Anand Chokkavelu, CFA has no position in any of the stocks mentioned. Lou Whiteman has no position in any of the stocks mentioned. Tyler Crowe has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Manhattan Associates. The Motley Fool has a disclosure policy. ...

SAN DIEGO, May 7, 2025 /PRNewswire/ -- Shareholders Foundation, Inc. announces that a lawsuit is pending for certain investors in shares of Manhattan Associates, Inc. (NASDAQ: MANH). Those who purchased shares of Manhattan Associates, Inc. (NASDAQ: MANH) should contact the Shareholders Foundation, Inc. Investors who purchased shares of Manhattan Associates, Inc. (NASDAQ: MANH) prior to October 2024 and continue to hold any of thoseNASDAQ: MANH shares also have certain options and contact the Shareholders Fo ...

SAN DIEGO, April 30, 2025 (GLOBE NEWSWIRE) -- Johnson Fistel, PLLP notifies investors that it has commenced an investigation into whether Manhattan Associates, Inc. (NASDAQ: MANH) complied with the federal securities laws and state law regarding fiduciary duties owed to the Company and its shareholders. Did you purchase Manhattan Associates securities? If you purchased securities and suffered losses on your investment, or if you are a long time continuous holder of Manhattan Associates stock, join our inves ...

Core Viewpoint - Faruqi & Faruqi, LLP is investigating potential claims against Manhattan Associates, Inc. due to allegations of false and misleading statements regarding the company's expected revenue for fiscal year 2025, following a significant drop in stock price after the release of disappointing financial results [3][5][6]. Group 1: Legal Investigation - Faruqi & Faruqi, LLP is encouraging investors who suffered losses in Manhattan Associates to contact them for discussing legal options [1]. - The firm is reminding investors of the April 28, 2025 deadline to seek the role of lead plaintiff in a federal securities class action against Manhattan Associates [3]. - The firm is also seeking information from whistleblowers, former employees, and shareholders regarding Manhattan Associates' conduct [8]. Group 2: Financial Performance and Impact - On January 28, 2025, Manhattan Associates announced reduced revenue guidance for fiscal year 2025, attributing this to a shift in professional services work and higher partner utilization [6]. - Following the announcement, Manhattan Associates' stock price fell from $295.10 to $222.84, a decline of approximately 24.49% in one day [6]. - The complaint alleges that the company and its executives made misleading statements about their revenue forecasts and growth potential [5].

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q [Mark One] ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ____________ to ____________ Commission File Number: 0-23999 Atlanta, Georgia 30339 (Address of Principal Executive Offices) (Zip Code) Registrant's Telephone ...

Core Viewpoint - Manhattan Associates (NASDAQ: MANH) experienced a significant decline in stock price following weak guidance despite reporting decent Q4 2024 results, raising concerns about performance expectations for upcoming quarters, although the underlying issues are not severe [1] Financial Performance - The company reported decent Q4 2024 results, but the guidance provided was weak, leading to a crash in stock price [1] Market Concerns - There are multiple concerns regarding the performance expectations for the next few quarters, indicating potential challenges ahead for the company [1]

Financial Data and Key Metrics Changes - Total revenue for Q1 2025 was $263 million, up 3% year-over-year [36] - Cloud revenue increased 21% to $94 million, while services revenue declined 8% to $121 million [37] - RPO ended the quarter at approximately $1.9 billion, up 25% year-over-year and 6% sequentially [38] - Adjusted operating profit was $91 million with an adjusted operating margin of 34.7%, up over 340 basis points year-over-year [40] - Adjusted earnings per share (EPS) for Q1 was $1.19, up 16%, while GAAP EPS was 85 cents, down 1% [41] Business Line Data and Key Metrics Changes - The company experienced a 25% year-over-year increase in RPOs, driven by strong demand for mission-critical solutions [22] - Approximately 50% of new cloud bookings in Q1 were generated from net new logos, indicating strong demand for products [71] - Services team completed over 100 go-lives for customers in Q1, showcasing operational effectiveness [25] Market Data and Key Metrics Changes - The addressable market is forecasted to grow at a double-digit CAGR for the next several years, indicating robust market potential [15] - Competitive win rates remained consistent at about 70%, reflecting strong market positioning [24] - The company has established healthy footprints across diverse sectors including retail, grocery, life sciences, and technology [23] Company Strategy and Development Direction - The company is focused on organic innovation and capital allocation strategy to expand its addressable market [14] - Investment in sales and marketing is prioritized to drive growth and capitalize on new product offerings [64] - The launch of new products like Enterprise Promise and Fulfill aims to optimize B2B order fulfillment, addressing evolving customer needs [26] Management's Comments on Operating Environment and Future Outlook - Management expressed caution regarding near-term services revenue growth due to macroeconomic uncertainties [21] - The company remains optimistic about its position in the market and long-term growth opportunities despite current challenges [20] - Management reiterated full-year guidance for RPO and total revenue, reflecting confidence in business fundamentals [45] Other Important Information - The company was named Google’s Cloud Business Applications Partner of the Year for supply chain and logistics, highlighting its innovation in the Google Cloud ecosystem [18] - The company ended the quarter with $206 million in cash and zero debt, indicating a strong balance sheet [42] Q&A Session Summary Question: Insights on cloud bookings and RPO dynamics - Management indicated strong pipeline in Q2 and confidence in guidance despite macro uncertainties [59][60] Question: Growth investments and monetization of products - Management plans to invest in sales specialists to drive growth and maintain high win rates [64] Question: Linear progression of bookings and sales activity - Management noted a balanced product portfolio and strong demand across verticals, with high expectations for Q2 [68][71] Question: Resilience of cloud bookings drivers - Management stated that no particular segment is more resilient, but all channels remain important for growth [78][80] Question: Visibility on multi-year ramps and growth trajectory - Management confirmed strong visibility into contract durations and ramp processes, supporting confidence in growth [95][97] Question: FX impact on guidance - Management indicated that FX swings represent less than 1% impact on revenue guidance [104][105] Question: Strength of large deals in the pipeline - Management reported favorable conditions in the pipeline, with confidence in closure rates compared to last year [111][112]

Core Insights - Manhattan Associates reported revenue of $262.79 million for the quarter ended March 2025, marking a year-over-year increase of 3.2% and an EPS of $1.19 compared to $1.03 a year ago, with a revenue surprise of +2.29% over the Zacks Consensus Estimate [1] - The EPS surprise was +16.67% compared to the consensus estimate of $1.02 [1] Revenue Breakdown - Software license revenue was $9.29 million, exceeding the three-analyst average estimate of $7.90 million, representing a year-over-year change of +230.7% [4] - Hardware revenue was $5.92 million, below the three-analyst average estimate of $6.81 million, reflecting a year-over-year change of -9.6% [4] - Services revenue was $121.13 million, slightly above the two-analyst average estimate of $117.39 million, showing a year-over-year decline of -8.4% [4] - Maintenance revenue was $32.14 million, surpassing the two-analyst average estimate of $31.52 million, with a year-over-year change of -8.1% [4] - Cloud subscriptions revenue reached $94.31 million, exceeding the two-analyst average estimate of $93.54 million, indicating a year-over-year increase of +20.9% [4] Stock Performance - Shares of Manhattan Associates have returned -9.8% over the past month, compared to the Zacks S&P 500 composite's -8.9% change, with a current Zacks Rank of 3 (Hold) suggesting potential performance in line with the broader market [3]

Manhattan Associates (MANH) came out with quarterly earnings of $1.19 per share, beating the Zacks Consensus Estimate of $1.02 per share. This compares to earnings of $1.03 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 16.67%. A quarter ago, it was expected that this business software company would post earnings of $1.06 per share when it actually produced earnings of $1.17, delivering a surprise of 10.38%.Over the last four ...

NEW YORK, April 22, 2025 (GLOBE NEWSWIRE) -- Moore Law, PLLC, a securities and shareholder law firm located in New York City on Wall Street, is investigating potential claims against: Manhattan Associates, Inc. (NASDAQ:MANH) The investigation concerns alleged false and/or misleading statements and/or failure to disclose a that the company created and/ or its officers and directors created a false impression that they possessed reliable information pertaining to Manhattan Associates' projected revenue outloo ...