MANH Manhattan Associates Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
09:30
Apr 16
Apr 16
r/stocks
Warehouses are becoming increasingly large and complex, requiring advanced automation.
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").
MANH
Manhattan Associates
Long
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21:48
Feb 02
Feb 02
Bloomberg Markets
Manhattan Associates growing supply-chain software demand
Manhattan Associates reported a good fourth quarter and full year 2025, with cloud revenue up, ramped ARR up 23%, and remaining performance obligations up 25%. It remains the supply-chain software market leader, winning more than 70% of deals. Customers continue to buy across warehouse, transportation, order management, point of sale and supply-chain planning, and its AI agents/Foundry are producing measurable ROI through headcount reductions and efficiency gains, such as 3% more shipping lines and up to 40% lower logistics expenses for store-fulfilled online orders.
MANH
Manhattan Associates
Long
1ST
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20:25
Jan 22
Jan 22
r/ValueInvesting
Complex warehouse software with switching costs but services revenue limits growth.
Author sees Manhattan Associates as building software for complex warehouses, with high expertise and complexity creating switching costs and intangible assets. Unlike pure software companies, MANH generates a massive portion of revenue from implementing its own software. The stated caveat is that roughly half of revenue comes from professional services, requiring proportional hiring and limiting growth speed relative to pure software companies.
MANH
Manhattan Associates
Long
1ST
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About MANH Investor Commentary
Across the available history and selected sources, Buzzberg tracks MANH (Manhattan Associates) across 7 sources: 3 bullish vs 0 bearish calls from 5 authors. Historical directional balance: 38% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 8 total trade ideas tracked. Latest voices: r/stocks community, Eric Clark, u/Ancient_Bobcat_9150.