{"id":322564,"date":"2026-08-16T15:16:51","date_gmt":"2026-08-16T15:16:51","guid":{"rendered":"https:\/\/www.newsbeep.com\/us-ny\/322564\/"},"modified":"2026-08-16T15:16:51","modified_gmt":"2026-08-16T15:16:51","slug":"manhattan-associates-manh-looks-fully-valued-after-its-recent-rally","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/us-ny\/322564\/","title":{"rendered":"Manhattan Associates (MANH) Looks Fully Valued After Its Recent Rally"},"content":{"rendered":"<p>Manhattan Associates (MANH) continues to attract attention after recent share price moves, with the stock last closing at $197.39. Investors are weighing this performance against the company\u2019s current fundamentals and valuation signals.<\/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>The recent 20.96% 1 month share price return and 44.39% 3 month share price return suggest momentum is building in Manhattan Associates, even though the 1 year total shareholder return is down 8.10%.<\/p>\n<p>If you are watching how software and automation trends feed into logistics and supply chains, it can be useful to see what else is moving in related areas through <a href=\"https:\/\/simplywall.st\/discover\/investing-ideas\/473746\/robotics-andamp-automation-stocks\/global\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" data-vars-link-type=\"cta_screener_robotics\" class=\"company-report-links\">37 robotics and automation stocks<\/a><\/p>\n<p>For Manhattan Associates, such a sharp recent move can signal either growing conviction in the business or a swing in sentiment that has run ahead of fundamentals. Which explanation fits best once the valuation is unpacked?<\/p>\n<p> Most Popular Narrative: 9.7% Overvalued <\/p>\n<p>The most followed narrative puts Manhattan Associates&#8217; fair value at $180, which sits below the last close of $197.39 and frames the recent move as relatively rich.<\/p>\n<p>The assumed bearish price target for Manhattan Associates is $180.0, which represents up to two standard deviations below the consensus price target of $207.0. 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>Want to see what underpins that lower fair value for Manhattan Associates? The story focuses on steady revenue expansion, rising margins and a punchy future earnings multiple. Curious how those moving parts combine into that $180 figure?<\/p>\n<p>Result: Fair Value of $180 (OVERVALUED)<\/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 revenue growth and recognition for Agentic and Generative AI work at Manhattan Associates could challenge the more cautious fair value story.<\/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 Using Cash Flows <\/p>\n<p>That 9.7% \u201covervalued\u201d label for Manhattan Associates based on bearish analyst targets looks very different when using Simply Wall St&#8217;s DCF model. On this approach, the stock at $197.39 is trading about 26.3% below an estimated future cash flow value of $267.75, which screens as undervalued. Which yardstick do you feel fits your own expectations best?<\/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=\"alternate_dcf_cta\" class=\"company-report-links\">Look into how the SWS DCF model arrives at its fair value.<\/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\/08\/1786893411_860_dcf.png\" loading=\"lazy\" alt=\"MANH Discounted Cash Flow as at Aug 2026\" width=\"746\" height=\"476\" class=\"sc-3204b94-0 iJdSPa\"\/><\/a>MANH Discounted Cash Flow as at Aug 2026<\/p>\n<p>Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (<a href=\"https:\/\/www.simplywall.st\/stocks\/us\/software\/nasdaq-manh\/manhattan-associates\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" data-vars-link-type=\"dcf_cta\" class=\"company-report-links\">check out Manhattan Associates for example<\/a>). We show the entire calculation in full. You can track the result in your <a href=\"https:\/\/simplywall.st\/features\/stock-watchlist\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" data-vars-link-type=\"dcf_cta\" class=\"company-report-links\">watchlist<\/a> or <a href=\"https:\/\/simplywall.st\/features\/portfolio\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" data-vars-link-type=\"dcf_cta\" class=\"company-report-links\">portfolio<\/a> and be alerted when this changes, or use our stock screener to discover <a href=\"https:\/\/simplywall.st\/discover\/investing-ideas\/473076\/high-quality-undervalued-stocks\/us\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" data-vars-link-type=\"dcf_cta\" class=\"company-report-links\">52 high quality undervalued stocks<\/a>. If you <a href=\"https:\/\/simplywall.st\/features\/stock-screener\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" data-vars-link-type=\"dcf_cta\" class=\"company-report-links\">save a screener<\/a> we even alert you when new companies match &#8211; so you never miss a potential opportunity.<\/p>\n<p> Next Steps <\/p>\n<p>Seeing mixed signals around Manhattan Associates and unsure what matters most for you right now? Take a closer look at both sides of the story and weigh the <a href=\"https:\/\/www.simplywall.st\/stocks\/us\/software\/nasdaq-manh\/manhattan-associates\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" data-vars-link-type=\"cta_risks_rewards_analysis\" class=\"company-report-links\">2 key rewards and 1 important warning sign<\/a>.<\/p>\n<p> Looking for more investment ideas beyond Manhattan Associates? <\/p>\n<p>If Manhattan Associates has you thinking harder about your next move, do not stop at just one stock. Use targeted screeners to spot opportunities that match your goals.<\/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=NDcxMjQwODpiNzMyYWFhZTJiY2Y5NTIx&amp;company=NasdaqGS:MANH&amp;blueprintid=4712408\" 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%2016th%20August%202026\" rel=\"nofollow noopener\" target=\"_blank\">editorial-team@simplywallst.com<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"Manhattan Associates (MANH) continues to attract attention after recent share price moves, with the stock last closing at&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":["post-322564","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\/322564","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=322564"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us-ny\/wp-json\/wp\/v2\/posts\/322564\/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=322564"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-ny\/wp-json\/wp\/v2\/categories?post=322564"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-ny\/wp-json\/wp\/v2\/tags?post=322564"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}