U.S. Indices Retreat as Energy Sector Gains
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 12 hours ago
0mins
Should l Buy MANH?
U.S. indices have given back some of their recent stellar gains on Tuesday with traders unnerved by the uncertainty regarding the next round of U.S.-Iran talks. Rather than decipher whether the path to diplomacy is truly crumbling or if each side is posturing for a better negotiating position, investors booked some profits. Basic Materials - the best performing sector in the S&P 500 over the past month - underperformed all other areas of the market. In turn, Energy was the only sector in the green as WTI Crude Oil prices advanced as high as $92 per barrel.In the opening hour of the evening session, WTI is back around $90 despite the reported large draw from inventories in the weekly API data, while S&P e-minis and Nasdaq 100 are up 0.4% each. Markets are latching on to the latest Trump statement on Truth Social that he will extend the ceasefire until the latest proposal from Iranian officials is submitted via Pakistani mediators.Check out this evening's top movers from around Wall Street, compiled by The Fly.HIGHER AFTER EARNINGS -Manhattan Associatesup 9.0%Monarch Casino & Resortup 3.6%Pegasystemsup 3.3%Beta Bionicsup 3.1%Agree Realtyup 2.7%Intuitive Surgicalup 1.0%United Airlinesup 0.9%ALSO HIGHER -Teleflexup 11.4% after Bloomberg reported CVC and GTCR considering takeoverWisdomTreeup 5.4% after being initiated with an Outperform at Raymond JamesAdobeup 2.1% after announcing new buyback programDOWN AFTER EARNINGS -Sonoco Productsdown 6.3%Calixdown 5.2%Bank OZKdown 2.4%Capital Onedown 1.9%Interactive Brokersdown 1.1%ALSO LOWER -Target Hospitalitydown 9.6% after equity offeringPrudential Financialdown 0.5% after increasing operating profit impact estimate from suspension of sales activity at POJ
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Analyst Views on MANH
Wall Street analysts forecast MANH stock price to rise
8 Analyst Rating
6 Buy
2 Hold
0 Sell
Strong Buy
Current: 133.830
Low
165.00
Averages
224.57
High
250.00
Current: 133.830
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.
Manhattan Associates Reports Strong Q1 2026 Earnings Exceeding Expectations
- Significant Cloud Revenue Growth: Manhattan Associates reported a 24% increase in cloud revenue to $117 million in Q1, contributing to total revenue of $282 million, which exceeded market expectations and demonstrated strong performance and sustained demand in the cloud computing sector.
- Strong New Customer Orders: Over 55% of new cloud bookings came from new customers, with the company's win rate consistently above 70%, indicating significant market share gains and customer trust in a competitive landscape.
- Operational Efficiency Improvements: The active agent pilot program led to a 75% reduction in exceptions for a food distribution client and a 30% increase in shipments for an industrial distribution client, showcasing the company's success in enhancing customer operational efficiency.
- Upward Revision of Annual Performance Outlook: The company expects total revenue for 2026 to reach between $1.147 billion and $1.157 billion, with adjusted EPS guidance raised to a range of $5.29 to $5.37, reflecting management's confidence in future performance despite ongoing external uncertainties.
See More
Manhattan Associates Raises FY2026 Outlook Significantly
- Stock Surge: Manhattan Associates (MANH) saw its stock price jump approximately 9% in after-hours trading on Tuesday, reflecting positive market sentiment following the company's upward revision of its FY2026 outlook, indicating investor confidence in its cloud business growth.
- Revenue Forecast Upgrade: The company projects FY2026 revenue between $1.147 billion and $1.157 billion, surpassing the consensus estimate of $1.15 billion, demonstrating continued momentum in its cloud-led business model and improving visibility from recurring revenue streams.
- Strong Financial Performance: Q1 consolidated revenue increased over 7% to $282.2 million, driven by a 24.2% year-over-year rise in cloud subscription revenue to $117.1 million, although license revenue fell approximately 76.3% to $2.2 million, highlighting the ongoing shift towards a subscription-based model.
- Robust Profitability: GAAP operating income grew about 2.7% to $64.9 million, while adjusted EPS rose from $1.19 to $1.24, beating estimates by $0.13, with guidance for adjusted EPS between $5.29 and $5.37, reflecting resilience in profit margins.
See More
Manhattan (MANH) Q1 2026 Earnings Transcript
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Manhattan Associates Q1 2026 Earnings Exceed Expectations
- Strong Earnings Performance: Manhattan Associates reported a Q1 2026 non-GAAP EPS of $1.24, beating expectations by $0.13, indicating sustained profitability that is likely to positively impact stock prices.
- Significant Revenue Growth: Total revenue for Q1 reached $282.2 million, a 7.4% year-over-year increase, exceeding market expectations by $8.55 million, demonstrating the company's increasing competitiveness and promising future growth potential.
- Robust Cloud Subscription Revenue: Q1 2026 cloud subscription revenue was $117.1 million, up 24.2% from $94.3 million in Q1 2025, reflecting rapid expansion in the cloud services sector, which may attract more investor interest.
- Healthy Cash Flow: Operating cash flow for Q1 was $84.0 million, an 11.5% increase from $75.3 million in Q1 2025, showcasing strong cash management that supports future investment and expansion plans.
See More
Manhattan Associates to Announce Q1 Earnings on April 21
- Earnings Announcement: Manhattan Associates (MANH) is set to release its Q1 2023 earnings on April 21 after market close, with consensus EPS estimated at $1.11, reflecting a 6.7% year-over-year decline, while revenue is projected at $273.65 million, indicating a 4.1% increase, which could influence investor sentiment regarding the company's performance.
- Historical Performance: Over the past two years, MANH has consistently beaten both EPS and revenue estimates 100% of the time, showcasing its strong profitability and market adaptability, which may attract increased investor interest ahead of the earnings report.
- Estimate Revision Trends: In the last three months, EPS estimates have seen no upward revisions and 11 downward adjustments, while revenue estimates experienced 5 upward and 4 downward revisions, indicating mixed market expectations for the company's future performance, potentially impacting stock price volatility.
- Executive Transition: CFO Dennis Story is set to retire, a personnel change that may affect the company's financial strategy and investor confidence, particularly in the lead-up to the earnings announcement, as the market will closely watch the appointment of a new CFO and its implications for the company's future direction.
See More
Rosen Law Firm Investigates Manhattan Associates' Board Breaches
- Investigation Launched: Rosen Law Firm has initiated an investigation into potential breaches of fiduciary duties by the directors and officers of Manhattan Associates, aiming to protect investor rights and ensure governance transparency.
- Investor Rights Focus: The firm encourages shareholders of Manhattan Associates to visit its website for more information, demonstrating a strong commitment to safeguarding investor interests.
- Firm's Background: Rosen Law Firm specializes in securities class actions and shareholder derivative litigation, having recovered over $438 million for investors in 2019 alone, showcasing its formidable presence in the industry.
- Industry Recognition: The firm has been ranked in the top four for securities class action settlements each year since 2013, indicating its outstanding performance in the field of investor rights protection.
See More
Manhattan Associates Reports Strong Q1 2026 Earnings Exceeding Expectations
- Significant Cloud Revenue Growth: Manhattan Associates reported a 24% increase in cloud revenue to $117 million in Q1, contributing to total revenue of $282 million, which exceeded market expectations and demonstrated strong performance and sustained demand in the cloud computing sector.
- Strong New Customer Orders: Over 55% of new cloud bookings came from new customers, with the company's win rate consistently above 70%, indicating significant market share gains and customer trust in a competitive landscape.
- Operational Efficiency Improvements: The active agent pilot program led to a 75% reduction in exceptions for a food distribution client and a 30% increase in shipments for an industrial distribution client, showcasing the company's success in enhancing customer operational efficiency.
- Upward Revision of Annual Performance Outlook: The company expects total revenue for 2026 to reach between $1.147 billion and $1.157 billion, with adjusted EPS guidance raised to a range of $5.29 to $5.37, reflecting management's confidence in future performance despite ongoing external uncertainties.
See More
Manhattan Associates Raises FY2026 Outlook Significantly
- Stock Surge: Manhattan Associates (MANH) saw its stock price jump approximately 9% in after-hours trading on Tuesday, reflecting positive market sentiment following the company's upward revision of its FY2026 outlook, indicating investor confidence in its cloud business growth.
- Revenue Forecast Upgrade: The company projects FY2026 revenue between $1.147 billion and $1.157 billion, surpassing the consensus estimate of $1.15 billion, demonstrating continued momentum in its cloud-led business model and improving visibility from recurring revenue streams.
- Strong Financial Performance: Q1 consolidated revenue increased over 7% to $282.2 million, driven by a 24.2% year-over-year rise in cloud subscription revenue to $117.1 million, although license revenue fell approximately 76.3% to $2.2 million, highlighting the ongoing shift towards a subscription-based model.
- Robust Profitability: GAAP operating income grew about 2.7% to $64.9 million, while adjusted EPS rose from $1.19 to $1.24, beating estimates by $0.13, with guidance for adjusted EPS between $5.29 and $5.37, reflecting resilience in profit margins.
See More
Manhattan (MANH) Q1 2026 Earnings Transcript
See More
Manhattan Associates Q1 2026 Earnings Exceed Expectations
- Strong Earnings Performance: Manhattan Associates reported a Q1 2026 non-GAAP EPS of $1.24, beating expectations by $0.13, indicating sustained profitability that is likely to positively impact stock prices.
- Significant Revenue Growth: Total revenue for Q1 reached $282.2 million, a 7.4% year-over-year increase, exceeding market expectations by $8.55 million, demonstrating the company's increasing competitiveness and promising future growth potential.
- Robust Cloud Subscription Revenue: Q1 2026 cloud subscription revenue was $117.1 million, up 24.2% from $94.3 million in Q1 2025, reflecting rapid expansion in the cloud services sector, which may attract more investor interest.
- Healthy Cash Flow: Operating cash flow for Q1 was $84.0 million, an 11.5% increase from $75.3 million in Q1 2025, showcasing strong cash management that supports future investment and expansion plans.
See More
Manhattan Associates to Announce Q1 Earnings on April 21
- Earnings Announcement: Manhattan Associates (MANH) is set to release its Q1 2023 earnings on April 21 after market close, with consensus EPS estimated at $1.11, reflecting a 6.7% year-over-year decline, while revenue is projected at $273.65 million, indicating a 4.1% increase, which could influence investor sentiment regarding the company's performance.
- Historical Performance: Over the past two years, MANH has consistently beaten both EPS and revenue estimates 100% of the time, showcasing its strong profitability and market adaptability, which may attract increased investor interest ahead of the earnings report.
- Estimate Revision Trends: In the last three months, EPS estimates have seen no upward revisions and 11 downward adjustments, while revenue estimates experienced 5 upward and 4 downward revisions, indicating mixed market expectations for the company's future performance, potentially impacting stock price volatility.
- Executive Transition: CFO Dennis Story is set to retire, a personnel change that may affect the company's financial strategy and investor confidence, particularly in the lead-up to the earnings announcement, as the market will closely watch the appointment of a new CFO and its implications for the company's future direction.
See More
Rosen Law Firm Investigates Manhattan Associates' Board Breaches
- Investigation Launched: Rosen Law Firm has initiated an investigation into potential breaches of fiduciary duties by the directors and officers of Manhattan Associates, aiming to protect investor rights and ensure governance transparency.
- Investor Rights Focus: The firm encourages shareholders of Manhattan Associates to visit its website for more information, demonstrating a strong commitment to safeguarding investor interests.
- Firm's Background: Rosen Law Firm specializes in securities class actions and shareholder derivative litigation, having recovered over $438 million for investors in 2019 alone, showcasing its formidable presence in the industry.
- Industry Recognition: The firm has been ranked in the top four for securities class action settlements each year since 2013, indicating its outstanding performance in the field of investor rights protection.
See More
