AI sell-off is 'unfairly penalizing' Industrial Software, analyst says [Yahoo! Finance]
Manhattan Associates, Inc. (MANH)
Last manhattan associates, inc. earnings: 4/21 04:05 pm
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Source: Yahoo! Finance
argue the reaction has been excessive and misunderstands where value is created in enterprise software. Barclays analyst Guy Hardwick argues the market's narrative that AI will destroy the economics of software-as-a-service (SaaS) businesses overlooks the importance of services, domain expertise and operational reliability that customers actually pay for. He said the “SaaS AI bear case is overdone,” adding that AI should represent “an incremental opportunity for our Industrial Software names rather than a threat.” The AI sell-off “is unfairly penalizing Industrial Software,” he emphasized. The belief AI will commoditize enterprise software is based on the flawed assumption that customers primarily pay for code. “While AI commoditizes code generation, it highlights the economic value of the service in SaaS. If code is a commodity, the value is the deep domain expertise, reliable service, and hybrid (deterministic + probabilistic) architectures,” Hardwick explained in a note.
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MANH
Earnings
- 1/27/26 - Beat
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- 3/3/26 - Form 4
- 3/3/26 - Form 4
- MANH's page on the SEC website