<div id="readability-page-1"><div><ul> <li>Pacsun announced the successful deployment of Manhattan Associates' cloud-native Manhattan Active® Point of Sale across more than 300 stores, supporting mobile checkout, unified inventory, and omnichannel fulfillment after a rapid eight-week rollout from pilot phase.</li> <li>The move allowed Pacsun to achieve record holiday revenues and reduce logistics expenses by 25%, highlighting the impact of unified commerce solutions on retail operations.</li> <li>We'll explore how Pacsun's broad adoption of Manhattan Active POS strengthens Manhattan Associates' investment narrative through demonstrated improvements in retail efficiency and customer engagement.</li> </ul><p>AI is about to change healthcare. These 30 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.</p><h2>What Is Manhattan Associates' Investment Narrative?</h2><p>Anyone watching Manhattan Associates has likely noticed the pullback in share price despite strong revenue and earnings trends. The recent Pacsun rollout of Manhattan Active® POS, delivering clear operational wins like record holiday revenue and significant logistics cost savings, comes at a time when investors are closely watching for short-term catalysts to help reverse underperformance versus peers and the broader market. This high-profile deployment could be a material catalyst by reinforcing the relevance of Manhattan’s omnichannel solutions to retailers navigating tighter margins and shifting consumer habits. It also addresses prior concerns about the pace of customer wins and the real-world benefits of platform adoption. However, the competitive software sector and Manhattan’s high valuation multiples remain risks, especially if these deployments don’t consistently translate into broad-based client wins or margin growth. Investors now must weigh new evidence of client success against these ongoing challenges.</p><p> Yet, looming litigation could cast a shadow on positive developments for Manhattan Associates.  Manhattan Associates' shares have been on the rise but are still potentially undervalued by 24%. Find out what it's worth.</p><h2>Exploring Other Perspectives</h2><figure><img height="476" src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/932912c6-0960-4475-b00a-aa3676dad717/chart/community-fair-value?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="746" original-src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/932912c6-0960-4475-b00a-aa3676dad717/chart/community-fair-value"/><figcaption>MANH Community Fair Values as at Nov 2025</figcaption></figure><p> Simply Wall St Community fair value estimates stretch from US$578,000 to a very large US$5,782,000, reflecting the views of 8 different retail investors. This diversity of opinion highlights how market participants can interpret new catalysts, such as successful client rollouts, in very different ways. For a complete picture, compare these views to risks like market volatility that may continue to shape Manhattan’s performance.</p><p>Explore 8 other fair value estimates on Manhattan Associates - why the stock might be a potential multi-bagger!</p><h2>Build Your Own Manhattan Associates Narrative</h2><p>Disagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.</p><ul><li>A great starting point for your Manhattan Associates research is our analysis highlighting 3 key rewards that could impact your investment decision.</li><li>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.</li></ul><h2>Want Some Alternatives?</h2><p>Early movers are already taking notice. See the stocks they're targeting before they've flown the coop:</p><ul><li>The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 26 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement.</li><li>Find companies with promising cash flow potential yet trading below their fair value.</li><li>These 12 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch.</li></ul> <p><em> This article by Simply Wall St is general in nature. <strong>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.</strong> 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.</em></p></div></div>

MANH

<p>Pacsun successfully deployed Manhattan Associates' cloud-native Manhattan Active® Point of Sale across 300+ stores, achieving record holiday revenues and reducing logistics expenses by 25%. This strengthens Manhattan Associates' investment narrative by demonstrating retail efficiency and customer engagement improvements. Despite strong revenue and earnings trends, Manhattan Associates faces risks from high valuation multiples and competitive software sector. Investors must weigh new client success evidence against ongoing challenges, including looming litigation. Manhattan Associates' shares are potentially undervalued by 24%.</p>

The Bull Case For Manhattan Associates (MANH) Could Change Following Pacsun's Rapid Omnichannel POS Rollout Success