Manhattan Associates, Inc.

Report azionario NasdaqGS:MANH

Capitalizzazione di mercato: US$9.4b

Manhattan Associates Crescita futura

Criteri Future verificati 2/6

Manhattan Associates prevede che gli utili e i ricavi cresceranno rispettivamente di 13.3% e 7.7% all'anno. Si prevede che l'EPS crescerà di 13.6% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 129% in 3 anni.

Informazioni chiave

13.3%

Tasso di crescita degli utili

13.58%

Tasso di crescita dell'EPS

Software crescita degli utili20.3%
Tasso di crescita dei ricavi7.7%
Rendimento futuro del capitale proprio129.02%
Copertura analitica

Good

Ultimo aggiornamento10 Jul 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Seeking Alpha • Jul 12

Manhattan Associates: Q2 Needs To Justify The Premium

Summary Manhattan Associates is a high-quality software company, but current valuation appears stretched given its growth trajectory. Cloud revenue growth above 20%, expanding RPO, and strong bookings signal future demand, yet consolidated revenue growth remains modest. Profitability is excellent, with margins expected to improve as cloud revenue surpasses services and legacy declines. I rate MANH a Hold ahead of Q2, as nearly 30x FY2026 earnings is difficult to justify without stronger evidence of accelerating reported growth. Read the full article on Seeking Alpha
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Articolo di analisi • 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 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

Previsioni di crescita degli utili e dei ricavi

NasdaqGS:MANH - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/20281,3642944985095
12/31/20271,25325042743711
12/31/20261,15421938239411
3/31/20261,101217380398N/A
12/31/20251,081220374389N/A
9/30/20251,067216333347N/A
6/30/20251,058221307316N/A
3/31/20251,051217308316N/A
12/31/20241,042218286295N/A
9/30/20241,025219271279N/A
6/30/2024997205267275N/A
3/31/2024962192236242N/A
12/31/2023929177241246N/A
9/30/2023889166208213N/A
6/30/2023848146188194N/A
3/31/2023809137200207N/A
12/31/2022767129173180N/A
9/30/2022740112158165N/A
6/30/2022712119179184N/A
3/31/2022686118172177N/A
12/31/2021664110181185N/A
9/30/2021639110180183N/A
6/30/202162099164166N/A
3/31/202158987167169N/A
12/31/202058687138141N/A
9/30/202059283132137N/A
6/30/202060586121135N/A
3/31/202062387107123N/A
12/31/201961886N/A147N/A
9/30/201960995N/A146N/A
6/30/201958996N/A142N/A
3/31/2019577103N/A121N/A
12/31/2018559105N/A137N/A
9/30/2018559103N/A151N/A
6/30/2018569107N/A160N/A
3/31/2018582111N/A154N/A
12/31/2017595116N/A164N/A
9/30/2017598122N/A154N/A
6/30/2017597123N/A152N/A
3/31/2017598125N/A160N/A
12/31/2016605124N/A139N/A
9/30/2016598121N/A138N/A
6/30/2016588115N/A137N/A
3/31/2016573108N/A145N/A
12/31/2015556103N/A120N/A
9/30/201554597N/A124N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di MANH ( 13.3% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di MANH ( 13.3% all'anno) cresceranno più lentamente rispetto al mercato US ( 18% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di MANH cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di MANH ( 7.7% all'anno) crescerà più lentamente rispetto al mercato US ( 12.7% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di MANH ( 7.7% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di MANH sarà molto alto tra 3 anni ( 129 %).

Scoprire le aziende in crescita

7D

1Y

7D

1Y

7D

1Y

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/07/14 16:36
Prezzo dell'azione a fine giornata2026/07/14 00:00
Utili2026/03/31
Utili annuali2025/12/31

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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; abbiamo anche delle guide su come utilizzare i nostri report e dei 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.

AnalistaIstituzione
Joseph VruwinkBaird
Guy HardwickBarclays
Mark SchappelBenchmark Company