Manhattan Associates – My Comeback Thesis is Paying Off! I Expect New All-Time Highs

Gartner expects that global spending on supply chain software with AI agents will rise from less than 2 billion USD in 2025 to 53 billion USD in 2030.
Andreas Zehetner
A. Zehetner
Reading Time: 2 minutes

Manhattan Associates (MANH) I already introduced in April as a comeback candidate among quality stocks. Just on October 20, I wrote that I expect a continuation of the new upward movement with strong cloud growth. The new figures confirm this expectation. Manhattan manages warehouses, transports, and orders for large retailers and logistics companies with its software. After the quarterly report, the stock jumped by about 10%. What I particularly like is that customers are increasingly subscribing to Active AI's AI agents directly, without going...

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