Manhattan Associates: The Valuation Expansion Has Gone Too Far

Core Insights - Manhattan Associates, Inc. (NASDAQ: MANH) has seen a stock performance increase of 26.7% since the last coverage, which included an upgrade from hold to buy amid tariff concerns [1] Group 1: Company Performance - The management of Manhattan Associates has recently raised its expectations for future performance [1] Group 2: Investment Strategy - Triba Research focuses on identifying high-quality businesses with sustainable, double-digit returns, emphasizing strong competitive advantages, low debt levels, and skilled management teams [1]