The Bull Case For Manhattan Associates (MANH) Could Change Following Major CEVA Logistics Cloud Partnership Announcement

• CEVA Logistics announced it has selected Manhattan Associates' Manhattan Active Warehouse Management and Order Management solutions to build a future-ready, cloud-based supply chain technology stack for its global operations.
• This collaboration highlights growing demand for cloud-native supply chain solutions as international logistics firms seek flexible and scalable platforms to support evolving customer needs.
• We'll examine how the CEVA Logistics partnership could bolster recurring cloud revenue and impact Manhattan Associates' long-term investment narrative.

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Manhattan Associates Investment Narrative Recap

To be a shareholder in Manhattan Associates, you would need to believe in the ongoing transition to cloud-based supply chain solutions, as recurring cloud revenue is viewed as the primary long-term growth driver. The recent CEVA Logistics partnership is a clear validation of demand for Manhattan’s cloud offerings, but doesn’t appear to materially change the near-term catalyst: accelerating cloud conversions. The main risk remains possible delays in these conversions and exposure to services revenue volatility, both of which could cloud near-term visibility.

Among recent announcements, the successful rollout of Manhattan Active Warehouse Management at Giant Eagle is particularly relevant, as it demonstrates further commercial traction for Manhattan’s cloud-native solutions beyond the CEVA deal. Together, these wins reinforce the company’s progress in expanding its cloud customer base, yet also highlight the need to convert a greater share of existing clients more rapidly to maintain momentum.

In contrast, investors should be aware that even with high-profile cloud wins, the pace of on-premise to cloud migrations remains uncertain and if it stalls, it could impact...

Read the full narrative on Manhattan Associates (it's free!)

Manhattan Associates' outlook targets $1.3 billion in revenue and $297.9 million in earnings by 2028. This assumes annual revenue growth of 7.3% and an earnings increase of $76.7 million from the current $221.2 million.

Uncover how Manhattan Associates' forecasts yield a $231.64 fair value, a 14% upside to its current price.

Exploring Other Perspectives

Fair value opinions from seven Simply Wall St Community members span from US$578 to US$5,782 per share, underscoring wide disagreement. While cloud solution momentum continues, recurring revenue growth depends on speeding up customer transitions from legacy systems.

Explore 7 other fair value estimates on Manhattan Associates - why the stock might be worth just $578.25!

Build Your Own Manhattan Associates Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Manhattan Associates research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Manhattan Associates research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Manhattan Associates' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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