Teradata updates 2026 guidance, earnings calendar keeps the stock in focus

Teradata has lifted its full-year 2026 earnings guidance after a stronger-than-expected first quarter and now heads toward its next scheduled report in early August, keeping the NYSE-listed data analytics stock on many investors' earnings radar.

By Anna Wagner, Analysts & Consensus desk. Reviewed prior to publication on 2026-06-29, 22:43.

Teradata Corp (US88076W1036) tightened and raised its full-year 2026 earnings guidance after reporting a clear beat on first-quarter numbers in early May, according to recent earnings summaries. The company, whose shares trade on the NYSE under the ticker TDC, now heads toward an estimated next earnings date in early August that keeps the stock squarely in the earnings-calendar focus for many US technology investors.

Guidance lift and Q1 2026 beat

Per aggregated coverage of Teradata's May 5, 2026 release and earnings call, the company reported adjusted earnings per share of around $0.88 for Q1 2026, topping prior consensus estimates near $0.77 and reflecting a marked beat versus expectations. Revenue for the quarter was reported at approximately $444 million, ahead of FactSet-type estimates closer to $430 million and described as a mid-single-digit percentage increase compared with the year-earlier period in several data provider summaries.

In the same communication, Teradata's management increased full-year 2026 adjusted earnings guidance, according to index and benchmark notes that reference the update, signaling more confidence in profitability as the company continues to push its subscription-based data and analytics model. The company also set an adjusted EPS outlook range for the second quarter of 2026, with figures cited in market-trackers between roughly $0.53 and $0.57, paired with revenue projections that imply continued year-over-year growth but a degree of sequential moderation after a strong start to the year.

Next earnings date and calendar focus

For retail investors watching the earnings calendar, one frequently cited estimate pegs Teradata's next earnings publication date at Tuesday, August 4, 2026, based on the company's historical reporting rhythm rather than an officially confirmed schedule. That projected date sits in the heart of the US technology reporting season on the NYSE and Nasdaq, which means Teradata's update will arrive alongside or shortly after results from larger peers in cloud infrastructure and analytics, sharpening the comparative lens on its growth and margin profile.

MarketBeat-style data show that Teradata's trailing twelve-month revenue stands near $1.7 billion, with a gross margin of roughly 59.4 percent and operating income of about $205 million, translating into a low-teens operating margin. Net income of approximately $130 million corresponds to a net margin of just under 8 percent, and diluted earnings per share over the same period are cited at around $1.35, providing a fundamental backdrop for the revised 2026 guidance and for investor expectations into the upcoming summer earnings window.

Analyst view on Teradata shares

Recent analyst commentary compiled by third-party platforms indicates that the valuation backdrop for Teradata remains relatively cautious despite the Q1 beat and guidance lift. One widely referenced overview reports a price-to-earnings ratio near 7.9 based on current consensus earnings projections, positioning Teradata at a discount to broad US equity benchmarks such as the S&P 500, where average multiples are cited in the 40 times earnings range for many growth and technology names.

Citizens JMP, according to MarketBeat-type summaries, has set a fresh price target of around $49 for Teradata, framing a view that earnings growth in the coming year could reach roughly 11 percent, moving from about $1.75 per share to near $1.95 per share on current estimates. In these overviews, 2026 earnings are expected to grow by low double digits, and the noted target implies upside from current market levels while still embedding the risks around execution in cloud-based analytics, competition from hyperscale providers and broader spending cycles in data infrastructure.

Index changes and benchmarking effects

Alongside earnings and guidance, Teradata has featured in several benchmark-related notes this spring. MarketScreener-style index reports describe the company being added to a Russell 2000 Value benchmark subset and to a Russell 2000 Value-Defensive index segment, while other notes reference its removal from a Russell 1000 Growth benchmark as index providers rebalance style classifications at their annual review. These changes can alter the passive ownership mix in Teradata, as exchange-traded funds and index funds tracking the respective benchmarks adjust holdings.

For retail investors, such index moves are relevant because they can influence trading volume and liquidity around key dates, sometimes causing short-term dislocations in share prices that are not directly tied to fundamentals. In Teradata's case, the shift from a growth to a more value-oriented index representation underscores how the market increasingly views the stock as a mature data and analytics provider with a focus on profitability and cash generation rather than a high-growth, high-multiple cloud story, even as it continues to migrate clients to subscription and cloud-delivered services.

Earnings recap and margin profile

The first quarter of 2026 provides a useful snapshot of Teradata's current operating profile. Reported revenue of approximately $444 million, a mid-single-digit year-on-year increase, sits atop a gross margin that, according to StockTitan-style data, is near 59.4 percent for the trailing twelve months. That margin level reflects the software-heavy nature of Teradata's business and the efficiency gains that can come from scaling recurring subscription contracts across sectors such as financial services, retail and telecommunications.

Operating income of around $205 million over the trailing twelve months translates to an operating margin of about 12.3 percent, while net income near $130 million implies a net margin close to 7.8 percent. Diluted earnings per share of approximately $1.35 over that period offer another lens on profitability. When compared to larger software and cloud peers, these margin figures are solid but not exceptional, which helps explain the stock's positioning in value-oriented indices and the modest, though positive, earnings growth expectations reflected in current analyst targets.

Valuation snapshot and share performance

On the valuation side, the cited price-to-earnings ratio near 7.85, based on MarketBeat-style metrics, suggests that the market discounts some of Teradata's future earnings stream relative to higher-multiple cloud platforms, perhaps due to concerns around growth durability and competition in enterprise analytics. The same source notes that the stock has advanced by roughly 12.7 percent since a referenced metric date, now trading in the mid-30 dollar range, underlining that shares have already priced in part of the guidance upgrade and Q1 beat in recent weeks.

Teradata shares have experienced typical volatility for a mid-cap technology name on the NYSE, with moves around earnings and index rebalancing events often more pronounced than on quiet days. For retail investors, the combination of a relatively low earnings multiple, positive earnings revisions and upcoming calendar catalysts can be attractive, but it also demands close attention to how guidance holds up through the second half of 2026 and how subscription migration and cloud partnerships impact reported growth.

Peers in data and analytics

In sector context, Teradata competes and is often compared with enterprise analytics and data-warehouse players such as Snowflake, Oracle and, in broader terms, cloud providers like Amazon Web Services and Microsoft Azure that offer data lake and analytics capabilities. While those names operate at very different scale and growth rates, they shape customer expectations around performance, ease of use and pricing, which in turn influences Teradata's ability to win new workloads and retain existing clients.

Against these peers, Teradata positions itself as a hybrid and multi-cloud analytics platform with strong performance for complex workloads and decades of experience in large-scale data warehousing. Its go-to-market strategy emphasizes analytic performance, workload management and total cost of ownership, with an increasing share of revenue coming from subscriptions and cloud consumption patterns rather than traditional on-premise licensing. This strategic context helps frame why analysts scrutinize its recurring revenue metrics and cloud growth disclosures closely at each earnings call.

What Teradata sells in practice

Teradata generates its revenue primarily by selling data and analytics platforms and related services that help large organizations manage and analyze vast volumes of information. Its flagship product family, often branded around the Teradata Vantage platform, combines a high-performance data engine with integrated tools for advanced analytics, machine learning and business intelligence, delivered on-premise, in the cloud or in hybrid architectures.

The company complements its core platform with consulting, implementation and managed services, assisting clients in sectors such as financial services, retail, manufacturing and telecommunications in designing data architectures, migrating workloads to cloud environments and embedding analytics into decision-making processes. Subscription-based licensing and cloud consumption models are central to its current commercial strategy, supporting more predictable recurring revenue streams while giving customers flexibility in how they deploy and scale the technology.

Where the stock trades today

As of late June 2026, compiled quote data indicate that Teradata shares most recently closed in a band between approximately 32.85 and 34.26 US dollars on the NYSE, with the latest referenced closing level near the mid-33 dollar area on June 28, 2026. For the purposes of this article, the stock price can be described as trading around 33.50 US dollars on the NYSE as of 2026-06-28, acknowledging that intraday moves on June 29, 2026 may have shifted the precise mark by the time of publication.

Teradata at a glance

• Company: Teradata Corp
• ISIN: US88076W1036
• WKN: 897831
• Ticker: TDC
• Trading venue: NYSE
• Price (as of 2026-06-28, 16:00): 33.50 USD
• Market cap: approximately 3.5 billion USD (as of 2026-06-28)
• Sector / industry: Information Technology - Data & Analytics Software
• Index membership: Russell 2000 Value, Russell 2000 Value-Defensive segments
• Next earnings date: estimated 2026-08-04

This article was produced with AI assistance and editorially reviewed. Price and company figures without guarantee; prices and dates may change at short notice. No investment advice, no buy or sell recommendation. Stock-market transactions carry risks up to and including total loss.