Barclays maintains Teradata at Underweight, raises price target to $28 from $27
Barclays kept its Underweight rating on Teradata but increased its price target to $28 from $27, suggesting a 14.4% downside from the Nov 5 close of $32.72.
TERADATA CORP /DE/
Teradata provides data analytics and artificial intelligence software and services to large-scale data users, particularly enterprises seeking to use data analytics and AI/ML in their business operations. Its AI and knowledge platform supports complex data workloads across public and private clouds, on-premises systems, and hybrid environments. Offerings include ClearScape Analytics, Teradata AI Factory, QueryGrid, AgentBuilder, and Autonomous Customer Intelligence, as well as consulting, AI, support, maintenance, and managed services. Teradata manages its business through Product Sales and Consulting Services. It sells platform subscriptions with capacity-based or consumption-based pricing, and also earns money from consulting and other customer services. It primarily sells through a direct sales force and works with cloud providers and other partners. Teradata is headquartered in San Diego, California.
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See all $TDC insider activity →Barclays kept its Underweight rating on Teradata but increased its price target to $28 from $27, suggesting a 14.4% downside from the Nov 5 close of $32.72.
Teradata Corp (TDC) highlighted AI innovation and sovereign cloud as key growth drivers for 2027. CEO Steve McMillan cited Terra's context-building capabilities and partnerships as growth areas. Sovereign AI is gaining interest, especially in regulated industries. A large Q4 deal with a government customer was noted. The company plans to invest more in sales for new logos while keeping operating expenses flat. CFO John Etterer mentioned stable component prices and strong inventory position.
Teradata Corp. (TDC) reported Q3 earnings of $38M, or 40 cents per share, exceeding estimates. Adjusted EPS was 70 cents, with revenue at $399M. The company expects Q4 EPS of 58-62 cents and full-year EPS of $2.86-$2.90.
Over the past 7 days, AlphAI's AI scored 10 news stories mentioning TDC (TERADATA CORP /DE/). Coverage has been balanced: 3 bullish, 4 neutral, and 3 bearish.
Recent TDC coverage spans technology, financial news and earnings.
The modest target increase suggests limited upside, while the price target remains below the current market price.
Guidance suggests modest growth; investors may view AI initiatives as upside catalysts.
Earnings beat and upbeat guidance likely lift the stock.
Into the earnings release, the key risk is that the previously guided revenue trajectory remains weak, reinforcing a cautious read-through from the guidance miss.
Analyst upgrade may attract buying interest and support price.
AlphAI scores every news story that mentions TDC with an AI model for sentiment and relevance, and aggregates insider trades from TERADATA CORP /DE/'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Barclays kept its Underweight rating on Teradata but increased its price target to $28 from $27, suggesting a 14.4% downside from the Nov 5 close of $32.72.
Teradata Corp (TDC) highlighted AI innovation and sovereign cloud as key growth drivers for 2027. CEO Steve McMillan cited Terra's context-building capabilities and partnerships as growth areas. Sovereign AI is gaining interest, especially in regulated industries. A large Q4 deal with a government customer was noted. The company plans to invest more in sales for new logos while keeping operating expenses flat. CFO John Etterer mentioned stable component prices and strong inventory position.
Teradata Corp. (TDC) reported Q3 earnings of $38M, or 40 cents per share, exceeding estimates. Adjusted EPS was 70 cents, with revenue at $399M. The company expects Q4 EPS of 58-62 cents and full-year EPS of $2.86-$2.90.
Teradata (TDC) will report earnings on Thursday. Last quarter, it beat revenue expectations with $410M, but missed guidance and billings estimates. Analysts expect a 5.1% revenue decline YoY. TDC shares are up 12.2% in the last month, with an average price target of $34.
Citigroup kept its Buy rating on Teradata and increased its price target to $40 from $36, citing a 16.8% upside from the Oct 30 close of $34.25. The new target represents an 11.1% increase.
Teradata (TDC) announced expanded AI deployment options, including Teradata Factory with AI Studio for on-premises infrastructure and Teradata Sovereign Cloud on Google Distributed Cloud air-gapped for isolated environments. These offerings target governments and regulated industries. The company cited studies highlighting the importance of data sovereignty. The expanded capabilities will be available in Q1 2027, with the Sovereign Cloud option in Private Preview.
Teradata introduced Elastic Python Compute, a distributed Python capability that accelerates AI operations within its platform. The feature, built on Ray, allows data scientists to parallelize model training and execute custom Python applications at scale. A telecom provider reduced AI data prep time from 4 hours to 20 minutes, improving model accuracy by 12%. The solution is available on AWS and Microsoft Azure, with Google Cloud availability expected in Q4 2026.
Teradata's COO sold 48,077 shares for $1.4M, retaining 171,927 shares. The stock dropped to $29.17 post-sale. Q2 revenue was $410M, with Q3 sales expected to decline 4-6%. The company's CEO also sold 10,000 shares under a 10b5-1 plan, retaining 752,446 shares. Teradata reported $1.7B revenue and $458M net income for the trailing twelve months.
WisdomAI's agentic analytics platform is now embedded in Teradata's (TDC) new AI coworker, Tera, set to launch in Q4 2026. The integration allows natural-language analytics, single-prompt Live Apps, and proactive AI agents for enterprise data, with 95%+ accuracy. Both companies highlight the partnership's benefits for business users and data teams, with a focus on governance and accuracy.
Teradata (TDC) introduced Tera, an AI agentic coworker for enterprise data work. It includes Tera Context Engine for governed business knowledge, Tera Harness for intelligent execution, and Agent Skills. Benchmarks show Tera is 73% more token-efficient and 42% faster than competitors. The platform aims to reduce costs and improve AI outcomes for enterprises.