Teradata (NYSE:TDC) Hits New 12-Month High on Strong Earnings

Shares of Teradata Corporation (NYSE:TDC) hit a new 52-week high during trading on Wednesday after the company announced better than expected quarterly earnings. The stock traded as high as $35.10 and last traded at $39.3580, with a volume of 44536 shares trading hands. The stock had previously closed at $29.23.

The technology company reported $0.74 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.55 by $0.19. The business had revenue of $421.00 million during the quarter, compared to analysts’ expectations of $399.49 million. Teradata had a net margin of 7.15% and a return on equity of 83.22%. The firm’s quarterly revenue was up 2.9% compared to the same quarter last year. During the same period in the prior year, the company earned $0.53 EPS. Teradata has set its Q1 2026 guidance at 0.750-0.790 EPS and its FY 2026 guidance at 2.550-2.650 EPS.

More Teradata News

Here are the key news stories impacting Teradata this week:

• Positive Sentiment: Earnings and revenue beat: Teradata reported Q4 GAAP EPS $0.38 and non‑GAAP EPS $0.74, beating consensus, and revenue of $421M topped estimates — a direct catalyst for the stock move as it validates near-term profitability. Teradata Reports Fourth Quarter and Full-Year 2025 Financial Results
• Positive Sentiment: Strong guidance lift: Management raised FY2026 EPS guidance to $2.55–2.65 (versus ~2.19 consensus) and Q1 EPS to $0.75–0.79 (vs. ~$0.60), signaling better-than-expected forward profitability and driving investor enthusiasm. Teradata earnings & guidance (MarketBeat summary)
• Positive Sentiment: Recurring revenue and ARR growth: Q4 total ARR $1.522B (up ~3%) and recurring revenue growth were highlighted, supporting revenue visibility and cash flow strength cited in the press release. Press release: Q4 & full-year results
• Positive Sentiment: AI and cloud narrative: Management and the earnings call emphasized cloud growth and AI innovations as multi-quarter upside drivers — investors are rewarding expected secular growth exposure. Earnings call highlights (Yahoo Finance)
• Positive Sentiment: Board refresh & activist engagement: Teradata announced a cooperation agreement with Lynrock Lake and plans to appoint Melissa Fisher to the board, which investors often view as constructive for governance and strategic focus. Board refresh announcement
• Neutral Sentiment: Market reaction coverage: Multiple outlets noted the premarket/after‑hours jump (double‑digit moves) as markets digested the beats and guidance — useful confirmation of the headlines but not new fundamental data. Benzinga mover coverage
• Neutral Sentiment: Full transcripts and analyst writeups available: Detailed earnings call transcripts and analyst summaries (Seeking Alpha, Yahoo, Zacks) provide color on customer wins, cloud mix and cost structure but mostly reinforce the positives already priced in. Earnings call transcript
• Negative Sentiment: Analyst caution on valuation and cloud softness: TD Cowen’s Derrick Wood kept a Hold, citing that AI/hybrid strengths are offset by softer cloud trends and a full valuation — a reminder some analysts see limited near-term upside despite the beat. TipRanks / TD Cowen analyst note

Wall Street Analysts Forecast Growth

Several analysts have recently weighed in on TDC shares. TD Cowen restated a “hold” rating on shares of Teradata in a report on Wednesday, November 5th. Barclays lifted their target price on shares of Teradata from $24.00 to $27.00 and gave the stock an “underweight” rating in a research report on Monday, January 12th. Evercore upped their price target on shares of Teradata from $25.00 to $28.00 and gave the company an “outperform” rating in a research report on Wednesday, November 5th. Wall Street Zen upgraded shares of Teradata from a “buy” rating to a “strong-buy” rating in a report on Saturday, November 8th. Finally, Zacks Research raised shares of Teradata from a “hold” rating to a “strong-buy” rating in a research note on Thursday, November 20th. One investment analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Teradata currently has a consensus rating of “Moderate Buy” and a consensus target price of $30.30.

Institutional Trading of Teradata

A number of large investors have recently bought and sold shares of the business. AQR Capital Management LLC raised its position in shares of Teradata by 175.3% in the 2nd quarter. AQR Capital Management LLC now owns 3,913,277 shares of the technology company’s stock worth $86,914,000 after acquiring an additional 2,491,938 shares in the last quarter. Alyeska Investment Group L.P. acquired a new stake in Teradata during the third quarter worth approximately $23,549,000. Boston Partners increased its holdings in Teradata by 2,172.3% in the second quarter. Boston Partners now owns 1,108,665 shares of the technology company’s stock worth $24,731,000 after purchasing an additional 1,059,875 shares in the last quarter. Vanguard Group Inc. increased its holdings in Teradata by 5.0% in the fourth quarter. Vanguard Group Inc. now owns 12,953,545 shares of the technology company’s stock worth $394,306,000 after purchasing an additional 612,624 shares in the last quarter. Finally, Qube Research & Technologies Ltd acquired a new position in Teradata in the second quarter valued at approximately $11,309,000. 90.31% of the stock is currently owned by institutional investors and hedge funds.

Teradata Price Performance

The stock has a market capitalization of $3.81 billion, a P/E ratio of 33.82, a PEG ratio of 3.57 and a beta of 0.61. The company has a debt-to-equity ratio of 2.21, a quick ratio of 0.89 and a current ratio of 0.90. The business has a fifty day simple moving average of $30.00 and a 200-day simple moving average of $25.28.

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.