A number of stocks jumped in the afternoon session after investors appeared to buy the dip amid heightened uncertainty triggered by resurgent inflation fears and escalating geopolitical tensions.<\/p>\n
When an entire sector gets beaten down, even modest buying pressure can create outsized moves as short sellers cover and value buyers step in. Following double-digit declines across most names, the rebound suggests investors are shifting from blind fear to a more nuanced view as they monitor the market for “AI Winners.”.<\/p>\n
The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks.<\/p>\n
Among others, the following stocks were impacted:<\/p>\n
Manhattan Associates\u2019s shares are somewhat volatile and have had 12 moves greater than 5% over the last year. In that context, today\u2019s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.<\/p>\n
The previous big move we wrote about was 1 day ago when the stock gained 3.7% on the news that the company presented its strategic vision at the 47th Annual Raymond James Institutional Investor Conference, highlighting strong performance and a focus on growth areas. During the conference, the company’s CEO and CTO pointed to a record fourth-quarter for bookings, with 75% of these coming from new customers. They emphasized that the company’s strategy centered on its AI-native platform and helping clients move to the cloud. Management expressed confidence in achieving over 20% growth in cloud revenue. The presentation also noted high win rates against competitors, signaling strong demand for its products and services.<\/p>\n
Manhattan Associates is down 11.9% since the beginning of the year, and at $147.44 per share, it is trading 35.3% below its 52-week high of $227.94 from July 2025. Investors who bought $1,000 worth of Manhattan Associates\u2019s shares 5 years ago would now be looking at an investment worth $1,228.<\/p>\n","protected":false},"excerpt":{"rendered":"A number of stocks jumped in the afternoon session after investors appeared to buy the dip amid heightened…\n","protected":false},"author":2,"featured_media":151916,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[35],"tags":[63430,63431,75,84,83,63433,9,24,63,63429,63432],"class_list":["post-151915","post","type-post","status-publish","format-standard","has-post-thumbnail","category-manhattan","tag-analysis-report","tag-dropbox","tag-manhattan","tag-manhattan-headlines","tag-manhattan-news","tag-ncino","tag-new-york","tag-new-york-city","tag-nyc","tag-palo-alto-networks","tag-software-company"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us-ny\/wp-json\/wp\/v2\/posts\/151915","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=151915"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us-ny\/wp-json\/wp\/v2\/posts\/151915\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-ny\/wp-json\/wp\/v2\/media\/151916"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us-ny\/wp-json\/wp\/v2\/media?parent=151915"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-ny\/wp-json\/wp\/v2\/categories?post=151915"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-ny\/wp-json\/wp\/v2\/tags?post=151915"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}