Manhattan Associates Q4 revenue and EPS beat estimates

Manhattan Associates

27/01/2026 21:15

Overview

Supply chain solutions provider's Q4 revenue rose, beating analyst expectations

Adjusted EPS for Q4 beat analyst expectations

Company repurchased 415,925 shares for $75 mln in Q4

Outlook

Manhattan Associates forecasts 2026 revenue between $1.133 bln and $1.153 bln

Company expects 2026 adjusted EPS between $5.04 and $5.20

Manhattan Associates anticipates 2026 GAAP operating margin between 24.1% and 24.7%

Result Drivers

CLOUD SUBSCRIPTIONS - Cloud subscription revenue rose to $108.6 mln in Q4 2025 from $90.3 mln in Q4 2024, driving overall revenue growth

CLOUD BOOKINGS - Record cloud bookings and market share gains contributed to Q4 performance, according to CEO Eric Clark

AI AGENTS - Introduction of new AI agents expected to enhance customer results, per CEO Eric Clark

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$270.40 mln
$265.53 mln (9 Analysts)
Q4 Adjusted EPS
Beat
$1.21
$1.12 (9 Analysts)
Q4 EPS
$0.86
Q4 Cloud Revenue
$108.60 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 10 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the it services & consulting peer group is "buy"

Wall Street's median 12-month price target for Manhattan Associates Inc is $225.00, about 26.9% above its January 26 closing price of $177.27

The stock recently traded at 34 times the next 12-month earnings vs. a P/E of 40 three months ago

Press Release: ID:nBw4t0z6na

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)