Manhattan Associates (MANH) Aandelenoverzicht
Manhattan Associates, Inc. ontwikkelt, verkoopt, implementeert, onderhoudt en onderhoudt softwareoplossingen voor het beheer van toeleveringsketens, voorraden en omnichannelactiviteiten. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 3/6 |
| Toekomstige groei | 2/6 |
| Prestaties in het verleden | 3/6 |
| Financiële gezondheid | 6/6 |
| Dividenden | 0/6 |
MANH Community Fair Values
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Analyst Price Targets
Manhattan Associates, Inc. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$158.31 |
| 52 Week Hoogtepunt | US$247.22 |
| 52 Week Laag | US$119.06 |
| Bèta | 0.97 |
| 1 maand verandering | 10.77% |
| 3 maanden verandering | 25.05% |
| 1 Jaar Verandering | -19.98% |
| 3 jaar verandering | -22.55% |
| 5 jaar verandering | 12.19% |
| Verandering sinds IPO | 2,794.81% |
Recent nieuws en 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
Narratiefupdate • 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.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 AlphaNarratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.
Narratiefupdate • 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.Analyse-artikel • 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 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 AlphaRendement voor aandeelhouders
| MANH | US Software | US Markt | |
|---|---|---|---|
| 7D | 2.9% | -1.4% | -0.9% |
| 1Y | -20.0% | -20.9% | 19.4% |
Rendement versus industrie: MANH overtrof de US Software industrie, die het afgelopen jaar een rendement -20.9 % opleverde.
Rendement versus markt: MANH presteerde slechter dan US Market, dat het afgelopen jaar een rendement van 19.4 % opleverde.
Prijsvolatiliteit
| MANH volatility | |
|---|---|
| MANH Average Weekly Movement | 6.6% |
| Software Industry Average Movement | 10.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
Stabiele aandelenkoers: MANH heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 7% ) van MANH is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1990 | 4,390 | Eric Clark | www.manh.com |
Manhattan Associates, Inc. ontwikkelt, verkoopt, implementeert, onderhoudt en onderhoudt softwareoplossingen voor het beheer van supply chains, voorraden en omnichannelactiviteiten. Het biedt magazijnbeheeroplossingen voor het beheer van goederen en informatie in de distributiecentra; Manhattan Active Warehouse Management, een cloud native en versie-loze toepassing voor de medewerker; en transportbeheeroplossingen om verzenders te helpen zich een weg te banen door de eisen en te voldoen aan de verwachtingen van de klant tegen de laagst mogelijke vrachtkosten; Manhattan SCALE, een portfolio van logistieke executieoplossingen; en Manhattan Active Omni, dat orderbeheer, winkelinventaris en fulfillment, callcenter, POS en tools voor klantenbetrokkenheid biedt voor ondernemingen en winkels. Het bedrijf biedt ook demand forecasting en replenishment, allocatie en unified business planning; technologieplatform inclusief Manhattan Active Platform oplossingen, een cloud-native product ontworpen om versie-loze producttoegang te bieden; onderhoudsdiensten, die on-premises softwarelicentiehouders software-upgrades biedt voor extra of verbeterde functionaliteit en technologische vooruitgang; en professionele diensten, zoals het plannen en implementeren van oplossingen en gerelateerde adviesdiensten.
Manhattan Associates, Inc. Samenvatting
| MANH fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$9.16b |
| Inkomsten(TTM) | US$216.66m |
| Inkomsten(TTM) | US$1.10b |
43.2x
Koers/Winstverhouding8.5x
P/S-verhoudingIs MANH overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| MANH resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$1.10b |
| Kosten van inkomsten | US$484.41m |
| Brutowinst | US$616.41m |
| Overige uitgaven | US$399.75m |
| Inkomsten | US$216.66m |
Laatst gerapporteerde inkomsten
Mar 31, 2026
Volgende inkomensdatum
Jul 28, 2026
| Winst per aandeel (EPS) | 3.66 |
| Brutomarge | 56.00% |
| Nettowinstmarge | 19.68% |
| Schuld/Eigen Vermogen Verhouding | 0% |
Hoe presteerde MANH op de lange termijn?
Bekijk historische prestaties en vergelijkingBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/07/13 12:50 |
| Aandelenkoers aan het einde van de dag | 2026/07/13 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Manhattan Associates, Inc. wordt gevolgd door 21 analisten. 11 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Joseph Vruwink | Baird |
| Guy Hardwick | Barclays |
| Mark Schappel | Benchmark Company |