Supply chain software provider Manhattan Associates (NASDAQ: MANH) will be reporting earnings this Tuesday afternoon. Here’s what to expect.
Manhattan Associates beat analysts’ revenue expectations by 1.6% last quarter, reporting revenues of $275.8 million, up 3.4% year on year. It was a very strong quarter for the company, with a solid beat of analysts’ EBITDA estimates and full-year EPS guidance exceeding analysts’ expectations.
Is Manhattan Associates a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, analysts are expecting Manhattan Associates’s revenue to grow 3.5% year on year to $264.7 million, slowing from the 7.4% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $1.13 per share.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Manhattan Associates has a history of exceeding Wall Street’s expectations, beating revenue estimates every single time over the past two years by 3% on average.
Looking at Manhattan Associates’s peers in the software-as-a-service segment, only Paychex has reported results so far. It met analysts’ revenue estimates, delivering year-on-year sales growth of 18.3%. The stock price was unchanged following the results.
Read our full analysis of Paychex’s earnings results here.The euphoria surrounding Trump’s November win lit a fire under major indices, but potential tariffs have caused the market to do a 180 in 2025. While some of the software-as-a-service stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 8.3% on average over the last month. Manhattan Associates is down 1.5% during the same time and is heading into earnings with an average analyst price target of $219.55 (compared to the current share price of $175.89).
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