曼哈顿Associates提高2026年的收入预测,结果强劲,AI驱动增长,但股价下跌,销售量大。 Manhattan Associates raised 2026 earnings forecast amid strong results and AI-driven growth, but shares dropped on heavy selling.

曼哈顿联营公司将2026年的收入预测提高到高于估计的每股5.04至5.20美元,预期收入为1.1B-1.2B美元。 Manhattan Associates raised its 2026 earnings forecast to $5.04–$5.20 per share, above estimates, and expects revenue of $1.1B–$1.2B. 该公司报告说,2025年的Q4成绩强劲,收入为1.21 EPS和270.39M美元,比上一年增加5.7%,原因是云收入和新的AI代理工具增加了20%。 The company reported strong Q4 2025 results with $1.21 EPS and $270.39M in revenue, up 5.7% year-over-year, driven by a 20% rise in cloud revenue and new AI agent tools. 其余的履约义务达到2.2B美元,上升25%,公司采用了新的“简化的ARR”标准,超过600万美元。 Remaining performance obligations hit $2.2B, up 25%, and the company introduced a new “ramped ARR” metric exceeding $600M. 尽管存在积极的基本因素,但股价大幅下降,从7.54美元降至169.73美元。 Despite positive fundamentals, shares fell $7.54 to $169.73 on heavy volume.