TDCTeradata Corporation
Teradata Corporation (TDC) offers enterprise data warehousing and analytics solutions, serving a broad range of industries including finance, healthcare, and retail. The company is set to present at an upcoming event on September 9, 2026, where it will showcase its cloud and AI analytics solutions. This event is expected to highlight Teradata's progress in transitioning to cloud-based services and its strategic investments in artificial intelligence.
- Curiosity: Teradata has been actively investing in AI, which could position it well for future growth.
- Modeling: Scouter has modeled bull and bear paths into the next catalyst, with a 54% lean towards the bull path.
- Past Catalysts: Teradata's past catalysts are scored in The Read, with mixed outcomes that reflect the company's evolving market position and competitive landscape.
The Read
9% on partnership announcements and earnings beats but fell sharply following mixed cloud ARR growth feedback in Q2 2026, despite positive financial guidance and AI platform progress.
The schedule
- Wed1Jul
Setup at the time: Through late 2026, investors will continue to assess whether Teradata at $39.5 can defend enterprise data warehouse and analytics share against hyperscaler-native solutions and newer cloud data platforms. If customer wins, renewals, and deal sizes remain resilient despite competition, the stock may hold near or slightly below current levels around $37.0, but any high-profile competitive losses or pricing pressure could trigger a derating toward $37.00. Modeled bull target (roadmap): $37.00 Modeled bear fallback (roadmap): $30.00 Modeled bull probability (roadmap): 40% Scored outcome date: 2026-12-20 Actual outcome: mixed Price at outcome: n/a Starting price at analysis: n/a Predicted bull target: $37.00 Predicted bear fallback: $30.00 Predicted bull probability: 40% Prediction vs lean: lean missed What happened: Teradata shares remained flat through the outcome period, resulting in a mixed classification as the stock hovered between its bull and bear targets. While the company garnered positive sentiment for its cost-effective AI Factory offerings and value appeal compared to cloud-native peers like Snowflake, this was offset by ongoing competitive pressures. Ultimately, the market balanced these dynamics, keeping the stock range-bound without a definitive breakout or breakdown.
- Wed9Sep
Impact: Low 37 Modeled bull target: $31.00 Modeled bear fallback: $25.00 Bull probability: 54% Why it matters: Presentation at an upcoming event to showcase Teradata's cloud and AI analytics solutions. Scenario notes: Presentation opportunities can generate positive sentiment and investor interest. Historical data suggests a 54% stacked lean towards the bull path. Strong product pipeline and market positioning could drive investor confidence.
- Tue15Sep
Impact: Medium 00 Modeled bull target: $34.00 Modeled bear fallback: $27.00 Bull probability: 54% Why it matters: Presentation at a major industry event highlighting cloud and AI analytics capabilities. Scenario notes: Positive outcomes from similar events in the sector have shown a constructive mix of bull and bear outcomes. Strong product pipeline and market positioning could drive investor confidence. Historical data suggests a 54% stacked lean towards the bull path.
- Tue20Oct
Impact: Medium 00 Modeled bull target: $30.00 Modeled bear fallback: $25.00 Bull probability: 54% Why it matters: Analysis of macroeconomic and IT budget sensitivity for the upcoming quarter. Scenario notes: Positive macroeconomic clarity may reduce valuation uncertainty. Historical data shows a balanced mix of bull and bear outcomes for macro-sensitive events. Strong product pipeline and market positioning could drive investor confidence.
- Tue3Nov
Impact: High 00 Modeled bull target: $34.00 Modeled bear fallback: $27.00 Bull probability: 55% Why it matters: Earnings report with guidance for Q3 2026, focusing on cloud and AI analytics performance. Scenario notes: Historical data shows a balanced mix of bull and bear outcomes for earnings catalysts in the IT sector. Positive macroeconomic clarity may reduce valuation uncertainty. Recent EPS surprises were in line with estimates, suggesting potential for positive surprises.
- Tue9Feb
Impact: High 00 Modeled bull target: $28.74 Modeled bear fallback: $26.00 Bull probability: 50% Why it matters: Upcoming earnings (estimated calendar: same_quarter_baseline). Scenario notes: Placeholder row from earnings calendar — quarter was missing from roadmap.
- Wed5May
Impact: High 74 Modeled bull target: $24.29 Modeled bear fallback: $21.98 Bull probability: 50% Why it matters: Upcoming earnings (estimated calendar: same_quarter_baseline). Scenario notes: Placeholder row from earnings calendar — quarter was missing from roadmap.
- Wed4Aug
Impact: High 74 Modeled bull target: $28.74 Modeled bear fallback: $26.00 Bull probability: 50% Why it matters: Upcoming earnings (estimated calendar: same_quarter_baseline). Scenario notes: Placeholder row from earnings calendar — quarter was missing from roadmap.
Past
- Wed5Aug
Actual outcome: Bear · $27.69 at outcome
Teradata reported Q2 earnings that matched expectations, with recurring revenue growth, expanded operating margins, and higher free cash flow. The company raised its full-year non-GAAP earnings-per-share guidance, signaling confidence in its financial outlook. These positive fundamentals, combined with strategic developments like the AI platform launch and cloud ARR growth, drove the stock higher despite the EPS beat.
Setup at the time: Teradata reports Q2 earnings with shares trading within 10% of their 52-week high. Expectations for Cloud ARR growth and AI analytics pipeline conversion are elevated. Modeled bull target (roadmap): $37.50 Modeled bear fallback (roadmap): $31.00 Modeled bull probability (roadmap): 55% Scored outcome date: 2026-08-21 Actual outcome: bear Price at outcome: $27.69 Starting price at analysis: $34.56 Predicted bull target: $37.50 Predicted bear fallback: $31.00 Predicted bull probability: 55% Prediction vs lean: lean missed Price error: -10.7% What happened: Teradata reported Q2 earnings that matched expectations, with recurring revenue growth, expanded operating margins, and higher free cash flow. The company raised its full-year non-GAAP earnings-per-share guidance, signaling confidence in its financial outlook. These positive fundamentals, combined with strategic developments like the AI platform launch and cloud ARR growth, drove the stock higher despite the EPS beat.
- Tue4Aug
Actual outcome: Bear · $27.57 at outcome
Teradata reported Q2 earnings that beat estimates, with strong recurring revenue growth, margin expansion, and raised guidance. However, the stock fell sharply following the earnings report, likely due to disappointing cloud ARR growth and mixed sentiment around the AI platform's adoption. The price action suggests investors were concerned about the sustainability of growth and the broader market environment, leading to a bearish outcome.
Scored outcome date: 2026-08-20 Actual outcome: bear Price at outcome: $27.57 Starting price at analysis: $34.56 Predicted bull target: $37.50 Predicted bear fallback: $31.00 Predicted bull probability: 55% Prediction vs lean: lean missed Price error: -11.1% What happened: Teradata reported Q2 earnings that beat estimates, with strong recurring revenue growth, margin expansion, and raised guidance. However, the stock fell sharply following the earnings report, likely due to disappointing cloud ARR growth and mixed sentiment around the AI platform's adoption. The price action suggests investors were concerned about the sustainability of growth and the broader market environment, leading to a bearish outcome.
- Mon4May
Actual outcome: Bull · $32.31 at outcome
Teradata reported Q1 2026 EPS of $0.40, exactly matching consensus estimates. The in-line earnings print reassured investors regarding the company's ongoing cloud transition and AI analytics positioning, driving the stock higher to $29.32 and approaching the $30.00 bull target.
Scored outcome date: 2026-05-11 Actual outcome: bull Price at outcome: $32.31 Starting price at analysis: n/a Predicted bull target: $30.00 Predicted bear fallback: $23.50 Predicted bull probability: 45% Prediction vs lean: lean missed Price error: 7.7% What happened: Teradata reported Q1 2026 EPS of $0.40, exactly matching consensus estimates. The in-line earnings print reassured investors regarding the company's ongoing cloud transition and AI analytics positioning, driving the stock higher to $29.32 and approaching the $30.00 bull target.