consensus and could be challenged if firms slow cloud and AI adoption or if horizontal AI tools blunt Intapp’s differentiation, so it is worth weighing both narratives side by side.

Explore 5 other fair value estimates on Intapp - why the stock might be worth over 2x more than the current price!

Decide For Yourself

Don't just follow the ticker - dig into the data and build a conviction that's truly your own.

• A great starting point for your Intapp research is our analysis highlighting 2 key rewards that could impact your investment decision.
• Our free Intapp research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Intapp's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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