Teradata (NYSE:TDC) Updates Q2 2026 Earnings Guidance

Teradata (NYSE:TDC) updated its second quarter 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 0.530-0.570 for the period, compared to the consensus earnings per share estimate of 0.520. The company issued revenue guidance of $391.7 million-$399.8 million, compared to the consensus revenue estimate of $401.7 million. Teradata also updated its FY 2026 guidance to 2.550-2.650 EPS.

Wall Street Analysts Forecast Growth

Several analysts recently weighed in on the stock. UBS Group reiterated a “neutral” rating and issued a $36.00 target price on shares of Teradata in a report on Wednesday, February 11th. Zacks Research upgraded shares of Teradata from a “hold” rating to a “strong-buy” rating in a report on Tuesday, April 21st. Royal Bank Of Canada boosted their price target on shares of Teradata from $32.00 to $35.00 and gave the stock a “sector perform” rating in a research note on Wednesday, February 11th. Evercore reiterated an “outperform” rating and set a $40.00 price target on shares of Teradata in a research note on Wednesday, February 11th. Finally, Citizens Jmp boosted their price target on shares of Teradata from $42.00 to $49.00 and gave the stock a “market outperform” rating in a research note on Wednesday, February 11th. One investment analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $35.90.

Teradata Stock Up 2.7%

Shares of NYSE:TDC traded up $0.78 during trading on Tuesday, hitting $30.10. The company’s stock had a trading volume of 3,576,698 shares, compared to its average volume of 1,921,174. The business has a 50 day moving average price of $27.11 and a two-hundred day moving average price of $27.92. The company has a market capitalization of $2.85 billion, a PE ratio of 22.47, a P/E/G ratio of 3.22 and a beta of 0.51. 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 has a fifty-two week low of $19.83 and a fifty-two week high of $41.78.

Teradata (NYSE:TDC) last posted its quarterly earnings results on Tuesday, May 5th. The technology company reported $0.58 EPS for the quarter, missing the consensus estimate of $0.77 by ($0.19). Teradata had a return on equity of 81.80% and a net margin of 7.82%.Teradata has set its FY 2026 guidance at 2.550-2.650 EPS and its Q2 2026 guidance at 0.530-0.570 EPS. As a group, research analysts expect that Teradata will post 1.75 EPS for the current fiscal year.

Insider Activity

In related news, major shareholder Lake Lp Lynrock sold 61,990 shares of the firm’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 value of $2,497,577.10. Following the sale, the insider owned 9,354,676 shares of the company’s stock, valued at $376,899,896.04. This trade represents a 0.66% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Michael P. Gianoni sold 25,000 shares of the firm’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 transaction of $749,000.00. Following the completion of the sale, the director directly owned 31,523 shares in the company, valued at approximately $944,429.08. This trade represents a 44.23% decrease in their position. The SEC filing for this sale provides additional information. Company insiders own 0.96% of the company’s stock.

Teradata News Summary

Here are the key news stories impacting Teradata this week:

• Positive Sentiment: FY and Q2 EPS guidance topped consensus — management raised FY2026 EPS to $2.55–$2.65 (consensus ~$2.46) and set Q2 EPS at $0.53–$0.57 (vs. ~$0.52 consensus), giving investors a clearer path to higher full-year earnings. Read More.
• Positive Sentiment: Strong recurring revenue trends and cash flow — Total ARR grew to $1.492B (up ~3% y/y), public-cloud ARR rose 13%, recurring revenue up 12%, and operating cash flow/FCF were robust partly due to a $359M pre-tax settlement with SAP, materially boosting liquidity for buybacks/debt paydown. Read More.
• Neutral Sentiment: Positive market/analyst commentary and improved technicals have drawn attention — recent write-ups highlight Teradata as a value name and note a rise in relative strength metrics, supporting momentum but not changing fundamentals. Read More.
• Negative Sentiment: Q1 EPS missed estimates — reported EPS was $0.58 vs. consensus $0.77, a $0.19 shortfall that pressured near-term sentiment and highlights execution/seasonality risk. Read More.
• Negative Sentiment: Revenue guidance slightly below Street — Q2 and FY revenue ranges ($392M–$400M and $1.6B–$1.7B) sit under or only in-line with consensus, leaving top-line growth questions even as EPS guidance benefits from margin/cost actions and one-time items. Read More.
• Negative Sentiment: Leverage and liquidity metrics warrant watching — reported debt-to-equity is elevated and current/quick ratios are below 1, meaning capital allocation (buybacks vs. debt paydown) and cash conversion will drive investor confidence. Read More.

Hedge Funds Weigh In On Teradata

A number of institutional investors and hedge funds have recently modified their holdings of the company. Osaic Holdings Inc. grew its stake in shares of Teradata by 9.1% during the fourth quarter. Osaic Holdings Inc. now owns 5,073 shares of the technology company’s stock worth $154,000 after purchasing an additional 424 shares in the last quarter. Steward Partners Investment Advisory LLC grew its stake in shares of Teradata by 52.8% during the fourth 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. Cetera Investment Advisers grew its stake 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 purchasing an additional 736 shares in the last quarter. California State Teachers Retirement System grew its stake in shares of Teradata by 0.9% during the second quarter. California State Teachers Retirement System now owns 88,856 shares of the technology company’s stock worth $1,982,000 after purchasing an additional 784 shares in the last quarter. Finally, Treasurer of the State of North Carolina grew its stake in shares of Teradata by 1.8% during the second quarter. Treasurer of the State of North Carolina now owns 44,465 shares of the technology company’s stock worth $992,000 after purchasing an additional 786 shares in the last quarter. Institutional investors and hedge funds own 90.31% of the company’s stock.

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.