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MANH leans into cloud growth and AI, but restructuring, macro risks, and rising competition cloud near-term outlook, making it a cautious hold for investors.
MANH builds AI momentum with ActivePlatform and agent pilots, but weak monetization proof and macro risks keep the real payoff a 2027 story.
MANH's cloud growth and raised outlook are offset by services utilization risks and mix pressures, keeping execution concerns front and center for investors.
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.
The highly specialized tech company scored a double beat with its first-quarter results.
The headline numbers for Manhattan Associates (MANH) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Manhattan Associates, Inc. (MANH) Q1 2026 Earnings Call Transcript
Manhattan Associates (MANH) came out with quarterly earnings of $1.24 per share, beating the Zacks Consensus Estimate of $1.1 per share. This compares to earnings of $1.19 per share a year ago.
Algert Global LLC raised its holdings in Manhattan Associates, Inc. (NASDAQ: MANH) by 13.9% in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 88,046 shares of the software maker's stock after purchasing an additional 10,747 shares during the period. Algert
Manhattan Associates, Inc. (MANH) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Manhattan Associates, Inc. (MANH) Presents at 47th Annual Raymond James Institutional Investor Conference Transcript