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MANH

Manhattan AssociatesD
Nasdaq / Software & Services
Last Price
Quote time unavailable
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Current thesis
The Q2 print supports a constructive thesis: record bookings, 26% cloud growth, 23% RPO growth, stronger cash generation, and a raised FY26 outlook indicate demand and execution momentum. The product roadmap adds longer-term AI and planning-platform optionality.
Posture
Defensive
Lead driver
Value
What changed
3 setup hits (3d) with net bullish as of 2026-10-26.
What can break
Cash declined alongside large share repurchases, reducing balance-sheet flexibility. [#SEC-8K-2026-07-28]
Momentum
80
Value
51
Sentiment
39
Setup hits (3d)
3 · Net Bullish
AI TargetsBase $205.20 · Bull $225.00 · Bear $165.00Analysis 2026-07-31; returns require an exact persisted reference.
Earnings
2026-10-27 · AMC
Data freshness
Prices
Unavailable: Price unavailable
Fundamentals
As of 2026-10-26 • Vendor: Data Vendor v1
Scores
As of 2026-10-26 • Model: HYBRID_IC_RP
AI Memo
As of 2026-07-31 • Model: RankAlpha Sentiment Codex
Investment thesis
As of 2026-10-26

Grade is the composite factor band; factor scores use a 0–100 scale. Confidence describes evidence quality, not a probability of return. Score date: 2026-10-26. Definitions

Supporting evidence
What
Grade D · Defensive
Confidence Medium · Net Bullish
Target $235.90
Why
Momentum80 · Δ7d -6.0
Value51 · Δ7d +0.2
Sentiment39 · Δ7d -7.8
So what
Weak posture (Net Bullish). Prioritize risk control and patience.

Confirming evidence

  • • 3 setup hits (3d) with net bullish as of 2026-10-26.
  • • Next scheduled catalyst: earnings 2026-10-27 · AMC.
  • • Value remains the lead driver in the composite, 7D delta +0.2.

Contradictions & invalidation

  • • Cash declined alongside large share repurchases, reducing balance-sheet flexibility. [#SEC-8K-2026-07-28]
  • • Competition from ERP, supply-chain, planning, and POS vendors could pressure pricing, margins, and market share. [#10-K-2026-02-04]
  • • GAAP diluted EPS and GAAP operating income declined year over year, cash fell to $186.1 million after substantial buybacks, and management continues to flag macro volatility.

Catalyst clock

2026-10-27 · AMC

Q2 results and raised FY26 outlook

Lead driver: Value · See fundamentals
Momentum
80
8% active weight
Current posture
7d trendSoftening
Δ7d
-6.0
Δ21d
-1.5
Value
51
47% active weight
Current posture
7d trendFlat
Δ7d
+0.2
Δ21d
-1.0
Sentiment
39
45% active weight
Current posture
7d trendSoftening
Δ7d
-7.8
Δ21d
-23.7
Why this grade

Composite grade D. Momentum 80.2 / Value 51.4 / Sentiment 38.7

Scenario snapshot

Scenario probability is memo-authored likelihood, not forecast certainty. Targets belong to the analysis dated 2026-07-31. Scenario method

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
Fundamentals (TTM)
As of 2026-10-26
Market Cap
$13.78B
Beta
1.04
Shares Out
58.31M
P/E (TTM)
47.3
P/S (TTM)
9.41
P/FCF (TTM)
30.13
Rev YoY
+9.3%
EPS YoY
-8.2%
Gross Margin
+55.2%
Op Margin
+25.1%
Net Debt
-$267.68M
Current Ratio
0.95
As of 2026-10-26 • Updated nightlySource: Internal modelMethods & Data