Rimini Street vs Manhattan Associates: why the prices moved differently

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

Rimini Street Inc (RMNI)

Q3 202614 Jul – 6 Oct 2026

▲4

Rimini Street expands AI governance and partner reach as customer wins continue

New AI governance service Rimini Street launched Rimini Govern for AI, a managed service that monitors, secures, and controls enterprise AI agents. This opens a new revenue stream and positions the company as a trusted partner for companies adopting AI, which could attract more clients and lift future sales.
It is a new product launch that expands Rimini's addressable market and supports long-term growth.
Agentic AI ERP strategy and market expansion Rimini Street unveiled an Agentic AI ERP strategy to modernize legacy systems without cloud migrations. It says its addressable market has grown from $15 billion to $80 billion. This could bring in more customers and boost revenue growth, though execution risks remain.
It shows a major strategic shift that significantly increases the potential market for Rimini's services.
New reseller partnership in ANZ Rimini Street signed a reseller agreement with Datacom to sell its Oracle and SAP support services across Australia and New Zealand. This expands Rimini's reach in a new region and could lead to more customer contracts and recurring revenue.
It is a new distribution channel that can drive future sales growth.
Strong demand for third-party support A Rimini Street survey found 66% of VMware users are using or considering third-party support, mainly to cut costs. This highlights a large market opportunity for Rimini's services, which could translate into more customers and revenue over time.
It provides evidence of growing demand for the type of support Rimini offers, supporting the bull case.

August 202614 Jul – 6 Oct 2026

▲4

Rimini Street expands AI governance and partner reach as customer wins continue

New AI governance service Rimini Street launched Rimini Govern for AI, a managed service that monitors, secures, and controls enterprise AI agents. This opens a new revenue stream and positions the company as a trusted partner for companies adopting AI, which could attract more clients and lift future sales.
It is a new product launch that expands Rimini's addressable market and supports long-term growth.
Agentic AI ERP strategy and market expansion Rimini Street unveiled an Agentic AI ERP strategy to modernize legacy systems without cloud migrations. It says its addressable market has grown from $15 billion to $80 billion. This could bring in more customers and boost revenue growth, though execution risks remain.
It shows a major strategic shift that significantly increases the potential market for Rimini's services.
New reseller partnership in ANZ Rimini Street signed a reseller agreement with Datacom to sell its Oracle and SAP support services across Australia and New Zealand. This expands Rimini's reach in a new region and could lead to more customer contracts and recurring revenue.
It is a new distribution channel that can drive future sales growth.
Strong demand for third-party support A Rimini Street survey found 66% of VMware users are using or considering third-party support, mainly to cut costs. This highlights a large market opportunity for Rimini's services, which could translate into more customers and revenue over time.
It provides evidence of growing demand for the type of support Rimini offers, supporting the bull case.

Latest14 Jul – 6 Oct 2026

▲4

Rimini Street expands AI governance and partner reach as customer wins continue

New AI governance service Rimini Street launched Rimini Govern for AI, a managed service that monitors, secures, and controls enterprise AI agents. This opens a new revenue stream and positions the company as a trusted partner for companies adopting AI, which could attract more clients and lift future sales.
It is a new product launch that expands Rimini's addressable market and supports long-term growth.
Agentic AI ERP strategy and market expansion Rimini Street unveiled an Agentic AI ERP strategy to modernize legacy systems without cloud migrations. It says its addressable market has grown from $15 billion to $80 billion. This could bring in more customers and boost revenue growth, though execution risks remain.
It shows a major strategic shift that significantly increases the potential market for Rimini's services.
New reseller partnership in ANZ Rimini Street signed a reseller agreement with Datacom to sell its Oracle and SAP support services across Australia and New Zealand. This expands Rimini's reach in a new region and could lead to more customer contracts and recurring revenue.
It is a new distribution channel that can drive future sales growth.
Strong demand for third-party support A Rimini Street survey found 66% of VMware users are using or considering third-party support, mainly to cut costs. This highlights a large market opportunity for Rimini's services, which could translate into more customers and revenue over time.
It provides evidence of growing demand for the type of support Rimini offers, supporting the bull case.

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.