Teradata Corporation
- Open
- 35.35
- Day high
- 35.97
- Day low
- 34.04
- Prev close
- 34.65
- Volume
- 1.4M
- Mkt cap
- $3.4B
- P/E (TTM)
- 7.9
- EPS (TTM)
- $4.33
- P/B
- 6.0
- P/S
- 2.0
- Yield
- —
- Per share
- —
- ▼Insiders net selling -$3.6M over the last 3 months (0 open-market buys, 8 sales)
- 🏛Institutions accumulating (13F)
Teradata Corporation (TDC) is a Technology company listed on NYSE. The stock is up 50% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 8 sales (SEC Form 4).
Teradata Corporation (TDC) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 4 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
TDC earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 5, 2026 | $0.77 | $0.88 | +14.3% | $444M | +3.2% |
| Nov 4, 2025 | $0.53 | $0.72 | +35.8% | $416M | +4.1% |
| Feb 12, 2024 | $0.51 | $0.56 | +9.8% | $457M | +0.0% |
| May 4, 2023 | $0.62 | $0.61 | -1.6% | $476M | +1.2% |
| Feb 13, 2023 | $0.31 | $0.35 | +12.9% | $452M | +4.0% |
| Aug 4, 2022 | $0.33 | $0.33 | +0.0% | $430M | -2.6% |
| May 5, 2022 | $0.64 | $0.65 | +1.6% | $496M | +1.4% |
| Feb 7, 2022 | $0.30 | $0.57 | +90.0% | $475M | -0.5% |
| Nov 4, 2021 | $0.32 | $0.43 | +34.4% | $460M | +0.5% |
| Aug 5, 2021 | $0.43 | $0.74 | +72.1% | $491M | +3.3% |
| May 6, 2021 | $0.62 | $0.69 | +11.3% | $491M | +9.4% |
| Feb 4, 2021 | $0.25 | $0.38 | +52.0% | $491M | +3.3% |
TDC insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jun 17, 2026 | Rogers Scot Frazierofficer: Chief Administrative Officer | Tax | 10,266 | $33.62 |
| Jun 17, 2026 | Rogers Scot Frazierofficer: Chief Administrative Officer | Tax | 13,247 | $33.62 |
| Jun 10, 2026 | CHOU TIMOTHY C Kdirector | Sell | 5,657 | $33.72 |
| Jun 2, 2026 | Petley Richard Jofficer: Chief Revenue Officer | Sell | 16,237 | $35.00 |
| Jun 2, 2026 | Petley Richard Jofficer: Chief Revenue Officer | Sell | 990 | $35.01 |
| May 26, 2026 | McElhatton Todddirector | Sell | 15,000 | $33.47 |
| May 20, 2026 | Arora Sumeetofficer: Chief Product Officer | Sell | 15,000 | $33.00 |
| May 20, 2026 | Arora Sumeetofficer: Chief Product Officer | Tax | 13,553 | $32.77 |
| May 20, 2026 | Ederer Johnofficer: Chief Financial Officer | Tax | 13,355 | $32.77 |
| May 20, 2026 | Arora Sumeetofficer: Chief Product Officer | Tax | 22,127 | $32.77 |
| May 18, 2026 | Olsen Joanne Bethdirector | Grant | 8,790 | — |
| May 18, 2026 | Gianoni Michael Pdirector | Grant | 8,790 | — |
| May 18, 2026 | SCHWARZ JOHNdirector | Grant | 8,790 | — |
| May 18, 2026 | CHOU TIMOTHY C Kdirector | Grant | 8,790 | — |
| May 18, 2026 | Nelson Kimberly K.director | Grant | 8,790 | — |
Source: TDC SEC Form 4 filings, latest Jun 17, 2026. For informational purposes only — not investment advice.
See the full TDC insider & 13F page →Teradata Corporation company profile
Overview
Teradata Corporation (NYSE:TDC) is a leading provider of enterprise data analytics and cloud computing solutions, founded in 1979 and headquartered in San Diego, California. The company went public in 2007 following its spin-off from NCR Corporation. Teradata has evolved from a traditional data warehousing company into a cloud-first analytics platform provider, serving large enterprises across financial services, healthcare, manufacturing, retail, telecommunications, and government sectors. The company is currently in what management calls "Teradata 3.0," focusing on business outcomes driven by advanced analytics and artificial intelligence capabilities.
Business
Teradata operates in the enterprise data analytics and cloud computing industry, providing what is essentially the digital infrastructure that allows large organizations to store, process, and analyze massive amounts of data to make business decisions. The company's core offering is Teradata Vantage, a comprehensive data platform that serves as a central hub where companies can consolidate data from multiple sources - think of it as a sophisticated digital warehouse that not only stores information but also provides powerful tools to analyze it. The platform enables what's called "enterprise analytics," which means helping large organizations make sense of all their data - from customer transactions and inventory records to website clicks and social media interactions. Unlike simple database systems that just store information, Teradata's platform can process complex analytical queries across billions of records, perform advanced statistical analysis, and increasingly, run artificial intelligence and machine learning models. Teradata's business consists of several key components. The company offers both cloud-based and on-premises deployments of its platform, with cloud services representing the fastest-growing segment at approximately 42% of total recurring revenue. The company also provides ClearScape Analytics, which includes advanced analytical functions and machine learning capabilities built directly into the platform. Additionally, Teradata offers consulting and support services to help organizations implement and optimize their data analytics initiatives. A significant recent addition is the Enterprise Vector Store, which enables organizations to manage and analyze unstructured data for AI applications - essentially allowing companies to work with text, images, and other non-traditional data formats alongside their conventional business data. The platform integrates with major cloud providers including Amazon Web Services, Microsoft Azure, and Google Cloud, as well as AI platforms like NVIDIA's offerings.
Revenue model
Teradata operates on a subscription-based business model centered around Annual Recurring Revenue (ARR), which totaled $1.44 billion as of Q1 2025. The company generates revenue through several streams: software subscriptions for its Vantage platform (both cloud and on-premises deployments), professional services including consulting and implementation support, and ongoing maintenance and support services. The primary customers are large enterprises that need to process and analyze massive datasets - typically organizations with complex data requirements such as major banks analyzing transaction patterns, telecommunications companies managing network data, healthcare systems processing patient information, and retailers optimizing supply chains. These customers pay subscription fees based on their usage capacity and the specific analytical capabilities they require. Cloud services represent the company's growth engine, with Public Cloud ARR of $606 million growing at 16% year-over-year, while the traditional on-premises business continues to decline. The company's revenue model benefits from high switching costs - once an organization builds its data infrastructure and analytical processes around Teradata's platform, migrating to alternatives becomes extremely complex and expensive. Several factors influence Teradata's margins and profitability. Positive factors include the scalable nature of cloud software, where additional capacity can be provided at relatively low marginal cost, and the company's focus on mission-critical workloads that justify premium pricing. The ongoing shift to cloud deployments also improves margins over time as cloud services typically carry higher gross margins than on-premises hardware and software combinations. However, margin pressures come from intense competition with cloud-native analytics providers like Snowflake and traditional competitors like Oracle, which can lead to pricing pressure. The company also faces the challenge of maintaining profitability during the transition period as higher-margin on-premises revenue declines while cloud revenue, though growing rapidly, starts from a smaller base. Additionally, significant investments in AI capabilities and cloud infrastructure development require substantial R&D spending that pressures near-term margins.
Competitive moat
Teradata's competitive moat is moderate but faces increasing challenges in the evolving data analytics landscape. The company's primary defensive advantage lies in the high switching costs associated with enterprise data platforms - once large organizations build their data infrastructure, analytical processes, and institutional knowledge around Teradata's system, migrating to alternatives becomes extraordinarily complex, time-consuming, and risky. This creates significant customer stickiness, evidenced by the company's improving retention rates and long-standing relationships with Fortune 500 companies. The company also benefits from its proven ability to handle extremely large-scale, mission-critical workloads that many newer competitors cannot match. Teradata's platform has been battle-tested in environments processing petabytes of data with strict performance and reliability requirements, particularly in regulated industries like banking and healthcare where data governance and compliance are paramount. However, this moat is under pressure from multiple directions. Cloud-native competitors like Snowflake offer more modern architectures and user experiences, often at lower costs and with greater flexibility. These newer platforms are particularly attractive to organizations building new data capabilities rather than migrating existing ones. Additionally, major cloud providers (Amazon, Microsoft, Google) continue to enhance their native analytics services, potentially reducing demand for third-party platforms. The rise of artificial intelligence and machine learning workloads also presents both opportunity and threat - while Teradata is investing heavily in AI capabilities, specialized AI platforms and tools may capture value that traditionally flowed through general-purpose data platforms. The company's hybrid cloud strategy attempts to address these challenges by providing flexibility across deployment models, but success depends on execution in an increasingly competitive market where technological advantages can erode quickly.
Risks & safety
Teradata presents a moderate margin of safety with mixed financial health indicators requiring careful consideration. **Liquidity and Solvency:** - Cash position: $368 million as of Q1 2025, providing reasonable liquidity buffer - Current ratio: 0.84, indicating potential short-term liquidity pressure with current liabilities exceeding current assets - Debt-to-equity ratio: 3.72, representing high leverage that poses solvency risk - Free cash flow: $7 million in Q1 2025 (significantly down from $148 million in Q4 2024), showing volatility in cash generation **Valuation Metrics:** - P/E ratio: 12.1x based on recent earnings, appearing reasonable for a technology company - EV/EBITDA: 6.9x, suggesting potentially attractive valuation relative to cash flow generation - Price-to-book ratio: 13.5x, indicating premium valuation relative to book value **Other Considerations:** - Recurring revenue model provides predictable cash flows with $1.44 billion in ARR - Cloud transition creating near-term margin pressure but potentially stronger long-term positioning - High customer concentration in large enterprises reduces diversification but provides stability - Competitive pressures in cloud analytics market pose execution risk to growth projections
Recent development
Over the past few years, Teradata has undergone a significant strategic transformation centered around three key initiatives. First, the company has pivoted to a cloud-first strategy, successfully growing its Public Cloud ARR from $357 million in 2022 to $606 million in Q1 2025, now representing 42% of total recurring revenue. This transition involved launching VantageCloud Lake across major cloud platforms and developing cloud-native capabilities that provide greater flexibility and scalability than traditional on-premises deployments. Second, Teradata has made substantial investments in artificial intelligence and machine learning capabilities, positioning itself for what management calls "Teradata 3.0." The company introduced ClearScape Analytics with built-in AI functions, launched the Enterprise Vector Store for managing unstructured data in AI applications, and developed "bring-your-own large language model" capabilities. These innovations allow customers to run AI workloads directly within the Teradata platform rather than requiring separate AI infrastructure. Third, the company has restructured its go-to-market organization and leadership team to better align with its cloud and AI strategy. This included appointing new executives in key roles such as Chief Technology Officer Louis Landry, incoming CFO John Ederer, and Chief Product Officer Sumeet Arora. The sales organization has been restructured to focus more heavily on analytics and AI solutions, with management reporting that approximately 20% of the current pipeline includes AI-related sales engagements. Additionally, Teradata has strengthened its partner ecosystem through expanded relationships with major cloud providers (AWS, Microsoft Azure, Google Cloud) and AI platform providers like NVIDIA. The company has also implemented significant cost reduction measures, cutting operating expenses by $75-80 million annually through workforce reductions and operational efficiencies, while maintaining investment in growth areas like cloud and AI capabilities.
TDC company profile · for informational purposes only — not investment advice.
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