MANH Manhattan Associates Загрузка... : Бычьи и медвежьи мнения аналитиков
Загрузка графика...
Лучшие сигналы
Лента
05:13
20 авг
20 авг
MANH: warehouse AI agents drive cloud growth
Own MANH as a top Physical AI software pick: its embedded warehouse orchestration layer is adding AI agents across 10%+ of the install base, with completed pilots converting to subscriptions, supporting cloud revenue growth and high-margin recurring RPO expansion.
Сред.
22:47
19 авг
19 авг
Companies highlighted within physical AI investment theme
Categorizes these companies as part of the software planning and control systems layer within the physical AI investment theme.
Низ.
12:04
18 авг
18 авг
The author explicitly names Manhattan Associates as one of the first two Layer 5 software companies he wants to discuss, saying the companies that interest him most have software 'deeply embedded into
The author explicitly names Manhattan Associates as one of the first two Layer 5 software companies he wants to discuss, saying the companies that interest him most have software 'deeply embedded into the customer's workload and data' or own the operating layer — fitting his durability bar for planning software.
Risk: The author says he is not investing in MANH today and warns against basing investment decisions on his brief summaries; no valuation or near-term catalyst is provided in the excerpt.
09:30
16 апр
16 апр
Warehouses are becoming increasingly large and complex, requiring advanced automation. Manhattan Associates (MANH) provides proprietary, niche software that cannot be easily replaced by AI "vibe coding," giving it a strong moat. Start a position in MANH as a resilient SaaS play benefiting from supply chain modernization. General software/SaaS sector weakness ("Saaspocalypse").
Низ.
Об аналитическом покрытии MANH
Buzzberg отслеживает MANH (Manhattan Associates) в 3 источниках. Бычьих сигналов: 1, медвежьих: 0, от 2 аналитиков. Сентимент преимущественно бычий (25%). Всего отслеживаются 4 торговые идеи. За последние 7 дней: наблюдение: 3. Последние спикеры: crux_capital_, r/stocks community.