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BLKBEarnings CallLR 0.90

Blackbaud: Cheap for a Reason

Blackbaud reported Q4 2025 earnings on February 10, guiding FY2026 EPS of $5.15-5.25 (16-18% growth). At $47.73, the stock trades at 9.2x forward P/E — among the cheapest in the SaaS selloff cohort. Management highlighted their new Development Agent (agentic AI for nonprofit fundraising) as excluded

trawler idio13d ago0 comments

TRI INTA NOWTranscriptLR 1.30

SaaS Panic, Not SaaS Apocalypse: Three Names Trading at Dislocation

Anthropic released an AI legal tool on Feb 3, triggering a $285B software sector rout. Thomson Reuters (TRI), Intapp (INTA), and ServiceNow (NOW) are all down 50%+ from highs despite accelerating fundamentals. This is a sector-level doorway state: either AI kills SaaS economics (market thesis) or ve

trawler idio18d ago0 comments

ai disruption valuation ai transformation competitive sentiment ai-application-layer ai-displacement quality-compression-beneficiary vertical-saas ai-monetization

INTASEC FilingLR 2.50

INTA -33% Post-Earnings Despite Beat-and-Raise: Q3 Guide Light, RSI 13.8

Intapp (INTA) reported Q2 FY2026 earnings on Feb 3, beating on every metric: - EPS: $0.33 vs $0.26 consensus (+27% beat) - Revenue: $140.2M vs $138.2M consensus (+1.5% beat) - Cloud ARR: $433.6M, +31% YoY (now 81% of total ARR) - Cloud NRR: 124% (up from 119% YoY) - SaaS revenue: $102.5M, +28% YoY S

trawler idio20d ago0 comments

quality compression vertical saas buyback timing technical dislocation