Manhattan Associates, Inc.

Manhattan Associates, Inc.

MANHยทNASDAQ

$151.20

+0.40%
TechnologySoftware - Application

Manhattan Associates, Inc. develops, sells, deploys, services, and maintains software solutions to manage supply chains, inventory, and omni-channel operations. It offers Manhattan SCALE, a portfolio of logistics execution solutions that provide trading partner management, yard management, optimization, warehouse management, and transportation execution services; and Manhattan Active, a set of enterprise and store omni-channel solutions. The company also provides inventory optimization, planning, and allocation solutions; maintenance services comprising customer support services and software enhancements; professional services, such as solutions planning and implementation, and related consulting services; and training and change management services. In addition, it resells computer hardware, radio frequency terminal networks, radio frequency identification chip readers, bar code printers and scanners, and other peripherals. The company offers products through direct sales personnel, as well as through partnership agreements with various organizations. It serves grocery, food and beverage, manufacturing, medical and pharmaceutical, retail, third-party logistics, and wholesale industries. The company operates in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. Manhattan Associates, Inc. was founded in 1990 and is headquartered in Atlanta, Georgia.

At a Glance

Live Snapshot
Market Cap$8.95B
EPS3.6400
P/E Ratio41.54
Earnings Date07/28/2026
manh

Manhattan Associates, Inc. Street Expectations Map

MANH ยท NASDAQ

Wall Street analysts project that MANH stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 197.80, with estimates ranging from a low of 145.00 to a high of 240.00.

Lowest Target
145.00
-4.10%
Consensus Target
197.80
30.82%
Highest Target
240.00
58.73%

The consensus 1-year price target stands at 197.80, with estimates ranging from a low of 145.00 to a high of 240.00.

Analyst Consensus Analysis

Upside Potential

+30.8%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

48.0% spread

Mixed analyst views. Wide target range suggests differing opinions on key value drivers, growth prospects, or risk factors.

Risk-Reward Profile

14.32x

Favorable risk-reward. Potential upside significantly exceeds downside risk, offering asymmetric return profile attractive for risk-tolerant investors.

Analyst Conviction

Moderate

Neutral sentiment. Fair value pricing with moderate agreement suggests wait-and-see approach or catalyst-driven opportunity.

Market Sentiment Insight

Asymmetric upside: Strong return potential with favorable risk-reward profile. The limited downside relative to upside makes this an attractive risk-adjusted opportunity for growth-oriented portfolios.

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Manhattan Associates, Inc. Forward Estimates of Revenue

MANH ยท NASDAQ
Latest Revenue
1.08B
FY 2025
Avg Estimate
1.15B
FY 2026
Estimate Range
1.14B - 1.16B
Analyst Spread

Forward Growth Analysis

Projected Growth+5.9%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Manhattan Associates, Inc. Forward Estimates of Net Income

MANH ยท NASDAQ
Latest Net Income
219.95M
FY 2025
Avg Estimate
336.60M
FY 2026
Estimate Range
313.33M - 359.88M
Analyst Spread

Forward Growth Analysis

Projected Growth+53.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread14%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Manhattan Associates, Inc. Forward Estimates of EPS

MANH ยท NASDAQ
Latest EPS
3.64
FY 2025
Avg Estimate
$5.40
FY 2026
Estimate Range
$5.04 - $5.79
Analyst Spread

Forward Growth Analysis

Projected Growth+48.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread14%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Manhattan Associates, Inc. Forward Estimates of EBIT

MANH ยท NASDAQ
Latest EBIT
285.89M
FY 2025
Avg Estimate
245.71M
FY 2026
Estimate Range
245.04M - 247.86M
Analyst Spread

Forward Growth Analysis

Projected Growth-14.1%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Manhattan Associates, Inc. Forward Estimates of EBITDA

MANH ยท NASDAQ
Latest EBITDA
292.21M
FY 2025
Avg Estimate
256.72M
FY 2026
Estimate Range
256.03M - 258.98M
Analyst Spread

Forward Growth Analysis

Projected Growth-12.1%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Manhattan Associates, Inc. Forward Estimates of SG&A Expense

MANH ยท NASDAQ
Latest SG&A Expense
174.94M
FY 2025
Avg Estimate
201.99M
FY 2026
Estimate Range
201.44M - 203.76M
Analyst Spread

Forward Growth Analysis

Projected Growth+15.5%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Manhattan Associates, Inc. Insider Positioning

MANH ยท NASDAQ

During the last 12 months, insiders have sold $4.56M worth of MANH shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

7.3K

1.02M

Net Activity

-1.0M

-$1.02M

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

1.6K

282.24K

Net Activity

-282K

-$282K

9-12 Months

Bought

0

0.00

Sold

14.7K

3.26M

Net Activity

-3.3M

-$3.26M

Top Buyers

No buying activity

Top Sellers

1
CE

Capel Eddie

Director, Officer: Executive Chairman

9.4K sharesโ€ข1 transactions

$2.09M

2
GJS

Gantt James Stewart

Officer: Evp, Professional Services

10.9K sharesโ€ข3 transactions

$1.80M

3
HLT

Hollembaek Linda T.

Director

1.7K sharesโ€ข1 transactions

$382K

4
CEA

Clark Eric Andrew

Director, Officer: President & Ceo

1.6K sharesโ€ข1 transactions

$282K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $4.56M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$1.02M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

4 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.