Teradata (NYSE:TDC) Issues Q3 2026 Earnings Guidance

Teradata (NYSE:TDC) updated its third quarter 2026 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 0.550-0.590 for the period, compared to the consensus earnings per share estimate of 0.580. The company issued revenue guidance of $391.0 million-$399.4 million, compared to the consensus revenue estimate of $403.0 million. Teradata also updated its FY 2026 guidance to 2.650-2.730 EPS.

Analyst Ratings Changes

TDC has been the subject of several research reports. Barclays dropped their price objective on shares of Teradata from $29.00 to $28.00 and set an “underweight” rating for the company in a research note on Wednesday, May 6th. Zacks Research downgraded shares of Teradata from a “strong-buy” rating to a “hold” rating in a report on Wednesday, May 20th. Citigroup reiterated a “buy” rating on shares of Teradata in a research note on Wednesday, July 29th. Weiss Ratings reissued a “hold (c)” rating on shares of Teradata in a report on Wednesday, June 24th. Finally, Wall Street Zen upgraded Teradata from a “buy” rating to a “strong-buy” rating in a research report on Sunday, July 26th. Four equities research analysts have rated the stock with a Buy rating, five have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and an average price target of $35.56.

Teradata Trading Up 7.5%

Shares of NYSE:TDC traded up $2.39 during mid-day trading on Tuesday, reaching $34.48. 5,193,896 shares of the company’s stock were exchanged, compared to its average volume of 2,390,667. 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. The firm has a market capitalization of $3.24 billion, a price-to-earnings ratio of 7.91, a PEG ratio of 2.28 and a beta of 0.60. The business’s fifty day moving average price is $32.51 and its 200-day moving average price is $30.13.

Teradata (NYSE:TDC) last announced its earnings results on Tuesday, August 4th. The technology company reported $0.69 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.56 by $0.13. The business had revenue of $410.00 million during the quarter, compared to analyst estimates of $396.13 million. Teradata had a return on equity of 57.44% and a net margin of 24.93%.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, research analysts predict that Teradata will post 1.78 EPS for the current fiscal year.

Insider Activity at Teradata

In other news, Director Timothy C. K. Chou sold 5,657 shares of the stock in a transaction on Monday, June 8th. The shares were sold at an average price of $33.72, for a total transaction of $190,754.04. Following the completion of the sale, the director directly owned 39,210 shares in the company, valued at $1,322,161.20. This represents a 12.61% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Stephen Mcmillan sold 20,000 shares of Teradata stock in a transaction on Tuesday, May 12th. The stock was sold at an average price of $31.71, for a total transaction of $634,200.00. Following the transaction, the chief executive officer directly owned 762,446 shares of the company’s stock, valued at $24,177,162.66. This represents a 2.56% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 77,201 shares of company stock worth $2,486,235 over the last ninety days. Insiders own 0.96% of the company’s stock.

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, 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.

Institutional Trading of Teradata

A number of large investors have recently bought and sold shares of TDC. Panagora Asset Management Inc. bought a new stake in Teradata in the fourth quarter worth approximately $240,000. Kestra Advisory Services LLC bought a new position in shares of Teradata during the 4th quarter worth approximately $221,000. Commonwealth Equity Services LLC bought a new position in shares of Teradata during the 4th quarter worth approximately $240,000. Tocqueville Asset Management L.P. acquired a new stake in shares of Teradata during the 4th quarter worth approximately $226,000. Finally, Corient Private Wealth LLC bought a new stake in shares of Teradata in the 2nd quarter valued at $223,000. 90.31% of the stock is currently owned by institutional investors and hedge funds.

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.