TDC
Teradata Corporation

Teradata CorporationTDC

Technology · Software - Infrastructure
28.89USD
-1.30%
Sep 19, 2026
TDC overview ready
Hybrid and Cloud AI Platforms Unifying Governed Data for Enterprise Applications
Teradata is an enterprise data, analytics, and AI-platform provider serving hybrid and cloud deployments, with associated AI implementation services.
Narrative is still early
Exposed to the Enterprise AI Operationalization narrative through Governed Data and Knowledge Platforms for AI Agents — infrastructure supplier.
Price trend is broken
Longer-term context reads early recovery, with a near-term setup of failed reclaim.
The tactical setup reads failed reclaim, but the weekly structure is broken.
Attractive valuation
Current market expectations look undemanding relative to the cash the business actually produces.
Solid fundamentals
Free cash flow yield is strong.
Primary risk
Competition from larger cloud and AI platform providers.
Market Sep 18Filing Jun 30Price action Aug 9

Conviction Level

Theme Heat has no canonical measurement for this company — a research-profile dimension, not an input to this score.

NarrativeHeat—ThemeHeat—PriceAction6.0Valuation8.3CompanyPosition7.3
Price
Loading price history…

Price Action

Price trend is broken
Longer-term context reads early recovery, with a near-term setup of failed reclaim.
The tactical setup reads failed reclaim, but the weekly structure is broken.
EntryConstructive

Structure is constructive on both timeframes without excessive extension — a reasonable entry location.

Key Financials

Market Cap
$2.6B
Avg Volume (60D)
2.6M
60 sessions
Revenue Growth YoY
-5.0%
FY2025 vs FY2024
Gross Margin
+60.8%
Trailing twelve months
Operating Margin
+7.5%
Trailing twelve months
Free Cash Flow Yield
+28.2%
Next Earnings
2026-11-03
P/E
5.7x
EV / EBITDA
9.9x
EV / Sales
1.3x
Market metrics as of Sep 4, 2026
Financial results for the period ended Jun 30, 2026
Filed balance-sheet data as of Jun 30, 2026

Fundamentals & Valuation

Two of the three valuation perspectives say cheap; own history is the dissenting view.
Teradata Corporation has a Cheap valuation stance because current market expectations look undemanding relative to the cash the business actually produces.

Company Research

Thesis
Teradata is an enterprise data, analytics, and AI-platform provider serving hybrid and cloud deployments, with associated AI implementation services.
Opportunity
Moderate opportunity
Enterprise spending to convert AI pilots into production systems by unifying governed structured and unstructured data, enterprise context, analytics, and controlled access for AI applications and agents.
Key risk
Competition from larger cloud and AI platform providers.

Narrative & Theme

Enterprise AI Operationalization
Part of Governed Data and Knowledge Platforms for AI Agents, with moderate fit.
TDC has a real, direct exposure to the enterprise-AI operationalization cycle: its platform is intended to make enterprise data and institutional context usable for governed analytics, generative AI, and agentic workloads across cloud, on-premises, and hybrid environments.
Narrative HeatUnavailable
Theme HeatUnavailable

Business & Markets

Technology · Software - Infrastructure
What they do

Teradata Corporation provides AI and knowledge platforms designed for enterprise-grade workloads, operating through product sales and consulting services globally.

How it earns

The company generates revenue through product sales and project-based consulting services.

Products & services
AI and knowledge platforms
Consulting services for data analytics and AI implementation
Customers & end markets
Financial services
Healthcare and life sciences
Public sector
Manufacturing
Retail
Market position

Teradata is a niche player focused on enterprise-grade AI and analytics platforms with consulting support.

Demand drivers
Medium cyclicality

Demand for enterprise AI and analytics solutions can fluctuate with IT spending cycles and economic conditions.