Manhattan Associates: The Valuation Expansion Has Gone Too Far (NASDAQ:MANH)

Core Insights - Manhattan Associates, Inc. (NASDAQ: MANH) has seen a stock performance increase of 26.7% since the last coverage, following 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 aims to identify high-quality businesses capable of delivering sustainable, double-digit returns over the long term [1] - The investment strategy emphasizes companies with strong competitive advantages, operating in growing markets, maintaining low debt levels, and led by skilled management teams [1] - Triba Research prioritizes long-term value creation while staying informed about the latest developments [1]