Teradata Gestion
Gestion contrôle des critères 3/4
Le PDG Teradata est Steve McMillan, nommé en Jun2020, a un mandat de 6.17 ans. La rémunération annuelle totale est $ 16.06M, composée du salaire de 5.1% et des bonus 94.9%, y compris les actions et options de la société. détient directement 0.39% des actions de la société, d'une valeur de $ 11.67M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 2 ans et 7.5 ans.
Informations clés
Steve McMillan
Directeur général
US$16.1m
Rémunération totale
| Pourcentage du salaire du PDG | 5.12% |
| Durée du mandat du directeur général | 6.2yrs |
| Propriété du PDG | 0.4% |
| Durée moyenne d'occupation des postes de direction | 2yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 7.5yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour du récit • 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
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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 AlphaAnalyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| 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$129m |
Rémunération vs marché: La rémunération totale de Steve ($USD 16.06M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 6.98M ).
Rémunération et revenus: La rémunération de Steve a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
Steve McMillan (55 yo)
6.2yrs
Titularisation
US$16,062,525
Compensation
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...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| 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 | pas de données | pas de données | |
| Chief Data & AI Officer and Chief Information Officer | less than a year | pas de données | pas de données | |
| Senior Vice President of Investor Relations & Corporate Development | 2.2yrs | pas de données | pas de données | |
| Chief Marketing Officer | 4.7yrs | pas de données | 0.056% $ 1.7m | |
| Executive Vice President of Business Systems | 7yrs | pas de données | pas de données |
2.0yrs
Durée moyenne de l'emploi
59yo
Âge moyen
Gestion expérimentée: L'équipe de direction de TDC est considérée comme expérimentée (ancienneté moyenne 2 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| 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 | pas de données | pas de données | |
| Independent Director | 8.2yrs | US$340.63k | 0.014% $ 424.3k | |
| Independent Director | no data | pas de données | pas de données | |
| Independent Director | 4.2yrs | US$340.63k | 0.019% $ 573.7k |
7.5yrs
Durée moyenne de l'emploi
60yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de TDC sont considérés comme expérimentés (ancienneté moyenne 7.5 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/08/04 06:00 |
| Cours de l'action en fin de journée | 2026/08/04 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Teradata Corporation est couverte par 33 analystes. 7 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Adam Shepherd | Arete Research Services LLP |
| Raimo Lenschow | Barclays |
| Mark Moerdler | Bernstein |