4 stories mentioning TDCUpdated 42d ago
Every FINWIRES story that references TDC, newest first.
Stephen Mcmillan, Director, President and Chief Executive Officer, on May 12, 2026, sold 20,000 shares in Teradata (TDC) for $634,158. Following the Form 4 filing with the SEC, Mcmillan has control over a total of 762,446 common shares of the company, with 762,446 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/816761/000171972326000017/xslF345X05/wk-form4_1778711501.xml
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our target price to $35 from $44 on a forward P/E of 13x our 2026 EPS forecast of $2.66, below its five-year average. We increase our 2026 EPS projection to $2.66 from $2.60, and lift our 2027 EPS estimate to $2.89 from $2.74. Total revenue grew 6% Y/Y to $444 million (4% in constant currency), driven by stronger-than-expected recurring revenue of $400 million, up 12% Y/Y (9% in constant currency), from higher upfront on-premise subscription term licenses. Total ARR increased 3.5% to $1.492 billion, while public cloud ARR grew 13% to $686 million, supported by solid retention rates and accelerating demand for hybrid capabilities driven by security and sovereign AI requirements. Q1 results continue to show recovery, and we remain optimistic on its AI opportunity and core ARR growth from new offerings, improved go-to-market execution, and resonance of its hybrid deployment model for customers scaling their AI use. Margin expansion is also a positive, although higher memory prices are a watch area.
Teradata (TDC) has an average rating of overweight and mean price target of $34.88, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $27.35, Change: $-2.74, Percent Change: -9.10%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:TDC reported Q1 non-GAAP EPS of $0.88, beating consensus by $0.11, while total revenue of $444M grew 6% Y/Y, ahead of expectations by $14M. GAAP EPS of $3.47 was boosted by a $359M pre-tax benefit from the SAP litigation settlement, which provided $480M in gross proceeds. Strong cloud momentum continued with public cloud ARR growing 13% Y/Y to $686M, while total ARR reached $1.492B, up 3% Y/Y, demonstrating continued stabilization in the recurring revenue base. Management expects Q2 recurring revenue of -2% to flat Y/Y and total revenue of -4% to -2% Y/Y, suggesting near-term quarterly moderation. However, full-year 2026 guidance was largely reaffirmed with total ARR growth of 2%-4% and non-GAAP EPS of $2.55-$2.65, while cash flow guidance increased to $642M-$662M. We believe the significant margin expansion, with non-GAAP operating margin up 550 bps to 27.3%, reflects strong operational leverage and effective cost discipline as the company continues optimizing its structure.
