Manhattan Associates (MANH) Panoramica del titolo
Manhattan Associates, Inc. sviluppa, vende, distribuisce, assiste e mantiene soluzioni software per la gestione delle catene di fornitura, dell'inventario e delle operazioni omnicanale. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 3/6 |
| Crescita futura | 2/6 |
| Prestazioni passate | 3/6 |
| Salute finanziaria | 6/6 |
| Dividendi | 0/6 |
MANH Community Fair Values
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Analyst Price Targets
Concorrenti di Manhattan Associates, Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$154.90 |
| Massimo di 52 settimane | US$247.22 |
| Minimo di 52 settimane | US$119.06 |
| Beta | 0.97 |
| Variazione di 1 mese | 6.72% |
| Variazione a 3 mesi | 28.14% |
| Variazione di 1 anno | -21.03% |
| Variazione a 3 anni | -22.89% |
| Variazione a 5 anni | 10.80% |
| Variazione dall'IPO | 2,732.46% |
Notizie e aggiornamenti recenti
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.
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.Recent updates
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.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.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.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.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.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 AlphaMANH: 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.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.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.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.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.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.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.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.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.
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.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...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 AlphaManhattan 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 AlphaManhattan 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 AlphaRendimenti per gli azionisti
| MANH | US Software | US Mercato | |
|---|---|---|---|
| 7D | 2.6% | -1.2% | 0.7% |
| 1Y | -21.0% | -20.5% | 20.6% |
Ritorno vs Industria: MANH ha trovato corrispondenza nel US Software che ha restituito -20.5 % nell'ultimo anno.
Rendimento vs Mercato: MANH ha avuto una performance inferiore al mercato US che ha registrato un rendimento 20.6 % nell'ultimo anno.
Volatilità dei prezzi
| MANH volatility | |
|---|---|
| MANH Average Weekly Movement | 6.7% |
| Software Industry Average Movement | 10.1% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
Prezzo delle azioni stabile: MANH non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 7% ) di MANH è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1990 | 4,390 | Eric Clark | www.manh.com |
Manhattan Associates, Inc. sviluppa, vende, distribuisce, assiste e mantiene soluzioni software per la gestione delle catene di approvvigionamento, dell'inventario e delle operazioni omnicanale. Offre soluzioni di gestione del magazzino per la gestione delle merci e delle informazioni nei centri di distribuzione; Manhattan Active Warehouse Management, un'applicazione nativa del cloud e a versione ridotta per gli associati; e soluzioni di gestione dei trasporti per aiutare gli spedizionieri a orientarsi tra le richieste e a soddisfare le aspettative del servizio clienti con i minori costi di trasporto possibili; Manhattan SCALE, un portafoglio di soluzioni per l'esecuzione della logistica; e Manhattan Active Omni, che offre strumenti per la gestione degli ordini, l'inventario e l'evasione dei negozi, il call center, i POS e il coinvolgimento dei clienti per le aziende e i negozi. L'azienda fornisce anche previsioni della domanda e rifornimento, allocazione e pianificazione aziendale unificata; piattaforma tecnologica, comprese le soluzioni Manhattan Active Platform, un prodotto cloud-native progettato per fornire accesso ai prodotti senza versioni; servizi di manutenzione, che offre ai licenziatari di software on-premise aggiornamenti del software per funzionalità aggiuntive o migliorate e progressi tecnologici; e servizi professionali, come la pianificazione e l'implementazione di soluzioni e servizi di consulenza correlati.
Manhattan Associates, Inc. Riepilogo dei fondamenti
| MANH statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$9.27b |
| Utili (TTM) | US$216.66m |
| Ricavi(TTM) | US$1.10b |
MANH è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| MANH Conto economico (TTM) | |
|---|---|
| Ricavi | US$1.10b |
| Costo del fatturato | US$484.41m |
| Profitto lordo | US$616.41m |
| Altre spese | US$399.75m |
| Utili | US$216.66m |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
Jul 28, 2026
| Utile per azione (EPS) | 3.66 |
| Margine lordo | 56.00% |
| Margine di profitto netto | 19.68% |
| Rapporto debito/patrimonio netto | 0% |
Come si è comportato MANH nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/10 05:37 |
| Prezzo dell'azione a fine giornata | 2026/07/10 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
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| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
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| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Manhattan Associates, Inc. è coperta da 21 analisti. 11 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Joseph Vruwink | Baird |
| Guy Hardwick | Barclays |
| Mark Schappel | Benchmark Company |