Manhattan Associates (MANH) presents a compelling long-term investment opportunity despite weak guidance and management transition concerns, with Q1 2025 results showing signs of stabilization. MANH's recurring revenue model and specialization in warehouse management and supply chain solutions provide a strong moat, making it resilient to macroeconomic fluctuations. Cloud revenue growth of 21% YoY in Q1 2025 indicates a strategic shift towards more stable, long-term contracts, offsetting declines in service revenues.
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.
Manhattan Associates, Inc. (NASDAQ:MANH ) Q1 2025 Earnings Conference Call April 22, 2025 4:30 PM ET Company Participants Michael Bauer - Head, IR Eddie Capel - Executive Vice Chairman Eric Clark - CEO Dennis Story - CFO Conference Call Participants Terry Tillman - Truist Securities Brian Peterson - Raymond James Joe Vruwink - Baird Dylan Becker - William Blair George Kurosawa - Citi Mark Schappel - Loop Capital Markets Lachlan Brown - Redburn Atlantic Operator Good afternoon. My name is Paul, and I will be your conference facilitator today.
Although the revenue and EPS for Manhattan Associates (MANH) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Manhattan Associates (MANH) came out with quarterly earnings of $1.19 per share, beating the Zacks Consensus Estimate of $1.02 per share. This compares to earnings of $1.03 per share a year ago.
Looking beyond Wall Street's top -and-bottom-line estimate forecasts for Manhattan Associates (MANH), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended March 2025.
Manhattan Associates (MANH) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Manhattan Associates (MANH) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
The average of price targets set by Wall Street analysts indicates a potential upside of 41.6% in Manhattan Associates (MANH). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
What's the right amount of notice to give the market for a major transition in the C-suite? Supply chain and inventory software provider Manhattan Associates (MANH 3.44%) announced the retirement of now-former CEO Eddie Capel just two days before changes went into effect.
Here's our initial take on Manhattan Associates' (MANH -3.15%) fourth-quarter financial report.
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.