Teradata (NYSE:TDC) Shares Gap Down Following Analyst Downgrade

Posted by on Aug 5th, 2026

Teradata Corporation (NYSE:TDC – Get Free Report) shares gapped down before the market opened on Wednesday after Barclays lowered their price target on the stock from $28.00 to $27.00. The stock had previously closed at $34.39, but opened at $27.52. Barclays currently has an underweight rating on the stock. Teradata shares last traded at $28.10, with a volume of 1,636,595 shares changing hands.

Several other research analysts also recently weighed in on TDC. Royal Bank Of Canada reiterated a “sector perform” rating and issued a $34.00 price target on shares of Teradata in a report on Thursday, July 16th. Wall Street Zen upgraded Teradata from a “buy” rating to a “strong-buy” rating in a report on Sunday, July 26th. Zacks Research downgraded Teradata from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, May 20th. Citizens Jmp reiterated a “market outperform” rating and set a $49.00 target price on shares of Teradata in a research report on Wednesday, June 10th. Finally, Morgan Stanley reissued an “overweight” rating on shares of Teradata in a research note on Wednesday. Four research analysts have rated the stock with a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $35.44.

View Our Latest Stock Report on Teradata

Insider Buying and Selling

In other Teradata news, CRO Richard J. Petley sold 34,317 shares of the stock in a transaction that occurred on Thursday, May 7th. The shares were sold at an average price of $30.84, for a total transaction of $1,058,336.28. Following the transaction, the executive owned 207,627 shares of the company’s stock, valued at $6,403,216.68. This trade represents a 14.18% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Stephen Mcmillan sold 20,000 shares of the stock in a transaction that occurred on Tuesday, May 12th. The stock was sold at an average price of $31.71, for a total transaction of $634,200.00. Following the transaction, the chief executive officer directly owned 762,446 shares in the company, valued at approximately $24,177,162.66. This represents a 2.56% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 77,201 shares of company stock valued at $2,486,235. Insiders own 0.96% of the company’s stock.

More Teradata News

Here are the key news stories impacting Teradata this week:

  • Positive Sentiment: Teradata reported second-quarter adjusted EPS of $0.69, exceeding estimates of approximately $0.55-$0.56 and rising from $0.47 a year earlier. Revenue of $410 million also surpassed expectations of $396 million. Teradata Surpasses Q2 Earnings and Revenue Estimates
  • Positive Sentiment: Profitability and cash generation improved substantially. Non-GAAP operating margin increased to 21.5%, operating cash flow rose 147% to $106 million, and adjusted free cash flow increased 226% to $127 million. Recurring revenue grew 3% to $363 million. Teradata Reports Second Quarter 2026 Financial Results
  • Positive Sentiment: Teradata raised its fiscal 2026 EPS outlook to $2.65-$2.73, above the consensus estimate of $2.47, which indicates management expects improved profitability despite limited revenue growth.
  • Neutral Sentiment: Analysts’ average target price is reported at $35.56, materially above the stock’s recent trading level, although estimates vary widely. The broader analyst view therefore remains mixed. Brokerages Set Teradata Target Price
  • Negative Sentiment: Third-quarter revenue guidance of $391.0 million-$399.4 million fell short of the $403 million consensus estimate. Management expects recurring revenue to decline 2%-4% year over year and total revenue to decline 4%-6%, reinforcing concerns about sluggish demand.
  • Negative Sentiment: Teradata maintained fiscal 2026 revenue guidance of $1.6 billion-$1.7 billion, below the $1.7 billion consensus at the midpoint. Barclays subsequently lowered its price target to $27 from $28 and assigned an Underweight rating, citing limited growth prospects. Barclays Lowers Teradata Price Target

Institutional Investors Weigh In On Teradata

Institutional investors have recently added to or reduced their stakes in the company. L2 Asset Management LLC increased its stake in Teradata by 2.1% during the fourth quarter. L2 Asset Management LLC now owns 18,250 shares of the technology company’s stock worth $556,000 after acquiring an additional 376 shares during the last quarter. Twin Capital Management Inc. lifted its stake in shares of Teradata by 2.0% in the 1st quarter. Twin Capital Management Inc. now owns 21,019 shares of the technology company’s stock valued at $539,000 after purchasing an additional 405 shares in the last quarter. Osaic Holdings Inc. grew its holdings in shares of Teradata by 9.1% during the 4th quarter. Osaic Holdings Inc. now owns 5,073 shares of the technology company’s stock worth $154,000 after purchasing an additional 424 shares during the period. Rothschild Investment LLC grew its holdings in shares of Teradata by 13.6% during the 4th quarter. Rothschild Investment LLC now owns 3,550 shares of the technology company’s stock worth $108,000 after purchasing an additional 425 shares during the period. Finally, GAMMA Investing LLC increased its position in Teradata by 10.6% during the 2nd quarter. GAMMA Investing LLC now owns 5,646 shares of the technology company’s stock worth $196,000 after purchasing an additional 541 shares in the last quarter. Hedge funds and other institutional investors own 90.31% of the company’s stock.

Teradata Stock Performance

The stock’s 50-day moving average is $32.53 and its 200-day moving average is $30.16. The company has a current ratio of 1.30, a quick ratio of 1.29 and a debt-to-equity ratio of 0.85. The stock has a market cap of $2.62 billion, a price-to-earnings ratio of 6.39, a P/E/G ratio of 2.36 and a beta of 0.60.

Teradata (NYSE:TDC – Get Free Report) last announced its quarterly earnings results on Tuesday, August 4th. The technology company reported $0.69 earnings per share for the quarter, beating analysts’ consensus estimates of $0.56 by $0.13. Teradata had a net margin of 24.93% and a return on equity of 57.44%. The firm had revenue of $410.00 million for the quarter, compared to analysts’ expectations of $396.13 million. During the same period in the previous year, the company posted $0.47 earnings per share. Teradata’s revenue was up .5% compared to the same quarter last year. Teradata has set its Q3 2026 guidance at 0.550-0.590 EPS and its FY 2026 guidance at 2.650-2.730 EPS. On average, analysts expect that Teradata Corporation will post 1.78 EPS for the current year.

About Teradata

(Get Free Report)

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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