Shared on 30 Jul 26

Fair value Increased 5.54%

MANH: Cloud And AI Momentum Will Face Heightened Execution Risk

Manhattan Associates keeps rolling out new AI tools for supply chain planners, but some analysts warn the business may struggle to live up to the market’s high expectations if cloud demand or customer spending cools. A new legal investigation and mixed partner feedback add extra pressure on management to execute well from here.

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Shared on 30 Jun 26

Fair value Decreased 9.38%

MANH: Cloud And AI Adoption Will Face Repriced Execution Risk

Wall Street is getting more cautious on Manhattan Associates, resetting expectations about how smoothly its cloud and AI push will play out. New product launches and a partner rollout add momentum, but a legal probe and growing doubts about execution are now part of the story.

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Shared on 26 Mar 26

MANH: Cloud And AI Adoption Will Support Short Cycle Recovery Execution

Analysts have made only a small adjustment to their view on Manhattan Associates, trimming aggregate price targets by low single digits in dollar terms as they factor in updated sector views and the timing of a short cycle recovery across industrial technology and distribution peers. Analyst Commentary Recent research views on Manhattan Associates have been mixed, with some investors seeing potential in a short cycle recovery across industrial technology and distribution, while others are recalibrating expectations and price targets.

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Shared on 12 Mar 26

MANH: Cloud And AI Adoption Will Support Future Supply Chain Execution

Narrative Update Analysts have fine tuned their view on Manhattan Associates, trimming some price targets by around $2 to $10 while keeping fair value near $160. This reflects slightly higher assumed revenue growth, margins and future P/E, along with a modestly higher discount rate.

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Shared on 11 Feb 26

Fair value Decreased 4.81%

MANH: Cloud And AI Adoption Plus Mixed Execution Will Drive Balanced Outlook

Analysts have reduced their average price target for Manhattan Associates by about $8 to $160, citing updated assumptions for growth, margins and discount rates, while some recent research still presents the stock within constructive long term industry themes and a higher future P/E of roughly 43x. Analyst Commentary Recent Street research on Manhattan Associates reflects a mix of supportive long term themes and more cautious adjustments to price targets and assumptions.

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Shared on 28 Jan 26

Fair value Increased 0.97%

MANH: Cloud And AI Adoption Plus Execution Risks Will Shape Balanced Outlook

Analysts have nudged their fair value estimate for Manhattan Associates higher to about $168 per share from roughly $166, reflecting slightly stronger assumptions for revenue growth, profit margins, and future P/E. At the same time, recent Street research shows modestly lower price targets within an overall positive view on industrial technology and distribution names.

3 views

Shared on 10 Jan 26

Fair value Decreased 7.51%

MANH: Cloud And AI Execution Plus Buybacks Will Shape Balanced Outlook

Analysts have nudged our fair value estimate for Manhattan Associates lower, from about US$180 to roughly US$166, as refreshed models reflect trimmed Street price targets around US$195 to US$244, along with updated assumptions for revenue growth, profit margins, and a lower future P/E multiple. Analyst Commentary Recent research updates around Manhattan Associates cluster around trimmed price targets and a more measured stance on execution, even as opinions differ on the share rating.

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Shared on 26 Dec 25

Fair value Decreased 7.69%

MANH: Cloud Momentum And Buybacks Will Support Balanced Long Term Outlook

We lower our fair value estimate for Manhattan Associates to $180 from $195, reflecting analysts' modestly reduced price targets following Q3's softer remaining performance obligations, even as they highlight resilient cloud growth above 20 percent and a constructive long term demand outlook. Analyst Commentary Recent Street research reflects a more balanced but cautiously toned view on Manhattan Associates, with multiple bearish analysts trimming price targets even as they acknowledge the company’s strong competitive positioning and durable cloud growth profile.

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Shared on 12 Dec 25

Fair value Increased 11%

MANH Cloud Momentum And Buybacks Will Support Long Term Upside

Analysts have modestly raised their fair value estimate for Manhattan Associates to $195 from about $176 per share, citing expectations for stronger revenue growth and a higher future earnings multiple despite near term softness in remaining performance obligations. Analyst Commentary Recent Street research on Manhattan Associates reflects a mixed but increasingly balanced stance, with several firms trimming price targets and highlighting execution risks despite a still constructive long term outlook.

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Shared on 23 Apr 25

Fair value Decreased 0.40%

AnalystLowTarget made no meaningful changes to valuation assumptions.

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Economic Uncertainty Will Slow Cloud Sales While Google Recognition Aids

MANH: Cloud And AI Momentum Will Face Heightened Execution Risk

MANH: Cloud And AI Adoption Will Face Repriced Execution Risk

MANH: Cloud And AI Adoption Will Support Short Cycle Recovery Execution

MANH: Cloud And AI Adoption Will Support Future Supply Chain Execution

MANH: Cloud And AI Adoption Plus Mixed Execution Will Drive Balanced Outlook

MANH: Cloud And AI Adoption Plus Execution Risks Will Shape Balanced Outlook

MANH: Cloud And AI Execution Plus Buybacks Will Shape Balanced Outlook

MANH: Cloud Momentum And Buybacks Will Support Balanced Long Term Outlook

MANH Cloud Momentum And Buybacks Will Support Long Term Upside

Shared on 23 Apr 25

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