Yahoo Finance report covering Manhattan Associates Inc. (MANH) market action, institutional positioning, and fundamental catalysts.
Why MANH Stock advanced +1.95% Today — RQD Quant Desk Flash
Manhattan Associates Inc. (MANH) earns a Roarable Rating of B+ (Buy) with 80/100 RQD Confidence. High-quality cash engine (56.3% gross margin, 20% return on capital) with steady institutional support. The company’s underlying cash engine and institutional positioning keep the composite score in the Green Buy zone.
🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief)
Is MANH stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
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As of 2026-11-03, Manhattan Associates Inc. (NASDAQ: MANH) is rated B+ (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 80/100 at a spot price of $253.22 (+1.95% 1D, market cap $14.48B). Pillar breakdown: Fundamental Cash Engine 18/20, Institutional 13F & Options Flow 19/20, SEC Balance-Sheet Forensics 18/20, FRED Macro Regime Fit 14/20, and Executive Insider Alignment 11/20. Across 715 tracked Technology issuers, MANH ranks #12 in composite RQD confidence.
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief)
How does MANH compare to DOCU and CHKP in the Technology sector?
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Within the Technology sector (Computer Software: Prepackaged Software), MANH carries a Roarable B+ (80/100 RQD), trailing P/E of 63.8x, gross margin of 56.3%, and ROIC of 19.7%. By comparison, DOCU (DocuSign Inc.) holds a B+ grade (78/100 RQD, P/E 49.3x, ROIC 10.3%, cap $15.36B) and CHKP (Check Point Software Technologies Ltd.) posts a B+ grade (80/100 RQD, P/E 14.8x, ROIC 20.8%, cap $15.53B). Among the 5-stock peer group, CHKP leads on earnings multiple (14.8x) while CHKP leads on capital efficiency (20.8% ROIC).
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief)
What are the biggest fundamental strengths and SEC risk factors for MANH?
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Per MANH's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001056696), Manhattan Associates Inc. generated $1.08B in revenue (+3.7% YoY), $219.9M in net income, and $374.0M in free cash flow against $839.4M in total assets and $196.4M in total debt. Key quantitative strengths: Strong cash generator (56.3% gross margin)—profits are backed by real money, not accounting tricks. Primary risk factors monitored: Priced at 64x earnings—high expectations leave less room for a lukewarm quarter. Institutional options positioning shows a 50% call / 50% put premium split.
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
20D Institutional Volume Accumulation (±7% realized swing band)
SEC XBRL FY 2025 (10-K): 34.6% FCF Margin ($374.0M FCF) & 56.3% Gross Margin
Cannibal Buyback (-0.96% YoY Shares) & executive Form 4 sales trim 9 pts from alignment
⚔️ Adversarial Opposing Case: Why the MANH Bull Thesis Could Fail
Even with a 80/100 (B+) score, MANH faces multiple-compression risk if 63.8x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.
Priced at 64x earnings—high expectations leave less room for a lukewarm quarter.
Dilution & Margin Drag: Cannibal Buyback (-0.96% YoY Shares) — any gross margin slip below 53.8% triggers an automatic RQD downgrade.
Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($218.37) or 200D SMA ($167.42) invalidates the momentum regime and cuts Target Base ($278.29) toward Bear Floor ($207.64).
Why MANH Stock advanced +1.95% Today — RQD Quant Desk Flash
Manhattan Associates Inc. (MANH) advanced +1.95% to $253.22, trading at 99% of its 52-week range ($119.06 – $254). High-quality cash engine (56.3% gross margin, 20% return on capital) with steady institutional support.
- ▸Technical Tape: Trading at 99% of its 52-week range ($119.06 – $254) with RSI-14 at 67.8 (BULLISH MOMENTUM).
- ▸Volatility Profile: Historical 20-day realized swing band of ±7% around $253.22 (no active unusual options sweep snapshot on file).
- ▸Fundamental Anchor: Roarable B+ (Buy) backed by 56.3% gross margin and $374.0M annual free cash flow.
Trefis report covering Manhattan Associates Inc. (MANH) market action, institutional positioning, and fundamental catalysts.
Investing.com report covering Manhattan Associates Inc. (MANH) market action, institutional positioning, and fundamental catalysts.
Seeking Alpha report covering Manhattan Associates Inc. (MANH) market action, institutional positioning, and fundamental catalysts.
FinancialContent report covering Manhattan Associates Inc. (MANH) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Manhattan Associates Inc. (MANH) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Manhattan Associates Inc. (MANH) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Manhattan Associates Inc. (MANH) market action, institutional positioning, and fundamental catalysts.
Manhattan Associates has long carried a premium reputation in supply chain software, and the stock reflected that coming into the print with strong double digit returns over the last 3 months. Q3 2026 results did not cra
Supply chain software provider Manhattan Associates (NASDAQ:MANH) reported Q3 2026 results beating Wall Street’s revenue expectations, with sales up 11% year on year to $306.2 million. The company’s full-year revenue gui
Scheduled RQD Strong Buys & Whale Accumulation Briefing (MANH Tape Review)
- ✓Breakdown of the highest-scoring RQD Green-Light breakouts across our 5,200+ rated universe
- ✓Forensic Red-Light accounting & dilution traps to review on your watchlist
- ✓Includes downloadable .ics calendar invite & nightly RQD rating-change email alerts
MANH Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
vs. +3.7% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
No active Ellis Vennor swing setup published on MANH today. View full Setup Ledger →
No direct multi-tier Butterfly edges indexed yet for MANH. Explore sector supply chains on /butterfly.
📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (MANH)
1. Head-to-Head Technology Peer Comparison (MANH vs. DOCU, CHKP, GWRE, TYL)
Industry: Computer Software: Prepackaged Software (222 Tracked Issuers)Across 715 tracked Technology securities in the Roarable RQD universe, Manhattan Associates Inc. (MANH) ranks #12 by composite RQD confidence (80/100, grade B+) and #125 by equity capitalization ($14.48B). Within this direct 5-issuer industry benchmark cohort, CHKP leads on earnings valuation at 14.8x trailing P/E, while CHKP leads on capital efficiency and profitability with 20.8% ROIC and 86.7% gross margin. MANH currently leads its immediate peer cohort in composite quantitative strength at 80/100 (B+).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| MANH
ACTIVE
Manhattan Associates Inc. | B+ | 80/100 | 63.8x | 56.3% | 19.7% | +1.95% | $14.48B | Benchmark Subject |
| DOCU DocuSign Inc. | B+ | 78/100 | 49.3x | 79.4% | 10.3% | -0.63% | $15.36B | /docu-vs-manh → |
| CHKP Check Point Software Technologies Ltd. | B+ | 80/100 | 14.8x | 86.7% | 20.8% | -6.97% | $15.53B | /chkp-vs-manh → |
| GWRE Guidewire Software Inc. | C+ | 66/100 | — | 62.5% | 2.0% | -0.10% | $13.44B | /gwre-vs-manh → |
| TYL Tyler Technologies Inc. | B | 73/100 | 47.1x | 46.5% | 8.1% | +2.44% | $15.68B | /tyl-vs-manh → |
2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)
SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001056696 ↗In its most recent audited fiscal period (FY2025, filed 2025-12-31), Manhattan Associates Inc. (MANH) reported GAAP revenue of $1.08B (+3.7% vs. FY2024 revenue of $1.04B , and +16.4% cumulative change since FY2023) , GAAP net income of $219.9M, operating cash flow of $389.5M, and free cash flow of $374.0M (+30.6% YoY). On the balance sheet, MANH closed FY2025 with $839.4M in total assets against $196.4M in total debt (Altman Z-Score: 24.06, Piotroski F-Score: 8/9).
| Fiscal Period | Filing Date | Revenue | Net Income | Operating Cash Flow | Free Cash Flow | Total Assets | Total Debt |
|---|---|---|---|---|---|---|---|
| FY2025 (FY) | 2025-12-31 | $1.08B | $219.9M | $389.5M | $374.0M | $839.4M | $196.4M |
| FY2024 (FY) | 2024-12-31 | $1.04B | $218.4M | $295.0M | $286.3M | $757.6M | $177.3M |
| FY2023 (FY) | 2023-12-31 | $928.7M | $176.6M | $246.2M | $204.4M | $7.72B | $1.81B |
3. MANH Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)
✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLEDIs MANH stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
As of 2026-11-03, Manhattan Associates Inc. (NASDAQ: MANH) is rated B+ (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 80/100 at a spot price of $253.22 (+1.95% 1D, market cap $14.48B). Pillar breakdown: Fundamental Cash Engine 18/20, Institutional 13F & Options Flow 19/20, SEC Balance-Sheet Forensics 18/20, FRED Macro Regime Fit 14/20, and Executive Insider Alignment 11/20. Across 715 tracked Technology issuers, MANH ranks #12 in composite RQD confidence.
How does MANH compare to DOCU and CHKP in the Technology sector?
Within the Technology sector (Computer Software: Prepackaged Software), MANH carries a Roarable B+ (80/100 RQD), trailing P/E of 63.8x, gross margin of 56.3%, and ROIC of 19.7%. By comparison, DOCU (DocuSign Inc.) holds a B+ grade (78/100 RQD, P/E 49.3x, ROIC 10.3%, cap $15.36B) and CHKP (Check Point Software Technologies Ltd.) posts a B+ grade (80/100 RQD, P/E 14.8x, ROIC 20.8%, cap $15.53B). Among the 5-stock peer group, CHKP leads on earnings multiple (14.8x) while CHKP leads on capital efficiency (20.8% ROIC).
What are the biggest fundamental strengths and SEC risk factors for MANH?
Per MANH's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001056696), Manhattan Associates Inc. generated $1.08B in revenue (+3.7% YoY), $219.9M in net income, and $374.0M in free cash flow against $839.4M in total assets and $196.4M in total debt. Key quantitative strengths: Strong cash generator (56.3% gross margin)—profits are backed by real money, not accounting tricks. Primary risk factors monitored: Priced at 64x earnings—high expectations leave less room for a lukewarm quarter. Institutional options positioning shows a 50% call / 50% put premium split.
Where is MANH trading relative to its 50-day, 200-day, and 52-week technical levels?
MANH last traded at $253.22 (+1.95% on volume of 747,522 shares), positioning the stock +15.96% above its 50-day simple moving average ($218.37) and +51.25% above its 200-day simple moving average ($167.42). Across its 52-week range of $119.06 to $254.00, MANH sits at the 99.4% percentile with a 14-day RSI of 67.8 (BULLISH MOMENTUM) and an implied next-earnings move of ±7.0% ($235.49 to $270.95).
MANH — Manhattan Associates Inc.: What the Facts Mean to a Prospective Investor
1. Roarable Rating Brief: What This Means to a Prospective Investor
Manhattan Associates Inc. (MANH) earns a live Roarable RQD composite score of 80/100, corresponding to a B+ letter grade (Roarable Buy) at a spot price of $253.22 (+1.95% 1D, market capitalization $14.48B).
- Fundamental Cash Engine (18/20): Anchored by return on invested capital (ROIC) of 19.7%, gross margin of 56.3%, operating margin of 25.9%, and free cash flow yield of 2.66%.
- Whale 13F & Options Flow (19/20) + Insider Conviction (11/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
- Macro Regime Fit (14/20) + Forensic Balance Sheet (18/20): Incorporates a 1.42x equity beta, Altman Z-Score of 24.06, Piotroski F-Score of 8/9, and Debt/Equity of 0.54x.
2. Business Model, Unit Margins & SEC Financial Trajectory
Manhattan Associates Inc. (MANH) is a NASDAQ-listed issuer in the Technology sector, Computer Software: Prepackaged Software industry,. Revenue reached $1.08B in FY 2025, indicating a software-driven revenue base.
In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2025-12-31), Manhattan Associates Inc. (MANH) reported $1.08B in annual revenue (up from $1.04B in FY2024, +3.7% YoY) and $219.9M in GAAP net income. Over the multi-year SEC filing window from FY2023 ($928.7M revenue, $176.6M net income) through FY2025, MANH scaled operating cash flow to $389.5M and free cash flow to $374.0M, backed by $839.4M in total assets against $196.4M in total debt.
3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff
- 🐂 Primary Bull Case (B+ • RQD 80/100): Strong cash generator (56.3% gross margin)—profits are backed by real money, not accounting tricks. Big institutional funds and options desks are actively positioning on the bullish side. With Fundamental Cash Engine at 18/20 and Institutional Whale Flow at 19/20, sustained execution supports upside toward the upper end of the $119.06 – $254.00 52-week range.
- 🐻 Primary Bear Case & Valuation Risk: Priced at 64x earnings—high expectations leave less room for a lukewarm quarter. Investors must weigh 63.8x trailing P/E and 47.4x EV/EBITDA against 25.9% operating margins and a 1.42x macro beta.
4. 2nd-Order Butterfly Ripples & Key Questions to Watch
An investor would need supplier, customer, and peer-correlation data to assess ripple effects.
- Key Question #1: Can MANH sustain or expand its 25.9% operating margin and 19.7% ROIC against Computer Software: Prepackaged Software peers over the next 4 quarters?
- Key Question #2: Following FY2025 revenue of $1.08B and free cash flow of $374.0M, how will capital allocation balance growth reinvestment against $196.4M in total debt?
- Key Question #3: How sensitive is MANH's 59.3x forward P/E multiple to Technology capital spending cycles and macro interest-rate shifts (Beta 1.42x)?
MANH Live News Feed, Press Releases & Catalyst Wire
Real-time company headlines, analyst actions, and sector developments for Manhattan Associates Inc. (MANH) • Click "Debate This Headline" to argue it in the Roar Pit below
Yahoo Finance report covering Manhattan Associates Inc. (MANH) market action, institutional positioning, and fundamental catalysts.
Trefis report covering Manhattan Associates Inc. (MANH) market action, institutional positioning, and fundamental catalysts.
Investing.com report covering Manhattan Associates Inc. (MANH) market action, institutional positioning, and fundamental catalysts.
Seeking Alpha report covering Manhattan Associates Inc. (MANH) market action, institutional positioning, and fundamental catalysts.
FinancialContent report covering Manhattan Associates Inc. (MANH) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Manhattan Associates Inc. (MANH) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Manhattan Associates Inc. (MANH) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Manhattan Associates Inc. (MANH) market action, institutional positioning, and fundamental catalysts.
MANH Bull vs. Bear Conversation Board — What's Your Call at $253.22?
Per the RQD rating, ROIC of 19.7% and a 19/20 whale-flow pillar point to high-quality cash generation and strong institutional accumula
Long MANH at $248.39 targeting $312.97. Per the RQD rating, ROIC of 19.7% and a 19/20 whale-flow pillar point to high-quality cash generation and strong institutional accumulation.. Institutional whale score is 19/20 and the risk/reward vs. the $119.06 52-week low is skewed heavily in favor of bulls.
Both sides have a point here — MANH's 18/20 balance sheet score keeps downside contained, so the real swing factor next earnings call is backlog and FCF conversion.
At a P/E of 63.8 TTM and EV/EBITDA of 47.4, with the price near the $240 analyst target, valuation leaves little margin of safety.
I respect the product at Manhattan Associates Inc., but the stock at $248.39 is a different story. At a P/E of 63.8 TTM and EV/EBITDA of 47.4, with the price near the $240 analyst target, valuation leaves little margin of safety.. FCF yield is 2.66% and RQD sits at 80/100 (B+) — why pay up here when you can wait for next quarter's numbers?