Teradata Factory Targets Private AI Demand And Raises Investor Questions
Teradata has launched "Teradata Factory," an on-premises version of its Autonomous Knowledge Platform, to cater to private AI and analytics workloads in regulated and hybrid environments. This move expands Teradata's capabilities beyond cloud-only deployments, addressing the need for tighter operational control and data sovereignty in sectors with strict regulations. While the new product positions Teradata to capture demand for private AI, investors should consider potential earnings pressure forecast for the company in the coming years.
TDC (NYSE) Form 144: Affiliate files to sell 15,000 shares via Fidelity
An affiliate of Teradata Corp (TDC) has filed a Form 144, indicating a proposed sale of 15,000 shares of common stock through Fidelity Brokerage Services LLC. The filing details multiple restricted stock vesting entries with various dates and share counts, totaling a reported value of over $500,000. This regulatory filing aims to ensure transparency regarding the potential sale of these shares.
Teradata (NYSE:TDC) Downgraded by Zacks Research to "Hold"
Zacks Research downgraded Teradata (NYSE:TDC) from a "strong-buy" to a "hold" rating, despite raising some longer-term earnings estimates. The downgrade reflects a mixed outlook, with near-term quarterly estimates being trimmed. Teradata's stock saw a slight dip following the news, currently trading at $32.71 with a market capitalization of $3.08 billion, while recent financial results showed a beat on EPS and revenue expectations.
Citizens maintains Teradata stock rating on new product launches
Citizens has reiterated its Market Outperform rating and $49 price target for Teradata Corp. (NYSE:TDC) following the announcement of new products at its Autonomous Intelligence World Tour. The company's shares have shown strong performance, rising 10% year-to-date and 48% over the past year, while recent financial results exceeded analyst expectations. Teradata is also scheduled to host investor meetings with CFO John Ederer in June.
Citizens maintains Teradata stock rating on new product launches
Citizens has reiterated a Market Outperform rating on Teradata Corp. (NYSE:TDC) with a $49.00 price target. This decision follows Teradata's announcement of new products at its Autonomous Intelligence World Tour and strong year-to-date stock performance, up 10% compared to an 8% increase for the Russell 3000. The company also recently reported strong Q1 fiscal 2026 results and approved a stock incentive plan amendment.
Teradata Corporation Stock 12‑Month Price Target Cut to $34.14, Implies 4% Upside
The average 12-month price target for Teradata Corporation (TDC) stock has been cut by analysts from $34.88 to $34.14, implying a 4% upside from its May 21 closing price. This revised target is based on estimates from 7 analysts, with individual forecasts ranging from $28 to $49 per share. The consensus rating among 10 analysts has also shifted to "Hold", with 4 Buys, 4 Holds, and 2 Sells.
Teradata (TDC) CFO has 13,355 shares withheld to cover RSU tax obligations
Teradata CFO John Ederer had 13,355 shares of common stock withheld by the company to satisfy tax obligations upon the vesting of his restricted share units (RSUs). This transaction, valued at $32.77 per share, was a tax-related disposition and not an open-market sale. Following this withholding, Ederer directly holds 368,426 Teradata common shares.
Teradata (TDC) CPO sells 15,000 shares, retains 250,772
Sumeet Arora, Chief Product Officer of Teradata (TDC), sold 15,000 shares of common stock at $33.00 per share on May 19, 2026, as part of a Rule 10b5-1 trading plan. Additionally, 35,680 shares were withheld on May 18, 2026, to cover tax obligations from vested restricted share units. Following these transactions, Arora directly holds 250,772 shares in the company.
Teradata Launching Autonomous AI Analytics Platform
Teradata announced the upcoming launch of its Autonomous Knowledge Platform, designed to integrate agentic AI across various environments and enable autonomous decision-making without human intervention. The platform, which includes products like AI Studio, leverages structured and unstructured data to provide insights and automate analytics. This announcement follows a strong first quarter for Teradata, with a 6% year-over-year revenue increase.
Here's Why Teradata (TDC) is a Strong Value Stock
This article from Zacks Equity Research identifies Teradata (TDC) as a strong value stock. It encourages readers to trade TDC and offers a free report with investment recommendations. The content is an analysis published by Zacks Investment Research.
Teradata shareholders approve amended stock incentive plan and director elections
Teradata Corporation shareholders approved an amended 2023 Stock Incentive Plan, increasing available shares by 6.3 million, and elected three Class I directors for three-year terms. The company also ratified the appointment of PricewaterhouseCoopers LLP as its independent registered public accounting firm for 2026 and held an advisory vote on executive compensation. These decisions were made at the annual meeting, with a high percentage of outstanding common shares represented.
Teradata (NYSE: TDC) expands 2023 stock incentive plan by 6.3M shares
Teradata Corporation announced that its stockholders approved the amendment and restatement of the 2023 Stock Incentive Plan, increasing the shares available by 6.3 million. Additionally, stockholders re-elected three Class I directors, approved an advisory say-on-pay resolution for executive compensation, and ratified PricewaterhouseCoopers LLP as the independent registered public accounting firm for 2026. The decisions were made during the May 14, 2026, annual meeting, with a high participation rate of 93.33% of outstanding shares.
Teradata (TDC) director awarded 8,790 RSUs under compensation program
Teradata director Michael P. Gianoni was granted 8,790 restricted share units (RSUs) as part of the company's Director Compensation Program. These RSUs were awarded at no cash cost and will vest in four equal quarterly installments, beginning three months after the grant date of May 14, 2026. Following this transaction, Gianoni directly holds 40,313 shares of Teradata common stock.
Fidelity to Sell 15,000 TDC Shares (NYSE: TDC)
Fidelity Brokerage Services LLC has reported a proposed resale of 15,000 shares of Teradata Corp (TDC) common stock via a Form 144 filing. The filing also notes a restricted stock vesting event of 15,000 shares on May 16, 2026, and a prior sale by Sumeet Arora of 2,645 shares for $81,571.80 on May 7, 2026. The proposed resale has a reported associated value of $495,000.
Teradata (TDC) director Melissa Fisher receives 8,790-share equity award
Teradata Corp director Melissa B. Fisher received an equity grant of 8,790 restricted share units under the company’s Director Compensation Program. These units, granted at no cash cost, will vest in four equal quarterly installments beginning three months after the grant date, effectively spreading the benefit over one year. Following this award, Fisher's direct holdings increased to 12,640 shares, aligning her interests with other shareholders.
Teradata (TDC) director Kimberly Nelson receives 8,790 restricted share units
Teradata Corporation director Kimberly K. Nelson was granted 8,790 restricted share units (RSUs) as part of the company's Director Compensation Program. These RSUs will vest in four equal quarterly installments beginning three months after the grant date. Following this award, Nelson directly holds 61,975 shares of Teradata Common Stock, with the transaction noted as a routine, compensation-related equity issuance.
Teradata (TDC) director Lisa Bacus receives 8,790-share RSU award
Teradata Corp director Lisa R. Bacus was awarded 8,790 shares of common stock as restricted share units through the company's Director Compensation Program. These units will vest in four equal quarterly installments starting three months after the grant date. Following this award, Lisa Bacus directly holds a total of 83,894 shares of Teradata common stock.
Teradata (TDC) director Todd McElhatton granted 8,790 restricted share units in new award
Teradata (TDC) director Todd McElhatton has been granted 8,790 restricted share units, increasing his total direct holdings to 41,665 shares. The award, made at no cash cost, is part of Teradata's Director Compensation Program and will vest in four equal quarterly installments over one year, aligning his compensation with the company's share performance. This transaction was reported in a Form 4 filing and represents stock-based compensation rather than a market purchase or sale.
Is Teradata’s (TDC) New AI Platform Quietly Redefining Its Hybrid Data-Cloud Edge?
Teradata Corporation recently filed a US$206.01 million shelf registration and launched its Autonomous Knowledge Platform, which integrates AI, analytics, and data across various environments. This platform aims to position Teradata at the forefront of enterprise-grade AI, data, and analytics, potentially reshaping its investment narrative around AI-driven, hybrid analytics growth. Despite these advancements, the company faces revenue headwinds and intense hyperscaler competition, with future revenue growth expected to be flat.
Teradata Corporation (NYSE:TDC) Given Consensus Recommendation of "Moderate Buy" by Analysts
Analysts have issued a consensus "Moderate Buy" rating for Teradata Corporation (NYSE:TDC) from ten brokerages, with an average target price of $35.67. The company recently exceeded earnings expectations, reporting EPS of $0.88 against an estimated $0.77, and revenue of $444 million, prompting raised guidance for FY2026 and Q2 2026. Despite recent insider share sales by the CRO and CEO, institutional investors maintain a significant 90.31% ownership of the stock.
Wall Street Zen Upgrades Teradata (NYSE:TDC) to "Strong-Buy"
Wall Street Zen has upgraded Teradata (NYSE:TDC) from "buy" to "strong-buy" following better-than-expected quarterly results, with the company beating EPS and revenue estimates and providing positive future guidance. Despite this, insider trading shows recent share sales by a director and the CRO, while institutional ownership remains high at over 90%. The stock currently holds a "Moderate Buy" consensus rating among analysts with an average target price of $35.67.
Is Teradata’s (TDC) New AI Platform Quietly Redefining Its Hybrid Data-Cloud Edge?
Teradata (TDC) recently launched its Autonomous Knowledge Platform, integrating AI, analytics, and data across various environments, aiming to strengthen its position in enterprise-grade AI and hybrid analytics. The company also filed a US$206.01 million shelf registration and received recognition in AI and Data Platforms. This strategic move is expected to attract higher quality recurring workloads and reinforce Teradata's relevance against cloud-native competitors, though investors acknowledge ongoing revenue headwinds and intense hyperscaler competition.
Teradata (NYSE: TDC) CRO has shares withheld to cover RSU tax bill
Teradata's Chief Revenue Officer, Richard J. Petley, had 1,829 shares of common stock withheld to cover tax obligations arising from the vesting of restricted share units. The transaction occurred on May 13, 2026, with shares valued at $32.70 each, totaling $60,000. Following this, Petley directly holds 205,798 shares of Teradata common stock.
Insider Sell: Teradata Corp's President and CEO Stephen Mcmillan Sells 20,000 Shares
Stephen Mcmillan, President and CEO of Teradata Corp, sold 20,000 shares of the company on May 12, 2026, reducing his total holdings to 762,446 shares. This transaction is part of a trend for Mcmillan, who has sold 70,000 shares over the past year without purchasing any. Teradata Corp's stock was trading at $31.71, indicating it is fairly valued according to its GF Value, with a market cap of $3.077 billion and a P/E ratio of 7.50.
Teradata CEO Stephen McMillan sells $634,158 in shares
Teradata President and CEO Stephen McMillan sold 20,000 shares of company stock for a total of $634,158 on May 12, 2026. Despite McMillan's sale, the stock has climbed 39% over the past year and an InvestingPro analysis suggests it is currently undervalued. This news follows Teradata's strong first-quarter fiscal 2026 results, where the company exceeded analyst expectations for both earnings and revenue.
Teradata (TDC) CEO Stephen McMillan sells 20,000 shares at ~$31.71
Teradata Corporation's President and CEO, Stephen McMillan, sold 20,000 shares of company stock in an open-market transaction at a weighted average price of $31.7079 per share. The shares were sold in multiple trades ranging from $31.40 to $32.10. Following this sale, McMillan directly holds 762,446 shares of Teradata common stock.
Teradata Q1 earnings surpass estimates, revenues increase Y/Y
This article reports that Teradata (NYSE: TDC) released its Q1 202X earnings, surpassing analyst estimates for both earnings per share and revenue. The company reported adjusted EPS of $0.56, beating the $0.45 estimate, and revenue increased 1% year-over-year to $44.7 million, exceeding analyst expectations of $441.97 million. Teradata also provided upbeat guidance for Q2 and the full year 202X.
A Look at Teradata Corp (TDC) After 3.0% Gain -- GF Value $30.69 vs Price $32.70
Teradata Corp (TDC) recently saw its shares rise by 3.0% to $32.70. However, the stock is considered 6.5% overvalued compared to its GF Value™ of $30.69, despite its current P/E ratio of 7.5x being significantly below its 5-year median. Insiders have sold $3.4 million worth of shares in the last three months, with no buying activity, suggesting a potential lack of confidence.
Form 144: 20,000 restricted shares proposed to sell (TDC)
A Form 144 filing for Teradata Corp (TDC) indicates a proposed sale of 20,000 restricted common shares by Stephen McMillan through Morgan Stanley Smith Barney LLC. The filing also reports past sales of 50,000 common shares on February 26, 2026, for over $1.5 million. The restricted stock vesting is associated with a registered plan dated February 13, 2023.
Independent study ranks Teradata top tier in 7 AI and data platform categories
Teradata (NYSE: TDC) has been recognized as "Exemplary," the highest designation, across seven categories in the 2026 ISG Buyers Guides™ for AI and Data Platforms. The company achieved its strongest ranking in the Analytic Data Platforms category, highlighting its leadership in enterprise-grade analytics at scale. This comprehensive independent research evaluates technology providers based on product capabilities, customer experience, and market impact.
Teradata Corp at Morgan Stanley Technology, Media & Telecom Conference Transcript
This document is a transcript of Teradata Corp's presentation at the Morgan Stanley Technology, Media & Telecom Conference held on March 3, 2026. John Editor, CFO, and Sumit Arora, Chief Product Officer, discussed various aspects of the company during their session. The transcript includes an introduction by Eric Woodring, who leads Morgan Stanley's hardware coverage.
Why Teradata (TDC) Is Up 12.4% After SAP Settlement Windfall And New AI Platform Launch
Teradata Corporation (TDC) saw its stock rise 12.4% following a significant US$480 million settlement with SAP and the launch of its new Autonomous Knowledge Platform. This platform aims to unify AI, analytics, and data across various environments, positioning Teradata to capitalize on AI-driven workloads. While the SAP settlement boosts immediate earnings, the company's long-term success hinges on the adoption of its AI platform and its ability to compete against hyperscalers and open-source alternatives.
TD Cowen Maintains Teradata Corp(TDC.US) With Hold Rating, Raises Target Price to $30
TD Cowen analyst Derrick Wood has reiterated a "Hold" rating for Teradata Corp (TDC.US) and increased the target price from $25 to $30. This adjustment reflects the analyst's current outlook on the company, though TipRanks data indicates the analyst has a 42.3% success rate and a -0.6% average return over the past year.
Teradata (NYSE:TDC) Downgraded by Wall Street Zen to Buy
Wall Street Zen downgraded Teradata (NYSE:TDC) from a "strong-buy" to a "buy" rating. Despite this, the company has a consensus "Moderate Buy" rating from analysts with an average target price of $35.67. Teradata recently reported strong Q1 earnings, surpassing analyst expectations, and provided optimistic guidance for FY 2026 and Q2 2026.
Teradata Stock Beats Q1 Estimates, A Cash Flow Generator Riding The AI Wave (NYSE:TDC)
Teradata (NYSE:TDC) stock had its prior buy rating reaffirmed after beating Q1 earnings estimates, driven by demand for AI-related platform solutions and a strong global competitive position. While not a dividend payer, the company demonstrates significant operating cash flow and a commitment to share buybacks. Teradata appears undervalued compared to its peers, with forecasts indicating continued growth through 2027, despite sector-specific legal risks.
Insider Sell: Sumeet Arora Sells Shares of Teradata Corp (TDC)
Sumeet Arora, Chief Product Officer at Teradata Corp (TDC), sold 2,645 shares of the company on May 7, 2026, bringing his total ownership to 301,452 shares. This transaction is part of a trend of six insider sells and no buys over the past year. Teradata Corp's stock was trading at $30.84, valued fairly against its GF Value.
Teradata (NYSE: TDC) product chief sells 2,645 shares under plan
Teradata's Chief Product Officer, Sumeet Arora, sold 2,645 shares of company common stock at $30.84 per share on May 7, 2026, as part of a pre-arranged Rule 10b5-1 trading plan. Following this transaction, Arora directly holds 301,452 shares of Teradata common stock. The sale amounted to $81,572 and was reported in a Form 4 SEC filing.
Teradata (NYSE: TDC) CRO sells 34,317 shares at $30.84 in 10b5-1 trade
Teradata's Chief Revenue Officer, Richard J. Petley, sold 34,317 shares of company stock at $30.84 per share on May 7, 2026, totaling approximately $1.06 million. This transaction was conducted under a pre-arranged Rule 10b5-1 trading plan adopted on December 5, 2025. Following the sale, Petley retains a direct holding of 207,627 shares, indicating a significant ongoing equity stake in the company.
Teradata (TDC) Gets A Target Cut—But Wall Street Isn’t Walking Away Yet
Teradata (NYSE: TDC) recently received target cuts from Citi and Barclays due to a cautious near-term outlook and softer demand signals for the software sector. Despite the revisions, Citi maintained a Buy rating, suggesting long-term confidence. The article emphasizes Teradata's role in cloud-native data platforms and AI but also suggests that other AI stocks might offer greater return potential.
UBS Adjusts Price Target on Teradata to $34 From $36, Maintains Neutral Rating
UBS has revised its price target for Teradata (TDC) shares, lowering it to $34 from the previous $36, while keeping a Neutral rating on the stock. This adjustment indicates a slightly altered outlook for the company's valuation according to the financial firm.
Teradata (NYSE:TDC) - Stock Analysis
Teradata (NYSE:TDC) is covered in this stock analysis, showing it is trading below its estimated fair value with recent earnings growth. Despite risks like forecasted earnings decline and insider selling, the company has introduced significant AI and knowledge platforms, including the Teradata Autonomous Knowledge Platform. Recent financial updates include exceeding Q1 estimates, a substantial SAP settlement improving cash flow, and updated earnings guidance for 2026.
[144] TERADATA CORP /DE/ SEC Filing
This article reports on a Form 144 SEC filing by Teradata Corp (TDC) for a proposed sale of securities. The filing details the sale of 2,645 shares of common stock with an aggregate market value of $81,571.80, acquired through restricted stock vesting on February 11, 2026. The notice highlights typical Form 144 information requirements and includes a representation that no material adverse information about the issuer has been publicly disclosed.
Teradata unveils one AI platform for cloud, on-prem and hybrid use
Teradata has announced the Autonomous Knowledge Platform, a unified system for AI, analytics, and data across cloud, on-premises, and hybrid environments. This platform introduces components like Teradata AI Studio, Tera workspace, and Teradata Factory for sovereign AI, emphasizing governed enterprise context and cost control. It is expected to be available on Teradata Cloud in Q3 2026, with the Factory following later in the year, and a research preview of Tera Claw by year-end.
Introducing the Teradata Autonomous Knowledge Platform
Teradata announced its new Autonomous Knowledge Platform, which unifies production-grade AI, analytics, and data into a single integrated system across cloud, on-premises, and hybrid environments. This platform introduces capabilities like Teradata AI Studio, Tera (an autonomous AI-powered workspace), Tera Agents for platform automation, and Teradata Cloud with elastic compute. The platform aims to address the challenges of scaling autonomous AI agents by providing a governed, performant, and cost-controlled solution, enabling enterprises to move beyond AI pilots to automated action.
Vanguard Group Inc. Acquires 612,624 Shares of Teradata Corporation $TDC
Vanguard Group Inc. significantly increased its stake in Teradata Corporation, acquiring an additional 612,624 shares in Q4, bringing its total holdings to 12,953,545 shares valued at $394.3 million. Teradata reported strong Q1 earnings, beating analyst estimates with EPS of $0.88 and revenue of $444.0 million, and provided optimistic guidance for FY2026. Despite some mixed analyst ratings, the company currently holds a "Moderate Buy" consensus.
Morgan Stanley Maintains Teradata Corp(TDC.US) With Buy Rating, Maintains Target Price $40
Morgan Stanley has reiterated its Buy rating for Teradata Corp (TDC.US) and maintained a target price of $40. This indicates a continued positive outlook from the financial institution regarding the company's stock performance.
UBS Maintains Teradata Corp(TDC.US) With Hold Rating, Cuts Target Price to $34
UBS has re-evaluated Teradata Corp (TDC.US), reaffirming its "Hold" rating while simultaneously reducing the target price for the company's stock to $34. This adjustment suggests a revised outlook on Teradata's future stock performance by the financial institution.
SAP settlement and cloud ARR lift Teradata (NYSE: TDC) Q1 2026 results
Teradata (NYSE: TDC) reported strong Q1 2026 results, with total revenue rising to $444 million and net income soaring to $335 million, primarily driven by a $480 million legal settlement with SAP. The company also saw significant growth in its Public Cloud Annual Recurring Revenue (ARR) which increased by 13% to $686 million, indicating strong customer adoption of its cloud offerings amidst ongoing migrations from on-premises solutions. Despite an operating loss due to $121 million in SAP legal settlement fees, the settlement significantly boosted cash and resolved all litigation with SAP.
Teradata Corporation (NYSE:TDC) Q1 2026 Earnings Call Transcript
Teradata Corporation reported strong Q1 2026 results, exceeding revenue and EPS expectations, driven by recurring revenue growth and significant interest in their AI-led solutions. The company emphasized its strategic pivot to AI, particularly sovereign AI and agentic workloads, noting that many organizations struggle to move AI from pilot to production, a challenge Teradata aims to solve with its robust platform and services. Teradata also discussed the $480 million settlement with SAP, which significantly improved its balance sheet and provides strategic optionality for future investments and shareholder returns, while reaffirming its full-year 2026 financial outlook.
Teradata (NYSE:TDC) Updates Q2 2026 Earnings Guidance
Teradata (NYSE:TDC) has updated its Q2 2026 earnings guidance, projecting EPS between $0.53 and $0.57, exceeding the consensus estimate of $0.52. The company also set its FY 2026 EPS guidance at $2.55–$2.65, despite recently missing Q1 EPS estimates. Analyst ratings remain a "Moderate Buy" with a consensus target price of $35.90, reflecting mixed price target revisions.
