Manhattan Associates Bilan de santé
Santé financière contrôle des critères 6/6
Manhattan Associates possède un total de capitaux propres de $205.2M et une dette totale de $0.0, ce qui porte son ratio d'endettement à 0%. Son actif total et son passif total sont $740.5M et de $535.4M. L'EBIT de Manhattan Associates est $281.6M ce qui fait que son ratio de couverture des intérêts -66.4. Elle dispose de liquidités et de placements à court terme de $226.1M.
Informations clés
0%
Ratio d'endettement
US$0
Dette
| Ratio de couverture des intérêts | -66.4x |
| Argent liquide | US$226.13m |
| Fonds propres | US$205.18m |
| Total du passif | US$535.36m |
| Total des actifs | US$740.54m |
Mises à jour récentes de la santé financière
Pas de mise à jour
Recent updates
Mise à jour du récit • 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.Mise à jour du récit • 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 AlphaMise à jour du récit • 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.
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.
Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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 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 AlphaSeeking 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 AlphaSeeking 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 AlphaAnalyse de la situation financière
Passif à court terme: Les actifs à court terme de MANH ( $515.8M ) dépassent ses passifs à court terme ( $467.4M ).
Passif à long terme: Les actifs à court terme de MANH ( $515.8M ) dépassent ses passifs à long terme ( $68.0M ).
Historique et analyse du ratio d'endettement
Niveau d'endettement: MANH est sans dette.
Réduire la dette: MANH n'a eu aucune dette au cours des 5 dernières années.
Couverture de la dette: MANH n'a pas de dette, elle n'a donc pas besoin d'être couverte par le flux de trésorerie opérationnel.
Couverture des intérêts: MANH n'a aucune dette, par conséquent la couverture des paiements d'intérêts n'est pas un problème.
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Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/21 03:33 |
| Cours de l'action en fin de journée | 2026/05/21 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
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| Gestion | 10 ans |
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| Principaux développements | 10 ans |
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* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Manhattan Associates, Inc. est couverte par 21 analystes. 11 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Joseph Vruwink | Baird |
| Guy Hardwick | Barclays |
| Mark Schappel | Benchmark Company |