{"id":110894,"date":"2026-01-24T11:05:07","date_gmt":"2026-01-24T11:05:07","guid":{"rendered":"https:\/\/www.newsbeep.com\/us-ny\/110894\/"},"modified":"2026-01-24T11:05:07","modified_gmt":"2026-01-24T11:05:07","slug":"assessing-manhattan-associates-manh-valuation-after-strong-earnings-and-softer-share-price-reaction","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/us-ny\/110894\/","title":{"rendered":"Assessing Manhattan Associates (MANH) Valuation After Strong Earnings And Softer Share Price Reaction"},"content":{"rendered":"<p>Recent earnings are front and center for Manhattan Associates (MANH), with revenue and full year EPS guidance coming in above expectations even as the stock has pulled back since the report.<\/p>\n<p><a href=\"https:\/\/www.simplywall.st\/stocks\/us\/software\/nasdaq-manh\/manhattan-associates\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" data-vars-link-type=\"cta_company_latest_analysis\" class=\"company-report-links\">See our latest analysis for Manhattan Associates.<\/a><\/p>\n<p>At a share price of $174.02, Manhattan Associates has seen a 1-day share price return of 2.24%, a 90-day share price return of 10.69%, and a 1-year total shareholder return of 39.86%.<\/p>\n<p>If strong earnings and guidance have you looking beyond a single name, this is a good moment to see what else is out there among <a href=\"https:\/\/simplywall.st\/discover\/investing-ideas\/215171\/high-growth-tech-and-ai-stocks\/global\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" data-vars-link-type=\"cta_tech_and_ai_screener\" class=\"company-report-links\">high growth tech and AI stocks<\/a>.<\/p>\n<p>With revenue and earnings guidance ahead of expectations, but the share price off its highs and trading at an implied discount to analyst targets, is Manhattan Associates now undervalued, or is the market already pricing in its next stage of growth?<\/p>\n<p> Most Popular Narrative: 4.5% Overvalued <\/p>\n<p>Compared with the last close of $174.02, the most followed narrative points to a fair value of about $166.48, so it leans slightly cautious on today\u2019s price.<\/p>\n<p>The assumed bearish price target for Manhattan Associates is $176.29, which represents one standard deviation below the consensus price target of $205.11. This valuation is based on what can be assumed as the expectations of Manhattan Associates&#8217;s future earnings growth, profit margins and other risk factors from analysts on the more bearish end of the spectrum.<\/p>\n<p><a href=\"https:\/\/www.simplywall.st\/narratives\/5rr13dsz-economic-uncertainty-will-slow-cloud-sales-while-google-recognition-aids\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" data-vars-link-type=\"cta_narrative_prompt_after_quote\" class=\"company-report-links\">Read the complete narrative.<\/a><\/p>\n<p>Curious what kind of revenue base, margin profile, and future earnings multiple this narrative needs to support that valuation? The full story connects those moving parts into one tight model.<\/p>\n<p>Result: Fair Value of $166.48 (OVERVALUED)<\/p>\n<p><a href=\"https:\/\/www.simplywall.st\/narratives\/5rr13dsz-economic-uncertainty-will-slow-cloud-sales-while-google-recognition-aids\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" data-vars-link-type=\"cta_ai_narrative\" class=\"company-report-links\">Have a read of the narrative in full and understand what&#8217;s behind the forecasts.<\/a><\/p>\n<p>However, there are still clear swing factors here, including how quickly cloud and services growth supports current P\/E assumptions, and whether services execution improves from recent expectations.<\/p>\n<p><a href=\"https:\/\/www.simplywall.st\/stocks\/us\/software\/nasdaq-manh\/manhattan-associates\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" data-vars-link-type=\"risks_narrative_cta\" class=\"company-report-links\">Find out about the key risks to this Manhattan Associates narrative.<\/a><\/p>\n<p>  Build Your Own Manhattan Associates Narrative <\/p>\n<p>If you see the data pointing in a different direction, or simply want to test your own view, you can build a full narrative yourself in just a few minutes, starting with <a href=\"https:\/\/support.simplywall.st\/hc\/en-us\/articles\/10353275550479-Stock-Valuator-with-Narratives\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" data-vars-link-type=\"cta_create_narrative\" class=\"company-report-links\">Do it your way<\/a>.<\/p>\n<p>A good starting point is our analysis highlighting <a href=\"https:\/\/www.simplywall.st\/stocks\/us\/software\/nasdaq-manh\/manhattan-associates\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" data-vars-link-type=\"cta_rewards_analysis\" class=\"company-report-links\">2 key rewards<\/a> investors are optimistic about regarding Manhattan Associates.<\/p>\n<p> Ready for more investment ideas? <\/p>\n<p>If Manhattan Associates sparked your interest, do not stop here. Use the Simply Wall St Screener now to uncover fresh stock ideas tailored to how you like to invest.<\/p>\n<p> This article by Simply Wall St is general in nature. We provide commentary based on historical data<br \/>\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<br \/>\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.<br \/>\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.<br \/>\n    Simply Wall St has no position in any stocks mentioned.<\/p>\n<p>New: Manage All Your Stock Portfolios in One Place<\/p>\n<p>We&#8217;ve created the ultimate portfolio companion for stock investors, and it&#8217;s free.<\/p>\n<p>\u2022 Connect an unlimited number of Portfolios and see your total in one currency<br \/>\u2022 Be alerted to new Warning Signs or Risks via email or mobile<br \/>\u2022 Track the Fair Value of your stocks<\/p>\n<p><a href=\"https:\/\/simplywall.st\/features\/portfolio\" target=\"_blank\" class=\"sc-kuACkN ichCyz !text-[--s-button-primary-color-text] !no-underline\" data-focus=\"dashed\" rel=\"nofollow noopener\">Try a Demo Portfolio for Free<\/a><\/p>\n<p class=\"sc-3204b94-2 cZQCtj\">Have feedback on this article? Concerned about the content? <a href=\"https:\/\/feedback.simplywall.st\/article\/NDM2NzEwODo5NTBhNDBmOWJkZjU5MmM3\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"company-report-links\">Get in touch<\/a> with us directly. Alternatively, email <a href=\"https:\/\/simplywall.st\/stocks\/us\/software\/nasdaq-manh\/manhattan-associates\/news\/mailto:editorial-team@simplywallst.com?subject=Re%3A%20Your%20article%20on%20NasdaqGS%3AMANH%20(news)%20from%2024th%20January%202026\" rel=\"nofollow noopener\" target=\"_blank\">editorial-team@simplywallst.com<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"Recent earnings are front and center for Manhattan Associates (MANH), with revenue and full year EPS guidance coming&hellip;\n","protected":false},"author":2,"featured_media":66436,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[35],"tags":[75,84,83,9,24,63],"class_list":["post-110894","post","type-post","status-publish","format-standard","has-post-thumbnail","category-manhattan","tag-manhattan","tag-manhattan-headlines","tag-manhattan-news","tag-new-york","tag-new-york-city","tag-nyc"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us-ny\/wp-json\/wp\/v2\/posts\/110894","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us-ny\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us-ny\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-ny\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-ny\/wp-json\/wp\/v2\/comments?post=110894"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us-ny\/wp-json\/wp\/v2\/posts\/110894\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-ny\/wp-json\/wp\/v2\/media\/66436"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us-ny\/wp-json\/wp\/v2\/media?parent=110894"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-ny\/wp-json\/wp\/v2\/categories?post=110894"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-ny\/wp-json\/wp\/v2\/tags?post=110894"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}