Teradata Corporation

Report azionario NYSE:TDC

Capitalizzazione di mercato: US$3.5b

Teradata Performance degli utili passati

Criteri Il passato verificati 5/6

Teradata ha registrato una crescita degli utili a un tasso medio annuo di 22.5%, mentre il settore Software ha registrato utili in crescita a un tasso medio annuo di 24.9%. I ricavi sono stati in diminuzione a un tasso medio annuo di 2.9%. Il ritorno sul capitale proprio di Teradata è 75.6% e ha margini netti di 24.9%.

Informazioni chiave

22.52%

Tasso di crescita degli utili

26.73%

Tasso di crescita dell'EPS

Software Crescita del settore17.33%
Tasso di crescita dei ricavi-2.94%
Rendimento del capitale proprio75.58%
Margine netto24.93%
Ultimo aggiornamento sugli utili31 Mar 2026

Aggiornamenti sulle prestazioni recenti

Articolo di analisi 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

Aggiornamento della narrazione 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
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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
Articolo di analisi 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...
Articolo di analisi 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
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi Nov 02

Teradata (NYSE:TDC) Could Easily Take On More Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...

Ripartizione dei ricavi e delle spese

Come Teradata guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

NYSE:TDC Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
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

Guadagni di qualità: TDC ha un grande una tantum guadagno di $344.0M che ha avuto un impatto sui suoi ultimi 12 mesi di risultati finanziari pari a 31st March, 2026.

Margine di profitto in crescita: Gli attuali margini di profitto netti di TDC (24.9%) TDC sono più alti rispetto allo scorso anno (8.1%).


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: Gli utili di TDC sono cresciuti in modo significativo del 22.5% all'anno negli ultimi 5 anni.

Accelerare la crescita: La crescita degli utili di TDC nell'ultimo anno ( 205.1% ) supera la media quinquennale ( 22.5% all'anno).

Guadagni vs Settore: La crescita degli utili TDC nell'ultimo anno ( 205.1% ) ha superato la percentuale del settore Software 14.2%.


Rendimento del capitale proprio

ROE elevato: Il Return on Equity ( 75.6% ) di TDC è considerato eccezionale.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/02 04:09
Prezzo dell'azione a fine giornata2026/06/02 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Teradata Corporation è coperta da 33 analisti. 7 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Adam ShepherdArete Research Services LLP
Raimo LenschowBarclays
Mark MoerdlerBernstein