Manhattan Associates, Inc. (MANH) Stock Analysis
Recovery setup
Technology · Software - Application
Sell if holding. At $140.60, A.R:R 1.1:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Product: supply chain cloud solutions; Weak growth.
Manhattan Associates develops cloud-based supply chain execution, omnichannel commerce, and supply chain planning software delivered as SaaS to retailers, wholesalers, manufacturers, and logistics providers. Revenue comes from subscription cloud fees and professional services... Read more
Sell if holding. At $140.60, A.R:R 1.1:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Product: supply chain cloud solutions; Weak growth. Chart setup: Death cross but MACD improving, RSI 72. Score 5.2/10, moderate confidence.
Passes 7/9 gates (positive momentum, clean insider activity, positive momentum, no SEC red flags, news events none recent, earnings proximity 82d clear, semi cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- HIGHProductsupply chain cloud solutions10-K Item 1A: 'Our operating results are substantially dependent on one line of business. We continue to derive our revenues from sales of our supply chain cloud solutions and related professional services.'
Material Events(8-K, last 90d)
- 2026-02-26Item 5.02MEDIUMCFO Dennis B. Story retiring effective March 31, 2026 after serving since 2006. Linda C. Pinne elected as successor CFO effective same date; 20+ year finance leader at the company. Clean handoff; Story remains as advisor through Dec 31, 2026.SEC filing →
- 2026-04-02Item 5.02LOWCompensation Committee approved new CFO Linda Pinne's compensation: $385,000 base salary, 65% target bonus, and promotional grant of 10,647 RSUs (50% service-based, 50% performance-based). No officer departures.SEC filing →
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer
Rating Breakdown
3 floor-breakers
Growth below the gate floor. Component breakdown shows what dragged the score down.static
Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static
Technicals below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. At $140.60, A.R:R 1.1:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Product: supply chain cloud solutions; Weak growth. Chart setup: Death cross but MACD improving, RSI 72. Prior stop was $130.60. Score 5.2/10, moderate confidence.
Take-profit target: $163.88 (+16.7% upside). Prior stop was $130.60. Stop-loss: $130.60.
Concentration risk — Product: supply chain cloud solutions; Weak growth; Below 200-MA, MA slope -4.9%/30d (confirmed downtrend).
Manhattan Associates, Inc. trades at a P/E of 40.3 (forward 24.2). TrendMatrix value score: 4.6/10. Verdict: Sell.
19 analysts cover MANH with a consensus score of 4.2/5. Average price target: $188.
What does Manhattan Associates, Inc. do?Manhattan Associates develops cloud-based supply chain execution, omnichannel commerce, and supply chain planning...
Manhattan Associates develops cloud-based supply chain execution, omnichannel commerce, and supply chain planning software delivered as SaaS to retailers, wholesalers, manufacturers, and logistics providers. Revenue comes from subscription cloud fees and professional services for implementation and support. Its versionless architecture ensures all customers run on a single codebase with quarterly innovation updates.