Northland Securities Lifts Earnings Estimates for Teradata

Teradata Corporation (NYSE:TDC) – Analysts at Northland Securities raised their Q1 2026 earnings estimates for Teradata in a note issued to investors on Wednesday, February 11th. Northland Securities analyst N. Chokshi now forecasts that the technology company will earn $0.55 per share for the quarter, up from their prior 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.

Other research analysts also recently issued research reports about the stock. Zacks Research raised shares of Teradata from a “hold” rating to a “strong-buy” rating in a research report on Thursday, November 20th. Royal Bank Of Canada lifted their price target on shares of Teradata from $32.00 to $35.00 and gave the stock a “sector perform” rating in a report on Wednesday, February 11th. TD Cowen reaffirmed a “hold” rating on shares of Teradata in a research report on Wednesday, November 5th. Morgan Stanley raised their price objective on Teradata from $30.00 to $35.00 and gave the stock an “overweight” rating in a research report on Wednesday, December 17th. Finally, Wall Street Zen raised Teradata from a “buy” rating to a “strong-buy” rating in a research report on Saturday, November 8th. One analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, Teradata has a consensus rating of “Moderate Buy” and a consensus target price of $35.73.

Teradata Price Performance

TDC opened at $33.58 on Monday. The firm has a market capitalization of $3.13 billion, a PE ratio of 25.06, a price-to-earnings-growth ratio of 3.90 and a beta of 0.61. The company has a debt-to-equity ratio of 2.07, a current ratio of 0.92 and a quick ratio of 0.90. The business’s 50-day moving average is $30.30 and its two-hundred day moving average is $25.55. Teradata has a 1 year low of $18.43 and a 1 year high of $41.78.

Teradata (NYSE:TDC) last posted its earnings results on Tuesday, February 10th. The technology company reported $0.74 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 quarter last year, the firm posted $0.53 EPS. The company’s revenue for the quarter 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.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in TDC. Laurel Wealth Advisors LLC grew its position in Teradata by 2,132.0% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 1,116 shares of the technology company’s stock worth $25,000 after purchasing an additional 1,066 shares during the period. Quent Capital LLC acquired a new stake in Teradata during the third quarter worth about $25,000. IFP Advisors Inc grew its holdings in Teradata by 405.4% during the second quarter. IFP Advisors Inc now owns 1,223 shares of the technology company’s stock worth $27,000 after acquiring an additional 981 shares during the period. Sound Income Strategies LLC raised its position in Teradata by 1,162.8% during the fourth quarter. Sound Income Strategies LLC now owns 985 shares of the technology company’s stock valued at $29,000 after acquiring an additional 907 shares in the last quarter. Finally, Steward Partners Investment Advisory LLC lifted its holdings in Teradata by 64.1% in the second quarter. Steward Partners Investment Advisory LLC now owns 1,364 shares of the technology company’s stock valued at $30,000 after acquiring an additional 533 shares during the period. 90.31% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Teradata

In other Teradata news, major shareholder Lake Lp Lynrock sold 61,990 shares of Teradata stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $40.29, for a total transaction of $2,497,577.10. Following the completion of the sale, the insider owned 9,354,676 shares of the company’s stock, valued at approximately $376,899,896.04. The trade was a 0.66% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. 0.90% of the stock is owned by company insiders.

Key Headlines Impacting Teradata

Here are the key news stories impacting Teradata this week:

• Positive Sentiment: Q4 beat and raised near-term guidance drove bullishness, helping the shares reach a 52-week high after earnings. Teradata (NYSE:TDC) Sets New 1-Year High After Strong Earnings
• Positive Sentiment: Citigroup hiked its price target to $42 and assigned a “buy” rating, giving the stock visible upside from current levels and supporting further upside momentum. Analyst Price Target Raise (Benzinga)
• Positive Sentiment: High-volume call option activity indicates speculative bullish positioning that can amplify short-term upward moves. Stock Traders Purchase High Volume of Call Options on Teradata
• Positive Sentiment: Analyst and trade press are grouping TDC with mid-sized AI infrastructure names after Q4 results, reinforcing the narrative that Teradata can benefit from AI-related demand. The Zacks Analyst: Calix, Teradata and Lumen
• Neutral Sentiment: Northland Securities published updated quarterly and FY2027 EPS estimates (Q3/Q4 ~ $0.50–0.51; FY2027 $1.99), which give investors a model to track but did not materially change the consensus view. MarketBeat: Northland Securities Estimates
• Neutral Sentiment: RBC Capital left its rating at “hold,” signaling some analyst caution despite recent strength—this can cap enthusiasm from more bullish research. RBC Capital Sticks to Their Hold Rating for Teradata
• Negative Sentiment: Some outlets noted a sharp intraday pullback (AAII cited a ~12.85% move), attributing it to post-rally profit-taking and short-term volatility — a reminder that fast rallies can reverse quickly. Why Teradata Corporation’s (TDC) Stock Is Down 12.85%
• Negative Sentiment: Broader intraday weakness has placed TDC on “stocks trading down” lists, reflecting short-term selling pressure that can offset fundamental positives. MSN: Stocks Trade Down (includes Teradata)

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.