Can Manhattan Associates (MANH) Justify Its Price As Strong Earnings Lift Guidance?

Simply Wall St.08-28 15:28

Manhattan Associates (MANH) has drawn fresh attention after reporting better than expected second quarter 2026 earnings and revenue, and raising full year guidance for total and cloud revenue, which ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2662057992?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/industry/8041000-choice2-main-header/1585186556238","is_english":true,"pubTime":"2026-08-28 15:28","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2662057992","market":"us","top_or_hot":-1,"title":"Can Manhattan Associates (MANH) Justify Its Price As Strong Earnings Lift Guidance?","media":"Simply Wall St.","content":"<div>\n<p>Manhattan Associates (MANH) has drawn fresh attention after reporting better than expected second quarter 2026 earnings and revenue, and raising full year guidance for total and cloud revenue, which ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/software/nasdaq-manh/manhattan-associates/news/can-manhattan-associates-manh-justify-its-price-as-strong-ea\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Can Manhattan Associates (MANH) Justify Its Price As Strong Earnings Lift Guidance?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCan Manhattan Associates (MANH) Justify Its Price As Strong Earnings Lift Guidance?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-28 15:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/software/nasdaq-manh/manhattan-associates/news/can-manhattan-associates-manh-justify-its-price-as-strong-ea><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Manhattan Associates (MANH) has drawn fresh attention after reporting better than expected second quarter 2026 earnings and revenue, and raising full year guidance for total and cloud revenue, which ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/software/nasdaq-manh/manhattan-associates/news/can-manhattan-associates-manh-justify-its-price-as-strong-ea\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"MANH","symbol_name":"Manhattan Associates Inc","start_time":0,"source_url":"https://simplywall.st/stocks/us/software/nasdaq-manh/manhattan-associates/news/can-manhattan-associates-manh-justify-its-price-as-strong-ea","article_id":"2662057992","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/8041000-choice2-main-header/1585186556238"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/software/nasdaq-manh/manhattan-associates/news/can-manhattan-associates-manh-justify-its-price-as-strong-ea","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2662057992","pubTimestamp":1787902106,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Manhattan Associates (MANH) has drawn fresh attention after reporting better than expected second quarter 2026 earnings and revenue, and raising full year guidance for total and cloud revenue, which gives investors new information to assess the stock.\nThe recent earnings surprise sits alongside strong share price momentum for Manhattan Associates, with a 90 day share price return of 49.12% and a 30 day share price return of 33.06%, while the 1 year total shareholder return of 2.43% shows much...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"MANH":"Manhattan Associates Inc"},"translate_title":"随着强劲的盈利提升指引，曼哈顿联合公司 (MANH) 能否证明其价格的合理性？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MANH":1.5},"content_text":"Manhattan Associates (MANH) has drawn fresh attention after reporting better than expected second quarter 2026 earnings and revenue, and raising full year guidance for total and cloud revenue, which gives investors new information to assess the stock. The recent earnings surprise sits alongside strong share price momentum for Manhattan Associates, with a 90 day share price return of 49.12% and a 30 day share price return of 33.06%, while the 1 year total shareholder return of 2.43% shows much more muted progress over a longer window. Short term gains around the latest results and interest in areas like AI driven retail and supply chain technology suggest investors are currently reassessing growth potential and risk for the stock relative to where it traded earlier in the year. Spot fresh momentum around Manhattan Associates, then scan a hand picked group of other software and AI driven supply chain plays through our 74 profitable AI stocks that aren't just burning cash. After a 33% move in a month and a price above many analyst targets, the question for Manhattan Associates now is whether most of the re rating is already in the rear view mirror or if meaningful upside still lies ahead. AdvertisementMost Popular Narrative: 24.3% Overvalued At a last close of $223.76, the most followed narrative sets Manhattan Associates' fair value at $180. This gap is what shapes the debate around the latest post earnings rally.  The reliance on transitioning to cloud offerings may face challenges, affecting revenue due to longer sales cycles and heightened operational expenses. While the company has plans to invest in sales and marketing to leverage its cloud product suite, the associated increased operational expenses might compress operating margins if the expected uptick in top line growth does not materialize as quickly due to macroeconomic uncertainties.  Read the complete narrative. Read the complete narrative. Want to see what sits behind that $180 fair value for Manhattan Associates? The narrative leans on specific revenue growth, margin expansion and future earnings assumptions that sharply contrast with today’s share price. The most important drivers are already quantified. The surprise is how assertive the required profitability and valuation multiple need to be to back the story. Result: Fair Value of $180.00 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, stronger than modeled cloud revenue and recognition for Manhattan Associates' AI driven products could support earnings outcomes that challenge this narrative that the stock is 24.3% overvalued. Find out about the key risks to this Manhattan Associates narrative. Next Steps With sentiment on Manhattan Associates split between concern about risks and optimism about rewards, it makes sense to act now and test the thesis yourself. To see both sides set out clearly in one place, start with the 1 key reward and 1 important warning sign. Looking for more investment ideas beyond Manhattan Associates? If Manhattan Associates has sharpened your focus, do not stop there. Use the Simply Wall Street Screener to compare fresh ideas before the next move passes you by.  Target potential mispricings and see which quality companies look out of favor through our 46 high quality undervalued stocks. Strengthen your search for resilience by checking companies that combine strong finances with staying power using the 76 resilient stocks with low risk scores. Hunt for lesser known opportunities that still show solid fundamentals with the 20 high quality undiscovered gems.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n        and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n        financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n        Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n        Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.48.0","shortVersion":"4.48.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2662057992","isCrawlerRequest":true}