Teradata Corporation (TDC)

Teradata Corp. shares have experienced notable movements, surging 31.8% in the six months leading up to March 11, 2026, due to improved ARR, cost savings, and new AI products. Key events include a Q4 2025 earnings report exceeding expectations, a settlement with SAP for $480 million, and the launch of new AI and analytics products. Despite positive news, the stock has experienced pullbacks influenced by broader market trends and concerns about legacy data warehousing platforms. As of April 10, 2026, the share price was $24.56, a decrease of -3.61% from the prior week.

Teradata's revenue trends suggest relatively stable demand for its products and services, with revenue moving within a tight band over the last six reported quarters. While annual revenue has seen modest growth or slight decreases, the company's focus on ARR and cloud-based solutions tends to smooth out traditional seasonality. Cloud ARR grew 15% year-over-year in Q4 2025, representing 46% of total ARR. However, there have been indications of a slowdown in customer spending and a significant drop in perpetual software licenses and hardware revenue, which could impact overall demand.

Teradata Corporation is an American enterprise software company specializing in cloud database and analytics-related software, products, and services. It operates within the Technology sector, focusing on Software - Infrastructure and Systems Software. Teradata helps organizations enhance business performance, enrich customer experiences, and integrate data across their enterprises through its Teradata Vantage analytics platform, which includes cloud-native and on-premises solutions. The company has expanded its portfolio with new AI and analytics products and offers consulting services for data analytics and AI vision.

Teradata maintains a global presence across North and Latin America, Europe, the Middle East, Africa, and Asia. Its headquarters are in San Diego, California, with additional major U.S. locations in Atlanta and San Francisco. Teradata has expanded its strategic operations in Mexico, opening a new office in Mexico City. The company serves a diverse, global client base across various industries through a direct sales force, with the majority of its revenue generated from the United States.

Teradata's brand reputation has been positively influenced by its strategic focus on AI and cloud analytics, as well as industry recognition. The company has positioned itself as a "data layer for AI," emphasizing its commitment to AI-driven solutions. Key recognitions include the CRN AI 100 list for the third consecutive year and the Constellation ShortList™ for Hybrid and Multicloud Analytical Data Platforms. Product innovation, such as ModelOps and new AI products, and partnerships with ServiceNow, Salesforce, and Fivetran have also contributed to its reputation.

Teradata Corp. has significant institutional ownership, with some sources indicating over 90% held by institutional investors and hedge funds. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and Lynrock Lake LP. Insider ownership is reported to be around 0.96% to 13.13% of the stock.