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DOCN or DSGX or MANH
Which Stock Would AI Choose? DigitalOcean (DOCN) vs. Descartes Systems (DSGX) vs. Manhattan Associates (MANH) Stock Comparison
Key Takeaways
- DOCN delivered robust Q1 2026 results with 22% revenue growth and explosive AI customer ARR expansion, triggering analyst upgrades and a promotion to the S&P MidCap 400 index.
- DSGX reported solid fiscal 2026 results earlier in the year and remains positioned ahead of its upcoming Q1 2027 earnings release scheduled for June 3, 2026.
- MANH posted steady Q1 2026 revenue growth of 7.4% and raised full-year guidance, supporting modest post-earnings share gains in recent weeks.
- Relative momentum favors DOCN amid AI infrastructure demand, while DSGX and MANH offer more stable supply-chain and logistics exposure with lower near-term volatility.
- Valuation sensitivity and sector positioning create distinct risk-reward profiles across the three names in the current market environment.
Introduction
This comparison examines three software-focused equities—DOCN, DSGX, and MANH—that operate in adjacent but differentiated segments of the technology sector. DigitalOcean provides cloud infrastructure with a growing AI emphasis, Descartes Systems delivers global logistics and trade management solutions, and Manhattan Associates specializes in supply-chain and omnichannel commerce platforms. Institutional investors, growth-oriented traders, and sector allocators seeking relative performance insights across cloud infrastructure and enterprise software may find the analysis relevant for portfolio positioning decisions.
DOCN Overview and Recent Performance
DigitalOcean Holdings, Inc. operates a cloud computing platform serving developers and small-to-medium businesses. In recent market activity, the stock benefited from first-quarter 2026 results that showed revenue of $258 million, up 22% year-over-year, alongside annual recurring revenue reaching $1,032 million. AI-related customer annual recurring revenue surged 221% to $170 million, underscoring accelerating demand. The company also launched its AI-Native Cloud offering and received multiple analyst upgrades following the earnings release. These factors contributed to elevated share-price momentum and index inclusion in the S&P MidCap 400 during recent weeks.
DSGX Overview and Recent Performance
The Descartes Systems Group Inc. provides cloud-based logistics and supply-chain management software. Recent performance has been steady following the release of fiscal 2026 results, which included 12% revenue growth to $729 million and a 14% increase in net income. With its next quarterly update scheduled for early June 2026, investor attention has focused on execution consistency rather than immediate catalysts. Share-price movement remained measured amid broader market conditions, reflecting the company’s established position in global trade compliance and transportation management.
MANH Overview and Recent Performance
Manhattan Associates, Inc. develops warehouse management and supply-chain execution software. First-quarter 2026 revenue reached $282.2 million, representing 7.4% year-over-year growth, while remaining performance obligations expanded 24% to $2.35 billion. Improved full-year guidance and solid demand across its Manhattan Active platform supported share gains in the weeks following the April earnings release. Recent shareholder approval of governance and compensation proposals added to a constructive backdrop without introducing material new catalysts.
Trending AI Robots
Tickeron maintains a curated section of its platform dedicated to Trending AI Robots, showcasing the most suitable automated trading strategies drawn from hundreds of AI trading bots that collectively cover thousands of different tickers. Only those demonstrating strong alignment with prevailing market conditions, consistent performance metrics, and appropriate risk parameters earn placement in this dynamic list. The available bots encompass a wide range of trading styles, strategies, timeframes, performance statistics, and ticker universes, allowing users to explore options that match specific objectives. For further details on current selections and performance ranges, visit the Trending AI Robots page.
Head-to-Head Comparison
Business models differ markedly: DOCN emphasizes scalable cloud infrastructure with an AI-native tilt, while DSGX and MANH focus on mission-critical supply-chain and logistics applications. Growth drivers therefore vary, with DOCN exhibiting the highest recent sensitivity to artificial-intelligence spending and MANH and DSGX tied more closely to global trade volumes and e-commerce fulfillment. Recent momentum has been strongest for DOCN following its earnings beat and product launch, whereas DSGX and MANH have shown more measured advances. Risk factors include valuation compression for high-growth cloud names versus execution and macro exposure for logistics software providers. Sector exposure places DOCN in infrastructure/cloud and the other two in enterprise application software, creating distinct valuation and sentiment dynamics.
Tickeron AI Verdict
Based on observable factors such as recent trend consistency, earnings momentum, and AI-related catalysts, Tickeron’s AI models currently assign a higher probabilistic weighting to DOCN relative to the peer group. The combination of accelerating AI customer growth, post-earnings share-price response, and index inclusion provides measurable differentiation in the near term, although outcomes remain subject to broader market conditions and execution follow-through.
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.
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 undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
DOCN’s FA Score shows that 2 FA rating(s) are green whileDSGX’s FA Score has 0 green FA rating(s), and MANH’s FA Score reflects 1 green FA rating(s).
- DOCN’s FA Score: 2 green, 3 red.
- DSGX’s FA Score: 0 green, 5 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.
DOCN’s TA Score shows that 3 TA indicator(s) are bullish while DSGX’s TA Score has 5 bullish TA indicator(s), and MANH’s TA Score reflects 5 bullish TA indicator(s).
- DOCN’s TA Score: 3 bullish, 5 bearish.
- DSGX’s TA Score: 5 bullish, 5 bearish.
- MANH’s TA Score: 5 bullish, 5 bearish.
Price Growth
DOCN (@Computer Communications) experienced а +8.93% price change this week, while DSGX (@Packaged Software) price change was +2.29% , and MANH (@Packaged Software) price fluctuated -1.61% for the same time period.
The average weekly price growth across all stocks in the @Computer Communications industry was -6.75%. For the same industry, the average monthly price growth was +3.38%, and the average quarterly price growth was +20.23%.
The average weekly price growth across all stocks in the @Packaged Software industry was -4.49%. For the same industry, the average monthly price growth was -0.22%, and the average quarterly price growth was -9.62%.
Reported Earning Dates
DOCN is expected to report earnings on Aug 12, 2026.
DSGX is expected to report earnings on Sep 09, 2026.
MANH is expected to report earnings on Jul 28, 2026.
Industries' Descriptions
@Computer Communications (-6.75% weekly)Computer communications industry develops technology that allows computing devices to exchange data with each other using connections/data links between nodes. Common types of computer network include Cloud (IAN), Internet, Wide (WAN, Local (LAN)/Wireless(WLAN) etc. The industry is an ever-more important part of technology, and is set to become even bigger as the Internet of Things (IoT) rapidly forays into the various aspects of our lives. Cisco Systems, Inc., Palo Alto Networks, Inc. and Arista Networks, Inc., Fortinet, Inc. are some of the major computer communications companies.
@Packaged Software (-4.49% 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.
| DOCN | DSGX | MANH | |
| Capitalization | 17.7B | 6.49B | 8.74B |
| EBITDA | 370M | 305M | 288M |
| Gain YTD | 253.013 | -13.917 | -14.812 |
| P/E Ratio | 74.50 | 37.54 | 41.36 |
| Revenue | 949M | 729M | 1.1B |
| Total Cash | 741M | 357M | 226M |
| Total Debt | 1.3B | 8.36M | 55.7M |
DSGX | MANH | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 22 | 71 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 75 Overvalued | 88 Overvalued | |
PROFIT vs RISK RATING 1..100 | 82 | 91 | |
SMR RATING 1..100 | 69 | 12 | |
PRICE GROWTH RATING 1..100 | 58 | 59 | |
P/E GROWTH RATING 1..100 | 87 | 76 | |
SEASONALITY SCORE 1..100 | 27 | 75 |
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.
DSGX's Valuation (75) in the Information Technology Services industry is in the same range as MANH (88) in the Packaged Software industry. This means that DSGX’s stock grew similarly to MANH’s over the last 12 months.
DSGX's Profit vs Risk Rating (82) in the Information Technology Services industry is in the same range as MANH (91) in the Packaged Software industry. This means that DSGX’s stock grew similarly to MANH’s over the last 12 months.
MANH's SMR Rating (12) in the Packaged Software industry is somewhat better than the same rating for DSGX (69) in the Information Technology Services industry. This means that MANH’s stock grew somewhat faster than DSGX’s over the last 12 months.
DSGX's Price Growth Rating (58) in the Information Technology Services industry is in the same range as MANH (59) in the Packaged Software industry. This means that DSGX’s stock grew similarly to MANH’s over the last 12 months.
MANH's P/E Growth Rating (76) in the Packaged Software industry is in the same range as DSGX (87) in the Information Technology Services industry. This means that MANH’s stock grew similarly to DSGX’s over the last 12 months.
| DOCN | DSGX | MANH | |
|---|---|---|---|
| RSI ODDS (%) | 2 days ago 87% | 2 days ago 74% | 2 days ago 64% |
| Stochastic ODDS (%) | 2 days ago 84% | 2 days ago 54% | 2 days ago 65% |
| Momentum ODDS (%) | 2 days ago 86% | 2 days ago 68% | 2 days ago 69% |
| MACD ODDS (%) | 2 days ago 74% | 2 days ago 64% | 2 days ago 69% |
| TrendWeek ODDS (%) | 2 days ago 83% | 2 days ago 61% | 2 days ago 68% |
| TrendMonth ODDS (%) | 2 days ago 83% | 2 days ago 60% | 2 days ago 67% |
| Advances ODDS (%) | 3 days ago 81% | 6 days ago 61% | 6 days ago 67% |
| Declines ODDS (%) | 20 days ago 82% | 4 days ago 54% | 2 days ago 65% |
| BollingerBands ODDS (%) | 2 days ago 79% | 2 days ago 74% | 2 days ago 83% |
| Aroon ODDS (%) | 2 days ago 83% | 2 days ago 74% | 2 days ago 74% |
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DOCN and
Correlation & Price change
A.I.dvisor indicates that over the last year, DOCN has been closely correlated with COIN. These tickers have moved in lockstep 68% of the time. This A.I.-generated data suggests there is a high statistical probability that if DOCN jumps, then COIN could also see price increases.
| Ticker / NAME | Correlation To DOCN | 1D Price Change % | ||
|---|---|---|---|---|
| DOCN | 100% | -5.89% | ||
| COIN - DOCN | 68% Closely correlated | -7.15% | ||
| CLSK - DOCN | 64% Loosely correlated | -7.09% | ||
| RIOT - DOCN | 61% Loosely correlated | -10.27% | ||
| WEAV - DOCN | 57% Loosely correlated | -1.39% | ||
| PCOR - DOCN | 56% Loosely correlated | -4.20% | ||
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DSGX and
Correlation & Price change
A.I.dvisor indicates that over the last year, DSGX has been loosely correlated with MANH. These tickers have moved in lockstep 59% of the time. This A.I.-generated data suggests there is some statistical probability that if DSGX jumps, then MANH could also see price increases.
| Ticker / NAME | Correlation To DSGX | 1D Price Change % | ||
|---|---|---|---|---|
| DSGX | 100% | -3.14% | ||
| MANH - DSGX | 59% Loosely correlated | -1.95% | ||
| DOCN - DSGX | 56% Loosely correlated | -5.89% | ||
| PCOR - DSGX | 55% Loosely correlated | -4.20% | ||
| CLSK - DSGX | 53% Loosely correlated | -7.09% | ||
| SNPS - DSGX | 52% Loosely correlated | -5.99% | ||
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MANH and
Correlation & Price change
A.I.dvisor indicates that over the last year, MANH has been loosely correlated with DT. These tickers have moved in lockstep 65% of the time. This A.I.-generated data suggests there is some statistical probability that if MANH jumps, then DT could also see price increases.
| Ticker / NAME | Correlation To MANH | 1D Price Change % | ||
|---|---|---|---|---|
| MANH | 100% | -1.95% | ||
| DT - MANH | 65% Loosely correlated | -2.45% | ||
| INTA - MANH | 63% Loosely correlated | -0.08% | ||
| PCOR - MANH | 62% Loosely correlated | -4.20% | ||
| FRSH - MANH | 61% Loosely correlated | -1.30% | ||
| PCTY - MANH | 60% Loosely correlated | +0.78% | ||
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