Marqeta vs Manhattan Associates: why the prices moved differently

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

Marqeta Inc (MQ)

Q3 202615 Jul – 7 Oct 2026

▲3

Marqeta expands partnerships and beats Q2, but growth concerns linger

Expensify expands into Europe using Marqeta Expensify is using Marqeta's card issuing platform to bring corporate cards to the UK and EU. This drives demand for Marqeta's services and shows its platform can support international expansion, which could boost future revenue.
This is a new partnership expansion that directly increases demand for Marqeta's services.
Riskified partnership improves fraud prevention Marqeta partnered with Riskified to integrate risk intelligence, helping card issuers reduce false declines. This strengthens Marqeta's platform and could attract more customers, supporting revenue growth.
This new partnership enhances Marqeta's technology and competitive position.
Google Wallet for Kids uses Marqeta tech Marqeta expanded its collaboration with Google to launch a Wallet for Kids offering, using its tokenization and spend controls. This opens a new market and deepens a key partnership, potentially driving more transaction volume.
This is a new product launch with a major partner that expands Marqeta's reach.
Q2 beat but Q3 guidance disappoints Marqeta beat Q2 revenue and EPS estimates, with strong payment volume growth. However, Q3 revenue guidance came in below analyst expectations, and analysts raised concerns about declining Cash App issuance and competition. This creates uncertainty about future growth.
This is the most recent earnings report, showing both strengths and weaknesses that affect investor sentiment.

August 202615 Jul – 7 Oct 2026

▲3

Marqeta expands partnerships and beats Q2, but growth concerns linger

Expensify expands into Europe using Marqeta Expensify is using Marqeta's card issuing platform to bring corporate cards to the UK and EU. This drives demand for Marqeta's services and shows its platform can support international expansion, which could boost future revenue.
This is a new partnership expansion that directly increases demand for Marqeta's services.
Riskified partnership improves fraud prevention Marqeta partnered with Riskified to integrate risk intelligence, helping card issuers reduce false declines. This strengthens Marqeta's platform and could attract more customers, supporting revenue growth.
This new partnership enhances Marqeta's technology and competitive position.
Google Wallet for Kids uses Marqeta tech Marqeta expanded its collaboration with Google to launch a Wallet for Kids offering, using its tokenization and spend controls. This opens a new market and deepens a key partnership, potentially driving more transaction volume.
This is a new product launch with a major partner that expands Marqeta's reach.
Q2 beat but Q3 guidance disappoints Marqeta beat Q2 revenue and EPS estimates, with strong payment volume growth. However, Q3 revenue guidance came in below analyst expectations, and analysts raised concerns about declining Cash App issuance and competition. This creates uncertainty about future growth.
This is the most recent earnings report, showing both strengths and weaknesses that affect investor sentiment.

Latest15 Jul – 7 Oct 2026

▲3

Marqeta expands partnerships and beats Q2, but growth concerns linger

Expensify expands into Europe using Marqeta Expensify is using Marqeta's card issuing platform to bring corporate cards to the UK and EU. This drives demand for Marqeta's services and shows its platform can support international expansion, which could boost future revenue.
This is a new partnership expansion that directly increases demand for Marqeta's services.
Riskified partnership improves fraud prevention Marqeta partnered with Riskified to integrate risk intelligence, helping card issuers reduce false declines. This strengthens Marqeta's platform and could attract more customers, supporting revenue growth.
This new partnership enhances Marqeta's technology and competitive position.
Google Wallet for Kids uses Marqeta tech Marqeta expanded its collaboration with Google to launch a Wallet for Kids offering, using its tokenization and spend controls. This opens a new market and deepens a key partnership, potentially driving more transaction volume.
This is a new product launch with a major partner that expands Marqeta's reach.
Q2 beat but Q3 guidance disappoints Marqeta beat Q2 revenue and EPS estimates, with strong payment volume growth. However, Q3 revenue guidance came in below analyst expectations, and analysts raised concerns about declining Cash App issuance and competition. This creates uncertainty about future growth.
This is the most recent earnings report, showing both strengths and weaknesses that affect investor sentiment.

Manhattan Associates Inc (MANH)

Q3 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.

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.