Teradata (NYSE:TDC) Releases Q1 2026 Earnings Guidance

Teradata (NYSE:TDC) issued an update on its first quarter 2026 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 0.750-0.790 for the period, compared to the consensus earnings per share estimate of 0.600. The company issued revenue guidance of $422.2 million-$430.5 million, compared to the consensus revenue estimate of $409.6 million. Teradata also updated its FY 2026 guidance to 2.550-2.650 EPS.

Analyst Ratings Changes

Several brokerages have weighed in on TDC. Zacks Research raised shares of Teradata from a “hold” rating to a “strong-buy” rating in a research report on Thursday, November 20th. Evercore ISI reiterated an “outperform” rating and set a $40.00 target price on shares of Teradata in a report on Wednesday. Citigroup restated an “outperform” rating on shares of Teradata in a report on Wednesday. Citizens Jmp upped their price target on Teradata from $42.00 to $49.00 and gave the company a “market outperform” rating in a research report on Wednesday. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of Teradata in a research report on Monday, December 29th. One analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $34.82.

Teradata Stock Up 22.2%

Shares of TDC stock traded up $6.48 during midday trading on Wednesday, reaching $35.71. 5,321,128 shares of the stock were exchanged, compared to its average volume of 1,457,083. Teradata has a 1 year low of $18.43 and a 1 year high of $41.78. The firm has a market cap of $3.33 billion, a PE ratio of 29.36, a price-to-earnings-growth ratio of 3.57 and a beta of 0.61. The company’s 50 day moving average is $30.00 and its two-hundred day moving average is $25.28. The company has a current ratio of 0.90, a quick ratio of 0.89 and a debt-to-equity ratio of 2.21.

Teradata (NYSE:TDC) last released its quarterly earnings results on Tuesday, February 10th. The technology company reported $0.74 earnings per share for the quarter, beating the consensus estimate of $0.55 by $0.19. The company had revenue of $421.00 million for the quarter, compared to analyst estimates of $399.49 million. Teradata had a return on equity of 83.22% and a net margin of 7.15%.The firm’s revenue was up 2.9% on a year-over-year basis. During the same period in the previous year, the company posted $0.53 earnings per share. Teradata has set its Q1 2026 guidance at 0.750-0.790 EPS and its FY 2026 guidance at 2.550-2.650 EPS. On average, equities research analysts predict that Teradata will post 1.31 EPS for the current year.

Key Stories Impacting Teradata

Here are the key news stories impacting Teradata this week:

• Positive Sentiment: Q4 results and upgraded guidance — Teradata posted Q4 GAAP EPS $0.38 / non‑GAAP $0.74 (vs. ~$0.55 consensus) and revenue $421M (above estimates). Management raised Q1 2026 EPS guidance to $0.75–$0.79 and FY26 to $2.55–$2.65 (well above Street expectations), and reported ARR and recurring revenue growth plus solid free cash flow — a catalyst for the move higher. Earnings release
• Positive Sentiment: Unusual bullish options activity — Traders bought 3,759 call contracts (a roughly 611% jump vs. average), signaling short-term speculative bullish positioning that can amplify upward price movement. (No link)
• Positive Sentiment: Analyst upside — Citizens Jmp raised its price target sharply to $49 and moved to “market outperform,” implying ~38% upside from the prior price and providing positive research momentum. Citizens Jmp note
• Positive Sentiment: Board refresh / activist cooperation — Teradata announced a cooperation agreement with Lynrock Lake and plans to add Melissa Fisher to the board, reducing activist uncertainty and signaling governance progress that investors often view favorably. Board refresh release
• Neutral Sentiment: Analyst stance unchanged at some firms — TD Cowen maintained a Hold rating, citing mixed dynamics (hybrid/AI strength vs. soft cloud trends and valuation), which tempers the enthusiasm. TD Cowen note
• Neutral Sentiment: Widespread coverage and transcripts — Multiple transcripts and articles (earnings call highlights, Seeking Alpha/Yahoo summaries) are circulating; useful for due diligence but mostly reiterate the beats and guidance. Earnings highlights
• Negative Sentiment: Mixed analyst signal — Barclays raised its price target to $31 but kept an “underweight” rating, which highlights lingering skepticism about valuation or medium‑term cloud trends and could cap upside for some investors. Barclays note

Institutional Trading of Teradata

Institutional investors have recently bought and sold shares of the company. Royal Bank of Canada increased its stake in Teradata by 76.0% during the 1st quarter. Royal Bank of Canada now owns 330,801 shares of the technology company’s stock valued at $7,436,000 after purchasing an additional 142,813 shares in the last quarter. Millennium Management LLC grew its holdings 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 valued at $4,560,000 after buying an additional 95,777 shares during the last quarter. 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 valued at $249,000 after acquiring an additional 2,048 shares in the last quarter. Creative Planning raised its holdings in Teradata by 52.8% in the 2nd quarter. Creative Planning now owns 18,274 shares of the technology company’s stock worth $408,000 after acquiring an additional 6,314 shares during the last quarter. Finally, Cetera Investment Advisers raised its holdings in Teradata by 7.2% in the 2nd quarter. Cetera Investment Advisers now owns 10,991 shares of the technology company’s stock worth $245,000 after acquiring an additional 736 shares during the last quarter. 90.31% of the stock is owned by hedge funds and other institutional investors.

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.