Teradata Q1 EPS Forecast Boosted by Northland Securities

Teradata Corporation (NYSE:TDC) – Stock analysts at Northland Securities increased their Q1 2026 earnings estimates for Teradata in a research report issued on Wednesday, February 11th. Northland Securities analyst N. Chokshi now forecasts that the technology company will post earnings per share of $0.55 for the quarter, up from their previous forecast of $0.50. The consensus estimate for Teradata’s current full-year earnings is $1.31 per share. Northland Securities also issued estimates for Teradata’s Q2 2026 earnings at $0.31 EPS, Q3 2026 earnings at $0.40 EPS, FY2026 earnings at $1.67 EPS, Q1 2027 earnings at $0.62 EPS and Q2 2027 earnings at $0.37 EPS.

A number of other research analysts have also issued reports on the company. Morgan Stanley lifted their target price on Teradata from $30.00 to $35.00 and gave the company an “overweight” rating in a report on Wednesday, December 17th. Zacks Research upgraded shares of Teradata from a “hold” rating to a “strong-buy” rating in a report on Thursday, November 20th. Weiss Ratings reissued a “hold (c)” rating on shares of Teradata in a research report on Monday, December 29th. TD Cowen reaffirmed a “hold” rating on shares of Teradata in a report on Wednesday, November 5th. Finally, Royal Bank Of Canada increased their price objective on Teradata from $32.00 to $35.00 and gave the company a “sector perform” rating in a report on Wednesday, February 11th. One investment analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $36.50.

Teradata Price Performance

Shares of TDC opened at $32.59 on Monday. The firm’s 50 day moving average price is $30.37 and its 200 day moving average price is $25.73. The company has a market cap of $3.04 billion, a P/E ratio of 24.32, a PEG ratio of 3.90 and a beta of 0.61. The company has a quick ratio of 0.90, a current ratio of 0.92 and a debt-to-equity ratio of 2.07. Teradata has a fifty-two week low of $18.43 and a fifty-two week high of $41.78.

Teradata (NYSE:TDC) last released its quarterly earnings results on Tuesday, February 10th. The technology company reported $0.74 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.55 by $0.19. Teradata had a net margin of 7.82% and a return on equity of 81.80%. The business had revenue of $421.00 million for the quarter, compared to the consensus estimate of $399.49 million. During the same period in the previous year, the firm earned $0.53 EPS. The business’s revenue was up 2.9% on a year-over-year basis. Teradata has set its Q1 2026 guidance at 0.750-0.790 EPS and its FY 2026 guidance at 2.550-2.650 EPS.

Insider Transactions at Teradata

In other Teradata news, major shareholder Lake Lp Lynrock sold 61,990 shares of the firm’s stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $40.29, for a total transaction of $2,497,577.10. Following the transaction, the insider directly owned 9,354,676 shares of the company’s stock, valued at approximately $376,899,896.04. This trade represents a 0.66% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Insiders own 0.90% of the company’s stock.

Institutional Investors Weigh In On Teradata

A number of institutional investors have recently added to or reduced their stakes in TDC. AQR Capital Management LLC boosted its position in shares of Teradata by 175.3% during the 2nd quarter. AQR Capital Management LLC now owns 3,913,277 shares of the technology company’s stock worth $86,914,000 after purchasing an additional 2,491,938 shares in the last quarter. Fuller & Thaler Asset Management Inc. acquired a new stake in shares of Teradata in the 4th quarter worth approximately $67,125,000. Defiance ETFs LLC acquired a new position in Teradata during the fourth quarter worth $38,968,000. Morgan Stanley boosted its position in Teradata by 56.3% during the fourth quarter. Morgan Stanley now owns 3,151,388 shares of the technology company’s stock worth $95,928,000 after purchasing an additional 1,134,722 shares in the last quarter. Finally, Alyeska Investment Group L.P. acquired a new stake in Teradata in the third quarter valued at $23,549,000. Hedge funds and other institutional investors own 90.31% of the company’s stock.

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.