Manhattan Associates is executing a successful cloud transition, with revenue growth accelerating to 9.3% in 2026Q2 and deferred revenue up 32% year-over-year, signaling strong future demand. However, the company faces near-term margin pressure from a higher s...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth accelerated to 9.3% in 2026Q2, but gross margin contracted to 53.2% (down from 56.8% a year earlier) and operating margin fell to 22.2%, reflecting services mix and higher SG&A.
The bull-case valuation for Manhattan Associates hinges on its ability to monetize the AI Agent Foundry and capitalize on the AI agents market boom.
Analysts have proposed a wide range of intrinsic values, from $131.26 to over $250 per share, reflecting divergent views on execution risk and growth potential.
AI-driven analyses and institutional trading interest have highlighted the company's shares and technical momentum signals, creating a complex backdrop for investors.
Trailing total returns as of 10/3/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 28, 2026 | $1.39+5.3% vs $1.32 | $298M+3.0% vs $289M |
Q2 2026 Apr 21, 2026 | $1.24+12.7% vs $1.10 | $282M+3.1% vs $274M |
Q1 2026 Jan 27, 2026 | $1.21+9.0% vs $1.11 | $270M+2.1% vs $265M |
Q4 2025 Oct 21, 2025 | $1.36+14.3% vs $1.19 | $276M+1.5% vs $272M |
Manhattan Associates (NASDAQ: MANH - Get Free Report) was downgraded by stock analysts at DA Davidson from a "buy" rating to a "neutral" rating in a research report issued on Monday, Marketbeat reports. They presently have a $210.00 target price on the software maker's stock. DA Davidson's target price would suggest a potential upside of 5.30%
ATLANTA--(BUSINESS WIRE)--Manhattan announces Editions for its industry-leading solutions.
READING, England--(BUSINESS WIRE)--Manhattan Associates (NASDAQ: MANH), the global leader in supply chain commerce with unmatched AI capabilities, today announced the commercial launch of Editions for Manhattan Active® solutions. Editions provide a new way for companies of all sizes and across industries to partner with Manhattan. They are designed to help growing organizations make a durable, long-term technology decision from the start. As complexity increases, customers can unlock additional.
On September 14, 2026, Manhattan Associates Inc (MANH) shares rose 4.9% to a current price of $211.60, reflecting a notable recovery after being down 1.0% over
Benchmark MANH against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Manhattan Associates, Inc. (MANH)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $204.15 | $12.08B | 56.71 | 3.75% | 20.34% | 71.66% | — | |
| $127.27 | $9.75B | 23.40 | 5.03% | 14% | 30.01% | — | |
| $18.68 | $2.05B | 373.60 | 10.01% | 5.4% | 3.32% | — | |
| $273.33 | $44.4B | 50.24 | 16.34% | 29.34% | 14% | — | |
| $152.15 | $12.67B | 187.84 | 22.64% | 9.44% | 10.03% | — | |
| $144.47 | $7.74B | 29.36 | 11.04% | 15.23% | 23.44% | — |
Manhattan Associates, Inc. (MANH) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Manhattan Associates, Inc. (MANH) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 28, 2026·SEC
Jun 1, 2026·SEC
May 20, 2026·SEC
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Manhattan Associates, Inc. (MANH) stock FAQ — growth, dividends, profitability & financials explained
Manhattan Associates, Inc. (MANH) reported $1.13B in revenue for fiscal year 2025. This represents a 3365% increase from $32.5M in 1997.
Manhattan Associates, Inc. (MANH) grew revenue by 3.7% over the past year. Growth has been modest.
Yes, Manhattan Associates, Inc. (MANH) is profitable, generating $210.2M in net income for fiscal year 2025 (20.3% net margin).
Manhattan Associates, Inc. (MANH) has a return on equity (ROE) of 71.7%. This is excellent, indicating efficient use of shareholder capital.
Manhattan Associates, Inc. (MANH) generated $399.2M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
