Teradata shares surge 31.8% in six months as ARR growth, AI products and cost actions boost momentum, while new vector and agentic AI tools shape the 2026 outlook.
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Teradata Corporation (TDC) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
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Teradata has surged on the back of a recent stabilization of its business and potential AI tailwinds. Recent strength is more market-driven than company-specific, though, with growth driven by modest expansion within existing customers. If growth improves through 2026 and Teradata can realize operating leverage, there could still be substantial upside.
Teradata is upgraded to Buy, with a 1-year price target of $37.4, reflecting an 11.5% upside. TDC's transformation to a cloud-first, AI-driven data platform is accelerating, with cloud ARR up 15% YoY to $701 million. The recent launch of AI-focused MCP server and AgentBuilder tools is positioned as a moderate-to-strong catalyst for FY 2026 growth.
TDC tops Q4 estimates with 40% EPS growth and rising cloud ARR, as shares climb and 2026 guidance signals steady momentum.
While the top- and bottom-line numbers for Teradata (TDC) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Teradata Corporation (TDC) Q4 2025 Earnings Call Transcript
Teradata (TDC) came out with quarterly earnings of $0.74 per share, beating the Zacks Consensus Estimate of $0.55 per share. This compares to earnings of $0.53 per share a year ago.
Teradata shares soar 42.7% in three months as AI momentum, cost cuts and ARR gains drive optimism despite a soft 2025 sales outlook.