Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Teradata (TDC)
NYSEInformation TechnologySoftware - InfrastructureSnapshot 2026-11-04
$34.61+2.94%
Close 2026-11-04 · 1-day change
NYSEInformation TechnologySoftware - InfrastructureSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
2.91 → 2.91 EPS · FY ending Dec 31, 2027 · 5 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 5 to 5; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for TDC yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Cash from operations remains strong near $320M+ in FY26 | Cash from operations rose sharply to $401M, showing strong cash flow. | Intact | Cash from operations falls below $310M in FY26 | Free cash flow: $105M FY2026-Q2; GAAP. Published target: >= $320M cash from operations. Annual target cannot be compared with a quarterly or TTM observation. Aug 5, 2026105,000,000 USD · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
TDC is a value-oriented technology company with an execution-dependent multi-year view, rather than a high-growth story. The thesis is intact, though its signal has shifted from mildly favorable to mixed.
The evidence rates TDC as cheap versus peers, and the market’s expectations appear somewhat below the model’s view. Pricing is described as justified, with low fragility, so the evidence does not point to an especially fragile expectations setup.
Over the past year, recurring revenue and total ARR grew modestly, while operating margins and cash flow improved meaningfully. Near term, guidance was reaffirmed on August 4, 2026, and the estimated risk of a miss is low, but recent misses by peers and TDC’s own history keep execution risk elevated.
The multi-year thesis depends on continued progress in recurring revenue, margins, and cash flow. A guidance cut on the next call would weaken the case, while easing interest rates or stabilization among major technology peers could improve the sector backdrop.
For the next 1 to 3 years, TDC has improving profitability and cash generation, but modest ARR growth and elevated execution risk remain key limits. The long-term thesis is intact, with further progress depending on sustained delivery. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Stated in 2 of 3 supplied quarters. Management reported: “With our differentiated hybrid platform, positive customer reaction, and tangible operating leverage, we remain confident in our future, and are increasing our outlook for non-GAAP EPS and Adjusted Free Cash Flow.”” “4, 2026 -- Teradata (NYSE: TDC) today announced its second quarter 2026 financial results.”
EPS at or above $4.27 in FY26 | A supporting condition in Teradata's published investment case. The stated target is >= $4.27 EPS. | Intact | EPS falls below $4.22 in FY26 | Diluted EPS: $0.48 per share FY2026-Q2; GAAP. Published target: >= $4.27 EPS. Annual target cannot be compared with a quarterly or TTM observation. Aug 5, 20260.48 USD/share · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Improve operating income from negative levels | A primary condition in Teradata's published investment case. The stated target is Operating income improves toward positive territory. | Broken | Operating income remains negative or worsens over next 4 quarters | Operating income: $48M FY2026-Q2; GAAP. Published target: Operating income improves toward positive territory. Target period is not explicitly aligned with this observation. Aug 5, 202648,000,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 2 of 3 supplied quarters. Management reported: “With our differentiated hybrid platform, positive customer reaction, and tangible operating leverage, we remain confident in our future, and are increasing our outlook for non-GAAP EPS and Adjusted Free Cash Flow.”” “4, 2026 -- Teradata (NYSE: TDC) today announced its second quarter 2026 financial results.” Delivery assessment Nov 4, 2026 |
Revenue growth at or above -1% to 0% in FY26 | A primary condition in Teradata's published investment case. The stated target is >= -1% to 0% YoY revenue growth. | Broken | YoY revenue growth falls below -1% in FY26 | Revenue growth: 0.49% FY2026-Q2; GAAP. Published target: >= -1% to 0% YoY revenue growth. Annual target cannot be compared with a quarterly or TTM observation. Aug 5, 20260.490196 percent · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 2 of 3 supplied quarters. Management reported: ““Teradata again delivered a solid quarter, growing total ARR, recurring revenue, and meaningful free cash flow,” said Steve McMillan, president and CEO of Teradata.” “4, 2026 -- Teradata (NYSE: TDC) today announced its second quarter 2026 financial results.” Delivery assessment Nov 4, 2026 |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$2.87 → $2.91 · observed estimates
$1.68B → $1.67B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $2.87 | $1,681,975,620 | 8 / 7 |
| 2026-07-25 | $2.87 | $1,681,975,620 | 8 / 7 |
| 2026-07-26 | $2.87 | $1,681,931,756 | 5 / 5 |
| 2026-07-27 | $2.87 | $1,681,975,620 | 8 / 7 |
| 2026-07-28 | $2.87 | $1,681,975,620 | 8 / 7 |
| 2026-07-29 | $2.87 | $1,681,931,756 | 5 / 5 |
| 2026-07-30 | $2.87 | $1,681,975,620 | 8 / 7 |
| 2026-07-31 | $2.87 | $1,681,931,756 | 5 / 5 |
| 2026-08-01 | $2.87 | $1,681,931,756 | 5 / 5 |
| 2026-08-02 | $2.89 | $1,681,420,780 | 8 / 7 |
| 2026-08-03 | $2.89 | $1,681,240,741 | 5 / 5 |
| 2026-08-04 | $2.89 | $1,681,420,780 | 8 / 7 |
| 2026-08-05 | $2.89 | $1,681,240,741 | 5 / 5 |
| 2026-08-06 | $2.89 | $1,681,240,741 | 5 / 5 |
| 2026-08-08 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-08-09 | $2.91 | $1,669,140,720 | 8 / 7 |
| 2026-08-10 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-08-12 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-08-13 | $2.91 | $1,669,140,720 | 8 / 7 |
| 2026-08-14 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-08-15 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-08-16 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-08-17 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-08-18 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-08-19 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-08-20 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-08-21 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-08-22 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-08-23 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-08-24 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-08-25 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-08-26 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-08-27 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-08-28 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-08-29 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-08-30 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-08-31 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-09-01 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-09-02 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-09-03 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-09-04 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-09-05 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-09-06 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-09-07 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-09-08 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-09-09 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-09-10 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-09-11 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-09-12 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-09-13 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-09-14 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-09-15 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-09-16 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-09-17 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-09-18 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-09-19 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-09-20 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-09-21 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-09-22 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-09-23 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-09-24 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-09-25 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-09-26 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-09-27 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-09-28 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-09-29 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-09-30 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-10-01 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-10-02 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-10-03 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-10-04 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-10-05 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-10-06 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-10-07 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-10-08 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-10-09 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-10-10 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-10-11 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-10-12 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-10-13 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-10-14 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-10-15 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-10-16 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-10-17 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-10-18 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-10-19 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-10-20 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-10-21 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-10-22 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-10-23 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-10-24 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-10-25 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-10-26 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-10-27 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-10-28 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-10-29 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-10-30 | $2.91 | $1,669,155,008 | 5 / 5 |
| 2026-10-31 | $2.91 | $1,668,607,176 | 5 / 5 |
| 2026-11-01 | $2.91 | $1,668,607,176 | 5 / 5 |
| 2026-11-02 | $2.91 | $1,668,607,176 | 5 / 5 |
| 2026-11-03 | $2.91 | $1,668,607,176 | 5 / 5 |
| 2026-11-04 | $2.91 | $1,668,590,861 | 5 / 5 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 2 Buy / Strong Buy · 4 Hold · 2 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 1 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Nov 5, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.