Information Technology·Application Software·$8.4B
Manhattan Associates Inc (MANH) is a technology company specializing in application software, particularly for supply chain and inventory management. As e-commerce and logistics continue to grow, their solutions are increasingly important for businesses looking to optimize operations and improve efficiency.
Earnings Per Share (EPS)
EPS is a key indicator of profitability and financial health, which investors closely monitor.
Revenue Growth
Revenue growth reflects the company's ability to expand its customer base and increase sales, crucial for future investments.
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EPS Beat Streak
8Q
EPS Beat Rate
100%
Avg EPS Surprise
+70.23%
Avg Stock Reaction
+0.39%
In Q1 2026, Manhattan Associates reported an EPS of $1.24, significantly exceeding expectations. This marked a strong start to the fiscal year, showcasing their operational efficiency and market demand.
Management Promises & Guidance
Overall, expectations are mixed as investors await clarity on revenue growth and customer retention. The company's strong EPS performance in recent quarters has set a high bar.
Bull Case
If Manhattan Associates can demonstrate robust revenue growth and maintain high customer retention, it could lead to further stock appreciation and positive sentiment.
Bear Case
Conversely, any signs of slowing growth or declining customer retention could raise concerns about the company's long-term prospects, potentially leading to a stock pullback.
Earnings Per Share (EPS)
N/AEPS is a key indicator of profitability and financial health, which investors closely monitor.
Revenue Growth
N/ARevenue growth reflects the company's ability to expand its customer base and increase sales, crucial for future investments.
Customer Retention Rate
N/AA high retention rate indicates customer satisfaction and loyalty, which are vital for sustained revenue.
The print will turn on these two things.
Q1
What will the revenue growth rate be this quarter?
Revenue growth is critical for assessing the company's ability to expand and attract new customers, impacting investor confidence.
Q2
How has the customer retention rate changed since last quarter?
Customer retention is a key indicator of satisfaction and loyalty, which can significantly affect future revenue and growth potential.
Why consensus could be wrong
The Street may be underestimating the potential for Manhattan Associates to capture market share in the growing e-commerce sector, which could drive higher-than-expected revenue growth.
Supporting Evidence
The company's recent product enhancements position it well against competitors.
Historical EPS surprises suggest a trend of exceeding expectations.
Strong customer retention rates indicate a loyal client base that could lead to sustained revenue.
Key Risk
If revenue growth comes in below 10%, it could challenge the current bullish sentiment.
Pre-commit to what would confirm each case.
This quarter's performance will hinge on the company's ability to sustain growth amid increasing competition in the software sector.
Bull Confirmed If
Revenue growth of 15% year-over-year or better would confirm the bull case.
Bear Confirmed If
Any revenue growth below 5% would raise concerns and confirm the bear case.
Implied Move
±N/A
There is currently no options market data available to gauge investor sentiment.
Cross-company pattern from 30 similar setups.
Prior-quarter beat setup in Information Technology
n=30Fade rate: 9 of 17 (53%)
This setup has occurred 30 times across Information Technology in the last 2 years. 9 of 17 faded and 8 held — no strong directional bias after the initial reaction. The average absolute 1-day move is 4.3%, with a raw directional average of -0.4% (modestly negative historical bias).
Likely market behavior by outcome — not investment advice.
Beat & Raise
History suggests that if Manhattan Associates beats expectations, the stock could rise by around 0.39%, confirming positive investor sentiment.
In-Line / Cautious
If results are in line but management offers cautious commentary, the stock may experience muted movement as investors reassess their outlook.
Miss
Should the company miss expectations, history indicates a potential decline of around 1.73%, leading to increased scrutiny of its growth strategy.
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EQUITY LIFESTYLE PPT REIT
Jul 20, 2026