Manhattan Associates (MANH) Resumen de Acciones
Manhattan Associates, Inc. desarrolla, vende, despliega, presta servicios y mantiene soluciones de software para gestionar cadenas de suministro, inventarios y operaciones omnicanal. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 2/6 |
| Crecimiento futuro | 2/6 |
| Rendimiento pasado | 3/6 |
| Salud financiera | 5/6 |
| Dividendos | 0/6 |
MANH Community Fair Values
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Analyst Price Targets
Competidores de Manhattan Associates, Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$195.23 |
| Máximo en las últimas 52 semanas | US$220.72 |
| Mínimo de 52 semanas | US$119.06 |
| Beta | 0.93 |
| Cambio en 1 mes | 26.04% |
| Variación en 3 meses | 41.75% |
| Cambio de 1 año | -5.13% |
| Variación en 3 años | 1.97% |
| Variación en 5 años | 24.16% |
| Variación desde la OPV | 3,469.92% |
Noticias y actualizaciones recientes
Seeking Alpha • Jul 30
Manhattan Associates: Editions, Agents, And The Case For Patience
Summary Manhattan Associates is rated Hold after a ~17% gain since the previous Buy call, with current valuations around 30x EV/EBITDA. Cloud revenue reacceleration and AI resilience support MANH’s thesis, but recent Q2 results confirm trends rather than mark a breakout inflection. Guidance was raised modestly, with full-year revenue midpoint up to $1.165B and EPS to $5.47, but not enough to justify further rerating. Growth levers—Active Agents and Editions—remain unproven, warranting profit booking and a wait-and-see approach for new investments. Read the full article on Seeking Alpha
Actualización de narrativa • Jul 30
MANH: Cloud And AI Momentum Will Face Heightened Execution Risk
Analysts raised the Manhattan Associates fair value estimate from $145.00 to approximately $153.03, reflecting recent price target increases into the $180 to $225 range and research that highlights cloud growth, execution, and supply chain commerce positioning as key supports for the updated view. Analyst Commentary Recent Street research on Manhattan Associates centers on how sustainable the current valuation looks in light of growth expectations for cloud offerings and broader supply chain commerce demand.Recent updates
Seeking Alpha • Jul 30
Manhattan Associates: Editions, Agents, And The Case For Patience
Summary Manhattan Associates is rated Hold after a ~17% gain since the previous Buy call, with current valuations around 30x EV/EBITDA. Cloud revenue reacceleration and AI resilience support MANH’s thesis, but recent Q2 results confirm trends rather than mark a breakout inflection. Guidance was raised modestly, with full-year revenue midpoint up to $1.165B and EPS to $5.47, but not enough to justify further rerating. Growth levers—Active Agents and Editions—remain unproven, warranting profit booking and a wait-and-see approach for new investments. Read the full article on Seeking AlphaActualización de narrativa • Jul 30
MANH: Cloud And AI Momentum Will Face Heightened Execution Risk
Analysts raised the Manhattan Associates fair value estimate from $145.00 to approximately $153.03, reflecting recent price target increases into the $180 to $225 range and research that highlights cloud growth, execution, and supply chain commerce positioning as key supports for the updated view. Analyst Commentary Recent Street research on Manhattan Associates centers on how sustainable the current valuation looks in light of growth expectations for cloud offerings and broader supply chain commerce demand.Actualización de narrativa • Jun 30
MANH: Cloud And AI Adoption Will Face Repriced Execution Risk
Manhattan Associates' analyst fair value estimate has been revised to $145 from $160. Analysts are fine tuning assumptions around discount rates, growth, margins, and future P/E multiples following a series of recent price target changes across the Street.
Actualización de narrativa • Jun 16
MANH: AI Supply Chain Platform And Buybacks Will Support Future Upside
Analysts have trimmed their average price target on Manhattan Associates to $201 from $239, reflecting updated assumptions on discount rates, revenue growth, profit margins, and future P/E multiples across recent Street research. Analyst Commentary Recent research on Manhattan Associates shows a mix of revised models and valuation work, with several firms resetting price targets to reflect updated assumptions on discount rates, growth expectations, and target P/E multiples.Actualización de narrativa • Jun 01
MANH: AI Supply Chain Adoption And Buybacks Will Support Long Term Upside
Manhattan Associates' analyst price target has been trimmed by about $5 to roughly $235, as analysts adjust their models following a series of target reductions across the Street, while still reflecting solid revenue growth, profit margin, and P/E assumptions in updated forecasts. Analyst Commentary Recent research shows a mixed but generally constructive stance on Manhattan Associates, with several target changes clustering in a relatively tight range and pointing to ongoing debate around how to price the company’s execution and growth profile.Actualización de narrativa • May 18
MANH: Buybacks And AI Logistics Adoption Will Support Long Term Upside
Analysts have adjusted their views on Manhattan Associates with a mixed set of price target changes, while the fair value estimate remains steady at $240 as they cite updated assumptions for revenue growth, profit margins, and the future P/E multiple. Analyst Commentary Street research on Manhattan Associates has been active, with several firms revisiting their price targets in light of updated views on growth, margins, and valuation multiples.Actualización de narrativa • Apr 25
MANH: Buybacks And Supply Chain Software Demand Will Support Long Term Upside
Analysts have nudged Manhattan Associates' blended price target slightly lower to reflect revised revenue growth, discount rate, profit margin, and P/E assumptions, following a series of modest price target cuts of up to $40, along with smaller $3 upward revisions. Analyst Commentary Recent Street research points to a mixed but generally constructive tone around Manhattan Associates, with several bullish analysts making modest upward adjustments to price targets despite broader recalibrations elsewhere.Actualización de narrativa • Apr 10
MANH: Automation Recovery And Buybacks Will Support Long Term Upside
Analysts have nudged Manhattan Associates' blended price target slightly lower to $236, reflecting modest target cuts from some firms even as they point to an improving short cycle recovery for industrial technology and distribution names. Analyst Commentary Recent research on Manhattan Associates centers on fine tuning price targets while keeping a broadly constructive stance on the company and its sector.Actualización de narrativa • 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.Actualización de narrativa • Mar 12
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.Actualización de narrativa • Feb 25
MANH: AI And Automation Tailwinds Will Drive Long Term Upside
Analysts have revised their average price target on Manhattan Associates to $240, down from about $262.75. They cited updated assumptions for discount rates, revenue growth, profit margins and future P/E multiples that reflect their latest views on the company and its sector peers.Actualización de narrativa • Feb 11
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.Actualización de narrativa • Jan 28
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.Actualización de narrativa • Jan 10
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.Actualización de narrativa • Dec 26
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.Actualización de narrativa • Dec 12
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.
Actualización de narrativa • Oct 09
Cloud Adoption And AI Integration Will Drive Supply Chain Modernization
Manhattan Associates’ analyst price target has increased moderately, rising from $227.89 to $231.64. Analysts cite the company’s strong product suite, expanding market position, and robust quarterly results as key drivers for renewed optimism.Artículo de análisis • Sep 05
Here's Why Manhattan Associates (NASDAQ:MANH) Has Caught The Eye Of Investors
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Seeking Alpha • Apr 24
Manhattan Associates: Valuation Is Back At Reasonable Levels (Rating Upgrade)
Summary Q1 results have been positive despite the tariff uncertainty, with a 21% cloud revenue growth. Guidance remains cautious due to macro uncertainties and spending delays in the services segment. The tariff situation presents some challenges in Manhattan Associates' largest market, but it could also drive higher demand in the long term. The stock trades close to its fair value of $150-$160 per share, and I upgrade my rating from hold to buy. Read the full article on Seeking AlphaSeeking Alpha • Feb 05
Manhattan Associates: Decent 'Buy The Dip' Opportunity
Summary Manhattan Associates is rated a 'Buy' with a 1-year target price of $240.7, implying a 16% upside from the current price. Despite a slowdown in services revenue, MANH's fundamentals remain strong, with solid profit margins, cash flow, and no debt. The company's cloud subscription business is growing rapidly, projected to surpass services revenue by 2026, driven by strong customer acquisition and demand. Risks include potential further budget cuts from clients, but current price levels present a buy-the-dip opportunity for investors. Read the full article on Seeking AlphaSeeking Alpha • Nov 11
Manhattan Associates Improves Performance In Bumpy Environment (Upgrade)
Summary Manhattan Associates, Inc. beat Q3 2024 revenue and earnings estimates, showcasing impressive operating income and earnings growth despite macroeconomic uncertainties. The global supply chain management software market is projected to grow at a robust 11.1% CAGR, driven by increasing demand for efficiency and AI integration. Manhattan Associates' strong financials include rising gross profit margins, reduced SG&A and R&D costs, significant free cash flow, and aggressive stock buybacks. Despite potential volatility from Trump tariffs, MANH's long-term prospects are bright due to fundamental demand trends and increasing complexities in global supply chains. Read the full article on Seeking AlphaRentabilidad de los accionistas
| MANH | US Software | Mercado US | |
|---|---|---|---|
| 7D | 2.0% | 9.0% | 4.2% |
| 1Y | -5.1% | -8.6% | 20.6% |
Rentabilidad vs. Industria: MANH superó a la industria US Software, que obtuvo un rendimiento del -8.6% el año pasado.
Rentabilidad vs. Mercado: MANH obtuvo unos resultados inferiores a los del mercado US, que fueron del 20.6% el año pasado.
Volatilidad de los precios
| MANH volatility | |
|---|---|
| MANH Average Weekly Movement | 9.2% |
| Software Industry Average Movement | 9.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
Precio estable de las acciones: MANH no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de MANH (9%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1990 | 4,100 | Eric Clark | www.manh.com |
Manhattan Associates, Inc. desarrolla, vende, despliega, presta servicios y mantiene soluciones de software para gestionar cadenas de suministro, inventario y operaciones omnicanal. Ofrece una solución de gestión de almacenes para gestionar mercancías e información en los centros de distribución; Manhattan Active Warehouse Management, una aplicación nativa en la nube y sin versiones para el asociado; y una solución de gestión del transporte para ayudar a los transportistas a navegar por las demandas y cumplir las expectativas de servicio al cliente con los costes de flete más bajos posibles; Manhattan SCALE, una cartera de soluciones de ejecución logística; y Manhattan Active Omni, que ofrece herramientas de gestión de pedidos, inventario y cumplimiento en tienda, centro de llamadas, punto de venta y compromiso con el cliente para empresas y tiendas. La empresa también ofrece previsión de la demanda y reaprovisionamiento, asignación y planificación empresarial unificada; plataforma tecnológica que incluye soluciones Manhattan Active Platform, un producto nativo en la nube diseñado para proporcionar acceso a productos sin versiones; servicios de mantenimiento, que ofrece a los licenciatarios de software local actualizaciones de software para funcionalidad adicional o mejorada y avances tecnológicos; y servicios profesionales, como planificación e implementación de soluciones y servicios de consultoría relacionados.
Resumen de fundamentos de Manhattan Associates, Inc.
| Estadísticas fundamentales de MANH | |
|---|---|
| Capitalización bursátil | US$11.38b |
| Beneficios(TTM) | US$210.23m |
| Ingresos (TTM) | US$1.13b |
54.1x
Ratio precio-beneficio (PE)10.1x
Ratio precio-ventas (PS)¿Está MANH sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de MANH | |
|---|---|
| Ingresos | US$1.13b |
| Coste de los ingresos | US$497.66m |
| Beneficio bruto | US$628.53m |
| Otros gastos | US$418.30m |
| Beneficios | US$210.23m |
Últimos beneficios comunicados
Jun 30, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 3.61 |
| Margen bruto | 55.81% |
| Margen de beneficio neto | 18.67% |
| Ratio deuda/patrimonio | 0% |
¿Cómo se ha desempeñado MANH a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/08/09 01:57 |
| Precio de las acciones al final del día | 2026/08/07 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Manhattan Associates, Inc. está cubierta por 21 analistas. 11 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Joseph Vruwink | Baird |
| Guy Hardwick | Barclays |
| Mark Schappel | Benchmark Company |