TickerTalks
Browse all tickers →
TickerTalks›$TDC
TDTDC

Teradata Corporation

$TDC·$2.7B·Software - Infrastructure·Technology
$28.89-1.3%YTD-4.8%1Y+30.1%
Price updated 5h ago·X counts updated 7d ago
TDTDC
$TDCTeradata Corporation
$28.89-1.30%24 posts
AI analysisFundamentalsVoices on X
Loading…

On X

The complete picture of $TDC on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

24X posts · last 7 days
Sep 2Sep 12

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $TDC — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-09-19

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Teradata coiled at 40% of 52-week range — data-analytics platform with real FCF but slow revenue.

Teradata Corporation is a specialty enterprise data-analytics platform franchise — Teradata Vantage plus specific multi-cloud analytics for large enterprise customers. The equity is coiling with specific operational-transition setup.

  • The operating trajectory is stable but slow: Q2 EPS $0.69 beat consensus by 23.7%, Q1 by 14.3%, revenue $410M grew 0.5% YoY at 12% operating margin — those are numbers of a mature enterprise-software franchise struggling with specific top-line growth.
  • The valuation is where deep-value works: 5.3x TTM earnings and 1.5x sales for a business with 12% ROIC and 30.2% FCF yield — those are cheap enterprise-software multiples, and the 30% FCF yield is specifically what supports the compounder-value thesis.
  • The Aug 17 material definitive agreement 8-K is a specific structural signal — that's a real transaction event that could be a specific strategic-action, financing, or partnership catalyst; combined with officer Hutchinson's $1.44M S-Sale on Sep 17, the setup has specific ongoing structural activity.

Nov 3 Q3 earnings is the referee. A confirming beat plus specific commentary on Teradata Cloud (VantageCloud) revenue trajectory extends the coil upward; a soft on-premises comment or a specific customer-loss concern resets. Watch $26 as coil support and $34 as the breakout level. The enterprise-data-analytics cohort (TDC, MDB, SNOW) sets direction on macro-data-days.

What to watch: Nov 3 Q3 earnings — VantageCloud revenue growth, gross margin trajectory, and any specific commentary on the Aug 17 material definitive agreement. Watch $26 coil support.

On the calendar: 2026-11-03 — Q3 earnings

no sentiment data

Read the AI verdict on $TDC

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Enterprise cloud data analytics platform (Teradata Vantage) for large organizations running complex multi-cloud SQL and analytics workloads.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Infrastructure sits in its cycle right now — and what that implies for $TDC.

Software - Infrastructure · Technology

NBIS-PLTR sovereign AI partnership formalises a new infrastructure tier pairing GPU-dense compute with enterprise operating layers, pulling a valuation premium over legacy SaaS. Oracle's Ellison cancelling $7.5B in planned stock sales despite a 50% pullback signals insider conviction in OCI's cloud infrastructure growth trajectory; AI-native security and zero-trust platforms continue to outpace the broader software cohort.

What this means for $TDC

Partial — multi-cloud analytics (Vantage) provides a data layer for AI workloads; cloud migration tailwind sustains relevance but Teradata faces competition from modern lakehouses.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-0.7%YTD
-9.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
5.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
11.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
7.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
30.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
115%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
60.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 4, 2026$0.69$0.56+23.7%
Q1 2026May 5, 2026$0.88$0.77+14.3%
Q4 2025Feb 10, 2026$0.74$0.55+34.5%
Q3 2025Nov 4, 2025$0.72$0.53+35.8%
Next earningsTue, Nov 3·consensus EPS $0.58

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$410.0M+0.5%59.3%11.7%$0.49$106.0M
Q1 FY26$444.0M+6.2%62.2%-8.1%$3.60$390.0M
Q4 FY25$421.0M+2.9%60.8%12.8%$0.40$151.0M
Q3 FY25$416.0M-5.5%61.3%15.1%$0.42$99.0M

Forward consensus

3-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.6B$1.6B – $1.7B$2.71$2.69 – $2.725
FY27$1.7B$1.7B – $1.7B$2.91$2.82 – $3.015
FY28$1.7B$1.7B – $1.7B$3.24$3.22 – $3.264

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.2×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.40%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-0.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-3.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 86.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.585-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 15Michael D HutchinsonCOO48.1K sh$1.4MSellSep 15Stephen McmillanCEO10.0K sh$300KSellJun 8Timothy C ChouDirector5.7K sh$191KSellJun 1Richard J PetleyChief Revenue Officer17.2K sh$603KSellMay 22Todd McelhattonDirector15.0K sh$502KSellMay 19Sumeet AroraChief Product Officer15.0K sh$495KSellMay 12Stephen McmillanCEO20.0K sh$634KSellMay 7Sumeet AroraChief Product Officer2.6K sh$82KSellMay 7Richard J PetleyChief Revenue Officer34.3K sh$1.1M
+ 19 other (15 awards · 4 inkinds) in window

See when $TDC insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementAug 178-K — Item 1.01: Material agreement
AI summary

Teradata Corporation (TDC) filed an 8-K under Items 1.01 and 9.01, disclosing entry into a material definitive agreement and related exhibits effective August 12, 2026. No specific terms of the agreement were disclosed in the available excerpt. Teradata is a San Diego, CA-based analytics and cloud data warehousing company.

3New insider — initial holdingsAug 43
AI summary

Leukert Bernd (Last) (First) (Middle) C/O TERADATA CORPORATION 17095 VIA DEL CAMPO (Street) SAN DIEGO CALIFORNIA 92127 (City) (State) (Zip) UNITED STATES (Country) 2. Date of Event Requiring Statement (Month/Day/Year) 08/01/2026 3. Issuer Name and Ticker or Trading Symbol TERADATA CORP /DE/ [ TDC ] 3a. Foreign Trading Symbol 5. If Amendment, Date of Original Filed (Month/Day/Year) 4. Relationship of Reporting Person(s) to Issuer (Check all applicable) X Director 10% Owner Officer (give title below) Other (specify below) 6. Individual or Joint/Group Filing (Check Applicable Line) X Form filed by One Reporting Person Form filed by More than One Reporting Person Table I - Non-Derivative Securities Beneficially Owned 1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5) Common Stock 0 D Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities) 1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year) 3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5) Date Exercisable Expiration Date Title Amount or Number of Shares Explanation of Responses: Remarks: /s/ Margaret Moehle, Attorney-in-Fact for Bernd G. Leukert 08/04/2026 ** Signature of Reporting Person Date Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly. * If the form is filed by more than one reporting person, see Instruction 5 (b)(v). ** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a). Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure. Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number. * Form 3: SEC 1473 (03-26) filed an initial statement of beneficial ownership (Form 3) as a Director of TDC, with an event date of 1473. The filer directly owns 0 shares of common stock. This is a routine insider-ownership disclosure with no indication of open-market purchases or activist intent.

8-KOfficer or director changeAug 38-K — Item 5.02: Officer or director change
AI summary

TDC filed an 8-K (Item 5.02) reporting a director or officer change. not to u is involved in the change. The role noted: Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory . This is primarily an administrative disclosure; materiality depends on the seniority of the role and whether it reflects a strategic shift.

SC 13D/AActivist amendmentJul 8SC 13D/A
AI summary

A reporting person filed a amended Schedule 13D disclosing beneficial ownership of a disclosed percentage of TDC's outstanding shares. A Schedule 13D signals a potentially activist or strategic stake above the 5% reporting threshold.

8-KAgreement terminatedJun 248-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated · Item 2.03: Material debt obligation
AI summary

TDC filed an 8-K (Item 1.01) disclosing entry into a material definitive agreement. The filing describes: entered into a Credit Agreement with Bank of America, N. Key financial terms include $0.01 . Material definitive agreements are significant corporate commitments and may be transformative depending on scope.

SC 13D/AActivist amendmentJun 17SC 13D/A
AI summary

A reporting person filed a amended Schedule 13D disclosing beneficial ownership of a disclosed percentage of TDC's outstanding shares. A Schedule 13D signals a potentially activist or strategic stake above the 5% reporting threshold.

8-KOfficer or director changeMay 198-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
+ 15 other (6 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Teradata's CEO Sells 10,000 Shares Worth More Than $300,000fool.com·3d agoWhy Teradata (TDC) is a Top Value Stock for the Long-Termzacks.com·9d agoTeradata Corporation (TDC) Presents at Citi's 2026 Global TMT Conference Transcriptseekingalpha.com·10d agoWhy Teradata (TDC) is a Top Growth Stock for the Long-Termzacks.com·11d agoTeradata (TDC) Up 7.7% Since Last Earnings Report: Can It Continue?zacks.com·17d ago

More in Software - Infrastructure

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$ORCL$NBIS$PLTR$MSFT$NET$CRWV$S$CRWD
Voices on X · last 7 days

No standout posts about $TDC on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport