How Manhattan Associates’ Cloud Momentum and Q3 Beat Framed Barclays’ Latest Call

Manhattan Associates, Inc. (NASDAQ:MANH) is 1 of the champion logistics-tech stocks to bargain now.

As of December 5, astir two-thirds of analysts covering Manhattan Associates, Inc. (NASDAQ:MANH) complaint it Buy oregon equivalent. While the banal has underperformed the broader marketplace substantially twelvemonth to date, the statement 1-year median terms people of $234.50 implies astir 31% upside.

On November 13, 2025, Barclays reaffirmed its Overweight standing connected Manhattan Associates portion somewhat lowering the 12-month terms people from $244 to $239. The firm’s revised people reflected an updated post-third-quarter exemplary that adjusted for caller net metrics portion maintaining assurance successful the company’s semipermanent positioning.

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The standing update followed Manhattan Associates’ third-quarter net merchandise connected October 24. The institution posted full gross of $238 million, up 20% twelvemonth implicit year, and adjusted EPS of $1.03, exceeding expert expectations. Software licence gross roseate 44% to $17.5 million, portion unreality subscriptions climbed 41% to $84.5 million. During the net call, absorption emphasized sustained request crossed its omnichannel and warehouse solutions, with woody enactment remaining beardown contempt broader macro uncertainty. The institution besides raised full-year gross and EPS guidance, citing robust lawsuit pipelines and continued momentum successful its unreality transition.

Barclays’ updated terms people appears to origin successful the near-term gait of that momentum portion retaining an wide bullish stance connected Manhattan Associates' maturation trajectory.

Manhattan Associates, Inc. (NASDAQ:MANH) provides proviso concatenation and omnichannel commerce bundle solutions for retailers, wholesalers, and logistics providers worldwide.

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