GenAI Advancement Will Reshape Cloud Integrations While Margin Contractions Linger

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

09 Sep 24

Updated

21 Jan 26

Views

184

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-8.1%

7D

-1.4%

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1Y

-8.1%

7D

-1.4%

You can edit this narrative until Jan 22 10:10 PM. Then, changes will post as Updates.

Author's Valuation

US$28.821.9% overvalued

AnalystConsensusTarget Fair Value

Shared on 21 Jan 26

Fair value Increased 0.96%

TDC: Free Cash Flow And ARR Focus Will Shape Buyback Impact

Narrative update on Teradata Teradata's fair value estimate edges up to $28.82 from $28.55 as analysts factor in higher price targets, including the recent Barclays move to $27 and Citizens JMP's upgrade with a $42 target. These changes reflect their updated views on the company's cash flow focus and sector setup.

Shared on 07 Jan 26

Fair value Increased 2.68%

TDC: Free Cash Flow Focus And ARR Mix Will Shape Future Risk

Narrative Update on Teradata Analysts have lifted their Teradata fair value estimate from about $27.80 to roughly $28.55, citing a higher price target and a shift in focus toward broader ARR and free cash flow per share growth as key supports for the new view. Analyst Commentary Recent commentary on Teradata centers on how its business mix and priorities could influence free cash flow per share and, by extension, valuation.

Shared on 10 Dec 25

TDC: Antitrust Case Progress Will Shape Future Downside Risk

Analysts have raised their price target on Teradata to $42.00, reflecting increased confidence that the company’s broader focus on recurring revenue and free cash flow growth can unlock stronger long term shareholder value. Analyst Commentary Bullish analysts view the upgrade and higher price target as evidence that Teradata is entering a more durable growth phase, supported by a clearer path to expanding free cash flow per share over the next several years.

Shared on 25 Nov 25

Fair value Increased 7.84%

TDC: Antitrust Progress And Cloud Focus Will Define Risk And Opportunity Ahead

Narrative Update on Teradata Analysts have raised Teradata's fair value estimate from $25.78 to $27.80, citing expectations for stronger free cash flow growth and improved profitability as the company broadens its strategic focus. Analyst Commentary Recent research has highlighted evolving perspectives among analysts regarding Teradata’s outlook and execution.

Shared on 07 Nov 25

Fair value Increased 5.45%

TDC: Ongoing Antitrust Litigation And AI Initiatives Will Drive Risk-Reward Balance

Narrative Update on Teradata: Analyst Price Target Revision Analysts have raised their price target for Teradata by approximately $1.33 to $25.78. They cite improved profit margins and a more favorable revenue outlook as key factors for the adjustment.

Shared on 30 Apr 25

Fair value Decreased 13%

Shared on 23 Apr 25

Fair value Decreased 1.02%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 0.56%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 0.97%

AnalystConsensusTarget has decreased revenue growth from -1.6% to -1.7%.

Shared on 02 Apr 25

Fair value Decreased 3.73%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 11 Mar 25

Fair value Increased 21%

AnalystConsensusTarget has decreased revenue growth from -2.2% to -1.5%, decreased profit margin from 7.8% to 6.7% and increased future PE multiple from 22.5x to 30.1x.

AnalystConsensusTarget Fair Value

US$28.82

1.9% overvalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

0.04%

Software revenue growth rate

1.35%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.99%

Calculation

US$156.66m

Earnings '29

x

21.22x

PE Ratio '29

=

US$3.32b

Market Cap '29

US$3.32b

Market Cap '29

/

89.12m

No. shares '29

=

US$37.29

Share Price '29

US$37.29 Share Price '29

Discounted to 2026 @ 9.02% p.a.

=

US$28.78

Fair Value '26