MANH
Market read
The latest filing is mixed. 0 of 0 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.
Invalidation: The isolated read changes if MANH's group or a disclosed connection begins moving with it.
Research brief
The latest filing is mixed. 0 of 0 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“The Company recorded a restructuring expense of approximately $8.3 million pretax ($6.2 million after-tax or $0.11 per fully diluted share) in the second quarter of 2026, which is partially offset by the $2.9 million expense in January 2025 for the eliminatio…”10-Q · Jul 31, 2026 ↗
“Increased competition could result in price reductions, fewer customer orders, reduced earnings and margins, and loss of market share.”10-K · Feb 4, 2026 ↗
“Cash flow from operating activities for 2025 increased $94.5 million compared to 2024 due to the timing of cash collections from our customers and decrease in cash taxes owed from the acceleration of the deduction for domestic research and development expendi…”10-K · Feb 4, 2026 ↗
“Operating income and margin decreased primarily due to the restructuring expense as well as an increase in sales and marketing expenses.”10-Q · Jul 31, 2026 ↗
Valuation discipline
Price/sales 11.3× · EV/sales 11.0×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 30 Sept, 10:40 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for MANH. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment · baseline
10-Q filed 2026-04-24 against the comparable filing from 2025-04-25.
“Sales and marketing expenses increased $6.7 million in the quarter ended March 31, 2026 compared to the same quarter in the prior year primarily due to $2.8 million increase in compensation and other personnel-related expenses, a $2.3 million increase in performance-based compensation expense, and a $1.2 million increase in marketing and campaign program expenses.”
“Operating income increased primarily due to increased cloud subscriptions revenue, and operating margin decreased primarily due to increased sales and marketing expenses.”
“The decrease in maintenance revenue for the Americas segment is primarily driven by customer demand for cloud-based solutions over perpetual software licenses.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“Existing competitors include: • Corporate information technology departments of current or potential customers capable of internally developing solutions; • ERP vendors, including: Oracle, SAP and Infor, among others; • Supply chain execution and planning ven…”
Filing peers
Companies whose filings use similar operating language.
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What is moving around it
MANH is currently a Early Follower in the organic co-movement group Unknown Theme. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for MANH; it is not active in the latest market snapshot.
Context history
No durable theme membership has been observed for this name yet.