MA
MANH.O
—
NASDAQ
IT Services & Consulting
Manh.O
Last 30 days
1D5D1M3M6MYTD1Y5YMax
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Mcap
9,1B USD
P/E
—
EV / Rev
—
Div yield
—
Op margin
25,9 %
ROE
69,9 %
Net margin
20,3 %
Debt / equity
0,00
Beta
—
52w range
—
Volume
5
Day range
—
Prev close
$138,55
Open
—
Next earnings
2026-07-28
Ex-dividend
—
TR 1Y
—
About
MANH.O provides IT services and consulting solutions, generating revenue primarily through service contracts and project-based engagements.
Business. MANH.O is a technology company operating within the IT Services & Consulting industry, primarily engaged in providing IT services. The firm generates revenue through a service-based model and is tracked under the ticker MANH.O. Specific details regarding its operating segments, headquarters location, and primary stock exchange listing are not available in the provided data. Consequently, the company is described at the industry level without geographic or segment breakdowns.
Classification92 %
SectorTechnology
Business sectorSoftware & IT Services
IndustryIT Services & Consulting
ActivityIT Services
Generated · model-assisted
Sell-side consensus
BUY13 analysts
10 buy3 hold0 sell
Avg 12m price target192,66
Analyst recommendations
13 analysts · consensus BuyBuy10
Hold3
Sell0
12-month price target
192,66
Consensus of sell-side coverage.
At a glance
What drives this business
The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.
— missing data
News & coverage
0Sector rotation
Sector1D1Mvs mkt
Materials+2,2 %+1,6 %+2,4 %
Energy+1,2 %+5,3 %+1,4 %
Real Estate+0,7 %+4,1 %+0,8 %
Health Care+0,6 %−0,5 %+0,8 %
Consumer Discretionary+0,3 %+8,7 %+0,5 %
Information Technology · THIS SECTOR−0,3 %+6,5 %−0,1 %
Financials−0,3 %−4,5 %−0,1 %
Consumer Staples−1,0 %+3,0 %−0,8 %
Utilities−1,5 %−21,2 %−1,3 %
Industrials−1,7 %−2,3 %−1,6 %
Communication Services———
Developing storylines
No tracked sagas currently linked to MANH.O. Browse all sagas →
Analysis
AI analysis
Generated · analysis pipeline · tier hybrid · as of 2026-07-07
↑ At a glance
Opportunity
— missing data
Upcoming catalysts
Scheduled public events. Informational only — not investment advice.
- Company
- EarningsQ2 2026 earnings (expected)2026-07-28 · estimated
- Macro
- Rate decisionReserve Bank of Australia rate decision (press conf.)2026-07-08 · AU
- Rate decisionBank of Canada rate decision (press conf.)2026-07-15 · CA
- Rate decisionEuropean Central Bank rate decision (press conf.)2026-07-16 · EU
- Rate decisionBank of Japan rate decision (press conf.)2026-07-16 · JP
- Rate decisionFederal Reserve rate decision (press conf.)2026-07-29 · US
- Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
- Macro & political
- ElectionSE Swedish Election2026-09-14 · SE
- ElectionUS U.S. Midterms2026-11-03 · US
- ElectionFR French Legislative2027-06-01 · FR
- Congressional trades
- CongressRob Bresnahan — Manhattan Associates, Inc. - Common2025-01-13 · Republican · PA · Sale · $1,001 - $15,000
Pre-earnings brief
— missing data
Signals & dispatch
peak dispatch · —
Composite-score breakdown
Composite score66 / 100
Composite score 0-100 · Data quality 0,58
Data quality0,58 / 1.00
Synthesis
Business
MANH.O is a technology company operating within the IT Services & Consulting industry, primarily engaged in providing IT services. The firm generates revenue through a service-based model and is tracked under the ticker MANH.O. Specific details regarding its operating segments, headquarters location, and primary stock exchange listing are not available in the provided data. Consequently, the company is described at the industry level without geographic or segment breakdowns.
Classification92 %
SectorTechnology
Business sectorSoftware & IT Services
IndustryIT Services & Consulting
ActivityIT Services
AI synthesis
GENERATEDMANH.O maintains a strong liquidity position, with $328.75 million in cash and equivalents, representing 39.16% of total assets. The company's liquidity FPT score is high, supported by a current ratio of 1.28 and no long-term debt. This liquidity position is well above the median for its industry, indicating a robust ability to meet short-term obligations.
Profitability metrics show MANH.O is performing well relative to its industry. The company's return on equity (ROE) of 69.88% is significantly higher than the industry median, reflecting efficient use of equity capital. Additionally, the return on assets (ROA) of 26.20% is also above the industry median, indicating strong asset utilization and operational efficiency.
Geographically, MANH.O's revenue is concentrated in a single segment, with no disclosed geographic breakdown. This lack of diversification may expose the company to regional economic fluctuations. However, the company's primary business model is service-based, which may offer some insulation from geographic-specific downturns.
Growth trajectory analysis shows MANH.O is expected to maintain a positive revenue outlook. Analysts project a mean price target of $192.66, suggesting a potential upside of 35.7% from the current market price of $141.95. The company's free cash flow of $210.81 million supports reinvestment and potential shareholder returns, although capital expenditures are minimal at -$15.46 million.
Risk factors for MANH.O are currently low, with no immediate liquidity or dilution flags detected. The company's debt-to-equity ratio is 0.0, indicating no leverage risk. However, the high price-to-earnings ratio of 38.18 suggests the stock may be overvalued relative to earnings, which could pose a risk if earnings growth does not meet expectations.
Recent events and filings do not indicate any significant changes in the company's operations or financial strategy. The company's strong cash position and lack of debt suggest a conservative financial approach, which may appeal to risk-averse investors. Analysts have issued a mean recommendation of 1.85, indicating a generally positive outlook, with 5 strong-buy and 5 buy ratings.
Key takeaways
- MANH.O has a strong liquidity position with $328.75 million in cash and equivalents.
- The company's ROE of 69.88% and ROA of 26.20% are significantly above industry medians.
- Analysts project a mean price target of $192.66, suggesting a potential upside of 35.7%.
- MANH.O has no long-term debt, indicating a conservative capital structure.
- The company's revenue is concentrated in a single segment, which may increase exposure to regional economic fluctuations.
Bull / Bear case
Generated · model-assisted— missing data
In focus — financials by report
Valuation
Market price
$153,81
Market cap
$8.40B
Enterprise valueⓘ
$8.07B
P/Eⓘ
—
Non-GAAP P/Eⓘ
—
EV / Revenueⓘ
—
EV / Op incomeⓘ
—
EV / OCFⓘ
20.7x
P / Bⓘ
26.7x
P / Tangible bookⓘ
26.7x
Tangible book
$314.8M
Net cashⓘ
$328.7M
Current ratioⓘ
1.3
Debt / equityⓘ
0.0
ROAⓘ
26.2%
ROEⓘ
69.9%
Cash conversionⓘ
177.0%
CapEx / revenueⓘ
-1.4%
SBC / revenueⓘ
—
Dilution ratioⓘ
0.0%
Revenue by segment
Consulting—
low · llm_fanout_v2
IT Consulting—
low · llm_fanout_v2
Business relationships
— missing data
Supply chain
— missing data
Peer comparison
Peer comparison8 peers · vs MANH · multiples and returns
AC
ACN—
Accenture PLC
$137,45
86,9B USDP/E
10,5x
-27,6 vs self
Div yield
4,3 %
— vs self
ROE
25,0 %
-44,9 vs self
IB
IBM—
Intl Business Machines Corp
$39,71
347,6B USDP/E
180,7x
+142,5 vs self
Div yield
2,9 %
— vs self
ROE
7,6 %
-62,2 vs self
IN
INGM—
INGRAM MICRO INC.
$28,45
6,6B USDP/E
17,8x
-20,4 vs self
Div yield
1,2 %
— vs self
ROE
7,7 %
-62,2 vs self
CR
CRM—
Salesforce Inc
$166,64
145,1B USDP/E
62,1x
+23,9 vs self
Div yield
—
— vs self
ROE
6,2 %
-63,7 vs self
CT
CTSH—
Cognizant Tech Solutions
$41,44
19,6B USDP/E
44,3x
+6,1 vs self
Div yield
2,5 %
— vs self
ROE
4,1 %
-65,8 vs self
AD
ADP—
Automatic Data Processing, Inc.
$239,51
95,9B USDP/E
102,5x
+64,3 vs self
Div yield
3,2 %
— vs self
ROE
18,2 %
-51,6 vs self
IN
INFY—
Infosys Ltd
$11,90
48,2B USDP/E
0,7x
-37,4 vs self
Div yield
4,2 %
— vs self
ROE
7,7 %
-62,2 vs self
LD
LDOS—
LEIDOS, INC.
$121,69
15,3B USDP/E
10,7x
-27,5 vs self
Div yield
1,2 %
— vs self
ROE
29,4 %
-40,4 vs self
Market position
Stress test
— missing data
Predictor forecast
Next quarternear-term
Earnings · next quarterconf 33 %
EPS
Consensus EPS
5,36
Predicted surprise
-0,03
Beat probability
33 %
Analysts
13
Other metrics
Revenue
—
no estimate
Segment revenue
—
no estimate
Margin
—
no estimate
Segment margin
—
no estimate
as of 2026-05-06 · Earnings Surprise V1
Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
Full fiscal year~1 year ahead
Full fiscal year · our forecast vs guidance vs consensus
| Metric | Our forecast | Guidance | Consensus |
|---|---|---|---|
| EPS | —no estimate | —no estimate | 5,36 |
| Revenue | —no estimate | —no estimate | 1,2B USD |
| Operating income | —no estimate | —no estimate | 395,2M USD |
Full-year consensus mean (period as reported by source) · consensus in USD. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
Corporate eventM&A horizon
M&A probabilityconf 3 %
Probability
3 %
Base rate
3 %
Band
—
180-day horizon · target 2027-01-03 · 1,0× base rate
No acquirer candidates identified by the signal model.
Probabilistic model output — not investment advice. · generated 2026-07-07
Options
— missing data
Short squeeze
— missing data
Earnings-call key lines
— missing data
Consensus distribution
sell-side coverageRecommendation distribution13 analysts
Strong buy5
Buy5
Hold3
Sell0
Strong sell0
12-month price target$192,66 · Median $190,00
Low $145,00High $240,00
Operating income · consensus395,2M USD
EPS surprise
−5,5 %
reported vs consensus · miss
Revenue surprise
−6,3 %
reported vs consensus · miss
Estimate revisions
consensus EPS · 26-week trend— missing data
Sell-side observations
Low$145,00
Mean$192,66
Median$190,00
High$240,00
Spot$153,81
+25.3 %implied to mean12-month sell-side price targets · ▲ spot
Themes
— missing data
ESG
— missing data
Risk factors
Dilution riskLow
Liquidity riskLow
Filing-based flags
- No immediate filing-based liquidity or dilution flags were detected.
Benchmarks vs cohort
Op Margin25,9 %Best in class
Net Margin20,3 %Best in class
ROE69,9 %Best in class
Capex / Rev-1,4 %Above median
D/E0,00Above P75
Cash Conv1,77Above median
Corporate actions / M&A
M&A probabilityconf —
Probability
3 %
Base rate
3 %
Band
Low
180-day horizon · target 2027-01-03 · 1,0× base rate
No acquirer candidates identified by the signal model.
Corporate actionsNo corporate-action source connected yet — splits, dividends and buyback events are not tracked for this company. Honest-dim (no data fabricated).
FX exposure
— missing data
Comparable transactions
— missing data
Derivatives & instruments
— missing data
Actions
Ask Handelsavisen
— missing data
Data sources
- Market data
- Market data cache
- Issuer disclosures
- Public news
- Earnings transcripts
- Consensus estimates
- ESG data
How metrics are computed
- Ev To Operating Cash Flowenterprise_value / operating_cash_flow
- Return On Equitynet_income / total_equity
- Price To Earningsmarket_price / (net_income / shares_outstanding_diluted)
- Price To Bookmarket_price / (adjusted_book_value / shares_outstanding_diluted)
- Dilution Ratio(shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
- Market Priceinput from market-data provider (delayed close or quote-shim mid)
Source documents
- MANH.O Market data — financials · 2026-05-28
- Manhattan Associates Inc Market data — analyst estimates · 2026-05-28
Ownership & reference
Top holders
- Investment Managers · as of 2026-03-310,32 %$0M
- Investment Managers · as of 2026-03-310,19 %$417M
- Investment Managers · as of 2026-03-310,17 %$540M
- Investment Managers · as of 2024-06-300,06 %$2 559M
- Investment Managers · as of 2026-03-310,04 %$73M
- Funds · as of 2026-03-310,03 %$165M
- Institutional Investor · as of 2026-03-310,02 %$440M
- Investment Managers · as of 2026-03-310,02 %$377M
- Institutional Investor · as of 2022-09-300,02 %$0M
- Investment Managers · as of 2026-03-310,02 %$86M
- Investment Managers · as of 2024-12-310,02 %$63M
- Investment Managers · as of 2025-12-310,02 %$1 206M
- Investment Managers · as of 2026-03-310,02 %$243M
- Investment Managers · as of 2026-03-310,01 %$75M
- Investment Managers · as of 2026-03-310,01 %$85M
- Investment Managers · as of 2026-03-310,01 %$20M
- Institutional Investor · as of 2026-03-310,01 %$53M
- Investment Managers · as of 2026-03-310,01 %$59M
- Investment Managers · as of 2026-03-310,01 %$248M
- Investment Managers · as of 2026-03-310,01 %$28M
- Investment Managers · as of 2026-03-310,01 %$47M
- Investment Managers · as of 2026-03-310,01 %$8M
- Brokerage Firms · as of 2026-03-310,00 %$14M
- Brokerage Firms · as of 2026-03-310,00 %$16M
- Investment Managers · as of 2026-03-310,00 %$5M
- Investment Managers · as of 2026-03-310,00 %$3M
- Investment Managers · as of 2026-03-310,00 %$0M
- Institutional Investor · as of 2026-03-310,00 %$8M
- Institutional Investor · as of 2026-03-310,00 %$4M
- Institutional Investor · as of 2026-03-310,00 %$3M
- Investment Managers · as of 2026-03-310,00 %$4M
- Investment Managers · as of 2026-03-310,00 %$1M
- Investment Managers · as of 2026-03-310,00 %$0M
Leadership
- Eddie CapelPresident, Chief Executive Officer, Director
Insider activity
Net selling0 buys · 2 sellsnet -$1,2M13 insiders · last 365d
- Director · Common StockOther 1 330 · 2026-06-15
- Director, President & CEO · Common StockSold 1 000 @ $146,77$147K · 2026-06-10
- Director · Common StockOther 1 940 · 2026-05-14
- Director · Common StockOther 1 940 · 2026-05-14
- Director · Common StockOther 1 940 · 2026-05-14
- Director · Common StockOther 1 940 · 2026-05-14
- Director · Common StockOther 1 940 · 2026-05-14
- Director · Common StockOther 1 940 · 2026-05-14
- Director · Common StockOther 1 940 · 2026-05-14
- EVP, Professional Services · Common StockSold 7 300 @ $139,25$1,0M · 2026-04-24
- SVP, CFO, CAO & Treasurer · Common StockOther 5 323 · 2026-04-01
- EVP, CFO & Treasurer · Common StockOther 1 334 @ $135,43$181K · 2026-02-28
- SVP, CLO & Secretary · Common StockOther 508 @ $135,43$69K · 2026-02-28
- SVP, Global Corp Controller · Common StockOther 75 @ $135,43$10K · 2026-02-28
- EVP, Americas Sales · Common StockOther 1 467 @ $135,43$199K · 2026-02-28
- Director, President & CEO · Common StockOther 1 595 @ $135,43$216K · 2026-02-28
- Director · Common StockOther 2 213 @ $135,43$300K · 2026-02-28
- EVP, Professional Services · Common StockOther 1 467 @ $135,43$199K · 2026-02-28
- Director, President & CEO · Common StockOther 4 758 @ $140,45$668K · 2026-02-14
- EVP, Professional Services · Common StockOther 10 353 · 2026-01-22
- EVP, CFO & Treasurer · Common StockOther 9 421 · 2026-01-22
- EVP, CFO & Treasurer · Common StockOther 2 556 · 2026-01-22
- SVP, CLO & Secretary · Common StockOther 3 593 · 2026-01-22
- SVP, CLO & Secretary · Common StockOther 975 · 2026-01-22
- SVP, Global Corp Controller · Common StockOther 798 · 2026-01-22
Short positioning
2.9Mshares short+2.1% vs prior
5.19days to cover
67.8%short of daily vol
3fails-to-deliver
as of 2026-06-15 · short-interest report (free)
Geographic breakdown
— missing data
Listings · one canonical issuer
all listings resolve to the canonical
MANH.OCanonical
NASDAQ · USD
Intel & risk
peak dispatch · —
OSINT findings
Dilution riskLow
Liquidity riskLow
No immediate filing-based liquidity or dilution flags were detected.
Evidence & claims
From filings & derived data- Operating income (YoY) (2025-12-31 vs 2024-12-31): 7.0%Derived (calculated)
- Cash & equivalents (YoY) (2025-12-31 vs 2024-12-31): 23.5%Derived (calculated)
- Cost of revenue (YoY) (2025-12-31 vs 2024-12-31): 0.3%Derived (calculated)
- Capex (YoY) (2025-12-31 vs 2024-12-31): 78.2%Derived (calculated)
- Operating cash flow (YoY) (2025-12-31 vs 2024-12-31): 32.0%Derived (calculated)
- Net margin (FY 2025-12-31): 20.3%Derived (calculated)
- Return on equity (FY 2025-12-31): 69.9%Derived (calculated)
- Return on assets (FY 2025-12-31): 26.2%Derived (calculated)
- Current ratio (FY 2025-12-31): 1.28xDerived (calculated)
- Total assets (YoY) (2025-12-31 vs 2024-12-31): 10.8%Derived (calculated)
- Shareholders' equity (YoY) (2025-12-31 vs 2024-12-31): 5.2%Derived (calculated)
- Revenue (YoY) (2025-12-31 vs 2024-12-31): 3.7%Derived (calculated)
- EPS (diluted) (YoY) (2025-12-31 vs 2024-12-31): 2.6%Derived (calculated)
- EPS (basic) (YoY) (2025-12-31 vs 2024-12-31): 2.2%Derived (calculated)
- Net income (YoY) (2025-12-31 vs 2024-12-31): 0.7%Derived (calculated)
- R&D expense (YoY) (2025-12-31 vs 2024-12-31): 5.4%Derived (calculated)
- EPS (basic) (annual): USD-PER-SHARES 4SEC XBRL filing
- EPS (diluted) (annual): USD-PER-SHARES 4SEC XBRL filing
- Operating cash flow (annual): USD 389.47MSEC XBRL filing
- Total assets (annual): USD 839.39MSEC XBRL filing
- Capex (annual): USD 15.46MSEC XBRL filing
- Current assets (annual): USD 583.34MSEC XBRL filing
- R&D expense (annual): USD 145.06MSEC XBRL filing
- Operating income (annual): USD 279.8MSEC XBRL filing
Showing 24 of 50 surfaced claims.
Atomic claims from regulatory filings and derived calculations. Provenance shown as source kind only.
The Thread
Everything we know, in order2026-07-28EVENTUpcomingQ2 2026 earnings (expected) estimated date
2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
2026-06-30 03:38 UTCEARNINGSUpcomingForecast: ma_probability (180d)
2026-06-24 03:12 UTCHOLDERInstitutional holding changed
2026-06-24 03:12 UTCHOLDER1 institutional position change flagged (1 major)
2026-06-23 03:11 UTCHOLDERInstitutional holding changed
2026-06-23 03:11 UTCHOLDER1 institutional position change flagged (1 major)
2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
2026-06-15 00:00 UTCINSIDER2 insider transactions — 2026-06 · net sell $147k
2026-06-15INSIDERMORAN CHARLES E transacted 1.3k sh — Director
2026-06-10INSIDERClark Eric Andrew sold 1.0k sh — Director, President & CEO ~$147k
2026-05-14 00:00 UTCINSIDER7 insider transactions — 2026-05
2026-05-14INSIDERHollembaek Linda T. transacted 1.9k sh — Director
2026-05-14INSIDEREger Edmond transacted 1.9k sh — Director
2026-05-14INSIDERNOONAN THOMAS E transacted 1.9k sh — Director
2026-05-14INSIDERMORAN CHARLES E transacted 1.9k sh — Director
2026-05-14INSIDERCapel Eddie transacted 1.9k sh — Director
2026-05-14INSIDERSHEER DANIELLE transacted 1.9k sh — Director
2026-05-14INSIDERKuryea Kimberly A transacted 1.9k sh — Director
2026-04-24 00:00 UTCINSIDER2 insider transactions — 2026-04 · net sell $1.0M
2026-04-24INSIDERGantt James Stewart sold 7.3k sh — EVP, Professional Services ~$1.02M
2026-04-01INSIDERPinne Linda C. transacted 5.3k sh — SVP, CFO, CAO & Treasurer
2026-02-28 00:00 UTCINSIDER8 insider transactions — 2026-02 · net sell $1.8M
2026-02-28INSIDERSTORY DENNIS B transacted 1.3k sh — EVP, CFO & Treasurer ~$181k
2026-02-28INSIDERRichards Bruce transacted 508 sh — SVP, CLO & Secretary ~$69k
2026-02-28INSIDERPinne Linda C. transacted 75 sh — SVP, Global Corp Controller ~$10k
2026-02-28INSIDERHowell Robert G transacted 1.5k sh — EVP, Americas Sales ~$199k
2026-02-28INSIDERClark Eric Andrew transacted 1.6k sh — Director, President & CEO ~$216k
2026-02-28INSIDERCapel Eddie transacted 2.2k sh — Director ~$300k
2026-02-28INSIDERGantt James Stewart transacted 1.5k sh — EVP, Professional Services ~$199k
Showing the 40 most recent of 55 entries.
The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-07-07
Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data
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