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Teradata Community
NYSE:TDC Community
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Teradata
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
AWS And Azure Will Render Legacy Solutions Obsolete
Key Takeaways Rapid enterprise migration to integrated cloud platforms and open-source tools threatens Teradata's market share, revenue stability, and long-term growth prospects. Ongoing price competition and a legacy reputation hinder Teradata's cloud transformation, driving margin erosion and increasing customer churn risk.
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US$21.00
FV
2.8% overvalued
intrinsic discount
-1.97%
Revenue growth p.a.
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3 days ago
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Teradata
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Hybrid AI Offerings And NVIDIA Partnership Will Expand Market Reach, But CFO Departure Poses Challenges
Key Takeaways Strategic investments in hybrid AI and go-to-market enhancements could boost revenue growth and sales productivity, expanding Teradata's market and earnings potential. Focus on customer retention and operational efficiencies may lead to higher recurring revenue, improved margins, and stronger overall earnings performance.
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US$24.88
FV
13.2% undervalued
intrinsic discount
-1.76%
Revenue growth p.a.
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3 days ago
author updated this narrative
Teradata
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
Hybrid Cloud, AI And IoT Will Transform Data Management Ecosystems
Key Takeaways Teradata's advanced hybrid and agentic AI capabilities, combined with a proven executive team, position it for sustained leadership and accelerated revenue and margin growth in scaling enterprise AI. The company's strengths in enterprise data trust, platform interoperability, and regulated-sector analytics uniquely enable premium pricing, high retention, and long-term contract expansion as customers consolidate workloads.
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US$28.00
FV
22.9% undervalued
intrinsic discount
-1.16%
Revenue growth p.a.
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6 days ago
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Your Valuation for
TDC
TDC
Teradata
Your Fair Value
US$
Current Price
US$21.59
58.5% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-282m
3b
2015
2018
2021
2024
2025
2027
2030
Revenue US$1.6b
Earnings US$128.6m
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