TDC · NYSE · Software - Infrastructure

Teradata (TDC)

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

$29.21
vs last close−0.16 (−0.53%)
Loading prices…

Teradata CorporationTDC
Information 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

Market cap$2.76B
EPS (ttm)$4.75
P/E (ttm)6.18
ROE114.6%
P/B4.66
P/S1.63
Dividend yieldDiv yield
Beta1.27vs XLK 0.23

Price target$32.00+9.0%Average of 47 analysts
ConsensusHold26 of 47 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Sep 21, 2026UBSReiterate
Rating: Target: $34
Rating: NeutralTarget: $32
Aug 10, 2026Morgan StanleyDowngrade
Rating: Overweight
Rating: Equal-Weight
Jul 16, 2026RBC CapitalReiterate
Rating: Target: $32
Rating: Sector PerformTarget: $34
May 6, 2026UBSReiterate
Rating: Target: $36
Rating: NeutralTarget: $34
May 6, 2026BarclaysReiterate
Rating: Target: $27
Rating: UnderweightTarget: $28

Next report
Nov 3, 26
in 42 days
EPS estimate
$0.58
Revenue estimate
$395.8M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$0.53$0.66$0.47$0.72$0.74$0.88$0.69Pending
Estimate$0.44$0.57$0.41$0.53$0.55$0.77$0.56$0.58
Surprise+20.5%+15.8%+14.6%+35.8%+34.5%+14.3%+23.7%

RevenueReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$409.0M$418.0M$408.0M$416.0M$421.0M$444.0M$410.0MPending
Estimate$441.2M$423.2M$411.5M$399.5M$400.5M$430.1M$396.1M$395.8M
Surprise−7.3%−1.2%−0.8%+4.1%+5.1%+3.2%+3.5%
Estimate$0.58
ReportedDue Nov 3, 2026
Estimate$395.8M
ReportedDue Nov 3, 2026
View details

Debt to equity16.70%
Current ratio91.50%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$440.0M$409.0M$418.0M$408.0M$416.0M$421.0M$444.0M$410.0M
Net income$32.0M$25.0M$44.0M$9.0M$40.0M$37.0M$335.0M$46.0M
Net margin7.3%6.1%10.5%2.2%9.6%8.8%75.5%11.2%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$56.0M$39.0M$66.0M$24.0M$63.0M$54.0M−$36.0M$48.0M
YoY growth+107.4%−17.0%+37.5%−63.6%+12.5%+38.5%Turned loss+100.0%

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

Revenue
$410.0M
Operating income
$48.0M
Net income
$46.0M
View details

No dividends on record.

Institutions133.27%123.94M shares
490 holders · as of Jun 30, 2026
Insiders10.27%9.55M shares
23 holders · as of Sep 17, 2026
Strategic holders10.01%9.31M shares
1 holder · as of Feb 12, 2021
Adds to153.55%

93.00M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

These groups come from separate filings that can overlap, so they add to 153.55%; nothing is left for Other.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
17.63%16.39Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
10.61%9.86Mas of Jun 30, 2026
Financial, Inc.Strategic
10.01%9.31Mfiled Feb 12, 2021
No.Insider
6.87%6.39Mfiled Feb 14, 2020
Lynrock Lake LPInstitution
6.83%6.35Mas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Sep 15, 2026Stephen Mcmillandirector, officer: President and CEO−10,000$30.02
Sep 15, 2026Michael D. Hutchinsonofficer: Chief Operating Officer−48,077$30.00
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
View details

  • 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

Compare

CompanyPriceChange
Teradata$29.21−0.53%$2.76B6.210.91.6+0.5%
Snowflake$338.84−0.16%$117.63B133.221.6+35.1%
Amazon$255.56−1.12%$2.78T20.827.43.6+19.6%
Microsoft$496.70−0.98%$3.72T27.925.311.2+17.8%
Alphabet Class A$353.25−0.48%$4.30T17.826.39.6+24.2%
Oracle$149.28+0.48%$427.95B23.317.66.0+29.6%
Median22.026.39.6+24.2%