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MANH

Manhattan AssociatesC
Nasdaq / Software & Services
Last Price
Quote time unavailable
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AI scenario view

RankAlpha Sentiment CodexPost-earnings T+3
B+
Bull case
25%
Probability
Target price
$225.00
Analysis reference price unavailable
Analysis 2026-07-31 · RankAlpha Sentiment Codex
Most likely
B
Base case
50%
Probability
Target price
$205.20
Analysis reference price unavailable
Analysis 2026-07-31 · RankAlpha Sentiment Codex
B-
Bear case
25%
Probability
Target price
$165.00
Analysis reference price unavailable
Analysis 2026-07-31 · RankAlpha Sentiment Codex

The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented

AI sentiment snapshot

Latest data as of 2026-07-31
Recent news sentiment (30D)
+72.0
Positive
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Weekly research (10D)
-
Unavailable
Sentiment proxy
+59.2
Score

AI commentary

The company source confirms strong Q2 operating metrics and higher FY26 guidance, supporting a constructive but not fully de-risked tone. The only verified market reference is the RankAlpha adjusted close of $190.97 on 2026-07-30; a clean post-release return and causal market-reaction coverage were not verified. Post-print analyst revisions remain unavailable, and social, options, short-interest, and employee-rating data are absent. Confidence remains moderate.

RankAlpha Sentiment Codex - 2026-07-31
Open post-earnings memo

Evidence flagged

peer set is too generic or lacks enough direct operating comparators; later post-earnings follow-up lacks concrete company-source and analyst/market reaction evidence

Impact
tentative
Confidence
-

AI events

2026-07-28eventQ2 results and raised FY26 outlookHigh impact

Q2 revenue was $297.8 million, adjusted EPS was $1.39, cloud revenue grew 26%, and RPO grew 23%. FY26 revenue guidance increased to $1.160-$1.166 billion and adjusted EPS guidance to $5.44-$5.50, versus prior ranges of $1.147-$1.157 billion and $5.29-$5.37. [#SEC-8K-2026-07-28] [#SEC-8K-2026-04-21]

2026-09-30catalystRestructuring execution and margin bridgeMedium impact

The company reduced global headcount by approximately 6% and included restructuring expense in its FY26 outlook. Execution benefits could support margins, but one-time costs, workforce disruption, and macro volatility remain monitoring points. [#SEC-8K-2026-07-28]

2026-12-31catalystAI and planning-platform expansionHigh impact

Sightline adds explainable AI decision intelligence to ActivePlanning, while Manhattan Marketplace expands the platform for customer and partner agents. Commercial adoption and financial contribution remain unquantified. [#IR-2026-05-20] [#IR-2026-05-19]

View full catalyst timeline

Recommendation

N/A

No formal recommendation provided.

Open AI Memo
As of 2026-07-31 • Updated nightlySource: Internal modelMethodology