Manhattan Associates Yönetim
Yönetim kriter kontrolleri 3/4
Manhattan Associates CEO'su Eric Clark, Feb2025 tarihinde atandı, in görev süresi 1.58 yıldır. in toplam yıllık tazminatı $ 16.70M olup, şirket hissesi ve opsiyonları dahil olmak üzere 4.3% maaş ve 95.7% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.026% ine doğrudan sahiptir ve bu hisseler $ 3.26M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 4.7 yıl ve 8.8 yıldır.
Anahtar bilgiler
Eric Clark
İcra Kurulu Başkanı
US$16.7m
Toplam tazminat
| CEO maaş yüzdesi | 4.25% |
| CEO görev süresi | 1.6yrs |
| CEO sahipliği | 0.03% |
| Yönetim ortalama görev süresi | 4.7yrs |
| Yönetim Kurulu ortalama görev süresi | 8.8yrs |
Son yönetim güncellemeleri
Recent updates
Yeni Anlatı • Sep 09
Cloud Adoption And Embedded AI Agents Will Support Steadier Long Term Performance
Catalysts About Manhattan Associates Manhattan Associates provides cloud based software that helps customers manage warehouses, transportation, order management, stores and supply chain planning. What are the underlying business or industry changes driving this perspective?
Anlatı Güncellemesi • Sep 03
MANH: Cloud Execution And Buybacks Will Support Future Upside
Analysts have lifted the Manhattan Associates fair value estimate from $235.38 to $258.41, citing higher Street price targets up to $260 that reflect confidence in the company’s supply chain commerce positioning, cloud execution and growing sales to existing customers. Analyst Commentary Recent Street research on Manhattan Associates points to a broadly constructive view of the stock, with bullish analysts lifting price targets into a US$180 to US$260 range and, in one case, upgrading the rating alongside a higher target.
Anlatı Güncellemesi • Aug 13
MANH: Cloud Momentum And AI Adoption Will Test Fairly Valued Outlook
The analyst price target for Manhattan Associates is updated from $153.03 to $180.00, reflecting recent research that identifies stronger cloud adoption, Q2 execution and ongoing leadership in supply chain commerce as key drivers in current models. Analyst Commentary Recent Street research on Manhattan Associates highlights a mix of confidence in the business model and some ongoing caution.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 AlphaAnlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı 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.Anlatı 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.Anlatı 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.Anlatı 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.Anlatı 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.Anlatı 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.Anlatı 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.Anlatı 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.Anlatı 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.Anlatı 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.Anlatı 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.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 AlphaCEO Tazminat Analizi
| Tarih | Toplam Tazminat | Maaş | Şirket Kazançları |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$210m |
| Mar 31 2026 | n/a | n/a | US$217m |
| Dec 31 2025 | US$17m | US$710k | US$220m |
Tazminat ve Piyasa: Eric 'ın toplam tazminatı ($USD 16.70M ) US pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 14.74M ).
Tazminat ve Kazançlar: Eric şirketinin tazminatını şirket performansıyla karşılaştırmak için yeterli veri yok.
CEO
Eric Clark (55 yo)
1.6yrs
Görev süresi
US$16,697,528
Tazminat
Mr. Eric A. Clark is Chief Executive Officer, President and Director of Manhattan Associates, Inc. joined in February 12, 2025. Mr. Clark served as Senior Vice President of Global Services at ServiceNow, I...
Liderlik Ekibi
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| President | 1.6yrs | US$16.70m | 0.026% $ 3.3m | |
| Senior VP | 15.1yrs | US$2.88m | 0.024% $ 3.0m | |
| Executive VP & Chief Sales Officer | 1.2yrs | US$7.27m | 0.22% $ 27.4m | |
| Advisor to the Chief Executive Officer | less than a year | US$6.71m | 0.12% $ 14.5m | |
| Executive Vice President of Professional Services - Americas | 15.7yrs | US$7.19m | 0.029% $ 3.5m | |
| CFO, Chief Accounting Officer and Treasurer | 10.7yrs | US$1.50m | 0.064% $ 7.8m | |
| Chief Operating Officer | less than a year | Veri yok | Veri yok | |
| Executive VP & CTO | 10.3yrs | Veri yok | Veri yok | |
| Senior Director of Investor Relations | no data | Veri yok | Veri yok | |
| Senior VP & Chief Marketing Officer | less than a year | Veri yok | Veri yok | |
| Senior VP & Chief People Officer | 4.7yrs | Veri yok | Veri yok | |
| Managing Director of Australia & New Zealand | 15.7yrs | Veri yok | Veri yok |
4.7yrs
Ortalama Görev Süresi
54yo
Ortalama Yaş
Deneyimli Yönetim: MANH 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 4.7 yıldır).
Yönetim Kurulu Üyeleri
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| President | 1.6yrs | US$16.70m | 0.026% $ 3.3m | |
| Lead Independent Director | 27.7yrs | US$386.56k | 0.17% $ 21.5m | |
| Independent Director | 9.3yrs | US$335.50k | 0.038% $ 4.7m | |
| Non-Executive Chairman | 14.2yrs | US$10.20m | 0.12% $ 15.3m | |
| Independent Director | 1.3yrs | US$301.32k | 0.0023% $ 280.9k | |
| Independent Director | 10.9yrs | US$334.83k | 0.011% $ 1.4m | |
| Independent Director | 4.3yrs | US$336.41k | 0.010% $ 1.3m | |
| Independent Director | 8.3yrs | US$325.07k | 0.018% $ 2.2m |
8.8yrs
Ortalama Görev Süresi
65yo
Ortalama Yaş
Deneyimli Yönetim Kurulu: MANH 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 8.8 yıldır).
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/09/19 02:30 |
| Gün Sonu Hisse Fiyatı | 2026/09/18 00:00 |
| Kazançlar | 2026/06/30 |
| Yıllık Kazançlar | 2025/12/31 |
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.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* 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 kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan 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 10, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Joseph Vruwink | Baird |
| Guy Hardwick | Barclays |
| Yun Suk Kim | Brean Capital Historical (Janney Montgomery) |