Teradata Dirección
Dirección controles de criterios 3/4
El CEO de Teradata es Steve McMillan , nombrado en Jun 2020, tiene una permanencia de 6.17 años. compensación anual total es $16.06M, compuesta por 5.1% salario y 94.9% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.39% de las acciones de la empresa, por valor de $11.67M. La antigüedad media del equipo directivo y de la junta directiva es de 2 años y 7.5 años, respectivamente.
Información clave
Steve McMillan
Chief Executive Officer (CEO)
US$16.1m
Compensación total
| Porcentaje del salario del CEO | 5.12% |
| Permanencia del CEO | 6.2yrs |
| Participación del CEO | 0.4% |
| Permanencia media de la dirección | 2yrs |
| Promedio de permanencia en la Junta Directiva | 7.5yrs |
Actualizaciones recientes de la dirección
Recent updates
Actualización de narrativa • Jun 27
TDC: AI Platform Execution And Cost Discipline Will Balance 2026 Risk Reward
Teradata's analyst fair value estimate has been adjusted slightly higher to about $34.88, even as several firms lowered their price targets by $1 to $6, with analysts pointing to reassessments of discount rates and future P/E assumptions. Analyst Commentary Recent research on Teradata reflects a cautious tone, with several firms trimming their price targets by modest amounts.Seeking Alpha • Jun 25
Teradata's Value Appeal Over Snowflake Since AI Is Not Cheap
Summary Teradata offers a compelling value play versus Snowflake, combining profitability, disciplined spending, and robust AI capabilities for regulated, cost-sensitive enterprise clients. TDC’s AI Factory enables cost-effective AI deployment by minimizing token and data migration costs, appealing to clients with complex, hybrid, or on-premise data needs. Despite slower revenue growth than SNOW, TDC boasts expanding margins, growing recurring revenues, and a low P/E, supporting a moderate target price of $35.5. TDC’s strong free cash flow, prudent capital allocation, and cash-rich balance sheet position it defensively amid potential Fed tightening and AI infrastructure spending risks. Read the full article on Seeking Alpha
Actualización de narrativa • Jun 13
TDC: AI Execution And Margin Discipline Will Drive Future Re Rating Potential
Teradata’s updated analyst price target has edged down by about $1 to roughly $48. Analysts are recalibrating their models following a series of target cuts from major research firms that reflect adjusted views on margins and future P/E assumptions.Actualización de narrativa • May 29
TDC: AI Data Platform Execution And Margin Discipline Will Shape 2026 Upside
Teradata's analyst price target has shifted slightly lower to $33.44 from $33.78 as analysts factor in updated assumptions for revenue, profit margins, and a higher future P/E multiple following a series of recent target cuts across major firms. Analyst Commentary Recent target cuts cluster around similar themes, with analysts recalibrating expectations for Teradata's revenue growth, execution, and the P/E investors may be willing to pay.Actualización de narrativa • May 02
TDC: 2026 AI Data Platform And Share Repurchases Will Support Upside Potential
Teradata's updated analyst price target has shifted lower by about $2 following a blend of recent target reductions and earlier increases, as analysts reassess fair value assumptions around growth, margins, and future P/E expectations. Analyst Commentary Recent research has produced a mix of higher and lower price targets for Teradata.Actualización de narrativa • Apr 17
TDC: AI Agent Adoption And Vector Data Capabilities Will Drive Re Rating
Analysts have adjusted their Teradata price targets, resulting in a net effect of a lower blended target after RBC Capital cut its view by $6, while several other firms raised their targets by $2 to $13. This reflects mixed sentiment around the updated assumptions on growth, profitability and valuation multiples.Actualización de narrativa • Apr 03
TDC: 2026 Data Infrastructure And AI Partnerships Will Drive Upside Potential
Teradata's updated analyst price targets have moved higher by low double-digit dollar amounts, with analysts pointing to recent target increases of $2 to $13 across several firms as they reassess the stock's setup in software and data infrastructure. Analyst Commentary Recent research updates cluster around higher price targets for Teradata, with adjustments ranging from $2 to $13.Actualización de narrativa • Mar 20
TDC: Recalibrated 2026 Software Outlook And Cash Returns Will Drive Upside Potential
Narrative Update: Teradata Analysts have lifted their Teradata price targets by between $2 and $13, supported by research that points to recalibrated software sector views, updated discount rate assumptions, and adjusted future P/E expectations in the latest models. Analyst Commentary Recent research points to a cluster of price target increases for Teradata, with adjustments ranging from $2 to $13 across multiple firms.Actualización de narrativa • Mar 06
TDC: Higher Earnings Power And AI Agent Adoption Will Drive Re Rating
The analyst fair value estimate for Teradata has moved from $39.79 to $49.00, reflecting higher Street price targets as analysts factor in updated views on revenue growth, profitability, and future P/E assumptions. Analyst Commentary Recent Street research on Teradata has leaned constructive, with several bullish analysts lifting their price targets and reinforcing a more supportive sentiment around the stock.Actualización de narrativa • Feb 19
TDC: Cash Returns And 2026 Earnings Outlook Will Shape Fairly Balanced Case
Analysts have raised their Teradata fair value estimate from $29.00 to about $35.73, citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E that are reflected in a series of higher price targets across major research firms. Analyst Commentary Recent research updates cluster around higher price targets for Teradata, with several firms lifting their views by single to low double digit dollar amounts.Artículo de análisis • Feb 17
Teradata (NYSE:TDC) Is Posting Promising Earnings But The Good News Doesn’t Stop There
Teradata Corporation ( NYSE:TDC ) announced a healthy earnings result recently, and the market rewarded it with a...Actualización de narrativa • Feb 05
TDC: Free Cash Flow Focus And ARR Mix Will Frame Buybacks
Narrative update The analyst price target for Teradata has been lifted by about $0.20 to $29.00, with analysts citing refreshed software sector views, company-specific expectations for free cash flow per share, and updated assumptions around revenue growth, discount rate, and future P/E as key reasons for the adjustment. Analyst Commentary Recent research on Teradata highlights a mix of constructive and cautious views, with price targets and ratings reflecting different expectations around execution, free cash flow per share, and how the market is currently valuing the stock.Actualización de narrativa • Jan 21
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.Actualización de narrativa • Jan 07
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.Actualización de narrativa • Dec 24
TDC: Free Cash Flow Focus Will Drive Re-Rating Despite Legal Overhang
Analysts have raised their price target on Teradata from approximately $28.00 to about $39.79 per share, citing the company's strategic shift toward broader annual recurring revenue drivers and improved free cash flow growth prospects. Analyst Commentary Bullish analysts point to Teradata's evolving business mix and strengthened cash generation profile as key drivers behind recent upward price target revisions.Actualización de narrativa • Dec 10
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.Actualización de narrativa • Nov 25
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.Artículo de análisis • Nov 22
Teradata Corporation's (NYSE:TDC) 28% Price Boost Is Out Of Tune With Earnings
The Teradata Corporation ( NYSE:TDC ) share price has done very well over the last month, posting an excellent gain of...Artículo de análisis • Nov 08
Teradata Corporation Just Recorded A 70% EPS Beat: Here's What Analysts Are Forecasting Next
Teradata Corporation ( NYSE:TDC ) just released its quarterly report and things are looking bullish. The company beat...Actualización de narrativa • Nov 07
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.Artículo de análisis • Sep 23
Teradata (NYSE:TDC) Is Very Good At Capital Allocation
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...Artículo de análisis • Sep 05
Should You Investigate Teradata Corporation (NYSE:TDC) At US$20.53?
While Teradata Corporation ( NYSE:TDC ) might not have the largest market cap around , it saw significant share price...Artículo de análisis • Jul 11
Teradata (NYSE:TDC) Seems To Use Debt Rather Sparingly
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Artículo de análisis • Jun 23
Why The 27% Return On Capital At Teradata (NYSE:TDC) Should Have Your Attention
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Artículo de análisis • May 09
Teradata Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
It's been a good week for Teradata Corporation ( NYSE:TDC ) shareholders, because the company has just released its...Artículo de análisis • Apr 07
Teradata (NYSE:TDC) Has A Pretty Healthy Balance Sheet
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Artículo de análisis • Mar 18
Under The Bonnet, Teradata's (NYSE:TDC) Returns Look Impressive
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...Seeking Alpha • Mar 15
Teradata: Cloud Migration Delay Offsetting Attractive Long-Term Outlook
Summary Teradata is undergoing a transformation, focusing on cloud migration and AI-driven product adoption, but has shown disappointing stock performance and mixed financials. Despite a neutral rating, I see potential for a revenue rebound by FY 2026, advising investors to monitor TDC's progress closely. TDC's liquidity is manageable, supported by share repurchases and a healthy balance sheet, though revenue growth has recently declined. Growth catalysts include a robust sales strategy and increasing cloud ARR, but risks remain due to potential slowdowns in cloud migration. Read the full article on Seeking AlphaAnálisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$421m |
| Dec 31 2025 | US$16m | US$823k | US$130m |
| Sep 30 2025 | n/a | n/a | US$118m |
| Jun 30 2025 | n/a | n/a | US$110m |
| Mar 31 2025 | n/a | n/a | US$138m |
| Dec 31 2024 | US$17m | US$800k | US$114m |
| Sep 30 2024 | n/a | n/a | US$82m |
| Jun 30 2024 | n/a | n/a | US$62m |
| Mar 31 2024 | n/a | n/a | US$42m |
| Dec 31 2023 | US$15m | US$800k | US$62m |
| Sep 30 2023 | n/a | n/a | US$62m |
| Jun 30 2023 | n/a | n/a | US$58m |
| Mar 31 2023 | n/a | n/a | US$37m |
| Dec 31 2022 | US$15m | US$800k | US$33m |
| Sep 30 2022 | n/a | n/a | US$73m |
| Jun 30 2022 | n/a | n/a | US$82m |
| Mar 31 2022 | n/a | n/a | US$130m |
| Dec 31 2021 | US$12m | US$800k | US$147m |
| Sep 30 2021 | n/a | n/a | US$119m |
| Jun 30 2021 | n/a | n/a | US$101m |
| Mar 31 2021 | n/a | n/a | US$14m |
| Dec 31 2020 | US$14m | US$446k | US$129m |
Compensación vs. Mercado: La compensación total de Steve($USD16.06M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD6.98M).
Compensación vs. Ingresos: La compensación de Steve ha sido consistente con los resultados de la empresa en el último año.
CEO
Steve McMillan (55 yo)
6.2yrs
Permanencia
US$16,062,525
Compensación
Mr. Stephen McMillan, also known as Steve, serves President, Chief Executive Officer and Director at Teradata Corporation since June 8, 2020. He joined the Teradata in June 2020. He served as Executive Vic...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| President | 6.2yrs | US$16.06m | 0.39% $ 11.7m | |
| Chief Financial Officer | 1.3yrs | US$10.10m | 0.13% $ 3.9m | |
| Senior VP & Chief Accounting Officer | 7.6yrs | US$3.55m | 0.030% $ 909.2k | |
| Chief Administrative Officer & Corporate Secretary | 1.2yrs | US$5.42m | 0.060% $ 1.8m | |
| Chief Revenue Officer | 2.3yrs | US$5.67m | 0.20% $ 6.1m | |
| Chief Product Officer | 1.3yrs | US$7.50m | 0.067% $ 2.0m | |
| Chief Operating Officer | 1.5yrs | US$4.13m | 0.095% $ 2.9m | |
| Chief Technology Officer | 1.8yrs | sin datos | sin datos | |
| Chief Data & AI Officer and Chief Information Officer | less than a year | sin datos | sin datos | |
| Senior Vice President of Investor Relations & Corporate Development | 2.2yrs | sin datos | sin datos | |
| Chief Marketing Officer | 4.7yrs | sin datos | 0.056% $ 1.7m | |
| Executive Vice President of Business Systems | 7yrs | sin datos | sin datos |
2.0yrs
Permanencia media
59yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de TDC se considera experimentado (2 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| President | 6.2yrs | US$16.06m | 0.39% $ 11.7m | |
| Independent Director | 15.9yrs | US$335.63k | 0.0018% $ 55.3k | |
| Independent Director | 9.6yrs | US$335.63k | 0.042% $ 1.3m | |
| Independent Non-Executive Chairman | 11.6yrs | US$465.63k | 0.030% $ 919.5k | |
| Independent Director | 6.8yrs | US$375.63k | 0.066% $ 2.0m | |
| Independent Director | 11.6yrs | US$330.63k | 0.077% $ 2.3m | |
| Independent Director | less than a year | sin datos | sin datos | |
| Independent Director | 8.2yrs | US$340.63k | 0.014% $ 424.3k | |
| Independent Director | no data | sin datos | sin datos | |
| Independent Director | 4.2yrs | US$340.63k | 0.019% $ 573.7k |
7.5yrs
Permanencia media
60yo
Promedio de edad
Junta con experiencia: La junta directiva de TDC se considera experimentada (7.5 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/08/04 09:43 |
| Precio de las acciones al final del día | 2026/08/04 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Teradata Corporation está cubierta por 33 analistas. 7 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Adam Shepherd | Arete Research Services LLP |
| Raimo Lenschow | Barclays |
| Mark Moerdler | Bernstein |