$MANH

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.

Manhattan Associates (MANH) stock hit a 52-week high at $220.61, up 59% in six months. The company reported strong Q2 2026 earnings, beating estimates with $1.39 EPS on $297.8M revenue. Analysts raised price targets to $225 (Stifel) and $240 (Truist), citing cloud business growth. The stock has a P/E ratio of 61.92 and is considered overvalued by InvestingPro.

After July PPI came in flat m/m and CPI rose 0.1% m/m with annual inflation cooling to 3.4%, investors priced in a less aggressive Fed stance, lifting software and data stocks. Wix rose 5.5% (to $73.57), AppLovin 1.9%, Manhattan Associates 0.4%, Strategy 0.6%, and Oracle 0.8%.

Clark Eric Andrew (President & CEO) sold 3,000 shares of MANHATTAN ASSOCIATES INC (MANH) at $197.76 ($0.59M total) on 2026-08-11.

Hollembaek Linda T. sold 1,579 shares of MANHATTAN ASSOCIATES INC (MANH) at $189.88 ($0.30M total) on 2026-08-06.

Simply Wall St says Manhattan Associates (MANH) is back in focus after a “golden cross” and new 2026 earnings guidance. The article cites the stock at $195.23, with 30-day return 26.04% and 90-day return 41.75%, while 1-year total shareholder return fell 5.13%. It estimates fair value at $153.03 versus a DCF cash-flow value of about $267.79.

Gantt James Stewart (EVP, Professional Services) sold 5,139 shares of MANHATTAN ASSOCIATES INC (MANH) at $195.53 ($1.00M total) on 2026-07-30.

Manhattan Associates (NASDAQ: MANH) shares rose 22.6% after the company reported Q2 2026 adjusted earnings of $1.39 per share on $297.8 million revenue, beating analyst estimates. The firm raised full-year revenue guidance to a $1.16 billion midpoint and lifted adjusted EPS guidance to $5.47 at the midpoint.

Manhattan Associates (MAnhattan Associates) shares rose 26.7% to $213.07 after the company reported record Q2 results. Revenue was $297.8M, up 9.3% year over year and above consensus of about $293.7M. Cloud subscription revenue grew 26% to $126.7M. Non-GAAP EPS was $1.39 vs $1.34 expected. Remaining performance obligations rose 23% to $2.5B.

U.S. stocks opened lower amid rate-hike jitters and an upcoming tech earnings cycle. Investing.com listed major movers including KLA-Tencor (KLAC -8.07%), Applied Materials (AMAT -5.05%), and Arm (ARM -5.81%). Lennox (LII) fell about 8% after a Q2 revenue miss and reduced guidance, while Teva (TEVA) rose on a Q2 top-line beat.