Teradata Corporation (TDC)

Over the past six months, Teradata's stock has experienced declines, closing at US$27.47 on February 8, 2026. While Teradata delivered earnings growth in November 2025, revenue and earnings forecasts remained muted. Revenue, earnings, and free cash flow were expected to decline in FY2025, with positive annual revenue growth not anticipated until FY2027. Teradata beat revenue and recurring-revenue guidance in Q3 2025 and raised its full-year non-GAAP EPS guidance. Recent news includes momentum in AI-powered solutions, but the stock has seen recent weakness, with analysts giving it a consensus rating of "Hold".

Teradata's sales exhibit seasonality, with lower revenue in the first quarter and higher revenue in the fourth quarter. This seasonality also causes variations in working capital cash flow requirements quarter-to-quarter. Revenue in the third month of each quarter has historically been significantly higher than in the first and second months. Teradata is transitioning customers to subscription-based purchasing options to increase revenue predictability and reduce seasonal variability.

Teradata Corporation is an American software company specializing in a connected multi-cloud data platform for enterprise analytics. It offers cloud database and analytics software, products, and services, including Teradata Vantage, ClearScape Analytics, Query Grid, Teradata Everywhere, and Teradata IntelliCloud. The company recently introduced ModelOps and Enterprise AgentStack to enhance AI capabilities. Teradata serves large enterprises in data-intensive industries such as financial services, retail, telecommunications, manufacturing, healthcare, and government.

Teradata Corporation is headquartered in San Diego, California, with additional major U.S. locations in Atlanta and San Francisco. Globally, the company operates in North and Latin America, Europe, the Middle East, Africa, and Asia, spanning 41 countries.

In the past year, Teradata has focused on strengthening its position in the AI and analytics space, announcing significant momentum in delivering AI-powered solutions and introducing Enterprise AgentStack. Teradata was recognized as a Leader in The Forrester Wave™: Data Fabric Platforms, Q4 2025, and was included in the 2025 Gartner Peer Insights™ Voice of the Customer for Data Science and Machine Learning Platforms.

The majority of Teradata Corp.'s outstanding shares are owned by institutional holders, including Vanguard Group Inc., BlackRock, Inc., Lynrock Lake LP, Ameriprise Financial Inc, Aqr Capital Management Llc, State Street Corp, and Geode Capital Management, Llc.