Manhattan Associates (MANH) Aktievy
Manhattan Associates, Inc. utvecklar, säljer, distribuerar, underhåller och servar mjukvarulösningar för att hantera leveranskedjor, lager och omnikanalverksamhet. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 2/6 |
| Framtida tillväxt | 2/6 |
| Tidigare resultat | 3/6 |
| Finansiell hälsa | 5/6 |
| Utdelningar | 0/6 |
MANH Community Fair Values
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Analyst Price Targets
Manhattan Associates, Inc. Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | US$195.20 |
| 52 veckors högsta | US$220.72 |
| 52 veckors lägsta | US$119.06 |
| Beta | 0.93 |
| 1 månads förändring | 26.02% |
| 3 månaders förändring | 55.46% |
| 1 års förändring | -8.25% |
| 3 års förändring | 2.07% |
| 5 års förändring | 24.35% |
| Förändring sedan börsintroduktionen | 3,469.37% |
Senaste nyheter och uppdateringar
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
Uppdatering av berättelse • 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
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 AlphaUppdatering av berättelse • 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.Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.Analysartikel • 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 AlphaAktieägarnas avkastning
| MANH | US Software | US Marknad | |
|---|---|---|---|
| 7D | 3.1% | 6.4% | 2.2% |
| 1Y | -8.2% | -6.8% | 20.9% |
Avkastning vs industri: MANH presterade sämre än US Software branschen som gav -6.8 % under det senaste året.
Avkastning vs Marknaden: MANH presterade sämre än US marknaden som gav 20.9 % under det senaste året.
Prisvolatilitet
| MANH volatility | |
|---|---|
| MANH Average Weekly Movement | 9.1% |
| Software Industry Average Movement | 9.9% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
Stabil aktiekurs: MANH har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.
Volatilitet över tid: MANH s veckovolatilitet ( 9% ) har varit stabil under det senaste året.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 1990 | 4,100 | Eric Clark | www.manh.com |
Manhattan Associates, Inc. utvecklar, säljer, distribuerar, servar och underhåller mjukvarulösningar för att hantera leveranskedjor, lager och omnikanalverksamhet. Företaget erbjuder en lagerhanteringslösning för att hantera varor och information i distributionscentraler; Manhattan Active Warehouse Management, en molnbaserad och versionsfri applikation för medarbetare; och en transporthanteringslösning för att hjälpa speditörer att navigera genom kraven och uppfylla kundernas förväntningar till lägsta möjliga fraktkostnader; Manhattan SCALE, en portfölj av logistiklösningar; och Manhattan Active Omni, som erbjuder orderhantering, butiksinventering och uppfyllande, callcenter, POS och verktyg för kundengagemang för företag och butiker. Företaget tillhandahåller också efterfrågeprognoser och påfyllning, allokering och enhetlig affärsplanering; teknikplattform inklusive Manhattan Active Platform-lösningar, en molnbaserad produkt som är utformad för att ge versionslös produktåtkomst; underhållstjänster, som erbjuder lokala programvarulicenser med programvaruuppgraderingar för ytterligare eller förbättrad funktionalitet och tekniska framsteg; och professionella tjänster, såsom planering och implementering av lösningar och relaterade konsulttjänster.
Manhattan Associates, Inc. Sammanfattning av grunderna
| MANH grundläggande statistik | |
|---|---|
| Börsvärde | US$11.41b |
| Vinst(TTM) | US$210.23m |
| Intäkter(TTM) | US$1.13b |
54.1x
P/E-förhållande10.1x
P/S-förhållandeÄr MANH övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| MANH resultaträkning (TTM) | |
|---|---|
| Intäkter | US$1.13b |
| Kostnad för intäkter | US$497.66m |
| Bruttovinst | US$628.53m |
| Övriga kostnader | US$418.30m |
| Intäkter | US$210.23m |
Senast redovisade vinst
Jun 30, 2026
Nästa vinstdatum
n/a
| Vinst per aktie (EPS) | 3.61 |
| Bruttomarginal | 55.81% |
| Nettovinstmarginal | 18.67% |
| Skuld/egenkapitalförhållande | 0% |
Hur har MANH utvecklats på lång sikt?
Se historisk utveckling och jämförelseFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/08/11 03:07 |
| Aktiekurs vid dagens slut | 2026/08/11 00:00 |
| Intäkter | 2026/06/30 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Manhattan Associates, Inc. bevakas av 21 analytiker. 11 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Joseph Vruwink | Baird |
| Guy Hardwick | Barclays |
| Mark Schappel | Benchmark Company |