{"id":371456,"date":"2026-10-12T23:54:17","date_gmt":"2026-10-12T23:54:17","guid":{"rendered":"https:\/\/www.newsbeep.com\/us-ny\/371456\/"},"modified":"2026-10-12T23:54:17","modified_gmt":"2026-10-12T23:54:17","slug":"manhattan-associates-jumps-as-analyst-upgrade-highlights-cloud-momentum-and-ai-traction","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/us-ny\/371456\/","title":{"rendered":"Manhattan Associates jumps as analyst upgrade highlights cloud momentum and AI traction"},"content":{"rendered":"<p>Manhattan Associates (MANH) is up 5.4% today. Here is some analysis on what might have caused this price movement.<\/p>\n<p>Analysis: The move appears to be driven mainly by a bullish analyst upgrade that pointed to faster cloud bookings, a more favorable setup for revenue growth, and early traction for the company\u2019s AI-focused products. Recent company results likely reinforced that view after Manhattan posted solid second-quarter growth and maintained a constructive 2026 outlook.<\/p>\n<p>Details:<\/p>\n<p>Morgan Stanley upgraded MANH to Overweight from Equal Weight and raised its price target to $250 from $180, which gave investors a fresh reason to re-rate the shares.The upgrade cited accelerating cloud bookings, improving sales execution, and signs that newer AI agents are gaining commercial traction with customers.In its July 28, 2026 earnings release, Manhattan reported second-quarter revenue of $297.8 million, up from $272.4 million a year earlier, while cloud revenue rose 26%.Manhattan\u2019s latest published 2026 guidance called for total revenue of $1.160 billion to $1.166 billion and adjusted EPS of $5.44 to $5.50, while the company also scheduled third-quarter results for October 27, 2026.<\/p>\n<p>Sources:<\/p>\n<p>Manhattan Associates Investor Relations, SEC, Investing.com<\/p>\n<p>Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.<\/p>\n<p>$MANH Insider Trading Activity<a href=\"https:\/\/www.quiverquant.com\/stock\/MANH\/insiders\/\" rel=\"nofollow noopener\" target=\"_blank\"><img decoding=\"async\" src=\"https:\/\/www.quiverquant.com\/images\/news_insider_img\/MANH.svg\" alt=\"MANH Insider Trades\" style=\"width:100%; height:auto;\"\/><\/a><\/p>\n<p>$MANH insiders have traded $MANH stock on the open market 5 times in the past 6 months. Of those trades, 0 have been purchases and 5 have been sales.<\/p>\n<p>Here\u2019s a breakdown of <a href=\"https:\/\/www.quiverquant.com\/stock\/MANH\/insiders\/\" rel=\"nofollow noopener\" target=\"_blank\">recent trading of $MANH stock<\/a> by insiders over the last 6 months:<\/p>\n<p><a href=\"https:\/\/www.quiverquant.com\/insiders\/1963767\/James-Stewart-Gantt\" rel=\"nofollow noopener\" target=\"_blank\">JAMES STEWART GANTT<\/a>  (EVP, Professional Services) has made 0 purchases and 2 sales selling 12,439 shares for an estimated $2,021,355.<a href=\"https:\/\/www.quiverquant.com\/insiders\/2055583\/Eric-Andrew-Clark\" rel=\"nofollow noopener\" target=\"_blank\">ERIC ANDREW CLARK<\/a>  (President &amp; CEO) has made 0 purchases and 2 sales selling 4,000 shares for an estimated $740,050.LINDA T. HOLLEMBAEK  sold 1,579 shares for an estimated $299,820<\/p>\n<p>To track insider transactions, check out Quiver Quantitative&#8217;s <a href=\"https:\/\/www.quiverquant.com\/insiders\/\" rel=\"nofollow noopener\" target=\"_blank\">insider trading dashboard.<\/a> You can access data on insider stock transactions through the <a href=\"https:\/\/api.quiverquant.com\/datasets\/insider-trades\" rel=\"nofollow noopener\" target=\"_blank\">Quiver Quantitative API insider transaction endpoint.<\/a><\/p>\n<p>\n        EARLY ACCESS\n      <\/p>\n<p>\n        Receive MANH Data Alerts\n      <\/p>\n<p>\n        Real-time alerts on filings, insider trades, and market signals \u2014 before everyone else.\n      <\/p>\n<p>      <a href=\"https:\/\/www.quiverquant.com\/pricing?utm_campaign=newsbannerflashy\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" style=\"&#010;                   display: inline-block;&#010;                   padding: 14px 26px;&#010;                   border-radius: 999px;&#010;                   background: linear-gradient(90deg, #7bd4bb, #c6a3f7);&#010;                   color: #011638;&#010;                   text-decoration: none;&#010;                   font-size: 16px;&#010;                   font-weight: 800;&#010;                   letter-spacing: 0.02em;&#010;                   box-shadow: 0 10px 25px rgba(123, 212, 187, 0.4);&#010;                   transition: all 0.18s ease;&#010;                 \" onmouseover=\"if (!window.__cfRLUnblockHandlers) return false; this.style.transform=&#039;translateY(-2px)&#039;; this.style.boxShadow=&#039;0 14px 30px rgba(123,212,187,0.55)&#039;;\" onmouseout=\"if (!window.__cfRLUnblockHandlers) return false; this.style.transform=&#039;translateY(0)&#039;; this.style.boxShadow=&#039;0 10px 25px rgba(123,212,187,0.4)&#039;;\" data-cf-modified-4f4e3f66824b75aab54e9138-=\"\"><br \/>\n        Get Alerts \u2192<br \/>\n      <\/a><\/p>\n<p>    $MANH Hedge Fund Activity<\/p>\n<p>We have seen 234 institutional investors add shares of $MANH stock to their portfolio, and 272 decrease their positions in their most recent quarter.<\/p>\n<p>Here are some of the largest recent moves:<\/p>\n<p><a href=\"https:\/\/www.quiverquant.com\/institutions\/T.%20Rowe%20Price%20Investment%20Management,%20Inc.\/\" rel=\"nofollow noopener\" target=\"_blank\">T. ROWE PRICE INVESTMENT MANAGEMENT, INC.<\/a> added 1,677,333 shares (+97.9%) to their portfolio in Q2 2026, for an estimated $233,568,620<a href=\"https:\/\/www.quiverquant.com\/institutions\/ALLIANCEBERNSTEIN%20L.P.\/\" rel=\"nofollow noopener\" target=\"_blank\">ALLIANCEBERNSTEIN L.P.<\/a> removed 817,133 shares (-26.2%) from their portfolio in Q2 2026, for an estimated $113,785,770<a href=\"https:\/\/www.quiverquant.com\/institutions\/Sixth%20Street%20Partners%20Management%20Company,%20L.P.\/\" rel=\"nofollow noopener\" target=\"_blank\">SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P.<\/a> added 458,825 shares (+inf%) to their portfolio in Q2 2026, for an estimated $63,891,381<a href=\"https:\/\/www.quiverquant.com\/institutions\/JPMORGAN%20CHASE%20&amp;%20CO\/\" rel=\"nofollow noopener\" target=\"_blank\">JPMORGAN CHASE &amp; CO<\/a> added 454,668 shares (+inf%) to their portfolio in Q2 2026, for an estimated $63,312,519<a href=\"https:\/\/www.quiverquant.com\/institutions\/ARROWSTREET%20CAPITAL,%20LIMITED%20PARTNERSHIP\/\" rel=\"nofollow noopener\" target=\"_blank\">ARROWSTREET CAPITAL, LIMITED PARTNERSHIP<\/a> added 416,291 shares (+76.2%) to their portfolio in Q2 2026, for an estimated $57,968,521<a href=\"https:\/\/www.quiverquant.com\/institutions\/ROYAL%20BANK%20OF%20CANADA\/\" rel=\"nofollow noopener\" target=\"_blank\">ROYAL BANK OF CANADA<\/a> removed 356,378 shares (-63.2%) from their portfolio in Q2 2026, for an estimated $49,625,636<a href=\"https:\/\/www.quiverquant.com\/institutions\/ROYCE%20&amp;%20ASSOCIATES%20LP\/\" rel=\"nofollow noopener\" target=\"_blank\">ROYCE &amp; ASSOCIATES LP<\/a> added 314,304 shares (+inf%) to their portfolio in Q2 2026, for an estimated $43,766,832<\/p>\n<p>To track hedge funds&#8217; stock portfolios, check out Quiver Quantitative&#8217;s <a href=\"https:\/\/www.quiverquant.com\/sec13f\/\" rel=\"nofollow noopener\" target=\"_blank\">institutional holdings dashboard.<\/a> You can access data on hedge funds moves and 13F filings through the <a href=\"https:\/\/api.quiverquant.com\/datasets\/hedge-fund-activity\" rel=\"nofollow noopener\" target=\"_blank\">Quiver Quantitative API 13F endpoint.<\/a><\/p>\n<p>$MANH Government Contracts<\/p>\n<p>We have seen $28,886,565 of award payments to $MANH over the last year.<\/p>\n<p>Here are some of the awards which we have have seen pay out the most over the last year:<\/p>\n<p>To track government contracts to publicy traded companies, check out Quiver Quantitative&#8217;s <a href=\"https:\/\/www.quiverquant.com\/government-spending\/\" rel=\"nofollow noopener\" target=\"_blank\">government contracts dashboard.<\/a> You can access data on government contracts through the <a href=\"https:\/\/api.quiverquant.com\/datasets\/government-contracts\" rel=\"nofollow noopener\" target=\"_blank\">Quiver Quantitative API government contracts endpoint.<\/a><\/p>\n<p>$MANH Price Targets<\/p>\n<p>Multiple analysts have issued price targets for $MANH recently. We have seen 5 analysts offer price targets for $MANH in the last 6 months, with a median target of $200.0.<\/p>\n<p>Here are some recent targets:<\/p>\n<p>Guy Hardwick from Barclays set a target price of $201.0 on 05\/29\/2026 Clark Wright from DA Davidson set a target price of $200.0 on 05\/20\/2026 Joe Vruwink from Baird set a target price of $186.0 on 04\/22\/2026 Parker Lane from Stifel set a target price of $200.0 on 04\/22\/2026 George Kurosawa from Citigroup set a target price of $177.0 on 04\/22\/2026 <\/p>\n<p>This article is not financial advice. See Quiver Quantitative&#8217;s disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.<\/p>\n","protected":false},"excerpt":{"rendered":"Manhattan Associates (MANH) is up 5.4% today. Here is some analysis on what might have caused this price&hellip;\n","protected":false},"author":2,"featured_media":371457,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[35],"tags":[75,84,83,9,24,63],"class_list":["post-371456","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\/371456","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=371456"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us-ny\/wp-json\/wp\/v2\/posts\/371456\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-ny\/wp-json\/wp\/v2\/media\/371457"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us-ny\/wp-json\/wp\/v2\/media?parent=371456"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-ny\/wp-json\/wp\/v2\/categories?post=371456"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-ny\/wp-json\/wp\/v2\/tags?post=371456"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}