Teradata Corporation

NYSE:TDC Stock Report

Market Cap: US$2.8b

Teradata Management

Management criteria checks 2/4

Teradata's CEO is Steve McMillan, appointed in Jun 2020, has a tenure of 5.92 years. total yearly compensation is $16.06M, comprised of 5.1% salary and 94.9% bonuses, including company stock and options. directly owns 0.41% of the company’s shares, worth $11.25M. The average tenure of the management team and the board of directors is 1.8 years and 8.6 years respectively.

Key information

Steve McMillan

Chief executive officer

US$16.1m

Total compensation

CEO salary percentage5.12%
CEO tenure5.9yrs
CEO ownership0.4%
Management average tenure1.8yrs
Board average tenure8.6yrs

Recent management updates

Recent updates

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.

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.

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.

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.

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.

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.

Teradata (NYSE:TDC) Is Posting Promising Earnings But The Good News Doesn’t Stop There

Feb 17
Teradata (NYSE:TDC) Is Posting Promising Earnings But The Good News Doesn’t Stop There

Teradata: AI-Driven Cloud Growth To Drive Multiple Expansion

Feb 16

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.

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.

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.

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.

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.

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.

Teradata Corporation's (NYSE:TDC) 28% Price Boost Is Out Of Tune With Earnings

Nov 22
Teradata Corporation's (NYSE:TDC) 28% Price Boost Is Out Of Tune With Earnings

Teradata Corporation Just Recorded A 70% EPS Beat: Here's What Analysts Are Forecasting Next

Nov 08
Teradata Corporation Just Recorded A 70% EPS Beat: Here's What Analysts Are Forecasting Next

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.

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

Sep 23
Teradata (NYSE:TDC) Is Very Good At Capital Allocation

Should You Investigate Teradata Corporation (NYSE:TDC) At US$20.53?

Sep 05
Should You Investigate Teradata Corporation (NYSE:TDC) At US$20.53?

Teradata (NYSE:TDC) Seems To Use Debt Rather Sparingly

Jul 11
Teradata (NYSE:TDC) Seems To Use Debt Rather Sparingly

Why The 27% Return On Capital At Teradata (NYSE:TDC) Should Have Your Attention

Jun 23
Why The 27% Return On Capital At Teradata (NYSE:TDC) Should Have Your Attention

Teradata Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

May 09
Teradata Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Teradata (NYSE:TDC) Has A Pretty Healthy Balance Sheet

Apr 07
Teradata (NYSE:TDC) Has A Pretty Healthy Balance Sheet

Under The Bonnet, Teradata's (NYSE:TDC) Returns Look Impressive

Mar 18
Under The Bonnet, Teradata's (NYSE:TDC) Returns Look Impressive

Teradata: Cloud Migration Delay Offsetting Attractive Long-Term Outlook

Mar 15

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

Feb 22
Teradata Corporation's (NYSE:TDC) Popularity With Investors Under Threat As Stock Sinks 28%

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

Feb 18
We Like The Quality Of Teradata's (NYSE:TDC) Earnings

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

Dec 25

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

Dec 23
Teradata Corporation's (NYSE:TDC) P/E Still Appears To Be Reasonable

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

Dec 05
Teradata (NYSE:TDC) Is Very Good At Capital Allocation

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

Nov 02
Teradata (NYSE:TDC) Could Easily Take On More Debt

Is There Now An Opportunity In Teradata Corporation (NYSE:TDC)?

Oct 09
Is There Now An Opportunity In Teradata Corporation (NYSE:TDC)?

Teradata: Award-Winning Tech Firm Has Capital Gains Potential At Undervalued Price

Sep 20
User avatar

Hybrid Cloud Expansion And AI Innovations Propel Competitive Edge And Profit Growth

Teradata's focus on cloud capabilities and introduction of new products in data and AI markets signify a drive for innovation and expanded customer base.

Results: Teradata Corporation Exceeded Expectations And The Consensus Has Updated Its Estimates

Aug 09
Results: Teradata Corporation Exceeded Expectations And The Consensus Has Updated Its Estimates

CEO Compensation Analysis

How has Steve McMillan's remuneration changed compared to Teradata's earnings?
DateTotal CompensationSalaryCompany Earnings
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

Compensation vs Market: Steve's total compensation ($USD16.06M) is above average for companies of similar size in the US market ($USD7.20M).

Compensation vs Earnings: Steve's compensation has been consistent with company performance over the past year.


CEO

Steve McMillan (54 yo)

5.9yrs
Tenure
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...


Leadership Team

NamePositionTenureCompensationOwnership
Stephen McMillan
President5.9yrsUS$16.06m0.41%
$ 11.3m
John Ederer
Chief Financial Officer1yrUS$10.10m0.11%
$ 3.0m
Charles Smotherman
Senior VP & Chief Accounting Officer7.3yrsUS$3.55m0.030%
$ 830.9k
Scot Rogers
Chief Administrative Officer & Corporate Secretaryless than a yearUS$5.42m0.028%
$ 788.5k
Richard Petley
Chief Revenue Officer2.1yrsUS$5.67m0.26%
$ 7.1m
Sumeet Arora
Chief Product Officer1.1yrsUS$7.50m0.047%
$ 1.3m
Michael Hutchinson
Chief Operating Officer1.3yrsUS$4.13m0.095%
$ 2.6m
Louis Landry
Chief Technology Officer1.6yrsno datano data
Chad Bennett
Senior Vice President of Investor Relations & Corporate Development1.9yrsno datano data
Jacqueline Woods
Chief Marketing Officer4.4yrsno data0.056%
$ 1.6m
Bob Joyce
Executive Vice President of Business Systems6.8yrsno datano data
Josh Fecteau
Chief Data & AI Officerless than a yearno datano data
1.8yrs
Average Tenure
58yo
Average Age

Experienced Management: TDC's management team is not considered experienced ( 1.8 years average tenure), which suggests a new team.


Board Members

NamePositionTenureCompensationOwnership
Stephen McMillan
President5.9yrsUS$16.06m0.41%
$ 11.3m
John Schwarz
Independent Director15.7yrsUS$335.63k0.0018%
$ 50.4k
Timothy C. Chou
Independent Director9.3yrsUS$335.63k0.038%
$ 1.1m
Daniel Fishback
Independent Director9.3yrsUS$360.63k0.020%
$ 555.2k
Michael Gianoni
Independent Non-Executive Chairman11.3yrsUS$465.63k0.030%
$ 840.1k
Kimberly Nelson
Independent Director6.5yrsUS$375.63k0.056%
$ 1.6m
Lisa Bacus
Independent Director11.3yrsUS$330.63k0.067%
$ 1.9m
Melissa Fisher
Independent Directorless than a yearno datano data
Joanne Olsen
Independent Director7.9yrsUS$340.63k0.014%
$ 387.8k
Todd McElhatton
Independent Director3.9yrsUS$340.63k0.023%
$ 626.9k
8.6yrs
Average Tenure
61.5yo
Average Age

Experienced Board: TDC's board of directors are considered experienced (8.6 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/05 16:53
End of Day Share Price 2026/05/05 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Teradata Corporation is covered by 35 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Adam ShepherdArete Research Services LLP
Raimo LenschowBarclays
Mark MoerdlerBernstein