Manhattan Associates (MANH) AI Stock Analysis
Manhattan Associates
(BMV:MANH)
No summary available
Manhattan Associates (MANH) vs. SPDR S&P 500 ETF (SPY)
- Market Cap
- MXN 14.48B
- Dividend Yield
- ―
- Average Volume (3M)
- 610
- Price to Earnings (P/E)
- 69.0
- Beta (1Y)
- -0.14
- Revenue Growth
- -2.81%
- EPS Growth
- -9.15%
- Country
- Mexico
- Employees
- 4,370
- Sector
- Technology
- Sector Strength
- 61
- Industry
- Software - Application
Manhattan Associates Business Overview & Revenue Model
Company Description
Manhattan Associates, Inc. develops comprehensive software solutions to manage and optimize supply chains, inventory, and omni-channel operations. Their product portfolio features Manhattan SCALE, a suite of logistics execution tools covering aspects...
Manhattan Associates Earnings Call Summary
The call was strongly positive, supported by record bookings, 28% cloud revenue growth, 25% RPO growth, improved margins and EPS, raised 2026 guidance, strong AI adoption and expanding partner and Editions momentum. The company also cited macro volatility, FX pressure, limited services growth, license and maintenance attrition and the time required for new initiatives to scale. Overall, the operational and financial highlights significantly outweighed the stated challenges.
Q3-2026 Updates
Positive Updates
Negative Updates
Company Guidance
For full year 2026, Manhattan increased its RPO outlook to 21% year-over-year growth, up from its prior target range of 18% to 20% growth, and now expects renewals to be in the mid-20 percent range of its added RPO; total revenue is expected at $1.176 billion to $1.178 billion with the $1.177 billion midpoint, representing 12% growth excluding license and maintenance attrition or 9% all in, full-year adjusted operating margin is expected at a 35.3% midpoint, up from 35.1%, and adjusted EPS is increasing to $5.54 to $5.56, with GAAP EPS at a $3.63 midpoint. For Q4, the company is targeting total revenue to be about $291 million, including cloud revenue of $136 million, services revenue of $122 million, maintenance revenue of $26 million, hardware revenue of $6 million, adjusted operating margin of 36.1%, adjusted EPS of $1.38 and GAAP EPS of $0.92. For 2027, the company believes the consensus 2027 estimates are generally appropriate for RPO and the P and L, including 20% cloud revenue growth, low single digit services revenue growth and continued operating margin expansion.
Manhattan Associates Risk Analysis
Manhattan Associates disclosed 41 risk factors in its most recent earnings report. Manhattan Associates reported the most risks in the "Finance & Corporate" category.
Latest Risks Added
0 New RisksManhattan Associates Peers Comparison
Overall Rating
PTC87Outperform
YMM84Outperform
SPSC81Outperform
PCOR73Outperform
DBD54Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| PTC | 87Outperform | $21.24B | 18.84 | 32.64% | ― | 19.50% | 143.45% |
| YMM | 84Outperform | $8.68B | 33.15 | 10.56% | 3.01% | 8.57% | 4.64% |
| SPSC | 81Outperform | $2.94B | 36.72 | 8.73% | ― | 6.92% | 0.46% |
| PCOR | 73Outperform | $9.33B | -235.53 | -3.13% | ― | 15.41% | 73.03% |
| Sector * | 61Neutral | $37.18B | 12.37 | -10.20% | 1.83% | 8.50% | -7.62% |
| DBD | 54Neutral | $1.85B | 25.25 | 7.62% | ― | 6.25% | 57.31% |
* Technology Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| MX:MANH | Manhattan Associates | 4376.00 | 897.80 | 25.81% | |
| SPSC | SPS Commerce | 82.99 | 0.46 | 0.56% | |
| PTC | PTC Inc. | 195.54 | -0.82 | -0.42% | |
| PCOR | Procore Technologies Inc | 61.38 | -12.82 | -17.28% | |
| YMM | Full Truck Alliance Co. Ltd. | 8.37 | -4.36 | -34.24% | |
| DBD | Diebold Nixdorf Inc | 55.05 | -3.80 | -6.46% |
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.