At a share price of $134.57, Manhattan Associates shows a mixed picture, with short term share price momentum improving over the past week while longer term total shareholder returns have moved lower. This suggests sentiment is still cooling overall.<\/p>\n
If you are comparing Manhattan Associates with other software related ideas, this could be a good moment to scan for potential peers among 46 AI infrastructure stocks<\/a><\/p>\n With revenue at about $1.1b, net income of roughly $216.7m and the stock trading near $134.57, the key question is simple: are you looking at an undervalued software specialist here, or is the market already pricing in future growth?<\/p>\n Most Popular Narrative: 15.9% Undervalued <\/p>\n With Manhattan Associates last closing at $134.57 against a narrative fair value of $160, the current setup centers on how cloud adoption and earnings expectations line up with that gap.<\/p>\n The bearish analysts expect earnings to reach $271.4 million (and earnings per share of $4.39) by about March 2029, up from $219.9 million today. However, there is some disagreement amongst the analysts with the more bullish ones expecting earnings as high as $312.4 million.<\/p>\n Read the complete narrative.<\/a><\/p>\n This raises the question of what earnings path and margin profile could justify that higher valuation band while still being viewed as cautious. The full narrative walks through those moving parts in detail.<\/p>\n Result: Fair Value of $160 (UNDERVALUED)<\/p>\n Have a read of the narrative in full and understand what’s behind the forecasts.<\/a><\/p>\n However, strong cloud and services revenue and recognition for AI capabilities could support earnings, while a growing addressable market may help keep demand and pricing power in focus.<\/p>\n Find out about the key risks to this Manhattan Associates narrative.<\/a><\/p>\n Another View: Valuation Through Market Multiples <\/p>\n The fair value narrative of $160 suggests Manhattan Associates is undervalued, but the market is currently putting a rich price on its earnings. At a P\/E of 36.7x versus a peer average of 33.7x and a fair ratio of 25.7x, you are paying up. Consider how comfortable you are with that premium if growth or margins slip.<\/p>\n See what the numbers say about this price \u2014 find out in our valuation breakdown.<\/a><\/p>\n With sentiment in this article leaning cautious but balanced, it makes sense to move fast, review the underlying data yourself, and decide where you stand. To see how other investors are weighing the upside against the concerns, take a look at the 2 key rewards and 1 important warning sign<\/a><\/p>\n Looking for more investment ideas? <\/p>\n If Manhattan Associates has sharpened your thinking, do not stop here. Use targeted stock lists to spot fresh opportunities before they move out of reach.<\/p>\n This article by Simply Wall St is general in nature. We provide commentary based on historical data New: Manage All Your Stock Portfolios in One Place<\/p>\n We’ve created the ultimate portfolio companion for stock investors, and it’s free.<\/p>\n \u2022 Connect an unlimited number of Portfolios and see your total in one currency Try a Demo Portfolio for Free<\/a><\/p>\n Have feedback on this article? Concerned about the content? Get in touch<\/a> with us directly. Alternatively, email editorial-team@simplywallst.com<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"Stock performance snapshot Manhattan Associates (MANH) has been drawing attention after a mixed run in recent months, with…\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-240093","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\/240093","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=240093"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us-ny\/wp-json\/wp\/v2\/posts\/240093\/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=240093"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-ny\/wp-json\/wp\/v2\/categories?post=240093"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-ny\/wp-json\/wp\/v2\/tags?post=240093"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}![\"NasdaqGS:MANH](\"https:\/\/www.newsbeep.com\/us-ny\/wp-content\/uploads\/2026\/05\/1779412329_318_pe-multiple-vs-industry.png\")
<\/a>NasdaqGS:MANH P\/E Ratio as at May 2026Next Steps <\/p>\n
\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
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\n Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
\n Simply Wall St has no position in any stocks mentioned.<\/p>\n
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