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 guidance of 2.550-2.650 for the period, compared to the consensus earnings per share estimate of 2.190. The company issued revenue guidance of $1.6 billion-$1.7 billion, compared to the consensus revenue estimate of $1.6 billion. Teradata also updated its Q1 2026 guidance to 0.750-0.790 EPS.

Analysts Set New Price Targets

A number of analysts recently issued reports on the company. Royal Bank Of Canada boosted their price objective on Teradata from $32.00 to $35.00 and gave the company a “sector perform” rating in a research note on Wednesday. Northland Securities set a $37.00 target price on Teradata in a research report on Wednesday. Citizens Jmp raised their price target on Teradata from $42.00 to $49.00 and gave the company a “market outperform” rating in a report on Wednesday. Citigroup reiterated an “outperform” rating on shares of Teradata in a research report on Wednesday. Finally, Evercore raised their target price on shares of Teradata from $25.00 to $28.00 and gave the company an “outperform” rating in a research note on Wednesday, November 5th. One investment analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $35.09.

Teradata Trading Down 11.8%

NYSE TDC traded down $4.47 during trading on Thursday, hitting $33.41. 2,307,534 shares of the company’s stock traded hands, compared to its average volume of 1,768,251. The firm has a market cap of $3.11 billion, a P/E ratio of 24.96, a PEG ratio of 3.69 and a beta of 0.61. The stock has a fifty day moving average of $30.15 and a two-hundred day moving average of $25.37. The company has a debt-to-equity ratio of 2.21, a current ratio of 0.90 and a quick ratio of 0.89. Teradata has a 12-month low of $18.43 and a 12-month high of $41.78.

Teradata (NYSE:TDC) last issued its earnings results on Tuesday, February 10th. The technology company reported $0.74 earnings per share for the quarter, beating the consensus estimate of $0.55 by $0.19. The company had revenue of $421.00 million during the quarter, compared to analysts’ expectations of $399.49 million. Teradata had a return on equity of 86.86% and a net margin of 7.82%.Teradata’s quarterly revenue was up 2.9% compared to the same quarter last year. During the same period in the prior year, the business posted $0.53 EPS. Teradata has set its Q1 2026 guidance at 0.750-0.790 EPS and its FY 2026 guidance at 2.550-2.650 EPS. As a group, sell-side analysts expect that Teradata will post 1.31 EPS for the current year.

Teradata News Roundup

Here are the key news stories impacting Teradata this week:

• Positive Sentiment: Teradata beat Q4 estimates (GAAP EPS $0.38, non‑GAAP $0.74; revenue $421M vs. ~$399M expected) and issued upside Q1 and FY‑2026 guidance, giving clear fundamental upside that drove the recent rally. Teradata Q4 Results (PR Newswire)
• Positive Sentiment: Management emphasized cloud ARR growth, recurring revenue improvement and AI‑led product momentum on the earnings call — key drivers for longer‑term revenue mix shift toward subscription/cloud. Earnings Call Highlights (TipRanks)
• Positive Sentiment: Corporate governance update: Teradata entered a cooperation agreement with investor Lynrock Lake and is advancing a board refresh (appointment expected), which can reduce activist uncertainty. Board Refresh (PR Newswire)
• Neutral Sentiment: Multiple analysts raised price targets after the beat (some large hikes), contributing to the stock’s volatility as market digests mixed forecast scenarios. Analyst PT Hikes (MSN)
• Neutral Sentiment: Unusual short‑term activity (heavy call buying and high options volume) amplified intraday moves — suggests some speculative positioning around the earnings momentum and guidance.
• Negative Sentiment: Some analysts and notes flagged “full valuation” concerns and retained neutral/hold stances despite the operational beat, arguing the recent price rebound may have priced in a lot of upside. Valuation/Rating Note (TipRanks)
• Negative Sentiment: After a 40%+ intraday run in prior sessions, profit‑taking and “mixed” analyst commentary helped trigger a pullback as traders lock gains and reassess downside risks. Mixed Analyst Sentiment (Seeking Alpha)

Institutional Inflows and Outflows

Hedge funds have recently bought and sold shares of the business. Parallel Advisors LLC increased its stake in shares of Teradata by 197.5% during the fourth quarter. Parallel Advisors LLC now owns 1,529 shares of the technology company’s stock valued at $47,000 after buying an additional 1,015 shares during the period. 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 in the 3rd quarter worth $87,000. EverSource Wealth Advisors LLC lifted its position in shares of Teradata by 8,665.3% in 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 period. Finally, Corient Private Wealth LLC bought a new stake in shares of Teradata during the 2nd quarter valued at about $223,000. Hedge funds and other institutional investors own 90.31% of the company’s stock.

About Teradata

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.