Manhattan Associates Q4 revenue and EPS beat estimates
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.
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