Teradata (NYSE:TDC) Updates FY 2026 Earnings Guidance

Teradata (NYSE:TDC) updated its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 2.650-2.730 for the period, compared to the consensus EPS 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 Analyst Weigh In

TDC has been the topic of several recent research reports. Citizens Jmp reaffirmed a “market outperform” rating and set a $49.00 target price on shares of Teradata in a research note on Wednesday, June 10th. Morgan Stanley reiterated an “overweight” rating on shares of Teradata in a research report on Wednesday. Wall Street Zen upgraded shares of Teradata from a “buy” rating to a “strong-buy” rating in a research report on Sunday, July 26th. Barclays dropped their price objective on shares of Teradata from $28.00 to $27.00 and set an “underweight” rating for the company in a research note on Wednesday. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of Teradata in a research note on Wednesday, June 24th. Four equities 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’s stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $35.44.

Teradata Trading Down 21.2%

Shares of NYSE TDC traded down $7.29 during midday trading on Wednesday, reaching $27.10. 4,919,991 shares of the stock were exchanged, compared to its average volume of 2,404,764. The company has a 50 day simple moving average of $32.53 and a 200 day simple moving average of $30.16. The stock has a market capitalization of $2.55 billion, a P/E ratio of 6.22, a PEG ratio of 2.36 and a beta of 0.60. The company has a debt-to-equity ratio of 0.85, a quick ratio of 1.29 and a current ratio of 1.30. Teradata has a twelve month low of $19.96 and a twelve month high of $41.78.

Teradata (NYSE:TDC) last released its quarterly earnings data 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 firm had revenue of $410.00 million for the quarter, compared to analysts’ expectations of $396.13 million. Teradata had a return on equity of 57.44% and a net margin of 24.93%.The firm’s quarterly revenue was up .5% on a year-over-year basis. During the same period in the prior year, the firm posted $0.47 earnings per share. 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, equities analysts expect that Teradata will post 1.78 earnings per share for the current year.

Insider Transactions at Teradata

In related news, CEO Stephen Mcmillan sold 20,000 shares of the firm’s stock in a transaction dated Tuesday, May 12th. The stock was sold at an average price of $31.71, for a total transaction of $634,200.00. Following the completion of the sale, the chief executive officer directly owned 762,446 shares of the company’s stock, valued at approximately $24,177,162.66. This trade represents a 2.56% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. 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 transaction of $1,058,336.28. Following the completion of the sale, the executive owned 207,627 shares in the company, valued at approximately $6,403,216.68. This trade represents a 14.18% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 77,201 shares of company stock worth $2,486,235. 0.96% of the stock is currently owned by company insiders.

Key Stories Impacting Teradata

Here are the key news stories impacting Teradata this week:

• Positive Sentiment: Second-quarter results exceeded expectations. Teradata reported adjusted EPS of $0.69, up from $0.47 a year earlier and above the roughly $0.55–$0.56 consensus. Revenue of $410 million also surpassed estimates of approximately $396 million. Teradata Surpasses Q2 Earnings and Revenue Estimates
• Positive Sentiment: Profitability and cash generation improved materially. Recurring revenue rose 3% to $363 million, while non-GAAP operating margin increased to 21.5%. Operating cash flow climbed 147% to $106 million and adjusted free cash flow rose 226% to $127 million. Teradata Reports Second Quarter 2026 Financial Results
• Positive Sentiment: Full-year earnings and cash-flow outlooks were raised. Teradata now expects fiscal 2026 EPS of $2.65–$2.73, above the consensus estimate of $2.47. Management also highlighted the launch of its agentic AI platform, including the Teradata Data Analyst Agent, as a potential growth catalyst. TDC Q2 Earnings Call Highlights AI Platform and Margin Gains
• Neutral Sentiment: Analyst views remain mixed. The average broker target is reported near $35.56, with a broader six-month median of $38, but Barclays cut its target from $28 to $27 and reiterated an “underweight” rating. Barclays Lowers Teradata Price Target
• Negative Sentiment: Third-quarter revenue guidance disappointed investors. Teradata forecast revenue of $391.0 million–$399.4 million, below the $403 million consensus, implying another year-over-year decline. Recurring revenue is expected to fall 2%–4%, while full-year revenue guidance remains down 2% to flat; consulting revenue also dropped 24% in the quarter. Teradata Falls as Weak Q3 Revenue Outlook Overshadows Q2 Profit Improvement
• Negative Sentiment: Reported insider activity provides an additional cautionary signal. Company insiders recorded sales but no open-market purchases during the past six months, including sales by the CEO and chief product officer.

Institutional Trading of Teradata

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Freestone Grove Partners LP boosted its position in shares of Teradata by 47.2% during the third quarter. Freestone Grove Partners LP now owns 14,379 shares of the technology company’s stock worth $309,000 after buying an additional 4,613 shares during the period. Crossmark Global Holdings Inc. purchased a new stake in shares of Teradata in the 3rd quarter valued at $308,000. Xponance LLC acquired a new position in Teradata during the 4th quarter worth about $296,000. Brooklyn Investment Group acquired a new position in Teradata during the 4th quarter worth about $294,000. Finally, Commonwealth Equity Services LLC purchased a new position in Teradata during the 4th quarter valued at about $240,000. Hedge funds and other institutional investors 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.