{"id":186880,"date":"2026-04-06T08:41:40","date_gmt":"2026-04-06T08:41:40","guid":{"rendered":"https:\/\/www.newsbeep.com\/us-ny\/186880\/"},"modified":"2026-04-06T08:41:40","modified_gmt":"2026-04-06T08:41:40","slug":"a-look-at-manhattan-associates-manh-valuation-after-repeat-gartner-leadership-and-new-ai-agent-launch","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/us-ny\/186880\/","title":{"rendered":"A Look At Manhattan Associates (MANH) Valuation After Repeat Gartner Leadership And New AI Agent Launch"},"content":{"rendered":"<p>Why Gartner\u2019s recognition matters for Manhattan Associates (MANH) <\/p>\n<p>Manhattan Associates (MANH) was again named a Leader in Gartner&#8217;s Magic Quadrant for Transportation Management Systems, its eighth consecutive appearance, after launching AI Agents within its cloud-native Manhattan Active solutions for real-time supply chain operations.<\/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>Despite the Gartner recognition and AI product launches, the 30 day share price return of 11.73% and year to date share price return of 19.56% point to fading momentum. The 1 year total shareholder return of 8.09% and 3 year total shareholder return of 13.36% show a mixed longer term picture.<\/p>\n<p>If this supply chain software story has you thinking about where else AI is being used in listed companies, it could be worth scanning <a href=\"https:\/\/simplywall.st\/discover\/investing-ideas\/473633\/profitable-ai-stocks\/global\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" data-vars-link-type=\"cta_screener_profitable_ai\" class=\"company-report-links\">65 profitable AI stocks that aren&#8217;t just burning cash<\/a><\/p>\n<p>With revenue and net income growth in the mid single digits and the share price sitting well below analyst targets and intrinsic estimates, is Manhattan Associates being undervalued, or is the market already pricing in years of future execution?<\/p>\n<p> Most Popular Narrative: 15.9% Undervalued <\/p>\n<p>With Manhattan Associates last closing at $134.56 against a widely followed fair value of $160, the current price sits below what that narrative implies.<\/p>\n<p>The assumed bearish price target for Manhattan Associates is $160.0, which represents up to two standard deviations below the consensus price target of $208.55. 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>There is a detailed earnings path behind that $160 figure. It leans on steady revenue expansion, firm margins, and a rich future earnings multiple. Curious which assumptions really carry the weight here?<\/p>\n<p>Result: Fair Value of $160 (UNDERVALUED)<\/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, stronger cloud and services demand, along with ongoing AI recognition and industry leadership, could still pull earnings and valuation expectations above this cautious narrative.<\/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> Another View: Valuation Gap Cuts Both Ways <\/p>\n<p>The bearish fair value narrative at $160 suggests Manhattan Associates is undervalued, yet the market is currently putting a rich P\/E of 36.6x on the shares. That is higher than the US Software industry at 30x, the peer average at 26.9x, and a fair ratio of 25.9x, which points to meaningful valuation risk if sentiment cools or growth expectations ease.<\/p>\n<p>For a closer look at what that gap between today\u2019s P\/E and the fair ratio could mean in practice, including how quickly it might close if expectations shift, <a href=\"https:\/\/www.simplywall.st\/stocks\/us\/software\/nasdaq-manh\/manhattan-associates\/valuation\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" data-vars-link-type=\"alternate_preferred_multiple_cta\" class=\"company-report-links\">See what the numbers say about this price \u2014 find out in our valuation breakdown.<\/a><\/p>\n<p> <a href=\"https:\/\/www.simplywall.st\/\/stocks\/us\/software\/nasdaq-manh\/manhattan-associates\/valuation\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" data-vars-link-type=\"infographic\" class=\"company-report-links\"><img decoding=\"async\" src=\"https:\/\/www.newsbeep.com\/us-ny\/wp-content\/uploads\/2026\/04\/pe-multiple-vs-industry.png\" loading=\"lazy\" alt=\"NasdaqGS:MANH P\/E Ratio as at Apr 2026\" width=\"746\" height=\"476\" class=\"sc-3204b94-0 iJdSPa\"\/><\/a>NasdaqGS:MANH P\/E Ratio as at Apr 2026Next Steps <\/p>\n<p>With sentiment split between upside potential and valuation risk, it helps to review the details for yourself and decide quickly where you stand, starting with <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\">3 key rewards<\/a><\/p>\n<p> Looking for more investment ideas? <\/p>\n<p>If Manhattan Associates has sharpened your thinking, do not stop here. Use these focused stock lists to quickly spot other opportunities that could suit your approach.<\/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 kjLJKA !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:\/\/investor-research.typeform.com\/to\/wvg6MFri#feedback_token=NDUxMjM3NzoyZTFhOGIzNjViNjk5ZmE4&amp;company=NasdaqGS:MANH&amp;blueprintid=4512377\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">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%206th%20April%202026\" rel=\"nofollow noopener\" target=\"_blank\">editorial-team@simplywallst.com<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"Why Gartner\u2019s recognition matters for Manhattan Associates (MANH) Manhattan Associates (MANH) was again named a Leader in Gartner&#8217;s&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":{"0":"post-186880","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-manhattan","8":"tag-manhattan","9":"tag-manhattan-headlines","10":"tag-manhattan-news","11":"tag-new-york","12":"tag-new-york-city","13":"tag-nyc"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us-ny\/wp-json\/wp\/v2\/posts\/186880","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=186880"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us-ny\/wp-json\/wp\/v2\/posts\/186880\/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=186880"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-ny\/wp-json\/wp\/v2\/categories?post=186880"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-ny\/wp-json\/wp\/v2\/tags?post=186880"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}