Manhattan Associates マネジメント
マネジメント 基準チェック /24
Manhattan Associatesの CEO はEric Clarkで、 Feb2025年に任命され、 の在任期間は 1.25年です。 の年間総報酬は$ 16.70Mで、 4.3%給与と95.7%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.033%を直接所有しており、その価値は$ 2.67M 。経営陣と取締役会の平均在任期間はそれぞれ4.3年と8.5年です。
主要情報
Eric Clark
最高経営責任者
US$16.7m
報酬総額
| CEO給与比率 | 4.25% |
| CEO在任期間 | 1.3yrs |
| CEOの所有権 | 0.03% |
| 経営陣の平均在職期間 | 4.3yrs |
| 取締役会の平均在任期間 | 8.5yrs |
経営陣の近況
Recent updates
ナラティブ更新 • 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...分析記事 • May 13
Should You Investigate Manhattan Associates, Inc. (NASDAQ:MANH) At US$196?
Manhattan Associates, Inc. ( NASDAQ:MANH ) led the NASDAQGS gainers with a relatively large price hike in the past...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 AlphaSeeking Alpha • May 24
Manhattan Associates: Revenue Growth Fades Amid Uncertain Macro Environment
Summary Manhattan Associates, Inc. has shown increasing earnings but is experiencing sliding revenue growth. The global market for supply chain management software is expected to reach $85 billion by 2033, driving growth opportunities for Manhattan Associates. Despite positive financial trends, the company's current valuation appears full, and revenue growth expectations are decreasing. I remain Neutral (Hold) on Manhattan Associates stock on slower revenue growth and pricey valuation. Read the full article on Seeking AlphaCEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$217m |
| Dec 31 2025 | US$17m | US$710k | US$220m |
報酬と市場: Ericの 総報酬 ($USD 16.70M ) は、 US市場 ($USD 8.41M ) の同規模の企業の平均を上回っています。
報酬と収益: Ericの報酬と会社の業績を比較するにはデータが不十分です。
CEO
Eric Clark (54 yo)
1.3yrs
在職期間
US$16,697,528
報酬
Mr. Eric A. Clark is Chief Executive Officer, President and Director of Manhattan Associates, Inc. joined in February 12, 2025. Mr. Clark served as Senior Vice President of Global Services at ServiceNow, I...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| President | 1.3yrs | US$16.70m | 0.033% $ 2.7m | |
| Senior VP | 14.8yrs | US$2.88m | 0.024% $ 1.9m | |
| Executive VP & Chief Sales Officer | less than a year | US$7.27m | 0.22% $ 17.8m | |
| Advisor to the Chief Executive Officer | less than a year | US$6.71m | 0.12% $ 9.5m | |
| Executive Vice President of Professional Services - Americas | 15.3yrs | US$7.19m | 0.037% $ 3.0m | |
| CFO, Chief Accounting Officer and Treasurer | 10.3yrs | US$1.50m | 0.063% $ 5.1m | |
| Chief Operating Officer | less than a year | データなし | データなし | |
| Executive VP & CTO | 10yrs | データなし | データなし | |
| Senior Director of Investor Relations | no data | データなし | データなし | |
| Senior VP & Chief Marketing Officer | less than a year | データなし | データなし | |
| Senior VP & Chief People Officer | 4.3yrs | データなし | データなし | |
| Managing Director of Australia & New Zealand | 15.3yrs | データなし | データなし |
4.3yrs
平均在職期間
53yo
平均年齢
経験豊富な経営陣: MANHの経営陣は 経験豊富 であると考えられます ( 4.3年の平均在職年数)。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| President | 1.3yrs | US$16.70m | 0.033% $ 2.7m | |
| Lead Independent Director | 27.3yrs | US$386.56k | 0.17% $ 13.9m | |
| Independent Director | 9yrs | US$335.50k | 0.035% $ 2.9m | |
| Non-Executive Chairman | 13.8yrs | US$10.20m | 0.12% $ 9.9m | |
| Independent Director | 1yr | US$301.32k | データなし | |
| Independent Director | 10.6yrs | US$334.83k | 0.0088% $ 714.2k | |
| Independent Director | 4yrs | US$336.41k | 0.0080% $ 655.5k | |
| Independent Director | 8yrs | US$325.07k | 0.018% $ 1.5m |
8.5yrs
平均在職期間
64yo
平均年齢
経験豊富なボード: MANHの 取締役会 は 経験豊富 であると考えられます ( 8.5年の平均在任期間)。
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 | 2026/05/07 04:11 |
| 終値 | 2026/05/07 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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。
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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 Vruwink | Baird |
| Guy Hardwick | Barclays |
| Mark Schappel | Benchmark Company |