Manhattan Associates (MANH)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-10-30
$248.39+3.13%
Close 2026-10-30 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-10-30
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Put MANH beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Application Software is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue is growing steadily — about 8% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery, margins.
View ManagementExpectations look high — the market is pricing in about 37% growth a year, above the roughly 8% analysts expect, leaving little room for error.
View ValuationThis stock is volatile — it swings about 1% on a typical day and fell roughly 34% in its worst 12-month stretch.
View RiskMANH’s cloud and supply-chain commerce revenue growth must continue to support its premium valuation. Revenue growth was 9% year over year in Q2 FY2026, after 7% in Q1. Q3 2026 earnings beat consensus, while the desk gives no latest revenue-growth figure. MANH trades at 56× P/E versus the 31× peer median. The market is pricing in more growth than our forecast. A next-quarter miss probability of 20% leaves room for disappointment. The 56× multiple has to be earned against that peer gap. Peer multiples imply a price about 37% below where it trades. Our read remains intact, and this read is provisional.
Trailing returns as of 2026-10-30. MANH is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 12 analysts currently covering MANH (as of Oct 2026).
Based on 6 Wall Street analysts offering 12-month price targets for MANH in the last 4 months.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| MANH Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 9 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Application Software — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put MANH next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Grow revenue through cloud and supply chain commerce solutions
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $248.39
The last 12 months of price, then the range of analyst 12-month targets from today’s $248.39.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 10% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Raised revenue guidance and 21% RPO growth outlook support cloud and supply-chain demand.
Advances: Focus on revenue growth
Strong earnings beat supports revenue-growth objective; reported share-price reaction reflects positive results.
Advances: Focus on revenue growth
Upgrade indicates confidence in revenue growth from cloud and AI.
Advances: Focus on revenue growth
Upgrade indicates strong bookings growth supporting revenue objectives.
Advances: Focus on revenue growth
Partnership enhances revenue growth through improved fulfillment.
AI supply chain plans align with growth objectives.
Partnership enhances operational capabilities.