Teradata Corporation

NYSE:TDC Aktierapport

Börsvärde: US$3.3b

Teradata Förvaltning

Förvaltning kriterier kontrolleras 2/4

Teradata VD är Steve McMillan, utsedd i Jun 2020, har en mandatperiod på 6.08 år. totala årliga ersättningen är $ 16.06M, bestående av 5.1% lön 94.9% bonusar, inklusive företagsaktier och optioner. äger direkt 0.39% av företagets aktier, värda $ 12.60M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 1.9 år respektive 8.1 år.

Viktig information

Steve McMillan

Verkställande direktör

US$16.1m

Total ersättning

VD-lön i procent5.12%
Anställning som VD6.1yrs
Ägande av VD0.4%
Ledningens genomsnittliga anställningstid1.9yrs
Styrelsens genomsnittliga mandatperiod8.1yrs

Senaste uppdateringar av ledningen

Recent updates

Uppdatering av berättelse 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
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Analysartikel 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...
Uppdatering av berättelse 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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
Analysartikel 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...
Analysartikel 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...

Analys av ersättningar till VD

Hur har Steve McMillan:s ersättning förändrats jämfört med Teradata:s resultat?
DatumTotal ersättningLönFöretagets resultat
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

Ersättning vs marknad: Steve s total kompensation ($USD 16.06M ) är över genomsnittet för företag av liknande storlek på US marknaden ($USD 6.80M ).

Ersättning vs inkomst: Ersättningen från Steve har varit i linje med företagets resultat under det senaste året.


VD OCH KONCERNCHEF

Steve McMillan (55 yo)

6.1yrs
Anställning
US$16,062,525
Kompensation

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...


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Stephen McMillan
President6.1yrsUS$16.06m0.39%
$ 12.6m
John Ederer
Chief Financial Officer1.2yrsUS$10.10m0.13%
$ 4.3m
Charles Smotherman
Senior VP & Chief Accounting Officer7.5yrsUS$3.55m0.030%
$ 981.8k
Scot Rogers
Chief Administrative Officer & Corporate Secretary1.1yrsUS$5.42m0.060%
$ 2.0m
Richard Petley
Chief Revenue Officer2.3yrsUS$5.67m0.20%
$ 6.5m
Sumeet Arora
Chief Product Officer1.3yrsUS$7.50m0.067%
$ 2.2m
Michael Hutchinson
Chief Operating Officer1.4yrsUS$4.13m0.095%
$ 3.1m
Louis Landry
Chief Technology Officer1.8yrsinga uppgifteringa uppgifter
Josh Fecteau
Chief Data & AI Officer and Chief Information Officerless than a yearinga uppgifteringa uppgifter
Chad Bennett
Senior Vice President of Investor Relations & Corporate Development2.1yrsinga uppgifteringa uppgifter
Jacqueline Woods
Chief Marketing Officer4.6yrsinga uppgifter0.056%
$ 1.8m
Bob Joyce
Executive Vice President of Business Systems6.9yrsinga uppgifteringa uppgifter
1.9yrs
Genomsnittlig anställningstid
59yo
Genomsnittlig ålder

Erfaren ledning: TDC s ledningsgrupp anses inte vara erfaren ( 1.9 års genomsnittlig anställningstid), vilket föreslår ett nytt team.


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Stephen McMillan
President6.1yrsUS$16.06m0.39%
$ 12.6m
John Schwarz
Independent Director15.8yrsUS$335.63k0.0018%
$ 59.7k
Timothy C. Chou
Independent Director9.5yrsUS$335.63k0.042%
$ 1.4m
Michael Gianoni
Independent Non-Executive Chairman11.5yrsUS$465.63k0.030%
$ 992.8k
Kimberly Nelson
Independent Director6.7yrsUS$375.63k0.066%
$ 2.1m
Lisa Bacus
Independent Director11.5yrsUS$330.63k0.077%
$ 2.5m
Melissa Fisher
Independent Directorless than a yearinga uppgifteringa uppgifter
Joanne Olsen
Independent Director8.1yrsUS$340.63k0.014%
$ 458.1k
Todd McElhatton
Independent Director4.1yrsUS$340.63k0.019%
$ 619.5k
8.1yrs
Genomsnittlig anställningstid
61yo
Genomsnittlig ålder

Erfaren styrelse: TDC s styrelse anses vara erfaren ( 8.1 års genomsnittlig mandatperiod).


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/07/01 23:57
Aktiekurs vid dagens slut2026/07/01 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som används för att skapa denna rapport finns på vår Github-sida; vi har också guider om hur du använder våra rapporter och handledningar på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Teradata Corporation bevakas av 33 analytiker. 7 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Adam ShepherdArete Research Services LLP
Raimo LenschowBarclays
Mark MoerdlerBernstein