Teradata Corporation

NYSE:TDC Rapport sur les actions

Capitalisation boursière : US$2.9b

Teradata Résultats passés

Passé contrôle des critères 5/6

Teradata a connu une croissance annuelle moyenne de ses bénéfices de 22.5%, tandis que le secteur Software a vu ses bénéfices augmenter de en hausse à 22.5% par an. Les revenus ont augmenté de en baisse à un taux moyen de 2.9% par an. Le rendement des capitaux propres de Teradata est 75.6% et ses marges nettes sont de 24.9%.

Informations clés

22.52%

Taux de croissance des bénéfices

26.73%

Taux de croissance du BPA

Software Croissance de l'industrie17.33%
Taux de croissance des recettes-2.94%
Rendement des fonds propres75.58%
Marge nette24.93%
Dernière mise à jour des bénéfices31 Mar 2026

Mises à jour récentes des performances passées

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...

Recent updates

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.
Seeking Alpha May 09

Teradata Beats Q1 Estimates, A Cash Flow Generator Riding The AI Wave

Summary Teradata gets its prior buy rating reaffirmed again after considering 7 rating categories across fundamental and technical topics. Key upside can come from continued demand for AI-related platform solutions, and global competitive position, along with a favorable balance sheet risk profile. Although not a dividend payer, Teradata has demonstrated convincing operating cash flow and a commitment to share buybacks. It appears undervalued vs. peers, while upside forecasts imply continued growth by 2027. The legal risks in this sector were discussed in the wake of the recent settlement with SAP. Read the full article on Seeking Alpha
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 Alpha
Article d’analyse Feb 22

Teradata Corporation's (NYSE:TDC) Popularity With Investors Under Threat As Stock Sinks 28%

The Teradata Corporation ( NYSE:TDC ) share price has fared very poorly over the last month, falling by a substantial...
Article d’analyse Feb 18

We Like The Quality Of Teradata's (NYSE:TDC) Earnings

Despite posting healthy earnings, Teradata Corporation's ( NYSE:TDC ) stock has been quite weak. We have done some...
Seeking Alpha Dec 25

Teradata's Tightrope: Navigating Cloud Migration As Competitor Builds Its Warchest

Summary Teradata faces stiff competition from Databricks, which is well-financed and aggressively expanding, putting Teradata in a tougher competitive position. Teradata's cloud migration and product innovations are critical to the value narrative, but elongated and staged cycles could risk losing customers to competitors like Databricks. Despite lowering its 2024 cloud ARR outlook, Teradata maintains confidence in its hybrid capabilities and competitive performance advantages. TDC is a value play, trading at a significant discount to multiple benchmarks, but its future hinges on the February 2025 guidance; a buy rating is conditional on upcoming performance. Read the full article on Seeking Alpha
Article d’analyse Dec 23

Teradata Corporation's (NYSE:TDC) P/E Still Appears To Be Reasonable

Teradata Corporation's ( NYSE:TDC ) price-to-earnings (or "P/E") ratio of 37.6x might make it look like a strong sell...
Article d’analyse Dec 05

Teradata (NYSE:TDC) Is Very Good At Capital Allocation

To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...

Ventilation des recettes et des dépenses

Comment Teradata gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.


Historique des gains et des recettes

NYSE:TDC Recettes, dépenses et bénéfices (USD Millions )
DateRecettesLes revenusDépenses G+ADépenses de R&D
31 Mar 261,689421508286
31 Dec 251,663130506280
30 Sep 251,651118511275
30 Jun 251,675110528278
31 Mar 251,703138523271
31 Dec 241,750114567280
30 Sep 241,79882596288
30 Jun 241,79662621291
31 Mar 241,82242650299
31 Dec 231,83362642294
30 Sep 231,82862661299
30 Jun 231,80758659302
31 Mar 231,77537655307
31 Dec 221,79533659313
30 Sep 221,81873656310
30 Jun 221,86182667310
31 Mar 221,922130668308
31 Dec 211,917147657309
30 Sep 211,933119653316
30 Jun 211,927101640327
31 Mar 211,89314644331
31 Dec 201,836129678334
30 Sep 201,839105650328
30 Jun 201,844116638324
31 Mar 201,865158618322
31 Dec 191,899-20611327
30 Sep 191,99314609326
30 Jun 192,06022624324
31 Mar 192,12627642320
31 Dec 182,16430649317
30 Sep 182,202-59674313
30 Jun 182,202-64669309
31 Mar 182,171-72648310
31 Dec 172,156-67651305
30 Sep 172,15665617286
30 Jun 172,182101615252
31 Mar 172,268169645225
31 Dec 162,322125662212
30 Sep 162,41518717209
30 Jun 162,46947737214
31 Mar 162,493-282755222
31 Dec 152,530-214765228
30 Sep 152,572-47766227
30 Jun 152,633-31768222

Des revenus de qualité: TDC a un important ponctuel gain de $344.0M impactant ses 12 derniers mois de résultats financiers à 31st March, 2026.

Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de TDC sont plus élevées que l'année dernière TDC. (24.9%) sont plus élevées que l'année dernière (8.1%).


Analyse des flux de trésorerie disponibles par rapport aux bénéfices


Analyse de la croissance passée des bénéfices

Tendance des revenus: Les bénéfices de TDC ont augmenté de manière significative de 22.5% par an au cours des 5 dernières années.

Accélération de la croissance: La croissance des bénéfices de TDC au cours de l'année écoulée ( 205.1% ) dépasse sa moyenne sur 5 ans ( 22.5% par an).

Bénéfices par rapport au secteur d'activité: La croissance des bénéfices TDC au cours de l'année écoulée ( 205.1% ) a dépassé celle du secteur Software 14.2%.


Rendement des fonds propres

ROE élevé: Le retour sur capitaux propres de TDC ( 75.6% ) est considéré comme exceptionnel.


Rendement des actifs


Rendement des capitaux employés


Découvrir des entreprises performantes dans le passé

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/06/20 22:25
Cours de l'action en fin de journée2026/06/18 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

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.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* 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 pour apprendre à 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.

AnalysteInstitution
Adam ShepherdArete Research Services LLP
Raimo LenschowBarclays
Mark MoerdlerBernstein