$TDC

Morgan Stanley downgraded Apple (AAPL) to Underperform, citing supply-chain checks that Apple cancelled a 20th anniversary all-glass iPhone model; price target cut to $263.66 from $285.56. It upgraded HPE to Overweight, PT $69 (from $71), and NetApp to Equal Weight, PT $173 (from $137). Other analyst actions included upgrades to Qualcomm, SanDisk, Dick’s Sporting, and Everpure, plus downgrades to Teradata, Akamai, Doximity, and Spectrum Brands.

Teradata (TDC) reported Q2 revenue of $410M, above the $396.1M estimate, and adjusted EPS of $0.69 versus $0.56. Adjusted operating income was $88M. Management cited strong recurring revenue and margin improvement, plus a shift in on-premise contract revenue recognition that left sales flat YoY. Q3 revenue guidance midpoint was $395.2M, below estimates.

Teradata (NYSE:TDC) reported Q2 gross margin up 220 bps to 60.5% and recurring revenue gross margin up 30 bps to 67.8%, attributing outperformance to on-premise revenue recognition timing. Net cash rose to $323 million. The company repurchased about $40 million of stock and paid off $450 million of a term loan. It reaffirmed full-year guidance, raised non-GAAP EPS to $2.65-$2.73, and guided Q3 recurring revenue down 4%-2% and total revenue down 6%-4%.

Teradata reported Q2 2026 results with revenue of about $410M and net income of about $46M, alongside sales of about $363M. The company raised full-year GAAP diluted EPS guidance to $4.43 to $4.51. Teradata also launched an enterprise Data Analyst Agent on AWS Marketplace and added board member Bernd Leukert.

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.

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.

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.

Teradata (NYSE:TDC) reported Q2 adjusted EPS of $0.69 versus $0.56, with revenue of $410M versus $397M. Gross margin was about 60% and net income was $46M. The company said public cloud ARR rose 8% year over year. Q3 adjusted EPS guidance is $0.55 to $0.59.

Teradata (NYSE: TDC) reported Q2 CY2026 revenue of $410 million, flat year over year, but above market expectations. Non-GAAP EPS was $0.69, 23.1% above consensus. Q3 guidance calls for $395.2 million revenue, 2.1% below estimates, with management citing on-premise revenue recognition timing and softer consulting revenue.

Simply Wall St reports Teradata (TDC) shares rose 17.8% after the company raised its EPS outlook and launched new AI tools on AWS, according to the article. It also references additional fair value estimates and general fundamental commentary based on historical data and analyst forecasts.