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finance.yahoo.comAUG 283 min read$MANH

Manhattan Associates, Agilysys, Guidewire Software, Pegasystems, and Teradata Stocks Trade Up, What You Need To Know

Shares of Manhattan Associates, Agilysys, Guidewire Software, Pegasystems, and Teradata rose in afternoon trading after strong quarterly earnings and optimistic corporate commentary about AI-driven growth in enterprise software. Salesforce, CrowdStrike, and Okta reported significant AI-related revenue increases, easing investor concerns about AI disruption. Pegasystems' stock is down 36.2% year-to-date but saw a 6.2% increase on the day.

Original reporting
finance.yahoo.com
Published Aug 28, 2026, 5:29 AM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Aug 28, 2026, 10:38 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
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Manhattan Associates, Agilysys, Guidewire Software, Pegasystems, and Teradata Stocks Trade Up, What You Need To Know — source image
Source · finance.yahoo.com
Decision brief

The 30-second read

$MANHBullishMed
01

Why it matters

Collective earnings beats suggest a sector‑wide shift, potentially prompting re‑rating of related stocks.

02

Market read

Earnings-driven AI narrative lifts multiple mid‑cap software stocks, indicating a short‑term buying opportunity across the sector.

03

What to watch

Potential margin pressure from AI investment spend and competitive threats from pure‑play AI vendors.

Relevance 7/10Novelty 6/10Timing: afternoon session

Background

The article aggregates earnings releases from several enterprise‑software companies, all highlighting AI as a key growth catalyst.

Company-level read

Ticker impact

$MANHBullishHigh confidence
Context

Manhattan Associates jumped 3.9% after reporting quarterly earnings that beat expectations and highlighted AI-driven growth.

Expected impact

Further modest gains if AI narrative holds.

Evidence & confidence

Earnings beat and AI growth guidance are fresh, material facts.

$AGYSBullishHigh confidence
Context

Agilysys rose 4.6% following its quarterly results showing AI‑enabled product expansion.

Expected impact

Potential continuation of rally on AI theme.

Evidence & confidence

Fresh earnings data with clear AI growth narrative.

$GWREBullishHigh confidence
Context

Guidewire Software increased 4.9% after releasing quarterly earnings that highlighted AI‑driven revenue growth.

Expected impact

Likely to sustain upward momentum.

Evidence & confidence

New earnings numbers and AI commentary are primary news.

$PEGABullishHigh confidence
Context

Pegasystems surged 6.2% on its quarterly earnings, noting AI tools and a partnership that boosted bookings.

Expected impact

Short‑term rally expected; watch for volatility.

Evidence & confidence

First‑report earnings with concrete AI‑related growth metrics.

$TDCBullishHigh confidence
Context

Teradata climbed 4.7% after reporting quarterly results that emphasized AI‑driven data platform demand.

Expected impact

Potential for continued gains if AI adoption accelerates.

Evidence & confidence

Fresh earnings data with AI growth guidance.

Market effects

Sector

Enterprise software and SaaS sectors gain confidence as AI is seen as a growth driver rather than a threat.

Regional

U.S. tech stocks see broad uplift, supporting broader market sentiment.

Global

AI‑driven earnings beats reinforce global narrative of AI fueling corporate growth.

Counterpoint

What could challenge this read

AI hype may be overstated; earnings improvements could be temporary and valuations already priced in.

Key entities

  • Company
    Manhattan Associates

    Supply‑chain software provider.

  • Company
    Agilysys

    Hospitality and restaurant software firm.

  • Company
    Guidewire Software

    Insurance software solutions.

  • Company
    Pegasystems

    Customer engagement and low‑code platform.

  • Company
    Teradata

    Data‑analytics and cloud services.

Read at source← All news

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