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TDTDC

Teradata Corporation

Buzzing onWhy it's trendingX mentions rising faster than the marketBacked by solid revenue growthPrice and volume picking up
$TDC·$2.5B·Software - Infrastructure·Technology
$26.95+2.7%
Mentions · last 7 days
2026-07-30: 2 posts2026-07-31: 4 posts2026-08-01: 2 posts2026-08-02: 2 posts2026-08-03: 7 posts2026-08-04: 15 posts2026-08-05: 39 posts71
Price updated 10m ago·X counts updated 22h ago
TDTDC
$TDCTeradata Corporation
$26.95+2.74%71 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $TDC, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Comeback attemptAcceleratingAI verdict · as of 2026-08-06

The move is getting stronger, with heavier trading behind it.

Teradata Q2 topped estimates and the AI-platform commentary was constructive — the tape is at 3.0x average volume after a beat.

Teradata is a legacy enterprise data-warehousing platform (a Snowflake/Databricks rival for large-enterprise on-prem plus cloud workloads) that has been executing a slow-but-real turnaround toward cloud-first, AI-workload monetization.

Where the tape stands:

  • Growth is modest: Q2 revenue $410M grew 0.5% year over year, in line with 3-6% comps of the prior quarters — this is a low-growth turnaround.
  • Margins are healthy: gross margin 61%, operating margin 8% — the underlying software economics support the turnaround.
  • Beat cadence has been strong: last four EPS surprises 24%, 14%, 35%, 36% — consistent large beats on lowered bars.
  • The Q2 print topped estimates on revenue and EPS plus 'AI platform and margin gains' commentary — first real cloud-plus-AI narrative traction.
  • Positioning is broken: 29% of the 52-week range, -19% below the 50-day, -11% below the 200-day on 3.0x volume — a decisive breakdown OR a capitulation flush before an inflection.
  • PE 5.3 and FCF yield 30% — deep-value setup where any operational turn rerates the equity.
  • The 3.0x volume signal is the tell: real distribution into the print outcome, but the price direction is what matters.

Nov 3 Q3 earnings decides whether the tape reclaims $30+ — clean cloud-ARR growth plus AI-workload commentary starts the rerating; a return to negative growth or cloud-migration deceleration cools this back to $18.

Differs from X sentimentNo meaningful X sentiment sample exists for TDC — legacy database is not a discovery-narrative name and the turnaround has been too slow to attract fintwit attention. The 3.0x volume on the print is the institutional-flow signal to watch, and the deep-value setup (5.3x PE, 30% FCF yield) means any operational turn triggers a rerate.

What to watch: Nov 3 Q3 earnings — clean cloud-ARR growth plus AI-workload commentary starts the rerating toward $30+; a return to negative growth or cloud-migration deceleration cools this back to $18.

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

Read the AI verdict + X sentiment for $TDC

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What it does

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

Teradata Corporation, through its various entities, delivers a unified multi-cloud data platform specifically engineered for robust enterprise analytics. A cornerstone of its product suite is Teradata Vantage, a cutting-edge data platform designed to enable businesses to harness their data comprehensively across the entire organization. This platform excels at integrating diverse data sources, thereby simplifying intricate data ecosystems and assisting customers with their migration to cloud environments through an integrated approach. Beyond its core platform, Teradata offers specialized business consulting, which aids organizations in formulating a precise data and analytics vision, uncovering and putting into practice analytical opportunities, architecting effective multi-cloud environments, and ensuring their analytical infrastructure generates measurable value. The company further augments its offerings with essential support and maintenance services. Serving a broad spectrum of industries such as financial services, government, healthcare, manufacturing, retail, telecommunications, and travel/transportation, Teradata engages its global customer base through a direct sales network spanning the Americas, Europe, the Middle East, Africa, the Asia Pacific region, and Japan. Teradata Corporation, founded in 1979, maintains its principal offices in San Diego, California.

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

No material change from last week — Enterprise software infrastructure is in a multiple compression phase (-16.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-4.2%YTD
-8.4%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 $0.63

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$1.7B$1.6B – $1.7B$2.67$2.65 – $2.695
FY27$1.7B$1.7B – $1.7B$2.89$2.82 – $3.045
FY28$1.7B$1.7B – $1.8B$3.26$3.22 – $3.294

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.3.0×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.29%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.-19.1%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.-10.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 86.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today12.4% 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.β0.595-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

SellJun 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$1.1MSellFeb 26Stephen McmillanCEO50.0K sh$1.5MSellFeb 24Michael P GianoniDirector25.0K sh$749KSellFeb 11Lake Lp Lynrock10% owner62.0K sh$2.5M
+ 32 other (17 awards · 14 inkinds · 1 other) 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
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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

3New insider — initial holdingsAug 43
8-KOfficer or director changeAug 38-K — Item 5.02: Officer or director change
SC 13D/AActivist amendmentJul 8SC 13D/A
8-KAgreement terminatedJun 248-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated · Item 2.03: Material debt obligation
SC 13D/AActivist amendmentJun 17SC 13D/A
8-KOfficer or director changeMay 198-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
3New insider — initial holdingsMar 103
8-KOfficer or director changeMar 28-K — Item 5.02: Officer or director change
+ 20 other (5 13Gs · 3 earnings 8-Ks · 3 proxys · 2 10-Qs) in window

Recent news

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

Teradata Q2 Earnings Surpass Estimates, Revenues Increase Y/Yzacks.com·1d agoTDC Q2 Earnings Call Highlights AI Platform and Margin Gainszacks.com·1d agoSpaceX, Teradata, Pinterest And Other Big Stocks Moving Lower In Wednesday's Pre-Market Sessionbenzinga.com·2d agoTeradata Corporation (TDC) Q2 2026 Earnings Call Transcriptseekingalpha.com·2d agoTeradata (TDC) Surpasses Q2 Earnings and Revenue Estimateszacks.com·2d ago

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Voices on X · last 7 days

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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.

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