TERADATA CORP /DE/
In the published model solve dated 2026-Q2, anchored at $28.77, TERADATA CORP /DE/ (TDC) is priced for +19.7% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 11, 2026 from SEC EDGAR filings.
• Teradata is a legacy analytics-database company mid-transition to the cloud: total annual recurring revenue reached $1.492 billion in Q1 2026 with public cloud ARR of $686 million growing 13%, while total revenue keeps shrinking. [Source: Q1 2026 earnings release] • The headline Q1 GAAP EPS of $3.47 is a mirage from a $480 million SAP litigation settlement; non-GAAP EPS was $0.88, and full-year non-GAAP EPS guidance is $2.53 to $2.57. [Source: Q1 2026 earnings release] • The biggest risk is th
Is TDC overvalued? See what's priced in →
407 institutional managers reported holding TDC in 13F filings for the quarter ended 2026-03-31. 71 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 12.6M shares were sold short as of the 2026-06-15 count, about 13% of shares outstanding (5.7 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
TDC has cut its share count 14.7% over the past five years, spending $1.21B on repurchases. It pays no dividend. Cash returned over the past three years: $543.00M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at TDC over the trailing three years. Absence is a fact about the company, not a signal. 21 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
TDC's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-09 | -17.3% | +0.4% |
| 2023-11-08 | +2.5% | -3.8% |
| 2024-02-24 | -22.0% | -0.4% |
| 2024-05-08 | -12.1% | +1.4% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
TDC's latest 8-K filings: 2026-08-17 (items 1.01, 9.01); 2026-08-04 (items 2.02, 9.01); 2026-08-03 (items 5.02, 9.01); 2026-06-24 (items 1.01, 1.02, 2.03, 9.01); 2026-05-19 (items 5.02, 5.07, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 11, 2026
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.