Manhattan Associates, Inc.

Informe acción NasdaqGS:MANH

Capitalización de mercado: US$8.1b

Salud financiera de hoja de balance de Manhattan Associates

Salud financiera controles de criterios 6/6

Manhattan Associates tiene un patrimonio de accionistas total de $205.2M y una deuda total de $0.0, lo que sitúa su ratio deuda-patrimonio en 0%. Sus activos y pasivos totales son $740.5M y $535.4M respectivamente. El BAIT de Manhattan Associates es de $281.6M, por lo que su ratio de cobertura de intereses es de -66.4. Tiene efectivo e inversiones a corto plazo que ascienden a $226.1M.

Información clave

0%

Ratio deuda-patrimonio

US$0

Deuda

Ratio de cobertura de intereses-66.4x
EfectivoUS$226.13m
PatrimonioUS$205.18m
Total pasivoUS$535.36m
Activos totalesUS$740.54m

Actualizaciones recientes sobre salud financiera

No hay actualizaciones

Recent updates

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.
Seeking Alpha Apr 23

Manhattan Associates' Moat Remains Wide, And Now Is A Time To Buy

Summary Manhattan Associates offers a rare entry point as multiple compression aligns a premium-quality stock with fair value. Capital allocation remains disciplined: consistent buybacks offset SBC dilution, with no dividends or major acquisitions anticipated. While growth has slowed and macro/geopolitical pressures persist, MANH's moat, customer stickiness, and current valuation present a compelling opportunity. Read the full article on Seeking Alpha
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...
Artículo de análisis Jun 18

Manhattan Associates, Inc.'s (NASDAQ:MANH) Shareholders Might Be Looking For Exit

With a price-to-earnings (or "P/E") ratio of 53.6x Manhattan Associates, Inc. ( NASDAQ:MANH ) may be sending very...
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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking Alpha Aug 27

Sell The Highs: Manhattan Associates' Overvaluation Points To A Market Correction

Summary Manhattan Associates has established itself as a technological leader with a strong economic moat in the digital supply chain and omnichannel retail space. The company delivered exceptional Q2 results, including record revenue, margin improvements, and high customer satisfaction. Despite its impressive growth, Manhattan Associates’ valuation appears significantly stretched compared to the broader IT sector and its peers. The stock's current price exceeds its own historical valuation multiples, suggesting potential overvaluation. Read the full article on Seeking Alpha
Seeking Alpha Aug 21

Manhattan Associates Q2: Balancing Record Growth With Valuation Pressures

Summary Manhattan Associates, Inc. beat Q2 2024 earnings expectations with Non-GAAP EPS of $1.18 and revenue of $265.3 million. Strong growth in cloud and service revenue drove the company's financial results, with adjusted EPS up 34% and cloud revenue up 35%. Despite record-breaking results, high valuation, potential market risks, and challenges ahead suggest caution for investors. Read the full article on Seeking Alpha

Análisis de la situación financiera

Pasivos a corto plazo: Los activos a corto plazo ($515.8M) de MANH superan a sus pasivos a corto plazo ($467.4M).

Pasivo a largo plazo: Los activos a corto plazo de MANH ($515.8M) superan a sus pasivos a largo plazo ($68.0M).


Historial y análisis de deuda-patrimonio

Nivel de deuda: MANH está libre de deudas.

Reducción de la deuda: MANH no ha tenido ninguna deuda en los últimos 5 años.

Cobertura de la deuda: MANH no tiene deuda, por lo tanto no necesita estar cubierta por flujo de caja operativo.

Cobertura de intereses: MANH no tiene deuda, por lo que la cobertura de pagos de intereses no es motivo de preocupación.


Hoja de balance


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Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/21 08:13
Precio de las acciones al final del día2026/05/21 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

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.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* 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.

AnalistaInstitución
Joseph VruwinkBaird
Guy HardwickBarclays
Mark SchappelBenchmark Company