MANH
Manhattan Associates, Inc.
MANH
204.15USD
+0.00%
Oct 05, 2026
Price
Loading price history…
Price Action
An early price trend
Longer-term context reads early trend, with a near-term setup of daily advance.
The setup is constructive, but the underlying structure is still poor.
EntryBreakout + retest
Price broke through the weekly SMA200, then retested it constructively and recovered — a fresh structural entry rather than a chase.
Key Financials
- Market Cap
- $11.9B
- Avg Volume (60D)
- 732.2K
- Revenue Growth YoY
- +3.7%
- Gross Margin
- +55.8%
- Operating Margin
- +24.3%
- Free Cash Flow Yield
- +3.4%
- Distance from 200DMA
- +26.6%
- Next Earnings
- 2026-10-27
- P/E
- 56.6x
60 sessions
FY2025 vs FY2024
Trailing twelve months
Market metrics as of Oct 2, 2026
Financial results for the period ended Jun 30, 2026
Filed balance-sheet data as of Jun 30, 2026
Fundamentals & Valuation
Two of the three valuation perspectives say expensive; own history is the dissenting view.
Manhattan Associates, Inc. carries a Expensive valuation stance that the scored components do not clearly support. Treat it as unresolved.
Company Research
Thesis
Manhattan Associates is a direct enterprise-software provider for warehouse management, transportation management, order management, inventory visibility and unified commerce. Its cloud applications are embedded in the operating workflows that coordinate complex fulfillment networks.
Opportunity
Moderate opportunity
Enterprise spending on cloud software that coordinates inventory, warehouse work, transportation, orders and fulfillment across stores, distribution centers and digital channels as retailers, manufacturers and logistics operators seek lower cost-to-serve, faster fulfillment and better resilience.
Key risk
Competition from larger enterprise software providers.
Narrative & Theme
Supply Chain and Omnichannel Operations Modernization
Part of Cloud Supply Chain Execution and Omnichannel Fulfillment Software, with strong fit.
MANH has a genuine, specific fit to a multi-company supply-chain software modernization story rather than a generic enterprise-software or AI adjacency.
Narrative HeatNeutral5.6 / 10
Theme HeatNeutral5.5 / 10
This is the company’s own research reading. The canonical heat measurement for this story has not run.
Business & Markets
Technology · Software - Application
What they do
Manhattan Associates develops and sells software solutions that help companies manage supply chains, inventory, and omni-channel operations, deploying these solutions via cloud-native and on-premises platforms.
How it earns
The company primarily generates revenue through subscription and licensing fees for its software products and related services.
Products & services
Manhattan Active Warehouse Management
Transportation Management Solution
Manhattan SCALE logistics execution portfolio
Customers & end markets
Retailers
Shippers and logistics operators
Market position
Manhattan Associates is a leader in supply chain and warehouse management software solutions.
Demand drivers
Medium cyclicality
Demand for supply chain software is influenced by broader economic activity and retail sector performance but also benefits from structural shifts in logistics.
Peers
Companies validated as economically comparable to MANH — similar business, revenue model and scale.
PRICE ACTIONVALUATIONTHEME
Descartes operates a cloud-based logistics network and execution-software portfolio spanning customs and regulatory compliance, global trade intelligence, transport management, freight forwarding and brokerage systems, shipment messaging, routing, and last-mile operations.
NarrativeTrade Fragmentation and Compliance DigitizationThemeCross-Border Trade Compliance and Logistics Intelligence
Weak or broken price action.30-day price action