Manhattan Associates, Inc. (MANH)

Over the past six months, Manhattan Associates held Q3 and Q4 2025 earnings calls, with Q4 revenue reported at $270.4 million and non-GAAP adjusted diluted earnings per share at $1.21. Barclays lowered its price objective for Manhattan Associates from $237.00 to $236.00 while maintaining an "overweight" rating, while Citigroup upgraded shares from "neutral" to "buy" and raised its price target from $200.00 to $208.00. Manhattan Associates announced a share buyback program authorizing the company to repurchase up to $500 million in outstanding shares. The company participated in the Raymond James 47th Annual Institutional Investors Conference and the Morgan Stanley Technology, Media & Telecom Conference. The stock's 52-week range has been between $126.00 and $247.22.

Manhattan Associates' products and services are designed to address and optimize demand seasonality. The company has developed methods, such as its Unified Forecasting Method (UFM), to forecast intermittent and seasonal demand for products, leveraging machine learning and analytics to anticipate changes and adjust in real-time. This helps businesses maintain appropriate inventory levels and reduce unneeded inventory.

Manhattan Associates, Inc. is a global technology leader specializing in supply chain and omnichannel commerce software solutions, operating within the Technology sector and the Software - Application industry. The company develops, sells, deploys, services, and maintains software to manage supply chains, inventory, and omnichannel operations. Its flagship offerings are built on the cloud-native platform, Manhattan Active®, which provides continuous innovation and scalability. Key product areas include warehouse management, transportation management, omnichannel solutions, and inventory solutions. The company's software incorporates analytics, machine learning, and visualization tools for demand forecasting, labor management, and network optimization.

Headquartered in Atlanta, Georgia, Manhattan Associates maintains a significant global presence with offices and partners across North America, Europe, the Middle East, Africa, and the Asia-Pacific region. It has a presence in countries such as the United States, India, Spain, Chile, Australia, China, Japan, Singapore, Brazil, France, Germany, Italy, the United Kingdom, and the Netherlands.

Manhattan Associates maintains a strong brand reputation within the supply chain and omnichannel commerce software industry. The company has been consistently recognized as a leader in Gartner's Magic Quadrant for Warehouse Management Systems (WMS) for 17 consecutive times, and also as a leader in the Gartner Magic Quadrant for Transportation Management Systems (TMS). Manhattan Associates has also received awards such as Google Cloud Partner of the Year for Supply Chain & Logistics (2025) and Overall Innovation of the Year by RetailTech Breakthrough (2024). The company has also received awards for workplace and culture, such as "Top Place to Work in Atlanta" by the Atlanta Journal-Constitution (2025) and "America's Best Companies" by Forbes (2024).

Manhattan Associates is primarily owned by institutional shareholders, who hold approximately 97.98% to 102.79% of the company's stock. Insiders own about 2.12% of the shares, while retail investors hold a negligible percentage. The largest individual shareholder is Vanguard Group Inc., owning 11.62% of the company's shares, followed by BlackRock Inc., Alliancebernstein L.P., Fmr LLC, T. Rowe Price Investment Management Inc., Aqr Capital Management LLC, Morgan Stanley, State Street Corp, Geode Capital Management LLC and Swedbank AB.