Earlier this week, Manhattan Associates announced major AI-powered enhancements to its Manhattan Active Omni and Active platform, including embedded agentic AI for store and contact center teams, new AI agents, and a fulfillment optimization simulation engine aimed at improving retail and supply chain operations. A distinctive aspect of this launch is Manhattan Agent Foundry, which lets customers build or customize interoperable AI agents using natural language and APIs directly inside the platform. We’ll now consider how this expanded embedded agentic AI capability shapes Manhattan Associates’ investment narrative over the coming period.
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What Is Manhattan Associates’ Investment Narrative?
To own Manhattan Associates today, you need to believe its deep supply chain and omnichannel footprint can keep attracting large retailers even as growth expectations and valuation already bake in a lot of optimism. The new embedded AI Agents, Agent Foundry, and fulfillment simulation engine strengthen the story that Manhattan is a “systems-of-record” platform adding practical automation rather than experimental AI, which could support contract wins and upsell discussions heading into the upcoming Q4 2025 earnings call. At the same time, recent price target cuts alongside a still-rich earnings multiple underline that execution on these AI capabilities matters, especially after a year of slower earnings and revenue growth versus the wider software sector. If customers are slow to adopt or pay for these new AI layers, the risk/reward can shift quickly.
However, investors should also consider how quickly retailers will actually adopt and scale these AI tools.
Manhattan Associates’ shares have been on the rise but are still potentially undervalued by 30%. Find out what it’s worth.Exploring Other Perspectives
MANH 1-Year Stock Price Chart Six fair value estimates from the Simply Wall St Community span from very low to above US$250, underscoring how far apart individual views sit. Set against Manhattan’s premium earnings multiple and execution risks around monetizing its new AI platform, this spread shows why you might want to weigh several perspectives before forming a view on the company’s prospects.
Explore 6 other fair value estimates on Manhattan Associates – why the stock might be worth as much as 43% more than the current price!
Build Your Own Manhattan Associates Narrative
Disagree with this assessment? Create your own narrative in under 3 minutes – extraordinary investment returns rarely come from following the herd.
A great starting point for your Manhattan Associates research is our analysis highlighting 3 key rewards that could impact your investment decision.Our free Manhattan Associates research report provides a comprehensive fundamental analysis summarized in a single visual – the Snowflake – making it easy to evaluate Manhattan Associates’ overall financial health at a glance.Contemplating Other Strategies?
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This article by Simply Wall St is general in nature. We provide commentary based on historical data
and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your
financial situation. We aim to bring you long-term focused analysis driven by fundamental data.
Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.
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