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ADBE vs MANH
Which Stock Would AI Choose? Adobe Inc. (ADBE) vs. Manhattan Associates, Inc. (MANH) Stock Comparison
Key Takeaways
- ADBE reported record Q2 FY2026 revenue of $6.62 billion with AI-first annualized recurring revenue (ARR) exceeding $500 million, yet shares faced pressure from leadership transitions.
- MANH delivered strong Q2 2026 results with 9.3% revenue growth and raised full-year guidance, driving a sharp post-earnings rally in late July.
- ADBE operates in creative and digital experience software with broad exposure to AI monetization efforts, while MANH focuses on supply chain and omnichannel commerce solutions emphasizing cloud subscriptions.
- Recent market activity shows MANH exhibiting stronger momentum from earnings beats and guidance upgrades compared to ADBE’s valuation reset amid executive changes.
- Both companies maintain solid profitability metrics, though ADBE offers larger scale and free cash flow generation while MANH demonstrates higher relative growth in recurring cloud revenue.
- Sector positioning places ADBE in creative software and MANH in supply chain technology, creating distinct risk and catalyst profiles for investors.
Introduction
Adobe Inc. (ADBE) and Manhattan Associates, Inc. (MANH) represent two distinct segments within the application software industry, making their comparison relevant for traders and investors seeking exposure to technology-driven growth themes. ADBE provides creative, document, and customer experience platforms, while MANH delivers supply chain and omnichannel commerce solutions. This analysis examines recent performance, business models, and market positioning to assist those evaluating relative opportunities in software equities amid evolving AI and cloud adoption trends. The comparison draws on verifiable developments from recent market activity without forward-looking speculation.
ADBE Overview and Recent Performance
Adobe Inc. (ADBE) develops and markets creative, document management, and digital experience software used globally by professionals and enterprises. In recent weeks, the company announced a leadership transition effective December 1, 2026, with Anil Chakravarthy assuming the role of President and CEO and Shantanu Narayen becoming Executive Chair. This followed Q2 FY2026 results showing record revenue of $6.62 billion, up 13% year-over-year, alongside AI-first ARR surpassing $500 million. Shares experienced volatility after the earnings release and subsequent executive announcements, reflecting market digestion of strategic shifts toward broader AI accessibility. Sentiment has been influenced by strong operational metrics tempered by near-term growth moderation signals and leadership considerations.
MANH Overview and Recent Performance
Manhattan Associates, Inc. (MANH) provides supply chain, warehouse management, and omnichannel commerce software primarily to retailers and distributors. In recent market activity, the company reported Q2 2026 results featuring 9.3% revenue growth to $297.8 million and a 26% increase in cloud subscription revenue, prompting an upward revision to full-year guidance. Shares responded positively to the earnings beat and strengthened outlook, sustaining elevated levels into subsequent weeks. Performance has been supported by record bookings, expanding remaining performance obligations (RPO), and adoption of AI-enhanced planning tools. Sentiment reflects continued demand for cloud-based supply chain solutions amid enterprise modernization efforts.
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Head-to-Head Comparison
ADBE and MANH differ markedly in scale and end markets. ADBE maintains a significantly larger market capitalization and generates substantial free cash flow from subscription-based creative and experience platforms, offering stability but facing competition in AI tool adoption. MANH operates at smaller scale with higher exposure to cloud subscription growth in supply chain software, delivering stronger recent revenue acceleration and RPO expansion. Momentum favors MANH following its July earnings-driven rally, while ADBE contends with valuation compression and leadership transition effects. Risk factors include ADBE’s sensitivity to software spending cycles in creative sectors versus MANH’s dependence on retail and logistics capital expenditures. Sector exposure positions ADBE within broader digital transformation themes and MANH in operational efficiency for physical supply chains, creating complementary yet non-overlapping investor considerations.
Tickeron AI Verdict
Based on observable factors such as recent earnings consistency, cloud revenue trends, and relative price stability, Tickeron’s AI models currently assign a higher probabilistic preference to MANH over ADBE. MANH demonstrates stronger near-term momentum from guidance upgrades and recurring revenue expansion, alongside more contained volatility in recent sessions. ADBE shows solid fundamentals but faces transitional headwinds that may require additional quarters to resolve. This assessment reflects data-driven pattern recognition rather than directional certainty and remains subject to evolving market inputs.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ADBE is a StrongBuy and MANH is a Hold.
| ADBE | MANH | ADBE / MANH | |
| Capitalization | 106B | 12.3B | 862% |
| EBITDA | 10.1B | 289M | 3,495% |
| Gain YTD | -24.112 | 22.059 | -109% |
| P/E Ratio | 14.83 | 60.63 | 24% |
| Revenue | 25.2B | 1.13B | 2,238% |
| Total Cash | 5.63B | 186M | 3,025% |
| Total Debt | 7.07B | 53.9M | 13,108% |
ADBE | MANH | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 82 | 74 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 63 Fair valued | 91 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 81 | |
SMR RATING 1..100 | 18 | 14 | |
PRICE GROWTH RATING 1..100 | 50 | 39 | |
P/E GROWTH RATING 1..100 | 83 | 36 | |
SEASONALITY SCORE 1..100 | 50 | 49 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
ADBE's Valuation (63) in the Packaged Software industry is in the same range as MANH (91). This means that ADBE’s stock grew similarly to MANH’s over the last 12 months.
MANH's Profit vs Risk Rating (81) in the Packaged Software industry is in the same range as ADBE (100). This means that MANH’s stock grew similarly to ADBE’s over the last 12 months.
MANH's SMR Rating (14) in the Packaged Software industry is in the same range as ADBE (18). This means that MANH’s stock grew similarly to ADBE’s over the last 12 months.
MANH's Price Growth Rating (39) in the Packaged Software industry is in the same range as ADBE (50). This means that MANH’s stock grew similarly to ADBE’s over the last 12 months.
MANH's P/E Growth Rating (36) in the Packaged Software industry is somewhat better than the same rating for ADBE (83). This means that MANH’s stock grew somewhat faster than ADBE’s over the last 12 months.
| ADBE | MANH | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 76% | 1 day ago 68% |
| Stochastic ODDS (%) | 1 day ago 71% | 1 day ago 73% |
| Momentum ODDS (%) | 1 day ago 76% | 1 day ago 70% |
| MACD ODDS (%) | 1 day ago 73% | 1 day ago 63% |
| TrendWeek ODDS (%) | 1 day ago 71% | 1 day ago 69% |
| TrendMonth ODDS (%) | 1 day ago 58% | 1 day ago 70% |
| Advances ODDS (%) | 1 day ago 63% | 13 days ago 69% |
| Declines ODDS (%) | 6 days ago 70% | 5 days ago 68% |
| BollingerBands ODDS (%) | 1 day ago 79% | 1 day ago 53% |
| Aroon ODDS (%) | 1 day ago 49% | 1 day ago 65% |
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
ADBE’s FA Score shows that 1 FA rating(s) are green while MANH’s FA Score has 1 green FA rating(s).
- ADBE’s FA Score: 1 green, 4 red.
- MANH’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
ADBE’s TA Score shows that 5 TA indicator(s) are bullish while MANH’s TA Score has 4 bullish TA indicator(s).
- ADBE’s TA Score: 5 bullish, 4 bearish.
- MANH’s TA Score: 4 bullish, 5 bearish.
Price Growth
ADBE (@Packaged Software) experienced а -0.34% price change this week, while MANH (@Packaged Software) price change was -1.04% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was -0.57%. For the same industry, the average monthly price growth was -6.74%, and the average quarterly price growth was +5.37%.
Reported Earning Dates
ADBE is expected to report earnings on Dec 10, 2026.
MANH is expected to report earnings on Oct 27, 2026.
Industries' Descriptions
@Packaged Software (-0.57% weekly)Packaged software comprises multiple software programs bundled together and sold as a group. For example, Microsoft Office includes multiple applications such as Excel, Word, and PowerPoint. In some cases, buying a bundled product is cheaper than purchasing each item individually[s20] . Microsoft Corporation, Oracle Corp. and Adobe are some major American packaged software makers.
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