Teradata (NYSE:TDC) Updates 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 Upgrades and Downgrades

TDC has been the subject of several recent analyst reports. UBS Group upped their price objective on shares of Teradata from $34.00 to $36.00 and gave the stock a “neutral” rating in a research report on Wednesday. Citigroup restated a “buy” rating on shares of Teradata in a research report on Wednesday, July 29th. Royal Bank Of Canada reaffirmed a “sector perform” rating and set a $34.00 price target on shares of Teradata in a report on Thursday, July 16th. Weiss Ratings restated a “hold (c)” rating on shares of Teradata in a research report on Wednesday, June 24th. Finally, Morgan Stanley reaffirmed an “overweight” rating on shares of Teradata in a report on Wednesday. Four analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $35.67.

Teradata Price Performance

Shares of Teradata stock traded up $0.72 during midday trading on Thursday, hitting $26.95. 1,220,179 shares of the company traded hands, compared to its average volume of 2,438,754. The firm’s fifty day moving average price is $32.41 and its 200-day moving average price is $30.13. The stock has a market cap of $2.54 billion, a price-to-earnings ratio of 5.67, a PEG ratio of 2.53 and a beta of 0.60. Teradata has a 12 month low of $19.96 and a 12 month high of $41.78. 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 (NYSE:TDC) last issued its earnings results on Tuesday, August 4th. The technology company reported $0.69 earnings per share 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 analyst estimates of $396.13 million. Teradata had a net margin of 27.08% and a return on equity of 56.32%. The company’s quarterly revenue was up .5% on a year-over-year basis. During the same quarter last year, the business 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, sell-side analysts forecast that Teradata will post 1.78 earnings per share for the current year.

Insider Buying and Selling

In other news, Director Timothy C. K. Chou sold 5,657 shares of the company’s stock in a transaction that occurred on Monday, June 8th. The stock was sold at an average price of $33.72, for a total value of $190,754.04. Following the completion of the transaction, the director owned 39,210 shares of the company’s stock, 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 this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CRO Richard J. Petley sold 17,227 shares of the stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $35.00, for a total transaction of $602,945.00. Following the sale, the executive directly owned 188,571 shares of the company’s stock, valued at $6,599,985. This represents a 8.37% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 42,884 shares of company stock worth $1,427,899 in the last 90 days. Insiders own 0.96% of the company’s stock.

Key Teradata News

Here are the key news stories impacting Teradata this week:

• Positive Sentiment: Teradata reported second-quarter EPS of $0.69, above the roughly $0.56 consensus estimate, while revenue of $410 million also exceeded expectations. Recurring revenue increased 3% to $363 million, and revenue was slightly higher year over year. Teradata Reports Second Quarter 2026 Financial Results
• Positive Sentiment: Profitability and cash generation improved substantially: non-GAAP operating margin rose to 21.5%, operating cash flow reached $106 million, and adjusted free cash flow climbed to $127 million. Management indicated a full-year adjusted free-cash-flow range of $330 million to $350 million. Teradata signals free cash flow range and launches Teradata 3.0
• Positive Sentiment: Teradata raised its full-year 2026 EPS guidance to $2.65-$2.73, above the approximately $2.47 consensus, and launched its Teradata 3.0 agentic-AI platform, including new AI tools on Amazon Web Services. Teradata raises EPS outlook and launches AI tools
• Neutral Sentiment: Analysts’ price targets remain mixed. The reported median target is $38, but Barclays lowered its target to $27 and maintained an “underweight” rating, suggesting limited near-term upside in its view. Barclays lowers Teradata price target
• Negative Sentiment: Third-quarter guidance was the main catalyst for the selloff. Teradata forecast revenue of $391.0 million-$399.4 million, below the roughly $403 million consensus, with recurring revenue expected to decline 2%-4% year over year. EPS guidance of $0.55-$0.59 was also centered slightly below expectations. Teradata declines on weaker guidance
• Negative Sentiment: Management kept full-year revenue guidance at approximately $1.6 billion-$1.7 billion, implying growth remains limited, while consulting-services revenue fell sharply. Investors appear to be waiting for clearer acceleration in annual recurring revenue before rewarding the AI and margin improvements.

Institutional Trading of Teradata

Several large investors have recently made changes to their positions in the company. Parallel Advisors LLC raised its stake in Teradata by 197.5% during the 4th quarter. Parallel Advisors LLC now owns 1,529 shares of the technology company’s stock worth $47,000 after buying an additional 1,015 shares during the period. Steward Partners Investment Advisory LLC lifted its holdings in shares of Teradata by 52.8% in the 4th quarter. Steward Partners Investment Advisory LLC now owns 1,883 shares of the technology company’s stock worth $57,000 after purchasing an additional 651 shares in the last quarter. CIBC Private Wealth Group LLC grew its position in Teradata by 223.7% in 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 acquired a new position in Teradata during the third quarter worth $87,000. Finally, EverSource Wealth Advisors LLC lifted its stake in shares of Teradata by 8,665.3% in the second quarter. EverSource Wealth Advisors LLC now owns 4,295 shares of the technology company’s stock valued at $96,000 after buying an additional 4,246 shares in the last quarter. 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.