Summer 2026
Posted on 2/27/2026
Supply chain tech solutions for omnichannel
No salary listed
Paris, France
In Person
Manhattan Associates builds software that runs supply chains for large businesses, covering warehouse, inventory, transportation and omnichannel fulfillment. Its product is made of integrated modules such as warehouse management, transportation management, order management and inventory optimization that automate tasks and optimize decisions, coordinating how products move from suppliers to customers. The company differentiates itself with a long enterprise track record and an end-to-end product suite that spans the entire supply chain, rather than focusing on a single niche. Its goal is to help businesses improve efficiency, reduce costs, and deliver reliable fulfillment across channels.
Company Size
1,001-5,000
Company Stage
IPO
Headquarters
Atlanta, Georgia
Founded
1990
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Hybrid Work Options
Manhattan Associates reported Q4 revenues of $270.4 million, up 5.7% year-on-year, exceeding analyst expectations by 2.2%. However, the supply chain software provider delivered the weakest performance against estimates and slowest revenue growth amongst four vertical software stocks tracked this quarter. Despite the top-line beat, the quarter proved mixed with full-year revenue growth guidance accelerating but earnings per share guidance missing analyst expectations significantly. The stock has fallen 15.3% since reporting, currently trading at $143.82. Guidewire Software led the group with revenues of $359.1 million, up 24% year-on-year and beating estimates by 4.8%. As a group, the four vertical software stocks beat consensus revenue estimates by 3.5%, with share prices up 3.6% on average since results.
Manhattan Associates reported fourth-quarter results that beat Wall Street expectations, with revenue of $270.4 million and adjusted earnings per share of $1.21. The supply chain software company's growth was driven by cloud revenue expansion and service segment recovery. CEO Eric Clark noted that over 75% of new cloud bookings came from new customers, whilst AI-powered features and streamlined implementation processes boosted adoption. The company's billings rose 8.8% year-on-year to $310.2 million. However, the company's earnings guidance for 2026 of $5.12 per share at the midpoint missed analyst estimates by 3.6%. During the earnings call, analysts questioned management on cloud migration progress, AI monetisation strategy, and the services business outlook, which is expected to grow in the mid-single digits.
Manhattan Associates, a supply chain software provider, saw its shares fall 5.2% after issuing weaker-than-expected earnings guidance for 2026, despite beating fourth-quarter estimates. The company reported Q4 revenue of $270.4 million and adjusted earnings per share of $1.21, both exceeding Wall Street expectations. However, its full-year 2026 adjusted earnings guidance of $5.12 per share at the midpoint missed analyst estimates, raising concerns about future growth prospects. The stock is currently trading at $162.16, down 45% from its 52-week high of $295.10 reached in January 2025. The shares have experienced significant volatility, with 11 moves greater than 5% over the past year. Manhattan Associates is down 3.1% year-to-date.
Manhattan Associates reported Q4 revenue of $270.4 million, beating analyst estimates and growing 5.7% year-over-year. The supply chain software provider posted adjusted earnings per share of $1.21, exceeding expectations by 6.7%. CEO Eric Clark highlighted strong cloud adoption, noting over 75% of new cloud bookings came from new customers. The company launched AI-powered features and expanded beyond retail into new verticals, driving billings to $310.2 million, up 8.8% year-over-year. For full-year 2026, Manhattan Associates expects revenue of approximately $1.14 billion, aligned with analyst estimates. However, adjusted EPS guidance of $5.12 at the midpoint missed estimates by 3.6%. Management cited investments in AI development and services expansion as factors affecting near-term margins, whilst emphasising strong recurring revenue visibility.
Manhattan Associates, a supply chain software provider, reported fourth-quarter revenue of $270.4 million, beating analyst estimates of $264.7 million and marking 5.7% year-on-year growth. The company's non-GAAP earnings of $1.21 per share exceeded expectations by 6.7%. However, the company's guidance disappointed investors. Manhattan Associates expects full-year 2026 adjusted earnings per share of $5.12 at the midpoint, missing analyst estimates by 3.6%. Full-year revenue is projected at around $1.14 billion, in line with consensus. The company's adjusted EBITDA reached $99.13 million with a 36.7% margin, beating estimates by 11.3%. Manhattan Associates has grown sales at 13% annually over five years, though recent growth has slowed to 7.9% over the past two years.