Teradata (NYSE:TDC) Releases FY 2026 Earnings Guidance

Teradata (NYSE:TDC) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 2.550-2.650 for the period, compared to the consensus estimate of 2.460. 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 Q2 2026 guidance to 0.530-0.570 EPS.

Teradata Stock Up 2.7%

Shares of TDC opened at $30.10 on Wednesday. Teradata has a 52 week low of $19.83 and a 52 week high of $41.78. The firm has a market cap of $2.85 billion, a P/E ratio of 22.47, a price-to-earnings-growth ratio of 3.38 and a beta of 0.51. The firm’s 50-day simple moving average is $27.10 and its 200 day simple moving average is $27.98. The company has a debt-to-equity ratio of 2.07, a quick ratio of 0.90 and a current ratio of 0.92.

Teradata (NYSE:TDC) last announced its earnings results on Tuesday, May 5th. The technology company reported $0.88 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.77 by $0.11. Teradata had a net margin of 7.82% and a return on equity of 81.80%. The firm had revenue of $444.00 million for the quarter, compared to analyst estimates of $430.10 million. During the same quarter in the prior year, the business posted $0.66 EPS. The business’s revenue was up 6.2% compared to the same quarter last year. Teradata has set its FY 2026 guidance at 2.550-2.650 EPS and its Q2 2026 guidance at 0.530-0.570 EPS. On average, analysts forecast that Teradata will post 1.75 earnings per share for the current year.

Analysts Set New Price Targets

TDC has been the subject of a number of recent analyst reports. Evercore reaffirmed an “outperform” rating and set a $40.00 price target on shares of Teradata in a report on Wednesday, February 11th. Northland Securities set a $37.00 price target on shares of Teradata in a report on Wednesday, February 11th. Citizens Jmp upped their price target on shares of Teradata from $42.00 to $49.00 and gave the stock a “market outperform” rating in a report on Wednesday, February 11th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Teradata in a report on Friday, March 27th. Finally, UBS Group reaffirmed a “neutral” rating and set a $36.00 price target on shares of Teradata in a report on Wednesday, February 11th. One analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, five have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $35.80.

Insider Buying and Selling

In other Teradata news, Director Michael P. Gianoni sold 25,000 shares of the company’s stock in a transaction that occurred on Tuesday, February 24th. The shares were sold at an average price of $29.96, for a total value of $749,000.00. Following the completion of the transaction, the director directly owned 31,523 shares in the company, valued at approximately $944,429.08. This represents a 44.23% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, major shareholder Lake Lp Lynrock sold 61,990 shares of the company’s stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $40.29, for a total transaction of $2,497,577.10. Following the completion of the transaction, the insider owned 9,354,676 shares of the company’s stock, valued at approximately $376,899,896.04. This trade represents a 0.66% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.96% of the stock is owned by corporate insiders.

Trending Headlines about Teradata

Here are the key news stories impacting Teradata this week:

• Positive Sentiment: Q1 results beat expectations — GAAP EPS $0.88 vs. consensus $0.77 and revenue $444M vs. $430M consensus, showing 6.2% y/y revenue growth. This is the primary driver of the stock’s strength. Teradata Tops Q1 Earnings and Revenue Estimates
• Positive Sentiment: Recurring and cloud ARR showing healthy expansion — Total ARR $1.492B (+3% reported) and public cloud ARR $686M (+13% reported); recurring revenue grew ~12%, supporting forward subscription value. Teradata Reports First Quarter 2026 Financial Results
• Positive Sentiment: Management raised FY 2026 EPS guidance to $2.55–$2.65, above the prior consensus (~$2.46), which signals confidence in underlying profitability. Teradata Reports First Quarter 2026 Financial Results
• Neutral Sentiment: Strong operating cash flow and free cash flow ($401M and $390M, respectively) improve leverage and capital flexibility, but FCF includes a pre?tax $359M benefit from an SAP settlement (one?time). Investors should treat the cash boost as non?recurring when modelling future FCF. Teradata Reports First Quarter 2026 Financial Results
• Neutral Sentiment: Management commentary (earnings call / transcript) highlights a shift in data analytics momentum and continued emphasis on public cloud adoption — strategically positive but execution-dependent over the medium term. Teradata Q1 2026 Earnings Call Transcript
• Negative Sentiment: Revenue guidance for Q2 ($391.7M–$399.8M) and FY revenue range came in slightly below some consensus estimates, which could cap upside near term despite the EPS guide beat — indicates margin/recurring mix improvements are needed to justify valuation. Teradata Reports First Quarter 2026 Financial Results

Hedge Funds Weigh In On Teradata

Several institutional investors and hedge funds have recently added to or reduced their stakes in TDC. Royal Bank of Canada increased its position in shares of Teradata by 76.0% during the first quarter. Royal Bank of Canada now owns 330,801 shares of the technology company’s stock worth $7,436,000 after buying an additional 142,813 shares during the period. Millennium Management LLC increased its position in shares of Teradata by 89.4% during the first quarter. Millennium Management LLC now owns 202,864 shares of the technology company’s stock worth $4,560,000 after buying an additional 95,777 shares during the period. NewEdge Advisors LLC increased its position in shares of Teradata by 22.6% during the first 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 increased its position in shares of Teradata by 52.8% during the second 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 period. Finally, Cetera Investment Advisers increased its position 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 worth $245,000 after buying an additional 736 shares during the period. 90.31% of the stock is currently owned by institutional investors and hedge funds.

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.