Teradata (NYSE:TDC) Issues FY 2026 Earnings Guidance

by · The Cerbat Gem

Teradata (NYSE:TDC – Get Free Report) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 2.650-2.730 for the period, compared to the consensus earnings per share 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.

Analyst Ratings Changes

TDC has been the topic of a number of recent research reports. Royal Bank Of Canada reissued a “sector perform” rating and set a $34.00 price objective on shares of Teradata in a report on Thursday, July 16th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Teradata in a report on Wednesday, June 24th. Citizens Jmp reiterated a “market outperform” rating and set a $49.00 price target on shares of Teradata in a research report on Wednesday, June 10th. Zacks Research lowered shares of Teradata from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, May 20th. Finally, Wall Street Zen upgraded shares of Teradata from a “buy” rating to a “strong-buy” rating in a research report on Sunday, July 26th. Four analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Hold” and an average target price of $35.56.

View Our Latest Analysis on Teradata

Teradata Price Performance

NYSE TDC traded up $2.39 during trading hours on Tuesday, reaching $34.48. 5,193,896 shares of the stock traded hands, compared to its average volume of 2,390,667. The stock has a 50 day simple moving average of $32.51 and a two-hundred day simple moving average of $30.13. The company has a market cap of $3.24 billion, a price-to-earnings ratio of 7.91, a price-to-earnings-growth ratio of 2.28 and a beta of 0.60. Teradata has a 1 year low of $19.96 and a 1 year high of $41.78. The company has a debt-to-equity ratio of 0.85, a current ratio of 1.30 and a quick ratio of 1.29.

Teradata (NYSE:TDC – Get Free Report) last issued its quarterly earnings results on Tuesday, August 4th. The technology company reported $0.69 EPS for the quarter, beating analysts’ consensus estimates of $0.56 by $0.13. The business had revenue of $410.00 million for the quarter, compared to analysts’ expectations of $396.13 million. Teradata had a net margin of 24.93% and a return on equity of 57.44%. Teradata has set its Q3 2026 guidance at 0.550-0.590 EPS and its FY 2026 guidance at 2.650-2.730 EPS. On average, analysts predict that Teradata will post 1.78 EPS for the current fiscal year.

Insider Activity

In other news, Director Timothy C. K. Chou sold 5,657 shares of Teradata stock in a transaction dated Monday, June 8th. The stock was sold at an average price of $33.72, for a total value of $190,754.04. Following the transaction, the director owned 39,210 shares in the company, valued at approximately $1,322,161.20. The trade was a 12.61% decrease in their ownership of the stock. The transaction was disclosed in a 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, CRO Richard J. Petley sold 34,317 shares of the business’s stock in a transaction dated Thursday, May 7th. The shares were sold at an average price of $30.84, for a total value of $1,058,336.28. Following the completion of the sale, the executive directly owned 207,627 shares of the company’s stock, valued at approximately $6,403,216.68. This trade represents a 14.18% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 77,201 shares of company stock valued at $2,486,235. 0.96% of the stock is currently owned by insiders.

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 and other institutional investors have recently modified their holdings of the company. Royal Bank of Canada grew its stake in shares of Teradata by 76.0% in the first quarter. Royal Bank of Canada now owns 330,801 shares of the technology company’s stock worth $7,436,000 after purchasing an additional 142,813 shares during the last quarter. Millennium Management LLC raised its position in Teradata by 89.4% during the 1st quarter. Millennium Management LLC now owns 202,864 shares of the technology company’s stock valued at $4,560,000 after purchasing an additional 95,777 shares during the last quarter. NewEdge Advisors LLC lifted its holdings in Teradata by 22.6% in the 1st quarter. NewEdge Advisors LLC now owns 11,090 shares of the technology company’s stock worth $249,000 after buying an additional 2,048 shares during the period. Creative Planning grew its position in shares of Teradata by 52.8% in the 2nd quarter. Creative Planning now owns 18,274 shares of the technology company’s stock worth $408,000 after buying an additional 6,314 shares during the last quarter. Finally, Cetera Investment Advisers increased its stake in shares of Teradata by 7.2% during the second quarter. Cetera Investment Advisers now owns 10,991 shares of the technology company’s stock valued at $245,000 after buying an additional 736 shares during the period. 90.31% of the stock is owned by institutional investors.

Teradata Company Profile

(Get Free Report)

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.

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