SQL Server Transformation Market Analysis Report - 2035
The SQL Server Transformation Market is projected to grow from USD 20.7 billion in 2025 to USD 54.2 billion by 2035, exhibiting a CAGR of 10.1%. This growth is driven by the need for modernization of legacy data infrastructures, the shift to hybrid and multi-cloud environments, and demand for real-time analytics and data integration. Large Enterprises and Data Integration Scripts are expected to be leading segments in terms of market share, with North America, Asia-Pacific, and Europe identified as key growth regions.
Teradata (NYSE:TDC) Is Posting Promising Earnings But The Good News Doesn’t Stop There
Teradata (NYSE:TDC) recently announced strong earnings, which was met with a positive market response. Beyond the headline figures, an examination of the company's accrual ratio and the impact of unusual items suggests its reported profits are conservative and may understate its true earnings potential. The analysis highlights a very good cash conversion rate due to a negative accrual ratio and the one-off nature of unusual financial deductions, leading to an optimistic outlook for future profit growth.
The Top 5 Analyst Questions From Teradata's Q4 Earnings Call
Teradata's Q4 CY2025 results surpassed analyst expectations, driven by renewed customer interest in hybrid cloud and on-premise deployments, along with new AI-focused products. The company's CEO, Steve McMillan, highlighted improved retention and expansion of Teradata usage by customers. Analysts' questions during the earnings call focused on the role of on-premise AI, drivers of growth, sustainability of retention, impact of new AI solutions, and the company's position in the AI transition.
LSV Asset Management Acquires 264,600 Shares of Teradata Corporation $TDC
LSV Asset Management increased its stake in Teradata Corporation (NYSE:TDC) by 13.7%, acquiring an additional 264,600 shares, bringing their total ownership to 2.32% valued at approximately $47.2 million. This comes as Teradata reported strong Q4 earnings, beating estimates and raising guidance, which led to a 52-week high and numerous analyst price target increases. Despite institutional confidence, a major shareholder, Lake LP Lynrock, recently sold a portion of its holdings.
Citi Maintains Teradata Corp(TDC.US) With Buy Rating, Raises Target Price to $42
Citi analyst Tyler Radke has maintained a Buy rating on Teradata Corp (TDC.US) and increased the target price from $35 to $42. According to TipRanks data, this analyst has a 44.9% success rate and an average return of 2.8% over the past year. TipRanks provides independent analysis of financial analysts' recommendations, including success rates and average returns.
Teradata (TDC): Citigroup Raises Price Target and Maintains Buy Rating | TDC Stock News
Citigroup has raised its price target for Teradata (TDC) to $42.00, maintaining a Buy rating, indicating a positive outlook. This adjustment comes amidst a trend of other analysts, including Barclays, Evercore ISI Group, Citizens, and RBC Capital, also increasing their price targets for TDC. Despite the positive analyst sentiment, GuruFocus estimates suggest a GF Value of $30.58, implying a potential downside from the current price.
How the autonomous enterprise is taking shape
The article discusses the shift towards the autonomous enterprise, driven by AI agents that can take action rather than just provide information. This evolution is exemplified by the partnership between Teradata and Google Cloud, which focuses on operationalizing AI by grounding intelligent agents in governed data and measurable outcomes. The autonomous enterprise requires robust platform design, distribution strategies, and efficient use of enterprise knowledge to support continuous, machine-driven interaction.
Teradata tops expectations on public cloud momentum and its stock surges
Teradata Corp. exceeded financial expectations for its fourth quarter, with earnings and revenue surpassing analyst forecasts, leading to a surge in its stock. The company's strong performance was driven by significant growth in public cloud annual recurring revenue and a successful transition to cloud-based services, positioning it for future growth with its focus on artificial intelligence platforms.
Buy These 3 Mid-Sized AI Infrastructure Stocks on Strong Q4 Earnings
The article recommends three mid-sized AI infrastructure stocks—Calix Inc. (CALX), Teradata Corp. (TDC), and Lumen Technologies Inc. (LUMN)—that have reported strong Q4 earnings and are poised for growth in 2026. These companies, carrying a Zacks Rank #1 or #2, are leveraging AI integration, innovative platforms, and growing demand for connectivity to drive their prospects, despite some concerns about overall AI stock valuations.
Teradata (TDC) Soars to 52-Week High as 2 Analysts Hike PT
Teradata Corp. (NYSE:TDC) reached a new 52-week high after two investment firms, Morgan Stanley and RBC, raised their price targets for the stock. Morgan Stanley increased its target to $40, citing potential recurring revenue growth driven by the AI sector, while RBC raised its target to $35. The stock jumped by 29.59 percent during intra-day trading, closing at $37.88 following the upgrades.
Shareholder in TDC (NYSE: TDC) plans Rule 144 sale of 61,990 shares
A shareholder of Teradata Corp (NYSE: TDC) has filed a Rule 144 notice to sell 61,990 shares of common stock, distributed across several brokerage firms including Jefferies, Wells Fargo, and JP Morgan. The proposed sales are expected to occur around February 11, 2026, on the NYSE. The shares were originally acquired through open market purchases on May 25, 2023, and the seller has stated they are unaware of any undisclosed material adverse information about the issuer.
Teradata Corp stock hits 52-week high at 38.69 USD By Investing.com
Teradata Corp's stock has reached a 52-week high of $38.69, reflecting significant investor confidence and a 44.99% surge over the past six months. The data analytics firm also reported strong Q4 2025 earnings, exceeding analyst expectations with an EPS of $0.74 and revenue of $421 million. Analysts are optimistic about future growth, with some setting price targets as high as $49.
Teradata (TDC) stock jumps 29% after hours as board pact, upbeat 2026 outlook lift shares
Teradata (TDC) stock surged 29% after hours following a board agreement with an activist investor and an optimistic 2026 outlook. The company projected 2% to 4% annual recurring revenue growth and $310 million to $330 million in free cash flow for 2026, exceeding expectations. This positive news, coupled with a new board director selection process, refocuses attention on the company's growth stabilization efforts.
Evercore ISI Group Raises Teradata (TDC) Price Target to $40 | T
Evercore ISI Group has raised its price target for Teradata (TDC) to $40 from $28, while maintaining an "Outperform" rating. This increase reflects a positive outlook, following similar target adjustments from other analysts like Citigroup, Barclays, RBC Capital, Morgan Stanley, and Citizens. Despite the raised targets, the average target price from 10 analysts suggests a potential downside from the current price, and GuruFocus estimates a similar downside based on its GF Value.
Teradata Q4 Earnings Beat Estimates, Revenues Rise Y/Y, Shares Rise
Teradata (TDC) reported strong fourth-quarter 2025 results, with non-GAAP earnings of 74 cents per share beating estimates by 35.04% and revenues of $421 million surpassing consensus by 6.52%. The company's public cloud Annual Recurring Revenue (ARR) grew 15% year-over-year, driven by increased demand for cloud solutions. Teradata also provided an optimistic outlook for both the first quarter and full-year 2026, projecting continued revenue growth and strong cash flow.
Teradata Corp. Bottom Line Advances In Q4
Teradata Corp. announced an increase in profit for its fourth quarter, with earnings reaching $37 million, or $0.38 per share, up from $25 million last year. The company's revenue also saw a 2.9% rise to $421 million. For the full year 2026, the company expects non-GAAP diluted EPS to be between $2.55 and $2.65 per share.
Teradata Stock Surges On Q4 Earnings Beat, Strong Outlook
Teradata (NYSE: TDC) shares jumped after the company reported better-than-expected Q4 financial results and provided strong Q1 adjusted EPS guidance. The company's Q4 adjusted EPS of 74 cents beat estimates of 56 cents, and revenue of $421 million surpassed the $400.81 million consensus. Analysts subsequently raised price targets, and Teradata's stock showed strong momentum according to Benzinga Edge.
Teradata Corp stock hits 52-week high at 38.69 USD
Teradata Corp stock has reached a 52-week high of $38.69, reflecting significant investor confidence and strong market performance. The stock has seen substantial gains, including a 44.99% surge over the past six months and a 7.7% increase in the last week. This positive trend follows the company's Q4 2025 earnings beat, with EPS and revenue exceeding analyst expectations.
Teradata Corporation (NYSE:TDC) Q4 2025 earnings call transcript
This document is an earnings call transcript for Teradata Corporation's Q4 2025 results. It contains the detailed discussions, reports, and financial information presented during the call.
Teradata Corporation (NYSE:TDC) Q4 2025 Earnings Call Transcript
Teradata Corporation reported strong Q4 2025 results, exceeding expectations for revenue, recurring revenue, and free cash flow, and achieving positive total ARR growth. The company credits revitalized execution, improved retention, and customer expansion for its performance, positioning it for continued profitable growth in 2026, driven by its focus on autonomous AI and knowledge platforms. Teradata also announced a new board member and an upcoming hardware refresh with integrated GPUs, underscoring its commitment to AI innovation and shareholder value.
Teradata Corp (TDC) Q4 2025 Earnings Call Highlights: Strong Cloud Growth and AI Innovations Propel Performance
Teradata Corp (TDC) reported strong Q4 2025 results, exceeding expectations for revenue and free cash flow, driven by robust cloud ARR growth and new AI innovations. Despite a decline in consulting services revenue and full-year recurring revenue, the company highlighted increased operational discipline and strategic partnerships in AI. The outlook for 2026 anticipates continued growth, with AI initiatives expected to drive long-term performance.
Teradata grows cloud subscriptions and profit in 2025 earnings report
Teradata (NYSE: TDC) reported strong Q4 and full-year 2025 financial results, with public cloud Annual Recurring Revenue (ARR) increasing by 15% to $701 million, and total ARR growing 3% to $1.522 billion. The company also reported Q4 GAAP EPS of $0.38 and non-GAAP EPS of $0.74, along with full-year free cash flow of $285 million, 49% of which was used for share repurchases. Teradata provided an optimistic outlook for 2026, projecting continued ARR growth and increased GAAP and non-GAAP EPS, emphasizing its focus on cloud-led transition and AI-powered solutions.
Teradata Corp (TDC) Q4 2025 Earnings Call Highlights: Strong Cloud Growth and AI Innovations Propel Performance
Teradata Corp (TDC) reported strong Q4 2025 results, exceeding expectations for total revenue, recurring revenue, and free cash flow, driven by significant cloud ARR growth and new AI partnerships. Despite a decrease in consulting services revenue, the company achieved improved operating margins and launched innovative AI products like the Enterprise Vector Store. Teradata anticipates continued growth in 2026, fueled by the expanding AI marketplace and strategic product developments, with a focus on both on-premise and cloud AI solutions.
Teradata tops expectations on public cloud momentum and its stock soars
Teradata Corp. greatly exceeded analyst expectations in its fourth-quarter earnings and revenue, driven by strong public cloud growth, which sent its stock soaring in after-hours trading. The company reported earnings of 74 cents per share and revenue of $421 million, along with a 15% rise in public cloud annual recurring revenue. Teradata is also strategically pivoting towards Artificial Intelligence with its new Autonomous AI and Knowledge Platform, which is expected to support future growth.
Teradata Reports Strong Q4 2025 Earnings, Exceeding Expectations
Teradata reported strong Q4 2025 earnings with total revenue of $421 million, a 3% year-over-year increase, exceeding market expectations. The company also generated robust free cash flow of $285 million and anticipates 2-4% annual recurring revenue (ARR) growth in 2026, driven by strategic investments in AI and hybrid cloud solutions. Wall Street analysts have an average 1-year price target of $30.11 for TDC, with Citi and RBC Capital maintaining positive ratings and raising price targets due to strong Q4 trends and potential AI tailwinds.
Teradata reshapes board with Melissa Fisher and Lynrock-backed refresh
Teradata (NYSE: TDC) has announced a board refreshment program in cooperation with Lynrock Lake, which includes the appointment of Melissa Fisher as a Class I director by March 1, 2026. The board will also undergo phased refreshment with director retirements in 2026 and 2027, and Lynrock Lake has agreed to support the board's slate at the 2026 Annual Meeting. This initiative aligns with Teradata's strategic focus on AI innovation and strengthening its corporate governance.
Teradata: Q4 Earnings Snapshot
Teradata Corp. (TDC) reported strong fourth-quarter results, exceeding Wall Street expectations with net income of $37 million, or 38 cents per share. Adjusted earnings were 74 cents per share, significantly beating the analyst estimate of 55 cents. The data management company also reported revenue of $421 million, surpassing forecasts, and provided positive earnings guidance for the upcoming quarter and full year.
Teradata: Q4 Earnings Snapshot
Teradata Corp. reported a strong fourth quarter, with net income of $37 million and adjusted earnings of 74 cents per share, surpassing Wall Street expectations. The company also exceeded revenue forecasts, posting $421 million for the quarter and $1.66 billion for the full year. Teradata provided an optimistic outlook for the upcoming quarter and the full year, projecting earnings per share between 75 to 79 cents and $2.55 to $2.65, respectively.
Teradata Scheduled to Announce Q4 Earnings on February 10th
Teradata (TDC) is scheduled to announce its Q4 earnings on February 10th after market close, with a consensus EPS estimate of $0.56 and anticipated revenue of $399.75 million. Historically, Teradata has consistently beaten EPS estimates, while recent estimate revisions show mixed market confidence. Wall Street analysts have an average 1-year price target of $30.11 for TDC.
What To Expect From Teradata's (TDC) Q4 Earnings
Teradata (TDC) is set to report its Q4 earnings on Tuesday. Analysts anticipate a 2.3% year-on-year revenue decline to $399.6 million and adjusted earnings of $0.56 per share, following a strong previous quarter where the company beat revenue and EBITDA estimates. Despite a challenging environment for data and analytics software stocks, Teradata's stock has an average analyst price target of $29, compared to its current share price of $27.45.
Teradata Corporation (NYSE:TDC) Receives Average Rating of "Hold" from Brokerages
Thirteen brokerages have issued a consensus "Hold" rating for Teradata Corporation (NYSE:TDC), with an average one-year price target of $30.30. The company recently reported better-than-expected quarterly earnings, with EPS of $0.72 against an estimated $0.53, and revenue of $416 million, surpassing estimates, despite a 5.5% year-over-year revenue decline. Institutional ownership for the stock is high at approximately 90.31%.
Assessing Teradata (TDC) Valuation After Recent Share Weakness And Undervalued Fair Value Estimate
Teradata (TDC) shares have recently experienced weakness, declining over the past month and year, prompting a reassessment of its valuation. Despite the soft momentum, Simply Wall St's analysis suggests the company is undervalued, with a fair value estimated at $29.00 compared to its current share price of $26.75. This valuation narrative attributes the potential upside to organizational streamlining, leadership changes, and integration efforts expected to improve operating leverage and free cash flow.
Citi Maintains Teradata Corp(TDC.US) With Buy Rating, Raises Target Price to $35
Citi analyst Tyler Radke has reiterated a Buy rating on Teradata Corp (TDC.US) and increased the target price from $28 to $35. According to TipRanks data, Radke has a 47.8% success rate and a 6.4% average return over the last year. This information is intended for informational purposes only and not as investment advice.
Citigroup Raises Price Target for Teradata (TDC) to $35.00 | TDC Stock News
Citigroup analyst Tyler Radke has increased the price target for Teradata (TDC) from $33.00 to $35.00, maintaining a "Buy" rating, which signifies a 6.06% increase. This updated target suggests a positive outlook for the company, aligning with other analysts who have recently raised their price targets for Teradata. The average price target from 10 analysts is $29.70, implying an 11.78% upside from its current price, while GuruFocus estimates a fair value of $32.62, suggesting a 22.77% upside.
Teradata Brings Enterprise-Grade AI Agents to Google Cloud Marketplace
Teradata has made its enterprise-grade Data Analyst AI agent available on Google Cloud Marketplace, allowing organizations to integrate advanced analytics and agentic AI capabilities more easily. This agent, built on Teradata's Enterprise MCP and Google's ADK, offers multi-turn conversational analytics, secure pushdown processing, and real-time insights without data movement, aiming to accelerate AI-driven decision-making and reduce costs.
Teradata AI 'data analyst' offers chat-style analytics without data moves
Teradata announced the availability of its Data Analyst AI agent on Google Cloud Marketplace, enhancing analytics capabilities without requiring data movement. The agent, built on Teradata Enterprise MCP and Google's ADK, enables multi-turn conversational analytics and secure pushdown processing for real-time insights. This move further extends Teradata’s AI roadmap, following previous launches related to AI strategy and services.
Penserra Capital Management LLC Acquires 378,022 Shares of Teradata Corporation $TDC
Penserra Capital Management LLC has significantly increased its stake in Teradata Corporation (NYSE:TDC) by 43.4%, purchasing an additional 378,022 shares to bring its total holding to 1,249,547 shares, valued at approximately $26.9 million. This acquisition occurred during Teradata's Q3, where the company exceeded EPS and revenue expectations but reported a 5.5% year-over-year revenue decline, leading to a 7.2% stock drop. Despite several analysts raising price targets, the consensus for Teradata remains a "Hold" with an average target of $29.78.
Optimize Financial Inc Invests $1.42 Million in Teradata Corporation $TDC
Optimize Financial Inc recently acquired a new stake in Teradata Corporation (NYSE:TDC), purchasing over 65,000 shares valued at approximately $1.42 million during the third quarter. This investment, representing about 0.07% of Teradata, comes as other major institutions like AQR Capital Management have also significantly increased their holdings in the company. Teradata has announced strong Q3 earnings, surpassing analyst estimates with $0.72 EPS and $416 million in revenue, and currently holds an average analyst rating of "Hold" with a price target of $29.78.
Mitsubishi UFJ Trust & Banking Corp Sells 44,009 Shares of Teradata Corporation $TDC
Mitsubishi UFJ Trust & Banking Corp reduced its stake in Teradata Corporation (NYSE:TDC) by selling 44,009 shares, leaving it with 247,755 shares valued at approximately $5.33 million. Other institutional investors showed mixed activity, with some increasing and others decreasing their holdings. Teradata recently beat Q3 earnings estimates with $0.72 EPS on $416 million revenue and provided Q4/FY2025 guidance, yet its stock is trading near $28.81, reflecting a market cap of $2.68 billion and a "Hold" consensus rating from analysts.
Teradata’s AgentStack: Bridging AI Pilots to Production Autonomy
Teradata has launched Enterprise AgentStack, a comprehensive suite to help businesses move from AI pilot programs to full production autonomy. The platform unifies AI agent building, deployment, and governance across hybrid environments, addressing challenges like data silos and governance gaps. It features components like AgentBuilder, Enterprise Model Context Protocol, AgentEngine, and AgentOps to ensure secure, scalable, and governed AI agent operations, particularly for risk-averse industries.
Y Intercept Hong Kong Ltd Trims Stock Holdings in Teradata Corporation $TDC
Y Intercept Hong Kong Ltd significantly reduced its stake in Teradata Corporation by 50.3% in Q3, selling over 108,000 shares. Despite this, other institutions like Royal Bank of Canada and Millennium Management increased their holdings, contributing to a total institutional ownership of over 90%. Analysts generally rate Teradata as a "Hold" with a consensus price target of $29.78, although some have issued "Strong Buy" ratings and raised price objectives.
Universal Beteiligungs und Servicegesellschaft mbH Buys 93,141 Shares of Teradata Corporation $TDC
Universal Beteiligungs und Servicegesellschaft mbH significantly increased its stake in Teradata Corporation, acquiring an additional 93,141 shares in Q3, bringing its total to 193,675 shares worth approximately $4.17 million. Other institutional investors like AQR Capital Management and Boston Partners also boosted their holdings, resulting in institutional ownership of 90.31% of Teradata. The company recently surpassed EPS estimates and provided positive guidance, with analysts currently maintaining a "Hold" rating and an average price target of $29.78.
Teradata Unveils Enterprise AgentStack to Accelerate Agentic AI
Teradata has launched Enterprise AgentStack, an integrated platform designed to accelerate the development, deployment, and management of AI agents for businesses. This new offering aims to bridge the gap between experimental AI pilots and production-grade autonomous systems by providing secure data integration, robust governance, and scalability across hybrid environments. Teradata emphasizes its ability to deliver trusted outcomes and cost efficiency at enterprise scale by leveraging its existing analytics and AI platform.
From pilots to production: Teradata's AgentStack for autonomous AI
Teradata (NYSE: TDC) has launched Enterprise AgentStack, an integrated toolkit designed to help businesses build, deploy, and govern production-grade AI agents across hybrid environments. This platform aims to bridge the gap between experimental AI pilots and scaled deployments by providing essential tools for secure data discovery, agent creation, scalable hybrid deployment, and centralized monitoring. Cloud availability is expected in Q2 2026, with an on-premise version later in the year, and it integrates with various partners and AI frameworks.
Teradata Unveils Enterprise AgentStack to Accelerate Agentic AI
Teradata announced Enterprise AgentStack, an integrated toolkit designed to help organizations rapidly move from AI agent pilots to production-grade autonomous systems, even across complex multi-agent and hybrid environments. This new offering aims to address the challenges of lifecycle complexity, data integration, governance, and compliance that hinder scaled AI deployment, ultimately enabling faster innovation and cost efficiency at enterprise scale. The toolkit includes Enterprise MCP for secure data discovery, AgentBuilder for creation, AgentEngine for deployment, and AgentOps for management, all built to unify the AI agent lifecycle.
Lightrock Netherlands B.V. Acquires Shares of 185,423 Teradata Corporation $TDC
Lightrock Netherlands B.V. recently acquired 185,423 shares of Teradata Corporation (NYSE:TDC) for approximately $3.99 million, representing about 0.20% ownership. This comes as Teradata reported strong Q3 earnings, beating EPS estimates, and provided positive FY2025 guidance. The stock currently holds a consensus "Hold" rating from analysts with an average target price of $29.78.
Teradata (TDC) Valuation Check As New CISO Hire Supports Cloud And AI Security Expansion
Teradata (TDC) recently appointed Ken Ricketts as CISO, emphasizing its commitment to cloud and AI security amidst growing enterprise concerns. The company's stock, trading at $29.91, shows a 39.83% positive return over 90 days, though its 1-year performance is down 7.03%. Analysis indicates Teradata is undervalued with a P/E ratio of 23.6x compared to peers and an even starker undervaluation suggested by a DCF model estimating its value at US$80.64.
Is Teradata (TDC) Turning Enterprise-Grade Cybersecurity Into Its Next Strategic Differentiator?
Teradata (TDC) recently appointed Ken Ricketts as SVP and CISO to bolster enterprise-wide security, particularly across cloud and AI platforms. This move signals Teradata's commitment to making enterprise-grade cybersecurity and secure AI enablement central to its business strategy. While not an immediate revenue driver, this focus could enhance customer trust, retention, and reduce execution risks associated with its AI products, which are key to its long-term investment case.
Is Teradata (TDC) Turning Enterprise-Grade Cybersecurity Into Its Next Strategic Differentiator?
Teradata (TDC) has appointed Ken Ricketts as SVP and Chief Information Security Officer, signaling a strategic focus on enterprise-grade cybersecurity and secure AI enablement. This move aims to strengthen its cloud and AI security posture, which, while not immediately impacting revenue, could improve win rates and customer retention. The company's investment narrative centers on its transition to cloud and AI analytics amidst muted revenue growth expectations, with market caution despite profit improvements and a relatively undemanding valuation.
Is Teradata (TDC) Turning Enterprise-Grade Cybersecurity Into Its Next Strategic Differentiator?
Teradata (TDC) recently appointed Ken Ricketts as SVP and CISO, signaling a strategic focus on enterprise-grade cybersecurity and secure AI enablement. This move, while not expected to immediately impact revenue, could enhance win rates, customer retention, and manage execution risk for its AI products. The market remains cautious about Teradata's cloud and AI transition, with its share price reflecting this despite profit improvements and a seemingly undemanding valuation.
