Teradata (NYSE:TDC) Price Target Lowered to $36.00 at Citigroup

Key Points

• Citigroup cut Teradata’s price target to $36 from $39 but maintained a “buy” rating, implying approximately 33% upside from the stock’s $27.05 price.
• Teradata exceeded quarterly expectations with adjusted EPS of $0.69 versus $0.56 expected and revenue of $410 million versus $396.13 million forecast; full-year 2026 EPS guidance is $2.65–$2.73.
• Analyst sentiment remains mixed, with a consensus “hold” rating and average price target of $35.44, while weaker-than-expected near-term revenue guidance and declining recurring revenue remain concerns.

Teradata (NYSE:TDC - Get Free Report) had its price target dropped by equities research analysts at Citigroup from $39.00 to $36.00 in a research note issued to investors on Thursday,Benzinga reports. The firm presently has a "buy" rating on the technology company's stock. Citigroup's price objective would indicate a potential upside of 33.06% from the stock's current price.

TDC has been the subject of several other reports. Citizens Jmp reissued a "market outperform" rating and set a $49.00 price target on shares of Teradata in a research report on Wednesday, June 10th. Zacks Research lowered Teradata from a "strong-buy" rating to a "hold" rating in a research report on Wednesday, May 20th. Morgan Stanley reiterated an "overweight" rating on shares of Teradata in a research note on Wednesday. Weiss Ratings reissued a "hold (c)" rating on shares of Teradata in a research note on Wednesday, June 24th. Finally, Wall Street Zen raised shares of Teradata from a "buy" rating to a "strong-buy" rating in a research report on Sunday, July 26th. Four research analysts have rated the stock with a Buy rating, five have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of "Hold" and a consensus price target of $35.44.

Teradata Stock Up 3.1%

TDC stock traded up $0.82 during midday trading on Thursday, hitting $27.05. The company's stock had a trading volume of 3,861,443 shares, compared to its average volume of 2,450,738. The company has a debt-to-equity ratio of 0.85, a current ratio of 1.30 and a quick ratio of 1.29. Teradata has a twelve month low of $19.96 and a twelve month high of $41.78. The company's fifty day moving average price is $32.41 and its 200 day moving average price is $30.13. The stock has a market capitalization of $2.55 billion, a P/E ratio of 5.70, a PEG ratio of 2.53 and a beta of 0.60.

Teradata (NYSE:TDC - Get Free Report) last issued its quarterly earnings results on Tuesday, August 4th. The technology company reported $0.69 EPS for the quarter, topping the consensus estimate of $0.56 by $0.13. The firm had revenue of $410.00 million for the quarter, compared to analysts' expectations of $396.13 million. Teradata had a net margin of 27.08% and a return on equity of 56.32%. The company's revenue for the quarter was up .5% on a year-over-year basis. During the same period in the previous year, the firm posted $0.47 EPS. Teradata has set its Q3 2026 guidance at 0.550-0.590 EPS and its FY 2026 guidance at 2.650-2.730 EPS. As a group, equities research analysts predict that Teradata will post 1.78 EPS for the current year.

Insider Transactions at Teradata

In related news, CEO Stephen Mcmillan sold 20,000 shares of the company's stock in a transaction dated Tuesday, May 12th. The shares were sold at an average price of $31.71, for a total value of $634,200.00. Following the transaction, the chief executive officer owned 762,446 shares in the company, valued at approximately $24,177,162.66. This represents a 2.56% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CRO Richard J. Petley sold 17,227 shares of the company's stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $35.00, for a total value of $602,945.00. Following the completion of the transaction, the executive directly owned 188,571 shares in the company, valued at $6,599,985. The trade was a 8.37% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 42,884 shares of company stock worth $1,427,899. 0.96% of the stock is owned by insiders.

Hedge Funds Weigh In On Teradata

Institutional investors and hedge funds have recently modified their holdings of the business. Vanguard Group Inc. raised its position in shares of Teradata by 5.0% in the fourth quarter. Vanguard Group Inc. now owns 12,953,545 shares of the technology company's stock valued at $394,306,000 after buying an additional 612,624 shares in the last quarter. AQR Capital Management LLC raised its holdings in Teradata by 175.3% in the 2nd quarter. AQR Capital Management LLC now owns 3,913,277 shares of the technology company's stock valued at $86,914,000 after acquiring an additional 2,491,938 shares in the last quarter. Morgan Stanley lifted its position in shares of Teradata by 56.3% during the 4th quarter. Morgan Stanley now owns 3,151,388 shares of the technology company's stock valued at $95,928,000 after acquiring an additional 1,134,722 shares during the period. LSV Asset Management lifted its position in shares of Teradata by 18.5% during the 4th quarter. LSV Asset Management now owns 2,600,216 shares of the technology company's stock valued at $79,151,000 after acquiring an additional 406,121 shares during the period. Finally, Fuller & Thaler Asset Management Inc. acquired a new stake in shares of Teradata during the 4th quarter worth $67,125,000. 90.31% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Teradata

Here are the key news stories impacting Teradata this week:

• Positive Sentiment: Teradata reported second-quarter adjusted EPS of $0.69, above the approximately $0.56 consensus estimate, while revenue of $410 million also exceeded expectations. EPS increased from $0.47 a year earlier, supported by stronger margins and recurring revenue. Teradata Q2 earnings report
• Positive Sentiment: Management raised full-year 2026 adjusted EPS guidance to $2.65–$2.73, above the roughly $2.47 consensus, and signaled adjusted free cash flow of $330 million–$350 million. The outlook reflects improved profitability, recurring revenue and cash generation. Teradata free cash flow and platform announcement
• Positive Sentiment: The launch of Teradata 3.0, an agentic-AI platform, along with new AI tools available through Amazon Web Services, gives investors a potential growth catalyst and strengthens the company’s cloud and AI positioning. Teradata AI tools and outlook
• Neutral Sentiment: Analysts’ valuation views remain mixed. The recent average broker target is approximately $35.56, while the reported six-month median target is $38, both above the current trading level, but Barclays lowered its target from $28 to $27 and retained an “underweight” rating. Teradata analyst price targets
• Negative Sentiment: Near-term guidance disappointed investors: third-quarter revenue is expected at $391 million–$399.4 million versus roughly $403 million expected, with recurring revenue forecast to decline 4% to 2% year over year. Full-year revenue guidance remains down 2% to flat, raising concerns about delayed growth and the pace of annual recurring-revenue acceleration. Teradata guidance reaction

About Teradata

Teradata Corporation is a global provider of enterprise analytics and data management solutions designed to help organizations unlock value from their data assets. The company offers both cloud-based and on-premises platforms that support data warehousing, big data analytics, and machine learning. Through its flagship analytics ecosystem, Teradata enables businesses to integrate, analyze, and manage large volumes of structured and unstructured data at scale.

Central to Teradata's product suite is the Teradata Vantage analytics platform, which unifies diverse data types across multiple environments—including public and private clouds—into a single, coherent architecture.

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