Teradata’s (NYSE:TDC) Q2 CY2026 Sales Beat Estimates But Stock Drops 17%

Teradata (NYSE:TDC) reported Q2 CY2026 revenue of $410 million, flat year on year but 3.5% above estimates. Next-quarter revenue guidance was $395.2 million, about 2.1% below analysts’ expectations. Non-GAAP EPS was $0.69, 23.1% above consensus. The stock fell 17% to $28.54 after results.

Original reporting
Published Aug 4, 2026, 9:45 PM UTC
Analysis
alphai AI DeskAI-generated
Added to alphai Aug 4, 2026, 9:54 PM UTC. Informational, not investment advice.
How this was made
alphai summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
Teradata’s (NYSE:TDC) Q2 CY2026 Sales Beat Estimates But Stock Drops 17% — source image
Decision brief

The 30-second read

$TDCBearishMed
01

Why it matters

For traders, the key tension is upside on Q2 revenue and non-GAAP EPS versus downside on next-quarter revenue guidance, which the article links to a sharp same-day stock drop.

02

Market read

A guidance miss after a revenue beat can shift positioning quickly, especially for enterprise software names where forward bookings and subscription durability drive valuation.

03

What to watch

ARR level ($1.51B) and CAC payback (76.1 months) suggest longer-cycle economics; traders may be over-weighting the single-quarter guide versus contracted revenue durability.

Relevance 8/10Novelty 7/10Timing: after-hours/next-session reaction to Q2 results and next-quarter guidance

Background

Teradata is a cloud data warehousing and analytics provider; the article frames recent multi-year revenue decline and highlights Q2 results versus consensus.

Company-level read

Ticker impact

$TDCBearishMedium confidence
Context

Teradata (TDC) reported Q2 revenue of $410M, beating estimates, but guided next-quarter revenue to $395.2M below consensus and shares fell 17%.

Expected impact

Bearish near-term bias, with follow-through risk if investors focus on the below-consensus revenue guide rather than the Q2 beat.

Evidence & confidence

The article’s newest decision-relevant facts are the specific Q2 beat, flat YoY revenue, and the explicit next-quarter revenue guidance miss, which aligns with the reported 17% immediate stock drop.

Market effects

Reinforces caution on enterprise cloud analytics demand and competitive pressure in data warehousing/AI analytics subscriptions.

Primarily US large-cap software sentiment, with limited direct regional spillover implied.

Limited global read-through beyond enterprise analytics spending expectations.

Counterpoint

The Q2 revenue beat and non-GAAP EPS upside could indicate margin resilience, and the guidance miss may reflect timing rather than structural demand deterioration.

Key entities

  • Teradata

    Reported Q2 CY2026 results, provided next-quarter revenue guidance, and saw shares drop 17% after the release.

Related articles

$TDCMed

Why Is Teradata Stock Falling on Wednesday? - Teradata (NYSE:TDC)

Teradata (TDC) reported Q2 adjusted EPS of 69 cents, above the 56-cent estimate, and sales of $410 million versus $397.1 million expected. For Q3, it guided adjusted EPS of 55 to 59 cents and sales of $391.0 to $399.4 million, both below estimates. FY2026 adjusted EPS was raised to $2.65-$2.73. Barclays cut its price forecast to $27. Shares fell 21.2% to $27.11.

$TDCHighAI 9/10

Teradata (TDC) Stock Trades Down, Here Is Why

Teradata (NYSE: TDC) shares fell 21.5% after the company issued a weaker-than-expected Q3 outlook. Teradata guided for about a 5% year-on-year sales decline and lower EPS than analysts expected, despite Q2 results of $410 million revenue and adjusted EPS of $0.69 beating forecasts.

$TDCHighAI 9/10

Why is Teradata stock tumbling today?

Teradata (TDC) shares fell about 14% pre-open to $29.62 after Q3 guidance missed expectations. Management forecast Q3 2026 recurring revenue down 4% to 2% YoY, total revenue down 6% to 4%, and non-GAAP EPS $0.55 to $0.59 versus $0.62 consensus. Q2 adjusted EPS and revenue beat; full-year EPS raised to $2.65–$2.73. Analysts cut targets.