Manhattan Associates, Inc. (MANH) Delivers Robust Cloud Subscription Revenue Growth
Manhattan Associates, Inc. (MANH) reported strong financial results for Q4 and full-year 2025, driven primarily by a significant increase in cloud subscription revenue. The company's CEO noted strengthening business momentum and record cloud bookings, leading Truist Securities to initiate coverage with a "Buy" rating. Despite MANH's potential, the article suggests that certain AI stocks may offer even greater returns.
Skandinaviska Enskilda Banken AB publ Sells 120,527 Shares of Manhattan Associates, Inc. $MANH
Skandinaviska Enskilda Banken AB publ significantly reduced its stake in Manhattan Associates, selling 120,527 shares in Q3, now owning 0.13% of the company's stock valued at $16.36 million. Despite this, Manhattan Associates reported strong Q3 earnings, beating analyst estimates with $1.21 EPS and $270.39 million in revenue, and provided optimistic FY2026 guidance. The stock currently holds a "Moderate Buy" rating from analysts with an average price target of $218.75.
Manhattan Associates, Inc. $MANH Shares Sold by M&G PLC
M&G PLC reduced its stake in Manhattan Associates (NASDAQ:MANH) by 15.3% in the third quarter, selling 39,762 shares and retaining 220,272 shares valued at approximately $45.16 million. Despite institutional selling, analysts maintain a "Moderate Buy" rating with an average target price of $218.75. Manhattan Associates recently surpassed earnings expectations with $1.21 EPS on $270.39 million revenue and provided optimistic FY2026 guidance.
Envestnet Asset Management Inc. Sells 9,509 Shares of Manhattan Associates, Inc. $MANH
Envestnet Asset Management Inc. reduced its stake in Manhattan Associates Inc. by 9.3%, selling 9,509 shares and ending the quarter with 93,101 shares valued at approximately $19.08 million. Other institutional investors, such as Capital Fund Management S.A., increased their positions in the software maker. Analysts maintain a "Moderate Buy" rating for Manhattan Associates with an average price target of $218.75, against a current price near $140.45.
1 Cash-Producing Stock with Impressive Fundamentals and 2 We Brush Off
This article identifies one cash-producing stock, Monster Beverage (MNST), as a strong buy due to its healthy operating margin, efficient cash flow, and high return on invested capital. Conversely, it advises brushing off Manhattan Associates (MANH) and Keysight (KEYS) due to concerns about their growth, margins, and profitability. The author emphasizes that while cash flow is important, wise reinvestment is key to long-term success.
Krilogy Financial LLC Purchases New Holdings in Manhattan Associates, Inc. $MANH
Krilogy Financial LLC has acquired a new position in Manhattan Associates, Inc. (NASDAQ:MANH), purchasing 9,745 shares valued at approximately $1.998 million in the third quarter. This move aligns with other large institutional investors increasing their stakes in the software maker. Manhattan Associates also exceeded its Q3 earnings expectations and provided optimistic FY2026 guidance, leading to an average analyst rating of "Moderate Buy" with a target price of $218.75.
Allianz Asset Management GmbH Buys 14,013 Shares of Manhattan Associates, Inc. $MANH
Allianz Asset Management GmbH increased its stake in Manhattan Associates, Inc. by 33.8%, purchasing 14,013 shares to hold a total of 55,421 shares valued at approximately $11.36 million. This move represents about 0.09% of the company. The software maker recently reported strong quarterly earnings, beating expectations, and analysts maintain a "Moderate Buy" rating with significant upside potential.
FFE Choses Software From Manhattan Associates
FFE Transportation Services Inc. has selected Manhattan Associates' Transportation Management Systems suite to improve collaboration among its subsidiary carriers and streamline operations. This software aims to provide control over FFE's processes and resources, enabling better adaptation to real-time changes, optimizing driver-to-load assignments, and determining efficient routes and fuel stops for its approximately 2,300 trucks across three business units. The suite incorporates software products formerly known as OptiYield, acquired by Manhattan Associates in 2002.
Bessemer Group Inc. Has $134.25 Million Position in Manhattan Associates, Inc. $MANH
Bessemer Group Inc. increased its stake in Manhattan Associates (NASDAQ: MANH) by 19.3%, now holding 654,914 shares valued at $134.25 million. Manhattan Associates reported strong quarterly earnings, beating analyst expectations with $1.21 EPS and $270.39 million in revenue, and provided optimistic FY2026 guidance. The stock currently holds a "Moderate Buy" rating from analysts with an average price target of $218.75.
Analysts Offer Insights on Technology Companies: Coherent Corp (COHR) and Manhattan Associates (MANH)
Analysts from Needham and William Blair have issued bullish sentiments on technology companies Coherent Corp (COHR) and Manhattan Associates (MANH). Needham maintained a Buy rating for Coherent Corp with a $235.00 price target, while William Blair reiterated a Buy rating for Manhattan Associates. Both companies received positive consensus ratings from the Street with considerable upside potential.
MANHATTAN ASSOCIATES INC SEC 10-K Report
Manhattan Associates Inc. released its 2025 10-K report, revealing significant financial growth driven by increased demand for cloud solutions. The company reported a 4% increase in total revenue to $1,081.4 million and a 7% increase in operating income to $279.8 million. Strategic initiatives include expanding its cloud business, investing in innovation, and share repurchases, while addressing challenges such as intense competition and regulatory risks associated with AI adoption.
Manhattan Associates (MANH): Buy, Sell, or Hold Post Q4 Earnings?
This article analyzes Manhattan Associates (MANH) after its Q4 earnings, advising investors to avoid the stock despite a recent price drop. The analysis highlights three main concerns: weak billings suggesting soft demand, a low gross margin indicating high infrastructure costs for a software company, and a stagnant operating margin. The author concludes that MANH does not meet their investment criteria, recommending other software and edge computing picks instead.
Manhattan Associates stock hits 52-week low at $140.78 By Investing.com
Manhattan Associates Inc. stock has hit a 52-week low of $140.78, representing a 24.76% decline over the past year despite being considered undervalued with "GOOD" financial health by InvestingPro. This downturn occurred even after the company reported strong Q4 2025 earnings, surpassing Wall Street expectations for both EPS and revenue. The stock's current P/E ratio is 41.33, with analysts maintaining a bullish recommendation, suggesting potential for recovery.
Manhattan Associates, Inc. (NASDAQ:MANH) Short Interest Up 23.2% in January
Manhattan Associates (NASDAQ:MANH) experienced a significant 23.2% increase in short interest during January, reaching 2,293,417 shares, which represents about 3.8% of its total shares sold short. Despite this, the company reported strong quarterly earnings, surpassing analyst estimates for both EPS and revenue, and provided optimistic FY2026 guidance. Analysts generally maintain a "Moderate Buy" rating for MANH with a consensus price target of $218.75.
5 Revealing Analyst Questions From Manhattan Associates's Q4 Earnings Call
Manhattan Associates exceeded Q4 expectations due to strong cloud revenue growth and services segment resurgence, driven by increased adoption of cloud-based supply chain solutions and new AI features. Despite the strong performance, the adjusted EPS guidance for 2026 missed analyst estimates. This article highlights five key analyst questions from the earnings call, covering cloud migrations, RPO growth, renewal rates, AI monetization, and services growth.
Manhattan Associates stock hits 52-week low at $140.78
Manhattan Associates Inc. stock has fallen to a 52-week low of $140.78, representing a 24.76% decline over the past year. Despite this downturn, the company received a "GOOD" financial health score and is considered undervalued by InvestingPro, with analysts maintaining a bullish outlook. This comes after the company reported strong Q4 2025 earnings, surpassing Wall Street expectations for both EPS and revenue, though the stock still saw an after-hours decline.
Brown Capital Management LLC Has $86.01 Million Stock Position in Manhattan Associates, Inc. $MANH
Brown Capital Management LLC significantly reduced its stake in Manhattan Associates, Inc. by 35.3% in Q3, now holding shares worth $86.01 million, which constitutes about 3.5% of its portfolio. Despite this, other institutions like AQR Capital Management and Norges Bank aggressively increased or initiated positions, pushing institutional ownership to nearly 98.45%. Manhattan Associates recently reported strong quarterly earnings, beating expectations, and analysts maintain a "Moderate Buy" rating with an average target price of $218.75.
MANH Stock Drops 5.2% as 2026 Earnings Guidance Disappoints | Jan 2026 - News and Statistics
Shares of Manhattan Associates (MANH), a supply chain software provider, dropped 5.2% on January 29, 2026, despite reporting strong Q4 2025 revenues and adjusted earnings per share that exceeded Wall Street expectations. The decline was attributed to the company's full-year 2026 adjusted earnings guidance of $5.12 per share, which fell short of analyst estimates. The stock has shown volatility over the past year and is currently trading 45% below its 52-week high.
Analysts Offer Insights on Technology Companies: Manhattan Associates (MANH), Qorvo (QRVO) and Seagate Tech (STX)
Analysts are providing insights on several technology companies, including Manhattan Associates (MANH), Qorvo (QRVO), and Seagate Tech (STX). Morgan Stanley maintained a Hold rating on Manhattan Associates with a $165.00 price target, while the overall analyst consensus for MANH is a Strong Buy with a $219.17 average price target. The article highlights analyst sentiment and price targets for these companies in the Technology sector.
Why Manhattan Associates (MANH) Shares Are Sliding Today
Manhattan Associates (MANH) shares dropped 5.2% after the company issued a weaker-than-expected earnings forecast for 2026, despite strong fourth-quarter 2025 results. Investors focused on the disappointing future outlook, which overshadowed the beat on revenue and adjusted EPS for the past quarter. This move indicates the market views the news as meaningful, though the company’s stock has experienced volatility, previously gaining on a price target increase and interest in AI stocks.
Manhattan Associates stock rating reiterated at Buy by Truist on record cloud bookings
Truist Securities has reaffirmed its Buy rating and a $240.00 price target for Manhattan Associates (NASDAQ: MANH) following robust Q4 2025 results. The supply chain software provider reported record cloud bookings, significantly exceeding expectations, driven by strong new logo activity. Despite the shift from license to cloud business, the company maintains strong financial health, impressive profitability, and low bankruptcy risk, with analysts anticipating sustained high cloud subscription revenue visibility.
Manhattan Associates, Inc. (NASDAQ:MANH) Q4 2025 Earnings Call Transcript
Manhattan Associates, Inc. (NASDAQ:MANH) reported strong Q4 and full-year 2025 results, exceeding earnings expectations with an EPS of $1.21. The company achieved record cloud bookings, total revenue of $1.08 billion, operating income, free cash flow, and earnings per share, driven by strategic investments and new product offerings like AI agents. For 2026, Manhattan Associates projects continued double-digit top-line growth and maintains a confident outlook, emphasizing cloud revenue visibility and expansion opportunities.
Manhattan Associates (MANH) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
Manhattan Associates (MANH) reported Q4 2025 revenues of $270.39 million, a 5.7% increase year-over-year, and an EPS of $1.21. The company surpassed Zacks Consensus Estimates for both revenue and EPS, showing a positive surprise of +2.32% and +9.01% respectively. Key metrics such as cloud subscriptions and services revenue also showed growth, although software license revenue decreased significantly.
Manhattan Associates (MANH) Q4 Earnings and Revenues Top Estimates
Manhattan Associates (MANH) reported strong Q4 results, with earnings of $1.21 per share and revenues of $270.39 million, both exceeding Zacks Consensus Estimates. The company has consistently surpassed revenue estimates over the past four quarters. Despite the positive performance, the stock currently holds a Zacks Rank #4 (Sell) due to unfavorable estimate revisions, suggesting potential underperformance in the near future.
Earnings call transcript: Manhattan Associates Q4 2025 beats expectations
Manhattan Associates (MANH) reported strong Q4 2025 earnings, exceeding Wall Street expectations with an EPS of $1.21 against a forecast of $1.13, and revenue of $270.4 million. Despite the positive results, the company's stock fell 4.14% in after-hours trading. The company also provided an optimistic outlook for 2026, projecting revenue between $1.133 billion and $1.153 billion, driven by a 21% growth in cloud revenue and the introduction of new AI-driven product offerings.
Manhattan’s Supply Chain Software Leadership Supports its Wide Moat
Manhattan Associates is recognized as a leader in warehouse management systems software, benefiting from sticky customer relationships due to the critical nature of supply chain operations. The company is expected to achieve low-double-digit revenue growth and even better earnings growth over the next five years, driven by its cloud software solutions. This leadership position and strategic shift to cloud offerings support its wide economic moat and expanding market presence.
Manhattan Associates's (NASDAQ:MANH) Q4 CY2025 Sales Beat Estimates, Stock Soars
Manhattan Associates (NASDAQ:MANH) reported better-than-expected revenue in Q4 CY2025, with sales up 5.7% year-on-year to $270.4 million, exceeding analyst estimates. The company's non-GAAP profit of $1.21 per share also beat consensus estimates by 6.7%. Despite this strong quarterly performance and a stock increase of 5.7% after the report, the full-year EPS guidance missed expectations, and revenue guidance was in line with Wall Street estimates, leading to a mixed outlook.
Manhattan Associates Inc (NASDAQ:MANH) Beats Q4 Estimates, Stock Rises on Strong Outlook
Manhattan Associates Inc (NASDAQ:MANH) exceeded Q4 analyst expectations for both revenue and earnings per share, leading to a positive market reaction in after-hours trading. The company reported strong cloud subscription revenue growth and profitability, alongside a significant share repurchase program. For fiscal year 2026, Manhattan Associates provided revenue guidance slightly below current analyst consensus but earnings guidance that brackets expectations, indicating a measured but confident outlook.
Earnings call transcript: Manhattan Associates Q4 2025 beats expectations
Manhattan Associates Inc. (MANH) reported strong Q4 2025 results, with an EPS of $1.21 against a forecast of $1.13 and revenue of $270.4 million, surpassing expectations. Despite the earnings beat and a 20% increase in cloud revenue, the stock fell 4.14% in after-hours trading. The company also provided an optimistic outlook for 2026, targeting revenue between $1.133 billion and $1.153 billion and cloud revenue growth of 21%.
Manhattan Associates Reports Fourth Quarter and Full Year 2025 Financial Results
Manhattan Associates announced strong financial results for Q4 and full year 2025, driven by significant growth in cloud subscription services. The company reported increased revenue and earnings per share, along with a 25% increase in RPO bookings. Looking ahead, Manhattan Associates provided positive guidance for 2026, forecasting continued revenue growth and operating margin improvement.
Manhattan Associates: Fourth Quarter Earnings Overview
Manhattan Associates reported strong fourth-quarter earnings, with net income of $52 million and adjusted earnings of $1.21 per share, surpassing analyst expectations. The company also exceeded revenue forecasts, generating $270.4 million in Q4 and $1.08 billion for the full year. Looking ahead, Manhattan Associates projects annual earnings between $5.04 and $5.20 per share, with revenue guidance of $1.13 billion to $1.15 billion.
Manhattan Associates: Q4 Earnings Snapshot
Manhattan Associates Inc. (MANH) reported strong fourth-quarter results, with profits of $52 million and adjusted earnings of $1.21 per share, exceeding analyst expectations. The business software company also surpassed revenue forecasts with $270.4 million in the period. For the full year, Manhattan Associates reported profits of $219.9 million on $1.08 billion in revenue and provided optimistic earnings and revenue guidance for the upcoming year.
Y Intercept Hong Kong Ltd Increases Stake in Manhattan Associates, Inc. $MANH
Y Intercept Hong Kong Ltd significantly increased its stake in Manhattan Associates, Inc. (NASDAQ:MANH) by 41.8% in the third quarter, bringing its total holdings to 20,040 shares valued at approximately $4.11 million. This move is part of a broader trend of institutional investors boosting their positions in the software maker, which currently holds a "Moderate Buy" rating from Wall Street analysts. Despite some recent price target adjustments, the stock trades around $174.02 with a market capitalization of $10.49 billion.
Teacher Retirement System of Texas Grows Stock Holdings in Manhattan Associates, Inc. $MANH
The Teacher Retirement System of Texas significantly increased its stake in Manhattan Associates (NASDAQ:MANH) by 124.7% in Q3 2025, now holding 40,303 shares valued at approximately $8.26 million. Despite this, analysts have lowered price targets, resulting in a "Moderate Buy" consensus rating and an average target of $219.58. Institutional investors collectively own 98.45% of the company, which has a market capitalization of $10.49 billion.
Manhattan Associates (MANH) Reports Earnings Tomorrow: What To Expect
Manhattan Associates (MANH) is set to report earnings tomorrow, with analysts expecting revenue growth of 3.5% year-on-year to $264.7 million and adjusted earnings of $1.13 per share. The company has a history of exceeding revenue estimates, and despite a recent underperformance in the software-as-a-service segment, its stock is down only 1.5% over the last month, holding an average analyst price target significantly above its current share price.
Stifel Nicolaus Has Lowered Expectations for Manhattan Associates (NASDAQ:MANH) Stock Price
Stifel Nicolaus has reduced its price target for Manhattan Associates (NASDAQ:MANH) from $240 to $225, though it maintains a "buy" rating, indicating a potential 29% upside. Several other firms have also recently adjusted their targets on the software maker's stock. Despite beating earnings expectations in its last quarter, the stock trades at a high P/E ratio, and institutional investors collectively hold a significant stake.
Manhattan Associates Inc (MANH) Q2 2025 Earnings Call Transcript
This is the Q2 2025 earnings call transcript for Manhattan Associates Inc (MANH). The company reported better-than-expected Q2 results with 22% cloud revenue growth, driving top-line outperformance and earnings leverage. Leadership discussed strong business fundamentals, expanding market opportunities, and strategic investments in sales and marketing, including new hires and partnerships with Google and Shopify. They also highlighted significant advancements in their Agentic AI capabilities and continued success with product unification, expressing confidence in future growth despite a volatile macro environment.
Manhattan Associates Inc (MANH) Q3 2025 Earnings Call Transcript
Manhattan Associates Inc. (MANH) reported stronger-than-expected Q3 2025 results, with cloud revenue up 21% and solid services performance, leading the company to raise its full-year outlook for revenue, operating margin, and EPS. The company highlighted strong RPO growth, successful conversion strategies for on-premise customers, and significant investments in agentic AI and sales talent. Looking ahead to 2026, Manhattan Associates expects continued 20% cloud revenue growth and a return to services revenue growth, while maintaining strong operating margins.
Manhattan Associates Inc (MANH) Q2 2025 Earnings Call Transcript
Manhattan Associates reported better-than-expected Q2 2025 results, driven by 22% cloud revenue growth, leading to an increased full-year outlook. Executive Chairman Eddie Capel announced his transition to Chairman of the Board by January 1, 2026, with Eric Clark continuing as President and CEO. The company highlighted strong RPO growth, successful new customer acquisitions, and strategic investments in sales, marketing, and Agentic AI to accelerate growth and market share gains.
Massachusetts Financial Services Co. MA Acquires 312,858 Shares of Manhattan Associates, Inc. $MANH
Massachusetts Financial Services Co. MA significantly increased its stake in Manhattan Associates (NASDAQ:MANH) by 86.1% in the 3rd quarter, acquiring an additional 312,858 shares. This brings their total holdings to 676,034 shares, valued at approximately $138.6 million. The software maker recently beat quarterly earnings expectations and holds a "Moderate Buy" consensus rating from analysts.
A Look Back at Vertical Software Stocks' Q3 Earnings: Manhattan Associates (NASDAQ:MANH) Vs The Rest Of The Pack
This article reviews the Q3 earnings of vertical software stocks, focusing on Manhattan Associates (MANH), Alarm.com (ALRM), Guidewire Software (GWRE), and Bentley Systems (BSY). While the sector reported strong revenue beats, share prices have generally declined, with Manhattan Associates exceeding expectations but seeing its stock drop. Alarm.com had the best Q3 performance, while Guidewire Software showed the weakest guidance update.
Bronstein, Gewirtz & Grossman, LLC Encourages Manhattan Associates, Inc. (MANH) Stockholders to Inquire about Securities Investigation
Bronstein, Gewirtz & Grossman, LLC is investigating potential securities claims on behalf of purchasers of Manhattan Associates, Inc. (MANH) who bought shares before October 22, 2024, and still hold them. The investigation focuses on whether the company and its officers engaged in corporate wrongdoing. Affected investors are encouraged to contact the firm for more information and to assist in the investigation.
Manhattan Associates (MANH) to Release Earnings on Tuesday
Manhattan Associates (MANH) is expected to announce its Q4 2025 earnings after the market closes on Tuesday, January 27th, with analysts projecting $1.11 EPS and $264.69 million in revenue. The company previously surpassed estimates in Q3 2025 with $1.36 EPS and $275.8 million in revenue, demonstrating revenue growth and strong profitability. Wall Street maintains a "Moderate Buy" consensus on the stock, with an average target price of $220.83.
Bronstein, Gewirtz & Grossman, LLC Announces an Investigation Against Manhattan Associates, Inc. (MANH) and Encourages Investors to Learn More About the Investigation
Bronstein, Gewirtz & Grossman, LLC has announced an investigation into Manhattan Associates, Inc. (MANH) for potential corporate wrongdoing. The firm is encouraging investors who purchased Manhattan Associates securities before October 22, 2024, and still hold them, to join the investigation. The firm operates on a contingency fee basis, aiming to recover investor capital and ensure corporate accountability.
Stephens Investment Management Group LLC Has $89.05 Million Position in Manhattan Associates, Inc. $MANH
Stephens Investment Management Group LLC reduced its stake in Manhattan Associates, Inc. (NASDAQ:MANH) by 5.1% in the third quarter of 2025, holding 434,443 shares valued at $89.05 million. This position represents 0.72% of the company and makes MANH its 24th largest holding. Analysts currently have a "Moderate Buy" consensus rating for MANH with an average price target of $220.83, following strong Q3 earnings that beat estimates.
Manhattan Associates, Inc. $MANH is Pembroke Management LTD's 10th Largest Position
Pembroke Management LTD significantly increased its stake in Manhattan Associates (MANH), making it their 10th largest holding. The software maker exceeded quarterly earnings estimates and provided strong FY2025 guidance. MANH maintains a "Moderate Buy" consensus rating from analysts, with high institutional ownership.
Manhattan Associates, Inc. (NASDAQ:MANH) Given Consensus Recommendation of "Moderate Buy" by Brokerages
Manhattan Associates, Inc. (NASDAQ:MANH) has received a consensus "Moderate Buy" rating from brokerages, based on analyst reports. The company beat its last quarter's earnings and revenue estimates, and institutional investors hold approximately 98.45% of the stock. Analysts have an average one-year price target of $220.83 for MANH shares.
Manhattan Associates, Inc. $MANH Shares Sold by Nordea Investment Management AB
Nordea Investment Management AB reduced its stake in Manhattan Associates (NASDAQ:MANH) by 15% in Q3, selling 19,539 shares. Despite this, institutional investors collectively own about 98.45% of the software maker's stock, with Sumitomo Mitsui Trust Group Inc. significantly increasing its holdings. Analysts maintain a "Moderate Buy" consensus rating with an average price target of $220.83, following strong Q3 earnings where Manhattan Associates beat EPS and revenue estimates, and provided solid FY2025 guidance.
What 10 Analyst Ratings Have To Say About Manhattan Associates
Over the past three months, ten analysts have provided varied ratings for Manhattan Associates (NASDAQ: MANH), with an average price target of $221.30, marking a 2.04% decrease from the previous average. These analysts have adjusted their ratings and price targets based on market dynamics and company performance, offering insights into the company's financial health and market standing. Manhattan Associates, which provides supply chain software, demonstrates strong financial performance with high net margins, ROE, and ROA, alongside sound debt management.
Manhattan Associates stock tumbles 11% on weak FY25 earnings guidance
Manhattan Associates (MANH) stock fell 11% after the company provided weaker-than-expected earnings guidance for fiscal year 2025. Although Q4 2024 earnings and revenue surpassed analyst estimates, the disappointing outlook for the upcoming fiscal year led to a significant share price decline.
