{"id":263305,"date":"2026-06-11T16:06:51","date_gmt":"2026-06-11T16:06:51","guid":{"rendered":"https:\/\/www.newsbeep.com\/us-ny\/263305\/"},"modified":"2026-06-11T16:06:51","modified_gmt":"2026-06-11T16:06:51","slug":"is-manhattan-associates-inc-manh-a-good-stock-to-buy-now-2","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/us-ny\/263305\/","title":{"rendered":"Is Manhattan Associates, Inc. (MANH) A Good Stock To Buy Now?"},"content":{"rendered":"\n

Is MANH a good stock to buy? We came across a\u00a0bullish thesis\u00a0<\/a>on Manhattan Associates, Inc. on r\/investing_discussion by Variant_Invest. In this article, we will summarize the bulls\u2019 thesis on MANH. Manhattan Associates, Inc.’s share was trading at $146.54 as of June 9th. MANH\u2019s trailing and forward P\/E were 41.04 and 27.47 respectively according to Yahoo Finance.<\/p>\n

\"Melius Melius Downgrades Oracle (ORCL) to Hold as AI Monetization Faces Scrutiny <\/p>\n

Photo by Danial Igdery on Unsplash<\/p>\n

Manhattan Associates (MANH) is positioned as one of the most important yet underappreciated vertical SaaS companies in enterprise software, providing warehouse management, transportation management, and order management solutions that sit at the center of modern fulfillment infrastructure. Its software powers the movement of inventory across distribution centers and omnichannel commerce networks, making the platform deeply embedded and highly mission-critical once deployed.<\/p>\n

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The company\u2019s Manhattan Active platform represents a successful cloud-native transformation of its legacy warehouse management suite, with customer migrations occurring steadily, on schedule, and at higher average selling prices than the prior on-premise offerings. This transition has significantly improved the company\u2019s business quality, as recurring cloud subscription revenue continues to compound at more than 20% annually while steadily increasing the proportion of high-margin recurring revenue within the overall mix.<\/p>\n

Manhattan Associates also benefits from exceptionally strong competitive positioning due to the operational risks customers face when replacing warehouse management systems that directly control inventory movement and fulfillment operations. As a result, major retailers, third-party logistics providers, and global brand owners continue renewing contracts and expanding platform adoption.<\/p>\n

Financially, the company continues to demonstrate expanding operating margins, strong free cash flow conversion, and a net cash balance sheet, while management has maintained disciplined capital allocation through consistent share repurchases instead of large acquisitions. The bullish thesis is supported by durable demand from omnichannel commerce, a long runway for cloud adoption, high-teens organic growth potential, and free cash flow margins exceeding 30%, creating a compelling case for significant long-term upside despite persistent concerns about supply chain software spending normalization.<\/p>\n

Previously, we covered a bullish thesis<\/a> on Microsoft Corporation by Long-term Investing in February 2025, which highlighted the company\u2019s accelerating AI and cloud growth, expanding Azure adoption, and strong infrastructure investments supporting long-term earnings growth. MSFT\u2019s stock price has depreciated by approximately 1.54% since our coverage. Variant_Invest shares a similar view but emphasizes Manhattan Associates\u2019 sticky warehouse management software ecosystem and recurring cloud revenue growth.<\/p>\n

Manhattan Associates, Inc. is not on our list of the\u00a040 Most Popular Stocks Among Hedge Funds<\/a>. As per our database, 35 hedge fund portfolios held MANH at the end of the first quarter which was 33 in the previous quarter. While we acknowledge the risk and potential of MANH as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than MANH and that has 10,000% upside potential, check out our report about this cheapest AI stock<\/a>.<\/p>\n

Disclosure: None.\u00a0<\/p>\n","protected":false},"excerpt":{"rendered":"Is MANH a good stock to buy? We came across a\u00a0bullish thesis\u00a0on Manhattan Associates, Inc. on r\/investing_discussion by…\n","protected":false},"author":2,"featured_media":263306,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[35],"tags":[102087,75,84,83,9,24,63,42440,1973],"class_list":["post-263305","post","type-post","status-publish","format-standard","has-post-thumbnail","category-manhattan","tag-management-solutions","tag-manhattan","tag-manhattan-headlines","tag-manhattan-news","tag-new-york","tag-new-york-city","tag-nyc","tag-transportation-management","tag-warehouse-management"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us-ny\/wp-json\/wp\/v2\/posts\/263305","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=263305"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us-ny\/wp-json\/wp\/v2\/posts\/263305\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-ny\/wp-json\/wp\/v2\/media\/263306"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us-ny\/wp-json\/wp\/v2\/media?parent=263305"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-ny\/wp-json\/wp\/v2\/categories?post=263305"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-ny\/wp-json\/wp\/v2\/tags?post=263305"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}