Added to YB: 2026-07-23
Pitch date: 2026-05-16
TDC [bearish]
Teradata Corporation
+16.72%
current return
Author Info
No bio for this author
Company Info
Teradata Corporation, together with its subsidiaries, provides an AI and knowledge platforms in the United States and internationally.
Market Cap
$2.8B
Pitch Price
$33.73
Price Target
20.00 (-29%)
Dividend
N/A
EV/EBITDA
7.60
P/E
6.70
EV/Sales
1.48
Sector
Software
Category
value
Teradata Corporation - $TDC
TDC (short): On-prem in secular decline, cloud 'growth engine' decelerating — public cloud ARR fell sequentially first time ($701M→$686M). Q1 beat was preannounced non-recurring upfront rev-rec; Q2 guide down 2-4% signals reversal. FCF flattered by $359M SAP settlement (adj FCF only $31M). Reaffirmed (not raised) FY guide implies -3.5% 2H. AI a 2027 story. At $34, 13x EPS/10x adj FCF; re-rate to 9-10x = low-mid $20s. Risks: 10% SI squeeze, SAP cash deployment, agentic AI traction.
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