Teradata (NYSE:TDC) Updates Q3 2026 Earnings Guidance

Teradata (NYSE:TDC) issued an update on its third quarter 2026 earnings guidance on Tuesday. The company provided EPS guidance of 0.550-0.590 for the period, compared to the consensus 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.

Wall Street Analyst Weigh In

TDC has been the topic of several recent research reports. Barclays cut their price objective on Teradata from $29.00 to $28.00 and set an “underweight” rating on the stock in a report on Wednesday, May 6th. Zacks Research lowered shares of Teradata from a “strong-buy” rating to a “hold” rating in a report on Wednesday, May 20th. Weiss Ratings reiterated a “hold (c)” rating on shares of Teradata in a research report on Wednesday, June 24th. Wall Street Zen raised shares of Teradata from a “buy” rating to a “strong-buy” rating in a report on Sunday, July 26th. Finally, Citizens Jmp restated a “market outperform” rating and issued a $49.00 price target on shares of Teradata in a research report on Wednesday, June 10th. Four investment analysts have rated the stock with a Buy rating, five have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $35.56.

Teradata Trading Up 7.5%

TDC stock traded up $2.39 during midday trading on Tuesday, hitting $34.48. The stock had a trading volume of 5,094,249 shares, compared to its average volume of 2,389,824. The firm has a market cap of $3.24 billion, a P/E ratio of 7.91, a price-to-earnings-growth 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 1-year low of $19.96 and a 1-year high of $41.78. The business has a fifty day moving average price of $32.51 and a two-hundred day moving average price of $30.13.

Teradata (NYSE:TDC) last announced its earnings results on Tuesday, August 4th. The technology company reported $0.69 EPS for the quarter, beating the consensus estimate of $0.56 by $0.13. The company had revenue of $410.00 million for 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, sell-side analysts predict that Teradata will post 1.78 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other Teradata news, CRO Richard J. Petley sold 17,227 shares of Teradata stock in a transaction on Monday, June 1st. The shares were sold at an average price of $35.00, for a total value of $602,945.00. Following the completion of the sale, the executive directly owned 188,571 shares of the company’s stock, valued at approximately $6,599,985. The trade was a 8.37% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, 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 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 transaction, the chief executive officer directly owned 762,446 shares in the company, valued at $24,177,162.66. This trade represents a 2.56% decrease in their position. The SEC filing for this sale provides additional information. Over 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 Headlines 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 Inflows and Outflows

Large investors have recently modified their holdings of the stock. Osaic Holdings Inc. grew its holdings in Teradata by 9.1% during the 4th quarter. Osaic Holdings Inc. now owns 5,073 shares of the technology company’s stock valued at $154,000 after buying an additional 424 shares in the last quarter. Steward Partners Investment Advisory LLC raised its holdings in shares of 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 acquiring an additional 651 shares in the last quarter. Cetera Investment Advisers boosted its position in shares of Teradata by 7.2% during the 2nd quarter. Cetera Investment Advisers now owns 10,991 shares of the technology company’s stock valued at $245,000 after acquiring an additional 736 shares during the last quarter. California State Teachers Retirement System grew its holdings in shares of Teradata by 0.9% in the second quarter. California State Teachers Retirement System now owns 88,856 shares of the technology company’s stock valued at $1,982,000 after purchasing an additional 784 shares in the last quarter. Finally, Treasurer of the State of North Carolina grew its holdings in shares of Teradata by 1.8% in the second quarter. Treasurer of the State of North Carolina now owns 44,465 shares of the technology company’s stock valued at $992,000 after purchasing an additional 786 shares in the last quarter. 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.