Manhattan Associates, Inc.

NasdaqGS:MANH Stok Raporu

Piyasa değeri: US$8.4b

Manhattan Associates Temettüler ve Geri Alımlar

Temettü kriter kontrolleri 0/6

Manhattan Associates şirketinin temettü ödeme geçmişi bulunmamaktadır.

Anahtar bilgiler

n/a

Temettü verimi

4.3%

Geri Alım Getirisi

Toplam Hissedar Getirisi4.3%
Gelecekteki Temettü Verimi0%
Temettü Büyümesin/a
Bir sonraki temettü ödeme tarihin/a
Eski temettü tarihin/a
Hisse başına temettün/a
Ödeme oranın/a

Son temettü ve geri alım güncellemeleri

Güncelleme yok

Recent updates

Analiz Güncellemesi • 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
Analiz Güncellemesi • 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.
Analiz Güncellemesi • 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.
Analiz Güncellemesi • 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.
Analiz Güncellemesi • 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.
Analiz Güncellemesi • 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.
Analiz Güncellemesi • 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.
Analiz Güncellemesi • 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.
Analiz Güncellemesi • 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.
Analiz Güncellemesi • 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.
Analiz Güncellemesi • 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.
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha

Ödemelerde İstikrar ve Büyüme

Temettü verilerini getirme

İstikrarlı Temettü: MANH şirketinin hisse başına düşen temettülerinin geçmişte istikrarlı olup olmadığını belirlemek için yeterli veri yok.

Büyüyen Temettü: MANH şirketinin temettü ödemelerinin artıp artmadığını belirlemek için yeterli veri yok.

Piyasaya Karşı Temettü Getirisi

Manhattan Associates Piyasaya Karşı Temettü Getirisi
MANH temettü verimi piyasa ile karşılaştırıldığında nasıldır?
SegmentTemettü Verimi
Şirket (MANH)n/a
Pazarın Alt %25'i (US)1.4%
Pazarın En İyi %25'i (US)4.2%
Sektör Ortalaması (Software)0.9%
Analist tahmini (MANH) (3 yıla kadar)0%

Önemli Temettü: MANH şirketinin temettü getirisi, şirketin yakın zamanda herhangi bir ödeme bildirmemesi nedeniyle, temettü ödeyenlerin en alttaki %25'lik dilimine göre değerlendirilemiyor.

Yüksek Temettü: Şirketin yakın zamanda herhangi bir ödeme bildirmemesi nedeniyle, MANH şirketinin temettü getirisi, temettü ödeyenlerin en üst %25'ine göre değerlendirilemiyor.

Hissedarlara Ödenen Kazanç

Kazanç Kapsamı: MANH şirketinin temettü ödemelerinin kazançlarla karşılanıp karşılanmadığını belirlemek için ödeme oranını hesaplamak üzere yeterli veri yok.

Hissedarlara Nakit Ödeme

Nakit Akışı Kapsamı: MANH herhangi bir ödeme bildirmediğinden temettülerin sürdürülebilirliği hesaplanamıyor.

Güçlü temettü ödeyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/06 21:17
Gün Sonu Hisse Fiyatı2026/05/06 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Manhattan Associates, Inc. 21 Bu analistlerden 11, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Joseph VruwinkBaird
Guy HardwickBarclays
Mark SchappelBenchmark Company