Teradata (NYSE:TDC) Issues FY 2026 Earnings Guidance

Teradata (NYSE:TDC) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 2.650-2.730 for the period, compared to the consensus estimate of 2.470. The company issued revenue guidance of $1.6 billion-$1.7 billion, compared to the consensus revenue estimate of $1.7 billion. Teradata also updated its Q3 2026 guidance to 0.550-0.590 EPS.

Wall Street Analysts Forecast Growth

TDC has been the subject of a number of research reports. Citizens Jmp reissued a “market outperform” rating and set a $49.00 target price on shares of Teradata in a report on Wednesday, June 10th. Citigroup restated a “buy” rating on shares of Teradata in a research note on Wednesday, July 29th. Royal Bank Of Canada reaffirmed a “sector perform” rating and set a $34.00 price target on shares of Teradata in a research report on Thursday, July 16th. Zacks Research cut shares of Teradata from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, May 20th. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of Teradata in a report on Wednesday, June 24th. Four research analysts have rated the stock with a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $35.56.

Teradata Price Performance

TDC stock traded up $2.39 during mid-day trading on Tuesday, hitting $34.48. The stock had a trading volume of 5,111,031 shares, compared to its average volume of 2,389,824. The firm has a fifty day simple moving average of $32.51 and a 200 day simple moving average of $30.13. The firm has a market capitalization of $3.24 billion, a P/E ratio of 7.91, a P/E/G ratio of 2.28 and a beta of 0.60. The company has a current ratio of 1.30, a quick ratio of 1.29 and a debt-to-equity ratio of 0.85. Teradata has a 52 week low of $19.96 and a 52 week high of $41.78.

Teradata (NYSE:TDC) last issued its quarterly earnings results on Tuesday, August 4th. The technology company reported $0.69 earnings per share for the quarter, topping analysts’ consensus estimates of $0.56 by $0.13. Teradata had a net margin of 24.93% and a return on equity of 57.44%. The company had revenue of $410.00 million during the quarter, compared to the consensus estimate of $396.13 million. Teradata has set its Q3 2026 guidance at 0.550-0.590 EPS and its FY 2026 guidance at 2.650-2.730 EPS. As a group, research analysts forecast that Teradata will post 1.78 EPS for the current year.

Insider Activity

In other news, CRO Richard J. Petley sold 34,317 shares of the stock in a transaction on Thursday, May 7th. The stock was sold at an average price of $30.84, for a total value of $1,058,336.28. Following the completion of the transaction, the executive directly owned 207,627 shares in the company, valued at approximately $6,403,216.68. This represents a 14.18% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Stephen Mcmillan sold 20,000 shares of the firm’s stock in a transaction on Tuesday, May 12th. The shares were sold at an average price of $31.71, for a total value of $634,200.00. Following the sale, the chief executive officer directly owned 762,446 shares in the company, valued at approximately $24,177,162.66. This trade represents a 2.56% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 77,201 shares of company stock worth $2,486,235. Insiders own 0.96% of the company’s stock.

Teradata News Summary

Here are the key news stories impacting Teradata this week:

• Positive Sentiment: Second-quarter results exceeded expectations. Teradata reported adjusted EPS of $0.69, above the $0.56 analyst consensus, while revenue reached $410 million versus expectations of $396.1 million. Teradata Reports Second Quarter 2026 Financial Results
• Positive Sentiment: Profitability and cash generation improved sharply. Recurring revenue rose 3% to $363 million, GAAP operating margin expanded to 11.7%, and non-GAAP operating margin increased to 21.5%. Operating cash flow surged 147% to $106 million, while adjusted free cash flow jumped 226% to $127 million. Quarterly Financial Results
• Positive Sentiment: Full-year EPS guidance was raised relative to expectations. Teradata forecast fiscal 2026 EPS of $2.65–$2.73, above the $2.47 consensus, supporting the view that cost controls and operating improvements may continue to benefit earnings.
• Positive Sentiment: Teradata expanded its AI and cloud distribution strategy. Its Data Analyst Agent became available through AWS Marketplace, allowing customers to deploy conversational analytics within existing AWS environments without moving data. Teradata Brings Enterprise-Grade Data Analyst Agent to AWS Marketplace
• Neutral Sentiment: Teradata appointed veteran technology executive Bernd Leukert to its board, adding industry experience but creating no immediate change to financial forecasts. Teradata Appoints Bernd Leukert to Board of Directors
• Negative Sentiment: Near-term revenue guidance was below consensus. Third-quarter revenue guidance of $391.0–$399.4 million trails the $403 million consensus, and projected EPS of $0.55–$0.59 is centered slightly below the $0.58 estimate. Full-year revenue guidance of $1.6–$1.7 billion also falls short of the $1.7 billion consensus at the midpoint.

Hedge Funds Weigh In On Teradata

Hedge funds have recently modified their holdings of the business. Parallel Advisors LLC grew its stake in shares of Teradata by 197.5% in the fourth quarter. Parallel Advisors LLC now owns 1,529 shares of the technology company’s stock worth $47,000 after purchasing an additional 1,015 shares during the last quarter. Steward Partners Investment Advisory LLC raised its position in Teradata by 52.8% during the 4th quarter. Steward Partners Investment Advisory LLC now owns 1,883 shares of the technology company’s stock worth $57,000 after purchasing an additional 651 shares during the last quarter. CIBC Private Wealth Group LLC increased its position in Teradata by 223.7% during the 3rd quarter. CIBC Private Wealth Group LLC now owns 3,593 shares of the technology company’s stock valued at $77,000 after purchasing an additional 2,483 shares during the period. New Vernon Capital Holdings II LLC bought a new position in Teradata during the 3rd quarter worth approximately $87,000. Finally, EverSource Wealth Advisors LLC raised its holdings in Teradata by 8,665.3% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 4,295 shares of the technology company’s stock worth $96,000 after purchasing an additional 4,246 shares during the last quarter. Institutional investors and hedge funds own 90.31% of the company’s stock.

Teradata Company Profile

Teradata Corporation is a global provider of enterprise analytics and data management solutions designed to help organizations unlock value from their data assets. The company offers both cloud-based and on-premises platforms that support data warehousing, big data analytics, and machine learning. Through its flagship analytics ecosystem, Teradata enables businesses to integrate, analyze, and manage large volumes of structured and unstructured data at scale.

Central to Teradata’s product suite is the Teradata Vantage analytics platform, which unifies diverse data types across multiple environments—including public and private clouds—into a single, coherent architecture.