Manhattan Associates, Inc.
Hot onWhy it's trendingX mentions rising faster than the marketMoving on elevated volumeBacked by solid revenue growth$190.97-6.4%YTD+17.5%1Y-9.5%
Mentions · last 7 days
104
Price updated just now·X counts updated 22h ago
AI verdict & sentimentAI analysisGenerated by AI from underlying data
Today's AI verdict on what's driving $MANH, plus how loud the X conversation is and which way it's leaning.
What it does
Plain-English summary of the business — what they sell and how they make money.
Industry overviewAI analysisGenerated by AI from underlying data
Where Software - Application sits in its cycle right now — and what that implies for $MANH.
Software - Application
No material change from last week — platforms where agents expand contract value (ServiceNow, Snowflake) are re-rated upward, while tools where agents substitute human users (Adobe Creative..
Top industry ETF
$IGViShares Expanded Tech-Software Sector ETF
-13.3%YTD
-18.3%1Y
Fundamentals & catalyst
Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.
Key ratios
P/E
58.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.ROIC
90.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.Op margin
24.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.FCF yield
3.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).P/S
10.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.ROE
85.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.Gross margin
54.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.D/E
0.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.Past earnings
QuarterReportedActualEstimateSurprise
Q2 2026Jul 28, 2026$1.39$1.32+5.3%
Q1 2026Apr 21, 2026$1.24$1.10+12.7%
Q4 2025Jan 27, 2026$1.21$1.11+9.0%
Q3 2025Oct 21, 2025$1.36$1.19+14.3%
Next earningsTue, Oct 27·consensus EPS $1.43
Quarterly trend
QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$297.8M+9.3%53.2%22.2%$0.85$89.7M
Q1 FY26$282.2M+7.4%55.1%23.0%$0.83$79.9M
Q4 FY25$270.4M+5.7%54.4%24.8%$0.87$142.4M
Q3 FY25$275.8M+3.4%56.0%27.5%$0.97$87.2M
Forward consensus
FYRevenueRangeEPSRangeAnalysts
FY26$1.2B$1.2B – $1.2B$5.48$5.42 – $5.559
FY27$1.3B$1.3B – $1.3B$6.11$5.89 – $6.319
FY28$1.4B$1.4B – $1.4B$7.06$6.57 – $7.345
FY29$1.5B$1.5B – $1.5B$8.07$8.01 – $8.152
Setup & momentum
Volume, range, and moving-average position — the technical setup driving short-term moves.
Right now
Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.4.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.77%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+37.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+31.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.
Float & profile
FloatMid float · 58.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.975-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.
Insider activity
Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.
SEC filings
Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.
Recent material filings
8-KRestructuring / exit costsJun 18-K — Item 2.05: Restructuring / exit costs · Item 7.01: Press release / Reg FD
8-KOfficer or director changeMay 208-K — Item 5.02: Officer or director change
8-KShareholder voteMay 188-K — Item 5.07: Shareholder vote
8-K/AOfficer or director change (amended)Apr 28-K/A — Item 5.02: Officer or director change
8-KOfficer or director changeFeb 268-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
+ 14 other (7 13Gs · 3 proxys · 2 earnings 8-Ks · 1 10-Q) in window
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
Oil Spikes 7%, Nasdaq 100 Sinks Before Fed: Stock Market TodayMANH Q2 Earnings Beat Estimates, Cloud Growth Fuels RevenuesManhattan Associates, Inc. (MANH) Q2 2026 Earnings Call TranscriptManhattan Associates (MANH) Reports Q2 Earnings: What Key Metrics Have to SayManhattan Associates (MANH) Q2 Earnings and Revenues Beat Estimates
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