{"id":241295,"date":"2026-05-23T00:59:40","date_gmt":"2026-05-23T00:59:40","guid":{"rendered":"https:\/\/www.newsbeep.com\/us-ny\/241295\/"},"modified":"2026-05-23T00:59:40","modified_gmt":"2026-05-23T00:59:40","slug":"assessing-manhattan-associates-manh-valuation-gap-after-recent-share-price-weakness","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/us-ny\/241295\/","title":{"rendered":"Assessing Manhattan Associates (MANH) Valuation Gap After Recent Share Price Weakness"},"content":{"rendered":"\n

Track your investments for FREE<\/a> with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide.<\/p>\n

Recent performance snapshot <\/p>\n

Manhattan Associates (MANH) has seen mixed share performance recently, with the stock up 3% over the past day and 5.6% over the past week, but down over the past month and over the past 3 months.<\/p>\n

See our latest analysis for Manhattan Associates.<\/a><\/p>\n

Short term momentum has picked up, with a 7 day share price return of 5.6%, but this follows a weaker patch, including a year to date share price decline of 17.1% and a 1 year total shareholder return decline of 25.2%.<\/p>\n

If you are weighing up what else to watch in software and automation, it can be useful to scan 35 robotics and automation stocks<\/a> as a starting list of potential ideas.<\/p>\n

With the stock down year to date and trading at a discount to some valuation estimates, the key question for you is simple: Is this a genuine opportunity, or is the market already pricing in future growth?<\/p>\n

Most Popular Narrative: 13.4% Undervalued <\/p>\n

At a last close of $138.64 versus a narrative fair value of $160, the most followed view sees upside, but it also reflects demanding assumptions.<\/p>\n

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’s future earnings growth, profit margins and other risk factors from analysts on the more bearish end of the spectrum.<\/p>\n

Read the complete narrative.<\/a><\/p>\n

Curious what justifies that gap between the current price and $160 fair value? The narrative emphasizes steady revenue levels, firm margins, and a premium earnings multiple that assumes the story holds together over several years.<\/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, that upside view could be challenged if cloud conversions slow or if higher sales and marketing spending weighs on margins more than analysts currently factor in.<\/p>\n

Find out about the key risks to this Manhattan Associates narrative.<\/a><\/p>\n

Another View on Valuation <\/p>\n

The narrative fair value of $160 points to upside, but the P\/E picture is very different. Manhattan Associates trades on a P\/E of 37.9x, compared with a fair ratio of 25.7x, a peer average of 33.5x and a US Software industry average of 28.6x.<\/p>\n

That premium means even small disappointments on growth or margins could have an outsized impact on returns. It is worth asking whether you are being paid enough for that extra valuation risk or if expectations already run too far ahead.<\/p>\n

See what the numbers say about this price \u2014 find out in our valuation breakdown.<\/a><\/p>\n

\"NasdaqGS:MANH<\/a> NasdaqGS:MANH P\/E Ratio as at May 2026 Next Steps <\/p>\n

If this mix of potential upside and clear risks feels finely balanced, do not wait for a single narrative to decide for you. Instead, review the 2 key rewards and 1 important warning sign<\/a><\/p>\n

Looking for more investment ideas? <\/p>\n

If Manhattan Associates is on your radar, do not stop there. Broaden your watchlist with other focused ideas that could better suit your style and risk comfort.<\/p>\n

This article by Simply Wall St is general in nature. We provide commentary based on historical data 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 financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.<\/p>\n

Companies discussed in this article include MANH<\/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":"Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million…\n","protected":false},"author":2,"featured_media":100788,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[35],"tags":[7479,75,1972,84,83,9,24,63],"class_list":["post-241295","post","type-post","status-publish","format-standard","has-post-thumbnail","category-manhattan","tag-fair-value","tag-manhattan","tag-manhattan-associates","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\/241295","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=241295"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us-ny\/wp-json\/wp\/v2\/posts\/241295\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-ny\/wp-json\/wp\/v2\/media\/100788"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us-ny\/wp-json\/wp\/v2\/media?parent=241295"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-ny\/wp-json\/wp\/v2\/categories?post=241295"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-ny\/wp-json\/wp\/v2\/tags?post=241295"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}