Shares of supply chain software provider Manhattan Associates (NASDAQ:MANH) fell 5.2% in the afternoon session after the company provided a weaker-than-expected earnings forecast for 2026, which overshadowed its strong fourth-quarter results.
Supply chain software provider Manhattan Associates (NASDAQ:MANH) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 5.7% year on year to $270.4 million. The company expects the full year’s revenue to be around $1.14 billion, close to analysts’ estimates. Its non-GAAP profit of $1.21 per share was 6.7% above analysts’ consensus estimates.
Supply chain software provider Manhattan Associates (NASDAQ:MANH) announced better-than-expected revenue in Q4 CY2025, with sales up 5.7% year on year to $270.4 million. The company expects the full year’s revenue to be around $1.14 billion, close to analysts’ estimates. Its non-GAAP profit of $1.21 per share was 6.7% above analysts’ consensus estimates.
As the Federal Reserve transitions from its long-standing "higher-for-longer" stance to a deliberate cycle of monetary easing, the U.S. equity market is witnessing a profound shift in leadership. For the first time in years, the spotlight has moved away from the tech behemoths of the "Magnificent Seven" and onto
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Manhattan Associates (NASDAQ:MANH) and the rest of the vertical software stocks fared in Q3.
Even if a company is profitable, it doesn’t always mean it’s a great investment.
Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.
A cash-heavy balance sheet is often a sign of strength, but not always.
Some companies avoid debt because they have weak business models, limited expansion opportunities, or inconsistent cash flow.
Shares of supply chain software provider Manhattan Associates (NASDAQ:MANH) jumped 2.4% in the morning session after Truist Securities raised its price target on the company to $240 from $230 while keeping its Buy rating.
Over the last six months, Manhattan Associates’s shares have sunk to $176.13, producing a disappointing 8.6% loss - a stark contrast to the S&P 500’s 13.4% gain. This may have investors wondering how to approach the situation.
Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential.
However, it’s worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover.
From commerce to culture, software is digitizing every aspect of our lives. Companies bringing it to life have been rewarded with high valuation multiples that make fundraising easier,
but they have weighed on the returns lately as the industry has pulled back by 2.1% over the past six months. This drop is a stark contrast from the S&P 500’s 14.1% gain.
As global trade tensions escalate dramatically throughout late 2024 and 2025, marked by a surge in protectionist policies and tit-for-tat tariffs, silver has emerged as a dual-threat asset: a critical safe-haven for investors fleeing economic uncertainty and a strategic industrial metal indispensable to the burgeoning green and high-tech economies. With
Many investors pay attention to mid-cap stocks because they have established business models and expansive market opportunities.
However, their paths to becoming $100 billion corporations are ripe with competition, ranging from giants with vast resources to agile upstarts eager to disrupt the status quo.
Manhattan Associates (MANH) exemplifies quality investing with strong growth, exceptional capital returns, a debt-free balance sheet, and robust cash flow.
A number of stocks jumped in the afternoon session after comments from a key Federal Reserve official bolstered hopes for an interest rate cut. The positive sentiment followed comments from New York Federal Reserve President John Williams, a voting member of the rate-setting Federal Open Market Committee (FOMC), who indicated he sees room for further policy easing. Following his remarks, the probability of a December rate cut surged from 39% to 71%, according to the CME FedWatch Tool, causing Treasury yields to fall. Lower interest rates can be particularly beneficial for growth-oriented sectors like software, as they increase the present value of future earnings. This renewed hope provided a boost to the sector, which had recently faced pressure from concerns over high valuations in artificial intelligence.
Global financial markets are currently navigating a turbulent landscape, marked by a palpable lack of clear direction as of October 2025. This uncertainty is particularly evident in the mixed performances observed across major Asian and European bourses, signaling a cautious investor sentiment fueled by an intricate web of geopolitical tensions
Manhattan Associates’ third quarter saw sales growth driven by robust momentum in its cloud offerings and continued strength in services revenue. However, the market responded negatively to the results, with management citing seasonal weakness in net new customer wins and the timing of large deals as key challenges. CEO Eric Clark noted, “Q3 seasonality, coupled with general lumpiness of large deals, pressured net new logos, which were about 17% of our new cloud bookings in Q3, but still represent 50% of new cloud bookings year-to-date.” Despite these factors, the company’s core business fundamentals remained intact, and customer demand for cloud migration continued to support revenue.
Every stock tells a story. This week we gather around the campfire for five fresh tales -- from silicon driving the AI era to supply chain software that keeps retail humming; from a Latin American marketplace that became a fintech/logistics flywheel to a spicy franchiser scaling flavor by the bucket.
Risk sentiment deteriorated sharply on Wednesday as a wave of disappointing earnings guidance and escalating U.S.-China trade tensions rattled investor confidence.
