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Manhattan Associates: The Valuation Expansion Has Gone Too Far

Since my last coverage of Manhattan Associates, Inc. (NASDAQ: MANH ), where I upgraded its rating from hold to buy amid the tariff panic, the stock has performed above expectations (+26.7% return), and the management has recently raised itsTriba Research's mission is to uncover high-quality businesses with the potential to deliver sustainable, double-digit returns over the long term. The investment strategy focuses on identifying companies with strong competitive advantages, operating in growing markets, ma ...