Braze vs Manhattan Associates: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Braze Inc (BRZE)

Q3 202628 Aug – 9 Sep 2026

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Braze Beats Q2 but Weak Q3 Profit Outlook Sinks Shares

Q2 Beat and Raised Full-Year Revenue Guidance Braze reported Q2 revenue of $227 million, up 26% year over year, and raised full-year revenue guidance to $910–$913 million. This shows the core business is still growing and gave investors a reason to be optimistic before the profit warning.
It is the main positive fundamental result that contrasts with the negative guidance.
Weak Q3 Profit Guidance Triggers Selloff Braze guided Q3 non-GAAP EPS to 13–14 cents, below the 16 cents analysts expected, due to costs from its Forge conference, global events, and new sales hires. The stock fell as much as 19% as investors worried about near-term margins and slowing growth.
This is the direct cause of the sharp stock drop and the main new negative event.
AWS Partnership and Strong AI Adoption Braze announced a three-year strategic collaboration with AWS to boost co-selling and Marketplace adoption. Paid adoption of BrazeAI tools reached about one-third of large customers, up 900 basis points, and BrazeAI Decisioning Studio added $6.6 million in quarterly revenue.
It shows a concrete growth driver that could offset margin concerns over time.
Sector AI Rally Provides Temporary Lift On August 28, Braze jumped 10% as part of a broad enterprise software rally fueled by AI-driven earnings from Salesforce, CrowdStrike, and Okta. The move was not based on Braze-specific news and faded once its own guidance disappointed.
It explains the earlier price spike and shows how quickly sentiment reversed.

September 202628 Aug – 9 Sep 2026

▲2▼1

Braze Beats Q2 but Weak Q3 Profit Outlook Sinks Shares

Q2 Beat and Raised Full-Year Revenue Guidance Braze reported Q2 revenue of $227 million, up 26% year over year, and raised full-year revenue guidance to $910–$913 million. This shows the core business is still growing and gave investors a reason to be optimistic before the profit warning.
It is the main positive fundamental result that contrasts with the negative guidance.
Weak Q3 Profit Guidance Triggers Selloff Braze guided Q3 non-GAAP EPS to 13–14 cents, below the 16 cents analysts expected, due to costs from its Forge conference, global events, and new sales hires. The stock fell as much as 19% as investors worried about near-term margins and slowing growth.
This is the direct cause of the sharp stock drop and the main new negative event.
AWS Partnership and Strong AI Adoption Braze announced a three-year strategic collaboration with AWS to boost co-selling and Marketplace adoption. Paid adoption of BrazeAI tools reached about one-third of large customers, up 900 basis points, and BrazeAI Decisioning Studio added $6.6 million in quarterly revenue.
It shows a concrete growth driver that could offset margin concerns over time.
Sector AI Rally Provides Temporary Lift On August 28, Braze jumped 10% as part of a broad enterprise software rally fueled by AI-driven earnings from Salesforce, CrowdStrike, and Okta. The move was not based on Braze-specific news and faded once its own guidance disappointed.
It explains the earlier price spike and shows how quickly sentiment reversed.

Latest28 Aug – 9 Sep 2026

▲2▼1

Braze Beats Q2 but Weak Q3 Profit Outlook Sinks Shares

Q2 Beat and Raised Full-Year Revenue Guidance Braze reported Q2 revenue of $227 million, up 26% year over year, and raised full-year revenue guidance to $910–$913 million. This shows the core business is still growing and gave investors a reason to be optimistic before the profit warning.
It is the main positive fundamental result that contrasts with the negative guidance.
Weak Q3 Profit Guidance Triggers Selloff Braze guided Q3 non-GAAP EPS to 13–14 cents, below the 16 cents analysts expected, due to costs from its Forge conference, global events, and new sales hires. The stock fell as much as 19% as investors worried about near-term margins and slowing growth.
This is the direct cause of the sharp stock drop and the main new negative event.
AWS Partnership and Strong AI Adoption Braze announced a three-year strategic collaboration with AWS to boost co-selling and Marketplace adoption. Paid adoption of BrazeAI tools reached about one-third of large customers, up 900 basis points, and BrazeAI Decisioning Studio added $6.6 million in quarterly revenue.
It shows a concrete growth driver that could offset margin concerns over time.
Sector AI Rally Provides Temporary Lift On August 28, Braze jumped 10% as part of a broad enterprise software rally fueled by AI-driven earnings from Salesforce, CrowdStrike, and Okta. The move was not based on Braze-specific news and faded once its own guidance disappointed.
It explains the earlier price spike and shows how quickly sentiment reversed.

Manhattan Associates Inc (MANH)

Q3 202616 Jul – 27 Aug 2026

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Manhattan Associates Beats Q2, Raises 2026 Outlook; Legal Investigation Lingers

Q2 beat and raised 2026 guidance Manhattan Associates beat second-quarter estimates and raised its full-year 2026 revenue and adjusted earnings guidance. Cloud subscription revenue jumped 26%, and remaining performance obligations rose 23%, signaling strong future business. The stock jumped 11-25% on the news, as investors cheered the growth and outlook.
This is the main positive force behind the stock's recent move, directly driving the price up.
New Editions packaging expands market reach The company introduced a three-tier packaging strategy called Editions for its Manhattan Active solutions. This is a pricing and packaging change, not a new product, aimed at attracting more customers. It could broaden the addressable market and support future revenue growth, which is positive for the stock.
It explains a strategic move that could drive future demand and is part of the recent earnings announcement.
Share buybacks support stock Manhattan Associates repurchased about 874,000 shares for $125 million during the quarter, with $225 million remaining under its buyback program. Buybacks reduce the number of shares outstanding, which can boost earnings per share and support the stock price.
It highlights a capital return action that can positively influence the stock price.
Legal investigation into directors and officers Rosen Law Firm is investigating potential breaches of fiduciary duties by Manhattan Associates' directors and officers. While no lawsuit has been filed, the investigation could lead to legal action or governance changes, creating uncertainty that may weigh on the stock. This is a risk to watch.
It is a negative overhang that could pressure the stock, providing a fair counterweight to the positive news.

August 202616 Jul – 27 Aug 2026

▲3▼1

Manhattan Associates Beats Q2, Raises 2026 Outlook; Legal Investigation Lingers

Q2 beat and raised 2026 guidance Manhattan Associates beat second-quarter estimates and raised its full-year 2026 revenue and adjusted earnings guidance. Cloud subscription revenue jumped 26%, and remaining performance obligations rose 23%, signaling strong future business. The stock jumped 11-25% on the news, as investors cheered the growth and outlook.
This is the main positive force behind the stock's recent move, directly driving the price up.
New Editions packaging expands market reach The company introduced a three-tier packaging strategy called Editions for its Manhattan Active solutions. This is a pricing and packaging change, not a new product, aimed at attracting more customers. It could broaden the addressable market and support future revenue growth, which is positive for the stock.
It explains a strategic move that could drive future demand and is part of the recent earnings announcement.
Share buybacks support stock Manhattan Associates repurchased about 874,000 shares for $125 million during the quarter, with $225 million remaining under its buyback program. Buybacks reduce the number of shares outstanding, which can boost earnings per share and support the stock price.
It highlights a capital return action that can positively influence the stock price.
Legal investigation into directors and officers Rosen Law Firm is investigating potential breaches of fiduciary duties by Manhattan Associates' directors and officers. While no lawsuit has been filed, the investigation could lead to legal action or governance changes, creating uncertainty that may weigh on the stock. This is a risk to watch.
It is a negative overhang that could pressure the stock, providing a fair counterweight to the positive news.

Latest16 Jul – 27 Aug 2026

▲3▼1

Manhattan Associates Beats Q2, Raises 2026 Outlook; Legal Investigation Lingers

Q2 beat and raised 2026 guidance Manhattan Associates beat second-quarter estimates and raised its full-year 2026 revenue and adjusted earnings guidance. Cloud subscription revenue jumped 26%, and remaining performance obligations rose 23%, signaling strong future business. The stock jumped 11-25% on the news, as investors cheered the growth and outlook.
This is the main positive force behind the stock's recent move, directly driving the price up.
New Editions packaging expands market reach The company introduced a three-tier packaging strategy called Editions for its Manhattan Active solutions. This is a pricing and packaging change, not a new product, aimed at attracting more customers. It could broaden the addressable market and support future revenue growth, which is positive for the stock.
It explains a strategic move that could drive future demand and is part of the recent earnings announcement.
Share buybacks support stock Manhattan Associates repurchased about 874,000 shares for $125 million during the quarter, with $225 million remaining under its buyback program. Buybacks reduce the number of shares outstanding, which can boost earnings per share and support the stock price.
It highlights a capital return action that can positively influence the stock price.
Legal investigation into directors and officers Rosen Law Firm is investigating potential breaches of fiduciary duties by Manhattan Associates' directors and officers. While no lawsuit has been filed, the investigation could lead to legal action or governance changes, creating uncertainty that may weigh on the stock. This is a risk to watch.
It is a negative overhang that could pressure the stock, providing a fair counterweight to the positive news.