Teradata Corporation, together with its subsidiaries, provides an AI and knowledge platforms in the United States and internationally. It operates in two segments, Product Sales and Consulting Services. The company's AI and Knowledge platform designed for enterprise-grade workloads. Its consulting services include support services for organizations to establish data analytics and and AI vision, enable a hybrid ecosystem architecture, and identify and operationalize opportunities. The company serves clients in financial services, healthcare and life sciences, public sector, manufacturing, retail, telecommunications, and travel/transportation sectors through a direct sales force. Teradata Corporation was incorporated in 1979 and is headquartered in San Diego, California.
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Morgan Stanley upgrades IT hardware view on chipflation-driven demand
Morgan Stanley has upgraded its U.S. IT hardware industry view to In-Line from Cautious, citing accelerating infrastructure demand driven by memory chipflation. Analyst Erik Woodring said enterprises increasingly see chipflation as a multi-year structural headwind and are accelerating purchases of PCs, servers, and storage to lock in favorable prices, a dynamic he called Fear of Missing Procurement. The firm upgraded Hewlett Packard Enterprise and Pure Storage to Overweight and NetApp to Equal-weight, while downgrading Teradata. Morgan Stanley now prefers storage over servers over PCs and raised estimates across its OEM universe, sitting 9% to 12% above consensus on 2026 and 2027 EPS. However, the firm stressed the tailwinds are primarily cyclical and warned that hardware stocks, up over 100% since the start of 2025, trade at historically expensive levels, with the cycle potentially rolling over beginning in 2027.
Teradata raises full-year profit and cash flow outlook while launching Teradata 3.0 agentic AI platform
Teradata raised its full-year non-GAAP earnings per share range to $2.65 to $2.73 and its adjusted free cash flow range to $330 million to $350 million, while reaffirming total ARR, total revenue, and recurring revenue guidance. The company also introduced Teradata 3.0, a strategy centered on agentic AI and the Teradata Autonomous Knowledge Platform, which includes Teradata Cloud, Teradata Factory built with Dell Technologies, Teradata AI Studio, and Tera, an agentic coworker natural language interface. For the second quarter, total revenue was $410 million, recurring revenue grew 3% year-over-year to $363 million, and adjusted free cash flow reached $127 million. Executives attributed an expected second-half revenue decline to ASC 606 accounting and more upfront revenue from on-premise subscriptions in the first half. The company also paid off the remaining $450 million balance on its term loan and repurchased approximately $40 million in shares.
SpaceX falls 7% in first post-IPO report while Arista Networks jumps 11%
Several stocks made big moves in after-hours trading following quarterly earnings reports. SpaceX fell 7% after releasing its first quarterly report since going public in June, despite second-quarter revenue of $7.81 billion topping an LSEG consensus of $6.93 billion. Arista Networks gained 11% after adjusted earnings of $1.02 per share on revenue of $3.04 billion beat estimates, and third-quarter guidance also surpassed expectations. AMD plunged 8% as second-quarter results and in-line third-quarter revenue guidance of $13 billion failed to impress investors. Wynn Resorts jumped 7% after adjusted earnings of $1.24 per share on revenue of $1.86 billion beat consensus. Astera Labs wiped earlier gains and was last trading lower by 4%, even as third-quarter guidance exceeded Wall Street's estimates. Kratos Defense & Security Solutions rose as much as 8% postmarket before paring that advance, with second-quarter revenue beating estimates in all segments. Pinterest slid 8% after third-quarter revenue guidance of $1.19 billion to $1.21 billion merely met the FactSet consensus. DaVita fell over 6% despite better-than-expected second-quarter results, as full-year adjusted earnings guidance of $14.10 to $15.20 per share compared to a $14.88 consensus. Teradata slumped 17% after third-quarter earnings guidance of 55 to 59 cents per share trailed the 62-cent estimate. Booking Holdings advanced more than 5% after second-quarter gross bookings of $51 billion and adjusted earnings of $2.54 per share topped estimates.
Teradata Brings Enterprise-Grade Data Analyst Agent to AWS Marketplace
Teradata has made its enterprise-grade Data Analyst Agent available in AWS Marketplace, enabling organizations to purchase advanced conversational analytics directly within Amazon Web Services. The agent orchestrates SQL queries on the Teradata platform and performs iterative statistical analysis using Python within AWS, autonomously iterating to produce business-user-ready answers. It integrates with Amazon Bedrock AgentCore for memory and session management, supports secure pushdown processing, and adapts to existing data models without custom training. The offering is available now through Teradata AI Services, with benefits including seamless integration, enterprise-grade reliability, faster time-to-value, cost efficiency, and customizable AI services.
Teradata Appoints Bernd Leukert to Board of Directors
Teradata Corporation has appointed Bernd Leukert to its Board of Directors, effective August 1, 2026. Mr. Leukert will serve as a Class II director with a term expiring at the 2027 Annual Meeting of Stockholders and will join the Board's Nominating and Governance Committee. As part of the Board's ongoing refreshment plan, the Board will expand from nine to ten directors, and Class II directors will expand from three to four. Mr. Leukert brings more than 30 years of experience in technology and financial services, having most recently led global technology, data, and innovation initiatives at Deutsche Bank AG and previously served on the Executive Board of SAP.
Teradata showcases AI deployments at three global banks for fraud detection, conversational analytics, and institutional knowledge
Teradata highlighted three new enterprise AI customer engagements across global financial services, demonstrating how banks are turning trusted data into real-time action. A leading Asia Pacific bank used graph-based AI on the Teradata platform to detect synthetic identity fraud by mapping circular money flows, stopping significant fraudulent losses. A large European bank operating in 20 countries deployed a conversational data layer that lets business users query 40 data domains in plain language, narrowing the gap between knowing and acting. A major Asia Pacific retail bank built a production LLM-powered chatbot grounded in governed data, giving teams secure access to decades of institutional knowledge and measurably boosting productivity.
Teradata Launches Autonomous Knowledge Platform for Enterprise AI
Teradata has announced the general availability of its Autonomous Knowledge Platform across cloud, on-premises and hybrid environments. The platform unifies Teradata Cloud, AI Factory, AI Studio, AI Services and the Tera AI workspace to help enterprises build, deploy and manage agentic AI where their data resides, supporting both proprietary and open-source foundation models. Teradata shares have gained 42.2% in the trailing 12-month period, outperforming the broader Zacks Computer and Technology sector's 30.6% return, driven by expanding enterprise AI adoption. The company reported first-quarter recurring revenues up 12% year over year to $400 million, total annual recurring revenue up 3% to $1.49 billion, and public cloud annual recurring revenue up 13% to $686 million. For the second quarter of 2026, Teradata expects non-GAAP earnings between 53 cents and 57 cents per share, while the Zacks Consensus Estimate for revenues is $398.39 million, indicating a 2.36% year-over-year decline.
Teradata has put its new Teradata Autonomous Knowledge Platform into full commercial release across cloud, on-premises, and hybrid environments. The launch follows a sharp single-day share price drop of 7.5% and a one-week return down 10.98%, though the one-year total shareholder return stands at 45.49%. A widely followed valuation narrative places Teradata’s fair value at $34.88 versus a last close of $31.31, implying the stock may be about 10% undervalued. That narrative hinges on flattish revenue, slimmer margins, and a richer future earnings multiple, while bulls point to accelerating enterprise AI adoption as a driver for the company’s hybrid platform.
GraniteShares Launches 2x Long ETFs on NetApp, Teradata and Bitdeer
GraniteShares has launched three new 2x leveraged single-stock ETFs tied to NetApp, Teradata, and Bitdeer Technologies Group. The GraniteShares 2x Long NTAP Daily ETF (NTAL), GraniteShares 2x Long TDC Daily ETF (TDCL), and GraniteShares 2x Long BTDR Daily ETF (BTDL) each seek daily investment results of 200% of the daily percentage change in the respective underlying stock, before fees and expenses. The funds allow traders to gain amplified daily exposure without a margin account or options approval, and they reset leverage daily. These additions expand GraniteShares' lineup of leveraged single-stock ETFs, which the firm says is one of the largest in the market, covering technology, AI, crypto, and consumer sectors. GraniteShares managed approximately $12.382 billion in assets as of July 9, 2026.
TDC Outshines NTAP as the Better Value Stock, Zacks Analysis Shows
Teradata (TDC) emerges as the superior value stock over NetApp (NTAP) in the Computer-Storage Devices sector, according to a Zacks Investment Research analysis. TDC holds a Zacks Rank of #2 (Buy) with a stronger earnings outlook, while NTAP is ranked #3 (Hold). Valuation metrics further favor TDC, which has a forward P/E of 13.77, a PEG ratio of 1.80, and a P/B of 6.16, compared to NTAP's forward P/E of 18.68, PEG of 2.44, and P/B of 24.04. These factors contribute to TDC's Value grade of B versus NTAP's D, reinforcing TDC as the more attractive undervalued pick.
Rapid7, Twilio, and Teradata Shares Soar on US-Iran De-escalation
Shares of Rapid7, Twilio, and Teradata jumped in afternoon trading after the United States and Iran agreed to halt tit-for-tat military exchanges, easing fears of a wider Middle East conflict. Rapid7 rose 4.8%, Twilio gained 4.6%, and Teradata advanced 5%. The de-escalation removed a macro overhang by lowering oil prices and reducing inflation impulses that had pushed traders to price in a Fed rate hike, benefiting long-duration growth software stocks. The move also built on a chip-to-software rotation sparked by a report that OpenAI may delay its IPO, which softened fears that AI labs would quickly cannibalize incumbent SaaS companies.
Teradata enters new US$400 million revolving credit facility with Bank of America
Teradata Corporation has entered into a new unsecured five-year revolving credit facility of up to US$400 million with Bank of America, replacing its 2022 agreement that also included a US$500 million term loan. The facility includes an option to increase commitments by up to US$200 million and allows draws in multiple foreign currencies, enhancing liquidity and flexibility to support cloud and AI investments. The new arrangement strengthens Teradata's funding position as it focuses on cloud annual recurring revenue and AI adoption, though revenue is expected to be flat to slightly down.
Teradata expands cloud partnerships as VantageCloud adoption picks up
Teradata reports growing momentum in its cloud business tied to adoption of its VantageCloud platform, highlighting new and expanded partnerships with major cloud providers including AWS, Microsoft Azure, and Google Cloud. These developments point to a larger shift in Teradata's model toward cloud-based data and AI services for data-intensive customers. The company's deeper ties with these providers could affect how customers adopt VantageCloud and how Teradata competes against both traditional database vendors and cloud-native analytics platforms. For investors, the key question is how this pivot toward cloud and AI services might influence Teradata's revenue mix, margins, and competitive position over time.
StockStory flags Paychex, Teradata, Scholastic as cash-rich stocks to avoid
StockStory identifies Paychex, Teradata, and Scholastic as cash-producing companies that investors should steer clear of despite strong free cash flow margins. Paychex, with a trailing 12-month free cash flow margin of 35.7%, faces slowing demand and rising costs that have compressed its operating margin. Teradata, posting a 39.6% free cash flow margin, struggles with subpar billings growth and expects its free cash flow margin to contract by 20.2 percentage points. Scholastic, at a 28% free cash flow margin, has posted below-sector revenue growth and weak returns on capital, limiting its ability to invest or return cash to shareholders.
Teradata shares surge 5% on cloud growth and AI demand
Teradata shares jumped 5% in the last trading session to close at $31.16, backed by unusually heavy volume. The gain was driven by improving cloud growth, AI-related demand, and a stronger cash profile. Public cloud annual recurring revenue reached $686 million in the first quarter, up 13% year over year, while total ARR rose to $1.492 billion. The company continues to expand its VantageCloud platform and partnerships with AWS, Microsoft Azure, and Google Cloud. Teradata is expected to report quarterly earnings of $0.55 per share on revenues of $398.39 million.
Rapid7, Braze, and Teradata Stocks Fall Amid AI-Driven Software Selloff
Rapid7, Braze, and Teradata shares declined in afternoon trading as a broader selloff hit the software sector, driven by fears that AI agents will erode traditional subscription models. Rapid7 fell 6.3%, Braze dropped 5%, and Teradata lost 5%, following declines in megacaps Alphabet and Microsoft. The market's concern was reinforced by Accenture's near-20% single-day drop the previous week after it cut its growth outlook, explicitly citing AI compressing demand for traditional IT services. Rapid7 is now down 55.6% year-to-date, trading at $6.34 per share, 75.2% below its 52-week high of $25.59 from July 2025.
Teradata Outshines NetApp as the Better Value Stock
Teradata is currently the more attractive value stock compared to NetApp, according to Zacks Investment Research. Teradata holds a Zacks Rank of #2 (Buy) and a Value grade of A, while NetApp has a Zacks Rank of #3 (Hold) and a Value grade of D. Teradata's forward P/E ratio stands at 11.66 versus NetApp's 17.99, and its PEG ratio is 1.53 compared to NetApp's 2.36. Additionally, Teradata's price-to-book ratio is 5.22, significantly lower than NetApp's 23.16. These metrics suggest Teradata offers better value for investors seeking undervalued stocks in the computer storage devices sector.
TradersPro Issues Bullish Thesis on Teradata Corporation
TradersPro published a bullish thesis on Teradata Corporation, highlighting the company's role in enterprise AI adoption and sovereign AI demand. Teradata's share price was $33.62 as of June 15th, with trailing and forward P/E ratios of 7.55 and 12.99 respectively. The thesis points to the Vantage platform and the new Autonomous Knowledge Platform as key enablers for governed cloud analytics, while noting growing hedge fund interest with 35 funds holding the stock in the first quarter, up from 27 in the prior quarter.
Three Software Stocks Face Trouble Amid Industry Decline
StockStory identifies Commerce, Health Catalyst, and Teradata as software stocks that may face trouble. Commerce posted underwhelming annual recurring revenue growth of 2.5% and projected sales growth of 3.3%, with its free cash flow margin expected to shrink by 3.2 percentage points. Health Catalyst saw flat billings and a gross margin of 50.4%, one of the worst among software companies, alongside long payback periods on sales and marketing. Teradata recorded average billings growth of 3.7% and a 7.2 percentage point drop in operating margin, with its free cash flow margin projected to decline by 20.2 percentage points next year.