What changed
$MANH — HOLD 📊
Manhattan Associates, Inc. develops, sells, deploys, services, and maintains software solutions to manage supply chains, inventory, and omni-channel operations.
🎯 Q2 2026 | Rev $0B | EPS $1.24 vs $1.11 🟢
💡 Consensus had EPS at $1.11; actual $1.24 signals stronger execution. Guidance suggests revenue ~$1.15B, likely above prior consensus. If analysts raise FY26 estimates, the stock could re-rate, but the immediate post-earnings pop may have already narrowed the gap.
📉 Reward/risk: 2.16:1
🏢 Business Quality: 7/10
📊 Valuation: fair — using estimated market cap of ~$10B (price $130.87 x ~76M shares; given $100B appears erroneous), trailing P/E ~20x on $5 annualized EPS, in...
🔮 Catalyst: Post-earnings analyst estimate revisions upward
💰 Entry: $130.87, stop $122, target $150
📊 Our read: HOLD. Full analysis →
https://stockduty.xyz/s/MANH0624
Why it matters
Manhattan Associates, Inc. develops, sells, deploys, services, and maintains software solutions to manage supply chains, inventory, and omni-channel operations.