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Manhattan Associates, Inc. Stock Price

NasdaqGS:MANH Community·US$11.1b Market Cap
  • 2 Narratives written by author
  • 0 Comments on narratives written by author
  • 43 Fair Values set on narratives written by author

MANH Share Price Performance

US$191.36
-23.30 (-10.85%)
US$153.03
Fair Value
US$191.36
-23.30 (-10.85%)
25.0% overvalued intrinsic discount
US$153.03
Fair Value
Price US$191.36
AnalystLowTarget US$153.03
AnalystHighTarget US$235.38

MANH Community Narratives

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Fair Value US$153.03 25.0% overvalued intrinsic discount

Economic Uncertainty Will Slow Cloud Sales While Google Recognition Aids

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Fair Value US$235.38 18.7% undervalued intrinsic discount

Global E-Commerce And Cloud Shifts Will Empower Supply Chain Transformation

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US$235.38
18.7% undervalued intrinsic discount
Revenue
8.84% p.a.
Profit Margin
22.84%
Future PE
51.13x
Price in 2029
US$299.04

Trending Discussion

No trending discussion available.

Updated Narratives

MANH logo

MANH: Cloud And AI Momentum Will Face Heightened Execution Risk

Fair Value: US$153.03 25.0% overvalued intrinsic discount
3 users have set this as their fair value
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MANH: AI Supply Chain Platform And Buybacks Will Support Future Upside

Fair Value: US$235.38 18.7% undervalued intrinsic discount
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Snowflake Analysis

Excellent balance sheet and fair value.

0 Risks
2 Rewards

Manhattan Associates, Inc. Key Details

US$1.1b

Revenue

US$497.7m

Cost of Revenue

US$628.5m

Gross Profit

US$418.3m

Other Expenses

US$210.2m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
3.61
55.81%
18.67%
0%
View Full Analysis

About MANH

Founded
1990
Employees
4390
CEO
Eric Clark
WebsiteView website
www.manh.com

Manhattan Associates, Inc. develops, sells, deploys, services, and maintains software solutions to manage supply chains, inventory, and omni-channel operations. It offers warehouse management solution for managing goods and information across the distribution centers; Manhattan Active Warehouse Management, a cloud native and version less application for the associate; and transportation management solution for helping shippers navigate their way through the demands and meet customer service expectations at the lowest possible freight costs; Manhattan SCALE, a portfolio of logistics execution solution; and Manhattan Active Omni, which offers order management, store inventory and fulfillment, call center, POS, and customer engagement tools for enterprises and stores. The company also provides demand forecasting and replenishment, allocation, and unified business planning; technology platform including Manhattan Active Platform solutions, a cloud-native product designed to provide version-less product access; maintenance services, which offers on-premises software licensees with software upgrades for additional or improved functionality and technological advances; and professional services, such as solutions planning and implementation, and related consulting services. In addition, it provides training and change management services; and resells computer hardware, radio frequency terminal networks, radio frequency identification chip readers, bar code printers and scanners, and other peripherals. The company offers products through direct sales personnel and partnership agreements with various organizations. It serves retail, consumer goods, food and grocery, logistics service providers, industrial and wholesale, high technology and electronics, life sciences, and government industries. The company operates in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. Manhattan Associates, Inc. was founded in 1990 and is headquartered in Atlanta, Georgia.

Recent MANH News & Updates

Seeking Alpha Jul 30

Manhattan Associates: Editions, Agents, And The Case For Patience

Summary Manhattan Associates is rated Hold after a ~17% gain since the previous Buy call, with current valuations around 30x EV/EBITDA. Cloud revenue reacceleration and AI resilience support MANH’s thesis, but recent Q2 results confirm trends rather than mark a breakout inflection. Guidance was raised modestly, with full-year revenue midpoint up to $1.165B and EPS to $5.47, but not enough to justify further rerating. Growth levers—Active Agents and Editions—remain unproven, warranting profit booking and a wait-and-see approach for new investments. Read the full article on Seeking Alpha
Narrative Update Jul 30

MANH: Cloud And AI Momentum Will Face Heightened Execution Risk

Analysts raised the Manhattan Associates fair value estimate from $145.00 to approximately $153.03, reflecting recent price target increases into the $180 to $225 range and research that highlights cloud growth, execution, and supply chain commerce positioning as key supports for the updated view. Analyst Commentary Recent Street research on Manhattan Associates centers on how sustainable the current valuation looks in light of growth expectations for cloud offerings and broader supply chain commerce demand.

Recent updates

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