Manhattan Associates, Inc.

NasdaqGS:MANH 株式レポート

時価総額：US$8.1b

Manhattan Associates バランスシートの健全性

財務の健全性 基準チェック /66

Manhattan Associatesの総株主資本は$205.2M 、総負債は$0.0で、負債比率は0%となります。総資産と総負債はそれぞれ$740.5Mと$535.4Mです。 Manhattan Associatesの EBIT は$281.6Mで、利息カバレッジ比率-66.4です。現金および短期投資は$226.1Mです。

主要情報

0%

負債資本比率

US$0

負債

インタレスト・カバレッジ・レシオ-66.4x
現金US$226.13m
エクイティUS$205.18m
負債合計US$535.36m
総資産US$740.54m

財務の健全性に関する最新情報

更新なし

Recent updates

ナラティブの更新 • 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.
ナラティブの更新 • 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
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • 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

財務状況分析

短期負債: MANHの 短期資産 ( $515.8M ) が 短期負債 ( $467.4M ) を超えています。

長期負債: MANHの短期資産 ( $515.8M ) が 長期負債 ( $68.0M ) を上回っています。

デット・ツー・エクイティの歴史と分析

負債レベル: MANHは負債がありません。

負債の削減: MANH過去 5 年間負債を抱えていません。

債務返済能力: MANHには負債がないため、営業キャッシュフロー でカバーする必要はありません。

インタレストカバレッジ: MANHには負債がないため、利息支払い の負担は問題になりません。

貸借対照表

健全な企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/21 04:39
終値2026/05/21 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Manhattan Associates, Inc. 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。21

アナリスト機関
Joseph VruwinkBaird
Guy HardwickBarclays
Mark SchappelBenchmark Company