TDC · NYSE · Software - Infrastructure

Teradata

Provides hybrid-cloud data, analytics, and AI platform services for enterprise workloads.

$28.60
After-hours close−0.18 (−0.63%)
At close$28.78(+0.81%)
Loading prices…

Profile

Teradata CorporationTDCInformation Technology

Provides the Vantage platform for enterprise data, analytics, and AI across hybrid deployment environments. Revenue comes from Product Sales and Consulting Services, pairing recurring and perpetual platform offerings with services around implementations and use cases.

Provides Vantage, an open and connected platform for enterprise data, analytics, and AI across public cloud, private cloud, multi-cloud, and on-premises deployments. Its central architecture includes VantageCloud, VantageCore, ClearScape Analytics, and Query Grid.

Product Sales monetize the platform through recurring offerings as well as perpetual software, hardware, and other sales. Consulting Services provides services around implementations and use cases.

The business carries a parallel-database and data-warehouse heritage into hybrid cloud and AI workloads. Its operating model depends on delivering the on-premises, hybrid, and cloud strategy; market acceptance of cloud and AI capabilities; rapid product development; subscription renewals; and sales-cycle timing.

Company facts

CEOStephen McMillan
ListedSep 30, 2007
ExchangeNYSE
HeadquartersSan Diego, CA
CountryUnited States
Employees5,700
CIK0000816761
ISINUS88076W1036

Key statistics

Market cap$2.71B
EPS (ttm)$4.75
P/E (ttm)6.06
ROE114.6%
P/B4.56
P/S1.60
Dividend yield
Beta1.28vs XLK 0.29

Year to date −3.1% · Average volume (30d) 2.9M

Analysts

Price target, next 12 months$34.00+18.2%Median of 47 analysts · vs the Aug 28 close
ConsensusHold13 of 47 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

DateFirmActionPrior ratingRatingPrior targetTarget
Aug 10, 2026Morgan StanleyDowngradeOverweightEqual-Weight
Jul 16, 2026RBC CapitalReiterateSector Perform$32$34
May 6, 2026UBSReiterateNeutral$36$34
May 6, 2026BarclaysReiterateUnderweight$27$28
Feb 11, 2026Northland SecuritiesTarget$37

Earnings

EPS

Estimate$0.58
ReportedDue Nov 3, 2026

Revenue

Estimate$395.8M
ReportedDue Nov 3, 2026

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext session
Aug 4, 2026Q2 FY26$0.56$0.69+23.7%$396.1M$410.0M+3.5%−23.73%
May 5, 2026Q1 FY26$0.77$0.88+14.3%$430.1M$444.0M+3.2%+0.66%
Feb 10, 2026Q4 FY25$0.55$0.74+34.5%$400.5M$421.0M+5.1%+29.59%
Nov 4, 2025Q3 FY25$0.53$0.72+35.8%$399.5M$416.0M+4.1%+32.59%
View details

Financial highlights

12 quartersQ1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$418.0M$408.0M$416.0M$421.0M$444.0M$410.0M
Gross profit$248.0M$230.0M$255.0M$256.0M$276.0M$243.0M
Operating income$66.0M$24.0M$63.0M$54.0M−$36.0M$48.0M
Net income$44.0M$9.0M$40.0M$37.0M$335.0M$46.0M
Diluted EPS$0.45$0.09$0.42$0.38$3.47$0.48
Gross margin59.3%56.4%61.3%60.8%62.2%59.3%
Operating margin15.8%5.9%15.1%12.8%-8.1%11.7%

Fiscal years (4-quarter sums)FY21 $1.92B · FY22 $1.80B · FY23 $1.83B · FY24 $1.75B · FY25 $1.66B

Revenue by product · Q2 FY26

Services And Other, Recurring$310.0M · 76%
Subscription Software License, Recurring$53.0M · 13%
Consulting Services$39.0M · 10%
Software And Hardware Perpetual$8.0M · 2%

Revenue by geography · FY24

Americas$1.01B · 58%
EMEA$484.0M · 28%
Asia Pacific Japan$255.0M · 15%

Balance sheet, Jun 30, 2026Cash & short-term investments $414.0M · Total debt $99.0M · Total assets $1.66B · Shareholders' equity $593.0M

Dividends

No dividends on record.

Ownership

Institutions 135.06%Insiders 3.35%

A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.

Shares outstanding 94.10M · Float 86.13M · 91.5% free float

A Form 4 total here can count shares the filer formally disclaims — an award voted by proxy, for instance — which the holder's own Schedule 13D/G excludes, so where the two disagree the schedule's smaller figure is used.

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
BlackRock, Inc.16.39M17.42%13FAug 7, 2026
Vanguard Portfolio Management LLC9.86M10.48%13FAug 13, 2026
Lynrock Lake LP6.21M6.60%13DJul 8, 2026
Vanguard Capital Management4.82M5.12%13GJul 31, 2026
AQR Capital Management LLC4.79M5.09%13FAug 14, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Jun 8, 2026Timothy C. K. Choudirector−5,657$33.72
Jun 1, 2026Richard J. Petleyofficer: Chief Revenue Officer−17,227$35.00
May 22, 2026Todd McElhattondirector−15,000$33.47
May 19, 2026Sumeet Aroraofficer: Chief Product Officer−15,000$33.00
May 12, 2026Stephen Mcmillandirector, officer: President and CEO−20,000$31.71
View details

Peers

  • Snowflake

    Cloud-native data platform for enterprise analytics and AI

  • Amazon

    Redshift pairs cloud data warehousing with the AWS ecosystem

  • Microsoft

    Fabric unifies enterprise data, analytics, and AI services

  • Alphabet Class A

    BigQuery offers serverless enterprise data warehousing and AI

  • Oracle

    Autonomous Database combines enterprise data warehousing and AI

CompareAfter-hours close

CompanyPriceChange
Teradata$28.60−0.63%$2.71B6.110.71.6+0.5%
Snowflake$329.00+0.32%$113.68B153.922.6+33.5%
Amazon$266.10−0.11%$2.87T21.428.53.7+19.6%
Microsoft$513.06−0.06%$3.81T28.626.211.5+17.8%
Alphabet Class A$346.00−0.14%$4.19T17.425.89.4+24.2%
Oracle$150.95+0.17%$434.14B25.918.76.4+20.6%
Median23.626.29.4+20.6%