Teradata Corporation

NYSE:TDC 株式レポート

時価総額:US$2.9b

Teradata マネジメント

マネジメント 基準チェック /24

現在、CEO に関する十分な情報がありません。

主要情報

Steve McMillan

最高経営責任者

US$16.1m

報酬総額

CEO給与比率5.12%
CEO在任期間6yrs
CEOの所有権0.4%
経営陣の平均在職期間1.8yrs
取締役会の平均在任期間8yrs

経営陣の近況

Recent updates

ナラティブの更新 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.
ナラティブの更新 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
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
分析記事 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...
ナラティブの更新 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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
分析記事 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...
分析記事 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
分析記事 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...
分析記事 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...

CEO報酬分析

Teradata の収益と比較して、Steve McMillan の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$421m

Dec 31 2025US$16mUS$823k

US$130m

Sep 30 2025n/an/a

US$118m

Jun 30 2025n/an/a

US$110m

Mar 31 2025n/an/a

US$138m

Dec 31 2024US$17mUS$800k

US$114m

Sep 30 2024n/an/a

US$82m

Jun 30 2024n/an/a

US$62m

Mar 31 2024n/an/a

US$42m

Dec 31 2023US$15mUS$800k

US$62m

Sep 30 2023n/an/a

US$62m

Jun 30 2023n/an/a

US$58m

Mar 31 2023n/an/a

US$37m

Dec 31 2022US$15mUS$800k

US$33m

Sep 30 2022n/an/a

US$73m

Jun 30 2022n/an/a

US$82m

Mar 31 2022n/an/a

US$130m

Dec 31 2021US$12mUS$800k

US$147m

Sep 30 2021n/an/a

US$119m

Jun 30 2021n/an/a

US$101m

Mar 31 2021n/an/a

US$14m

Dec 31 2020US$14mUS$446k

US$129m

報酬と市場: Steveの 総報酬 ($USD 16.06M ) は、 US市場 ($USD 6.92M ) の同規模の企業の平均を上回っています。

報酬と収益: Steveの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Steve McMillan (55 yo)

6yrs
在職期間
US$16,062,525
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Stephen McMillan
President6yrsUS$16.06m0.39%
$ 11.2m
John Ederer
Chief Financial Officer1.1yrsUS$10.10m0.13%
$ 3.8m
Charles Smotherman
Senior VP & Chief Accounting Officer7.4yrsUS$3.55m0.030%
$ 874.9k
Scot Rogers
Chief Administrative Officer & Corporate Secretary1yrUS$5.42m0.029%
$ 830.5k
Richard Petley
Chief Revenue Officer2.2yrsUS$5.67m0.20%
$ 5.8m
Sumeet Arora
Chief Product Officer1.2yrsUS$7.50m0.067%
$ 1.9m
Michael Hutchinson
Chief Operating Officer1.3yrsUS$4.13m0.095%
$ 2.8m
Louis Landry
Chief Technology Officer1.7yrsデータなしデータなし
Josh Fecteau
Chief Data & AI Officer and Chief Information Officerno dataデータなしデータなし
Chad Bennett
Senior Vice President of Investor Relations & Corporate Development2yrsデータなしデータなし
Jacqueline Woods
Chief Marketing Officer4.5yrsデータなし0.056%
$ 1.6m
Bob Joyce
Executive Vice President of Business Systems6.8yrsデータなしデータなし
1.8yrs
平均在職期間
59yo
平均年齢

経験豊富な経営陣: TDCの経営陣は 経験豊富 とはみなされません ( 1.8年の平均在職年数)。これは新しいチームを示唆しています。


取締役

名称ポジション在職期間報酬所有権
Stephen McMillan
President6yrsUS$16.06m0.39%
$ 11.2m
John Schwarz
Independent Director15.8yrsUS$335.63k0.0018%
$ 53.2k
Timothy C. Chou
Independent Director9.4yrsUS$335.63k0.042%
$ 1.2m
Michael Gianoni
Independent Non-Executive Chairman11.4yrsUS$465.63k0.030%
$ 884.8k
Kimberly Nelson
Independent Director6.6yrsUS$375.63k0.066%
$ 1.9m
Lisa Bacus
Independent Director11.4yrsUS$330.63k0.077%
$ 2.2m
Melissa Fisher
Independent Directorless than a yearデータなしデータなし
Joanne Olsen
Independent Director8yrsUS$340.63k0.014%
$ 408.3k
Todd McElhatton
Independent Director4yrsUS$340.63k0.019%
$ 552.1k
8.0yrs
平均在職期間
61yo
平均年齢

経験豊富なボード: TDCの 取締役会経験豊富 であると考えられます ( 8年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/06/21 02:12
終値2026/06/18 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Teradata Corporation 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。33

アナリスト機関
Adam ShepherdArete Research Services LLP
Raimo LenschowBarclays
Mark MoerdlerBernstein