What’s going on here?
Manhattan Associates posted third-quarter numbers that outshined expectations, with strong demand for its cloud-based supply chain software helping the tech firm top Wall Street’s forecasts.
What does this mean?
The company reported $275.8 million in revenue for Q3 2025, beating analyst estimates by more than $4 million, thanks in large part to a 21% surge in cloud segment sales. Adjusted earnings per share landed at $1.36 versus the $1.17 projected, while GAAP earnings tallied $0.96 per share. The company sweetened the deal for investors by repurchasing over 233,000 shares and raising its buyback authorization to $100 million. With full-year revenue guidance now set between $1,073 million and $1,077 million—and analysts maintaining a consensus ‘buy’ rating—Manhattan Associates looks comfortably positioned for steady growth. Its price-to-earnings ratio also eased from 41 to 39 over the quarter, hinting at reasonable valuation as earnings momentum holds strong.
Why should I care?
For markets: Cloud demand powers investor confidence.
Investors have taken Manhattan Associates’ results as a sign that enterprise cloud solutions remain in high demand, with the firm’s upgraded buyback adding another reason for optimism. Analysts have given the company a consensus ‘buy’ recommendation, underpinned by a median 12-month price target that sits nearly 14% above current levels—fueling positive sentiment for cloud-focused tech stocks in the supply chain space.
The bigger picture: Supply chain tech keeps gaining steam.
With supply chain resilience a top priority for global businesses, companies offering cloud-driven logistics solutions continue to enjoy robust growth. Manhattan Associates’ commitment to expanding its tech and talent underlines how market leaders are doubling down as digital transformation reshapes the sector. The trend points to enduring demand for supply chain digitization as a key pillar of modern business strategy.
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