Equity Profile

MANH

Manhattan Associates, Inc.

Information TechnologyApplication Software$11.7B

Jul21Tue

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

Manhattan Associates, Inc. is a technology company that specializes in supply chain and inventory management software....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will show how well the company is managing costs and generating income.

N/A

Revenue Growth

Revenue growth reflects the company's ability to attract new customers and expand its market share, which is vital for long-term success.

N/A

Wall Street expectations, options signals, track record, and call prep available with Pro.

MANH Q2-2026 Earnings Preview

Context

Company Snapshot

Manhattan Associates, Inc. is a technology company that specializes in supply chain and inventory management software. As a player in the Information Technology sector, it helps businesses optimize their operations, which is crucial as companies increasingly focus on efficiency and digital transformation.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+70.23%

Avg Stock Reaction

+0.39%

Last Quarter Recap

In Q1 2026, Manhattan Associates reported an EPS of $1.24, significantly beating estimates by 63.59%. The stock reacted positively, gaining 0.79% the next day.

Management Promises & Guidance

Continued focus on enhancing software solutions.
Commitment to expanding customer base in key markets.
Investment in research and development for new technologies.

Expectations

Wall Street Expectations

Overall, expectations are mixed as the company has consistently beaten EPS estimates but lacks detailed revenue guidance for this quarter.

Bull Case

If Manhattan Associates continues its trend of strong EPS surprises, it could signal robust demand for its software solutions, leading to a positive market reaction.

Bear Case

On the other hand, without clear revenue guidance, investors may worry about potential slowdowns in growth, which could negatively impact the stock.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter, and will it exceed the previous quarter's $1.24?

Given the company's history of beating EPS estimates, a strong performance could boost investor confidence.

What insights can management provide regarding revenue growth and customer acquisition?

Understanding revenue trends and customer growth will be crucial for assessing the company's future performance.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate the potential for Manhattan Associates to continue its streak of EPS surprises, especially given its recent performance.

Supporting Evidence

The company has consistently beaten EPS estimates in the past eight quarters.

Options are pricing a significant move, indicating that traders expect volatility, which may not align with the consensus view.

The lack of revenue guidance could lead to overly cautious sentiment that doesn't reflect the company's actual growth potential.

Key Risk

If the EPS comes in below $1.00, it could challenge the current bullish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will be closely watched as it follows a series of strong earnings surprises, and investors are eager to see if this trend continues.

Bull Confirmed If

An EPS of $1.30 or higher would confirm the bull case, indicating strong profitability.

Bear Confirmed If

An EPS below $1.00 would raise concerns about the company's growth trajectory.

Pre-Earnings Positioning

Options Market

Implied Move

±26.1%

Historical Avg

±1.7%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±26.1% while MANH has averaged ±1.7% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

47.5%

Calls (5K)P/C Ratio: 2.27Puts (7K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Information Technology

n=30

Fade rate: 4 of 9 (44%)

This setup has occurred 30 times across Information Technology in the last 2 years. 4 of 9 faded and 5 held — no strong directional bias after the initial reaction. The average absolute 1-day move is 4.4%, with a raw directional average of -0.5% (modestly negative historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Manhattan Associates beats expectations, history suggests a positive reaction, with an average 1-day move of +0.39%, confirming ongoing demand for its solutions.

In-Line / Cautious

If results are in line with expectations, the stock may see limited movement as investors await further guidance from management.

Miss

A miss could lead to a negative reaction, potentially resulting in a decline similar to the average 1-day move when they miss, which is currently not available.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on customer acquisition strategies and their effectiveness.
2Insights into the competitive landscape and how the company plans to differentiate itself.
3Management's outlook on software demand in the current economic climate.
4Details on any new product launches or enhancements to existing solutions.
5Comments on operational efficiencies and cost management efforts.

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Company Snapshot

Manhattan Associates, Inc. is a technology company that specializes in supply chain and inventory management software....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will show how well the company is managing costs and generating income.

N/A

Revenue Growth

Revenue growth reflects the company's ability to attract new customers and expand its market share, which is vital for long-term success.

N/A

Wall Street expectations, options signals, track record, and call prep available with Pro.

MANH Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+70.23%

Avg Stock Reaction

+0.39%

Last Quarter Recap

In Q1 2026, Manhattan Associates reported an EPS of $1.24, significantly beating estimates by 63.59%. The stock reacted positively, gaining 0.79% the next day.

Management Promises & Guidance

Continued focus on enhancing software solutions.
Commitment to expanding customer base in key markets.
Investment in research and development for new technologies.

Expectations

Wall Street Expectations

Overall, expectations are mixed as the company has consistently beaten EPS estimates but lacks detailed revenue guidance for this quarter.

Bull Case

If Manhattan Associates continues its trend of strong EPS surprises, it could signal robust demand for its software solutions, leading to a positive market reaction.

Bear Case

On the other hand, without clear revenue guidance, investors may worry about potential slowdowns in growth, which could negatively impact the stock.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter, and will it exceed the previous quarter's $1.24?

Given the company's history of beating EPS estimates, a strong performance could boost investor confidence.

What insights can management provide regarding revenue growth and customer acquisition?

Understanding revenue trends and customer growth will be crucial for assessing the company's future performance.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate the potential for Manhattan Associates to continue its streak of EPS surprises, especially given its recent performance.

Supporting Evidence

The company has consistently beaten EPS estimates in the past eight quarters.

Options are pricing a significant move, indicating that traders expect volatility, which may not align with the consensus view.

The lack of revenue guidance could lead to overly cautious sentiment that doesn't reflect the company's actual growth potential.

Key Risk

If the EPS comes in below $1.00, it could challenge the current bullish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will be closely watched as it follows a series of strong earnings surprises, and investors are eager to see if this trend continues.

Bull Confirmed If

An EPS of $1.30 or higher would confirm the bull case, indicating strong profitability.

Bear Confirmed If

An EPS below $1.00 would raise concerns about the company's growth trajectory.

Pre-Earnings Positioning

Options Market

Implied Move

±26.1%

Historical Avg

±1.7%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±26.1% while MANH has averaged ±1.7% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

47.5%

Calls (5K)P/C Ratio: 2.27Puts (7K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Information Technology

n=30

Fade rate: 4 of 9 (44%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Manhattan Associates beats expectations, history suggests a positive reaction, with an average 1-day move of +0.39%, confirming ongoing demand for its solutions.

In-Line / Cautious

If results are in line with expectations, the stock may see limited movement as investors await further guidance from management.

Miss

A miss could lead to a negative reaction, potentially resulting in a decline similar to the average 1-day move when they miss, which is currently not available.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on customer acquisition strategies and their effectiveness.
2Insights into the competitive landscape and how the company plans to differentiate itself.
3Management's outlook on software demand in the current economic climate.
4Details on any new product launches or enhancements to existing solutions.
5Comments on operational efficiencies and cost management efforts.