Manhattan Associates Reports Record Q4 2025 Earnings and Cloud Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
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Source: seekingalpha
- Cloud Business Innovation: Manhattan Associates achieved record cloud bookings in Q4 2025, with cloud revenue reaching $109 million, a 20% year-over-year increase, indicating a stronger competitive position in the rapidly growing cloud market.
- Strong Financial Performance: The company reported total annual revenue of $1.08 billion, up 4%, with adjusted EPS at $5.06, reflecting sustained growth in revenue and profitability, thereby enhancing investor confidence.
- Organizational Restructuring: The reorganization of the global sales team and the hiring of new executives aim to improve sales efficiency and market responsiveness, a strategic move expected to drive future performance and strengthen competitive advantage.
- Optimistic Outlook: Management targets RPO of $2.62 billion to $2.68 billion for 2026, with cloud revenue projected to grow 21% to $492 million, demonstrating confidence in future growth and the ability to capitalize on market opportunities.
Analyst Views on MANH
Wall Street analysts forecast MANH stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for MANH is 224.57 USD with a low forecast of 165.00 USD and a high forecast of 250.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
8 Analyst Rating
6 Buy
2 Hold
0 Sell
Strong Buy
Current: 177.270
Low
165.00
Averages
224.57
High
250.00
Current: 177.270
Low
165.00
Averages
224.57
High
250.00
About MANH
Manhattan Associates, Inc. develops, sells, deploys, services and maintains software solutions designed to manage supply chains, inventory and omnichannel operations for retailers, wholesalers, manufacturers, logistics providers and other organizations. It operates in North and Latin America; Europe, the Middle East and Africa (EMEA); and the Asia Pacific (APAC) regions. It provides companies with the tools needed to manage distribution and optimize transportation costs throughout their entire commercial network. Its solutions consist of software, services, and hardware, which coordinate people, workflows, assets, events, and tasks holistically across the functions linked in a supply chain from planning through execution. These solutions help to coordinate the actions, data exchange, and communication of participants in supply chain ecosystems, such as manufacturers, suppliers, distributors, trading partners, transportation providers, among others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
