US · Technology · Software - Application
EPS came in at 0.96 against a street estimate of 0.91 — a beat of 5.5%.
Analysts rate Manhattan Associates Inc a buy (7 buy, 3 hold, 0 sell out of 10) with an average price target of $217.70.
CONFIDENT Manhattan delivered record Q2 bookings (+26% cloud revenue, +23% RPO to $2.5B) driven by go-to-market investments and new Editions packaging. AI agents showing 100% pilot-to-subscription conversion. Raised FY26 guidance across revenue, margin, and EPS. Q2 2026 No regional breakdown provided; EMEA services revenue flagged as trough in Q3 with improvement expected in Q4 due to implementation timing. Analysts pressed AI monetization timing (too early to quantify), Editions sales adoption risk (minimal—selling same deals, better product), and on-prem conversion paths (Enterprise Edition positioned as middle tier to accelerate migration). Management emphasized customer value, sales team comfort, and long tail conversion optionality. 2026-07-28…
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| Fund | Stake |
|---|---|
| BlackRock Inc | 11.74% |
| Vanguard Portfolio Management, LLC | 6.64% |
| T. Rowe Price Investment Management,Inc. | 6.08% |
| FMR Inc | 5.67% |
| AQR Capital Management LLC | 5.42% |
| AllianceBernstein L.P. | 5.34% |
| Morgan Stanley - Brokerage Accounts | 4.85% |
| Vanguard Capital Management, LLC | 4.60% |
| Document | Date |
|---|---|
| Quarterly report · Q2 2026 MANHATTAN ASSOCIATES, INC. - 10-Q SUMMARY Q2 2026 (Quarter Ended June 30, 2026) --- HEADLINE NUMBERS • Total Revenue (Q2 2026): $297.8 million, up | 2026-07-31 |
| Results announced · Q3 2026 MANHATTAN ASSOCIATES Q2 2026 EARNINGS SUMMARY --- HEADLINE NUMBERS • Q2 2026 Total Revenue: $297.8 million vs. $272.4 million in Q2 2025 (9% growth | 2026-07-28 |
| Reg FD disclosure · Q2 2026 MANHATTAN ASSOCIATES, INC. - 8-K SUMMARY HEADLINE NUMBERS • Headcount reduction: approximately 6% of global workforce • One-time restructuring costs | 2026-06-01 |
| Board / officer change · Q2 2026 MANHATTAN ASSOCIATES, INC. – 8-K SUMMARY HEADLINE NUMBERS • Company: Manhattan Associates, Inc. (Nasdaq: MANH), Georgia corporation • Filing Date: M | 2026-05-20 |
| Shareholder vote results · Q2 2026 MANHATTAN ASSOCIATES, INC. – 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting held May 14, 2026 in Atlanta, Georgia • Voting participation: 55,764,873 | 2026-05-18 |
| Quarterly report · Q1 2026 MANHATTAN ASSOCIATES, INC. – Q1 2026 10-Q SUMMARY --- HEADLINE NUMBERS • Total Revenue: $282.2 million (Q1 2026) vs. $262.8 million (Q1 2025) — gro | 2026-04-24 |
| Proxy statement · Q2 2026 MANHATTAN ASSOCIATES, INC. — 2026 PROXY STATEMENT SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Elect three Class I Directors (for three-yea | 2026-04-02 |
| Annual report FY2025 MANHATTAN ASSOCIATES, INC. – 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Company: Manhattan Associates, Inc. (NASDAQ: MANH) • Fiscal year e | 2026-02-04 |
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Google PlayApp StoreData updated 2026-09-18.