What changed
$MANH — AVOID 📊
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 expects continued growth, but the beat was largely anticipated and estimates have been revised upward; no further positive disconnect.
📉 Reward/risk: 1.6:1
🏢 Business Quality: 7 — strong market position in supply chain software with high recurring revenue, but growth is moderating./10
📊 Valuation: fair — trailing P/E 26x, forward ~20x, in line with peers (e.g., Oracle 20x, SAP 25x) and historical range, even when normalizing for the provided...
🔮 Catalyst: Q2 2026 earnings report
💰 Entry: $130.87, stop $125, target $140
📊 Our read: AVOID. Full analysis →
https://stockduty.xyz/s/MANH0625
Why it matters
Manhattan Associates, Inc. develops, sells, deploys, services, and maintains software solutions to manage supply chains, inventory, and omni-channel operations.