Zacks Research Has Bullish Outlook for Teradata Q1 Earnings

Teradata Corporation (NYSE:TDC) – Stock analysts at Zacks Research boosted their Q1 2026 earnings estimates for Teradata in a research note issued on Tuesday, February 24th. Zacks Research analyst Team now expects that the technology company will post earnings per share of $0.53 for the quarter, up from their previous estimate of $0.43. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for Teradata’s current full-year earnings is $1.31 per share. Zacks Research also issued estimates for Teradata’s Q2 2026 earnings at $0.33 EPS, Q4 2026 earnings at $0.39 EPS, FY2026 earnings at $1.66 EPS, Q1 2027 earnings at $0.46 EPS, Q2 2027 earnings at $0.43 EPS, Q3 2027 earnings at $0.44 EPS, Q4 2027 earnings at $0.46 EPS and FY2028 earnings at $1.86 EPS.

Several other research firms have also recently issued reports on TDC. Morgan Stanley raised their target price on Teradata from $30.00 to $35.00 and gave the stock an “overweight” rating in a research note on Wednesday, December 17th. UBS Group reiterated a “neutral” rating and issued a $36.00 price objective on shares of Teradata in a research report on Wednesday, February 11th. Citigroup upped their target price on Teradata from $35.00 to $42.00 and gave the company a “buy” rating in a report on Thursday, February 12th. Barclays raised their price target on Teradata from $27.00 to $31.00 and gave the stock an “underweight” rating in a research note on Wednesday, February 11th. Finally, Wall Street Zen raised shares of Teradata from a “buy” rating to a “strong-buy” rating in a research report on Saturday, November 8th. Five analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $36.50.

Teradata Price Performance

TDC stock opened at $30.98 on Friday. The stock has a market capitalization of $2.89 billion, a price-to-earnings ratio of 23.12, a PEG ratio of 3.53 and a beta of 0.61. The firm’s 50-day moving average price is $30.39 and its two-hundred day moving average price is $26.14. The company has a current ratio of 0.92, a quick ratio of 0.90 and a debt-to-equity ratio of 2.07. Teradata has a 12-month low of $18.43 and a 12-month high of $41.78.

Teradata (NYSE:TDC) last posted its quarterly earnings results on Tuesday, February 10th. The technology company reported $0.74 EPS for the quarter, beating analysts’ consensus estimates of $0.55 by $0.19. The company had revenue of $421.00 million during the quarter, compared to analyst estimates of $399.49 million. Teradata had a net margin of 7.82% and a return on equity of 81.80%. The firm’s revenue was up 2.9% compared to the same quarter last year. During the same period in the prior year, the business posted $0.53 EPS. Teradata has set its Q1 2026 guidance at 0.750-0.790 EPS and its FY 2026 guidance at 2.550-2.650 EPS.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of the business. Global Retirement Partners LLC bought a new stake in Teradata during the second quarter worth about $466,000. Boston Partners lifted its holdings in shares of Teradata by 2,172.3% during the second quarter. Boston Partners now owns 1,108,665 shares of the technology company’s stock valued at $24,731,000 after purchasing an additional 1,059,875 shares during the last quarter. Allianz Asset Management GmbH boosted its position in shares of Teradata by 21.0% in the 3rd quarter. Allianz Asset Management GmbH now owns 1,317,179 shares of the technology company’s stock worth $28,333,000 after purchasing an additional 228,654 shares in the last quarter. LSV Asset Management grew its stake in shares of Teradata by 21.4% in the 2nd quarter. LSV Asset Management now owns 1,929,495 shares of the technology company’s stock worth $43,047,000 after buying an additional 340,496 shares during the last quarter. Finally, Magnetar Financial LLC bought a new position in Teradata during the 2nd quarter valued at approximately $696,000. 90.31% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other Teradata news, major shareholder Lake Lp Lynrock sold 61,990 shares of the stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $40.29, for a total value of $2,497,577.10. Following the completion of the transaction, the insider owned 9,354,676 shares in the company, valued at approximately $376,899,896.04. This represents a 0.66% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Michael P. Gianoni sold 25,000 shares of the firm’s stock in a transaction on Tuesday, February 24th. The shares were sold at an average price of $29.96, for a total value of $749,000.00. Following the transaction, the director directly owned 31,523 shares of the company’s stock, valued at $944,429.08. This represents a 44.23% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.90% of the company’s stock.

Key Headlines Impacting Teradata

Here are the key news stories impacting Teradata this week:

• Positive Sentiment: Zacks Research raised EPS estimates across multiple upcoming quarters and lifted FY2026–FY2028 forecasts (including FY2026 to $1.66 and FY2027 to $1.80), signaling analyst confidence in stronger future profitability. Zacks still carries a “Hold” rating, so upside may be measured. MarketBeat TDC
• Positive Sentiment: Institutional ownership trends show several large funds increasing or establishing positions (Boston Partners, Allianz, LSV and others), which supports demand and longer-term interest from professional investors. MarketBeat Institutional Trades
• Positive Sentiment: Recent quarterly results (Feb 10) beat revenue and EPS estimates and management provided FY2026 guidance (2.55–2.65 EPS) that implies continued recovery in margins and cash generation—this remains supportive for the stock. MarketBeat Earnings
• Neutral Sentiment: Analyst consensus is mixed: the average rating remains “Hold” with an average target around $36.50, so while estimates moved higher, broad analyst conviction is not uniformly bullish. MarketBeat Analyst Coverage
• Negative Sentiment: Director Michael P. Gianoni sold 25,000 shares (~$749k) on Feb. 24, reducing his holding by ~44%—an insider sale can be perceived negatively by the market even if for personal/liquidity reasons. InsiderTrades: Gianoni Sale
• Negative Sentiment: Short interest rose ~26.9% in February to ~8.9M shares (≈9.6% of float). Higher short interest can pressure the stock on negative news, though it also raises the potential for volatility/short-covering. MarketBeat Short Interest

Teradata Company Profile

Teradata Corporation is a global provider of enterprise analytics and data management solutions designed to help organizations unlock value from their data assets. The company offers both cloud-based and on-premises platforms that support data warehousing, big data analytics, and machine learning. Through its flagship analytics ecosystem, Teradata enables businesses to integrate, analyze, and manage large volumes of structured and unstructured data at scale.

Central to Teradata’s product suite is the Teradata Vantage analytics platform, which unifies diverse data types across multiple environments—including public and private clouds—into a single, coherent architecture.