13F Pro Quality Score

69.0/100

Rank #388 of 2,879 stocksTOP 25%

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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

20.3/100

Profitability

90.2/100

Balance Sheet

98.0/100

Earnings Quality

93.5/100

Free Cash Flow

86.6/100

Institutional Flow

90.3/100

Revenue Scale

59.7/100

Dilution Risk

21.8/100

TDC Stock Analysis & AI Quality Score

AI stock analysis and institutional research for TERADATA CORP /DE/ (TDC), a Technology sector company. 13F Pro's AI-powered ranking engine scores TDC at 69.0/100 on a 32-signal composite quality model, placing it at rank #388 of 2,879 stocks — the top 25% of the AI-ranked universe. TDC scores in the top quartile across balance sheet strength (98.0), earnings quality (93.5), institutional flow (90.3). Areas of concern include revenue growth (20.3), which score below median versus the broader universe. Shareholder dilution risk is elevated at 21.8/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), TERADATA CORP /DE/ reports quarterly revenue of $444.0M, net income of $335.0M, free cash flow of $391.0M. Top institutional holders of TDC by reported 13-F value include BlackRock,, Lynrock Lake, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. TDC trades on the NYSE exchange and files with the SEC under CIK 816761. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate TDC daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for TERADATA CORP /DE/ directly from SEC EDGAR. TERADATA CORP /DE/'s 13F Pro composite quality score has ranged between 43 and 69 since 2021, currently 69.0 — an improving long-term trajectory across 30 quarterly and live scoring snapshots.

Fun facts about TERADATA CORP /DE/

Quirks, history, and lore behind TDC — the kind of stuff that makes a stock memorable.

  • 1
    The Basics
    U.S. enterprise technology company · mid-cap · listed on NYSE · headquartered in Georgia.
  • 2
    The Numbers
    Annual revenue in the range of roughly $1–2 billion, serving a relatively small but deep-pocketed roster of large enterprise clients who pay handsomely for very specialized software.
  • 3
    The History
    Traces its roots to the 1970s, spun out of NCR Corporation in the 1990s, and spent decades as the quiet giant powering the data warehouses of the world's biggest companies.
  • 4
    The Secret
    It was a pioneer of massively parallel processing long before "big data" was a buzzword — its customers include major banks, retailers, and telecoms sitting on oceans of transactional data.
  • 5
    The Lore
    For years it ran one of the most powerful data warehousing platforms on earth, yet remained almost invisible to the public — the kind of company that CEOs know but consumers never Google.
  • 6
    The Giveaway
    Its name is literally "tera" + "data" — and its three-letter ticker is a tidy abbreviation of exactly that, making it perhaps the most self-descriptive tech stock on Wall Street.
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What's Driving TDC's Business? Latest 10-Q Breakdown

AI-extracted from TERADATA CORP /DE/'s 10-Q filed 2026-05-06 — Q1 FY2026 (quarter ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Q1 revenue grew 6% to $444M driven by 12% recurring revenue growth, but net operating loss of $36M was offset by $480M SAP litigation settlement.

Biggest Revenue Drivers

Total revenue: $444M+6% YoY

Recurring Revenue$400M+12% YoY

Growth from higher annual upfront software subscription revenue and public cloud revenue growth, offset by on-premises erosions and customer migrations.

Consulting Services$43M-14% YoY

Lower order performance from the second half of 2025.

Perpetual Software Licenses, Hardware and Other$1M-90% YoY

Minimal perpetual license activity as company focuses on subscription and cloud models.

Largest Expense Items

Research & Development Expenses$72M+9% YoY

Investments in Public Cloud and AI-related technology opportunities, offset in part by cost reduction initiatives.

Cost of Revenue$168M-1% YoY

Higher subscription software costs offset by improved Public Cloud margins and consulting cost reductions.

Margins: Gross margin improved to 62.2% from 59.3%, primarily due to greater mix of recurring revenue offsetting unfavorable on-premises deal mix. Operating margin deteriorated to -8.1% from +15.8% due to $121M in SAP settlement legal fees.

Watch Items from the Filing

  • SAP litigation settlement of $480M gross received in Q1 2026 created non-recurring $280M after-tax benefit, masking underlying $36M operating loss in core business.
  • Public Cloud ARR growth of 13% to $686M is healthy, but offset by 2% decline in Subscription ARR and 19% decline in Maintenance ARR due to customer migrations.
  • Total ARR grew only 3% to $1.492B; core business shows modest growth amid macroeconomic uncertainty, elongated customer decision cycles, and staged purchasing decisions.
  • Operating leverage challenged with SG&A at 54.1% of revenue and R&D at 16.2%, totaling 70.3% operating expense ratio despite cost reduction efforts from 2024 restructuring.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Revenue

Q1 2026

$444.0M

Net Income

Q1 2026

$335.0M

Free Cash Flow

Q1 2026

$391.0M

D/E Ratio

Q1 2026

0.81

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

-5.0% YoY
$1.66BFY 2025
FY21 $1.92BFY22 $1.79BFY24 $1.75BFY25 $1.66B

Net Income

+14.0% YoY
$130.0MFY 2025
FY21 $147.0MFY22 $33.0MFY24 $114.0MFY25 $130.0M

Operating Income

-1.9% YoY
$205.0MFY 2025
FY21 $231.0MFY22 $118.0MFY24 $209.0MFY25 $205.0M

EPS (Diluted)

+16.4% YoY
$1.35FY 2025
FY21 $1.30FY22 $0.31FY24 $1.16FY25 $1.35

Total Assets

+4.4% YoY
$1.78BFY 2025
FY21 $2.17BFY22 $2.02BFY24 $1.70BFY25 $1.78B

Total Debt

-5.0% YoY
$456.0MFY 2025
FY21 $412.0MFY22 $498.0MFY24 $480.0MFY25 $456.0M

Op. Cash Flow

+0.7% YoY
$305.0MFY 2025
FY21 $463.0MFY22 $419.0MFY24 $303.0MFY25 $305.0M

AI Insight: TDC Financial Trends

Q1 2026 revenue jumped to $444M but operating income turned negative, masking a massive one-time net income gain that distorts underlying operational weakness.

Revenue grew 6.5% YoY to $444M in Q1 2026, first material quarterly increase after 18 months of mid-$400M range.

Operating margin collapsed to -8.1% in Q1 2026 from +15.8% in Q1 2025; operating income swung from +$66M to -$36M.

Total debt declined steadily from $492M to $449M over 10 quarters; leverage ratio compressed meaningfully despite equity volatility.

Operating cash flow surged to $401M in Q1 2026 vs. $8M in prior-year quarter; Q4 2025 also showed $160M, suggesting seasonal strength or asset sales.

Operating income turned -$36M in Q1 2026; $335M net income appears anomalous (likely one-time gain), not reflective of core profitability.

Equity surged 253% from $75M (Q2 2024) to $557M (Q1 2026); magnitude and timing suggest significant capital event or revaluation.

AI Insight: TDC Ratio Trends

Q1 2026 shows severe operating loss and negative ROIC, though net profit margin spiked to 75.4%—suggesting one-time gains masking underlying deterioration.

Operating margin collapsed to -8.1% in Q1 2026 from 12.8% in Q4 2025, lowest in dataset.

Net profit margin surged to 75.4% in Q1 2026 versus 8.8% in Q4 2025, indicating significant non-operating income or one-time gains.

ROIC turned negative at -14.3% in Q1 2026 from 31.5% in Q4 2025; debt-to-equity improved to 0.81 from 1.98.

Operating margin volatility: ranged 15.8% (Q1 2025) to -8.1% (Q1 2026) over 12 months—signals underlying business instability.

Disconnect between negative operating margin and 75.4% net margin requires immediate clarification on non-operating items and sustainability.

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Available Research

13F Pro tracks comprehensive data for TERADATA CORP /DE/ including:

SEC EDGAR filings (10-K, 10-Q, 8-K)
XBRL financial facts (revenue, EPS, margins)
Insider transactions (Form 4)
Institutional 13F holdings
Quality rankings (32 signals)
AI analyst debates & daily meetings
Historical financial trends
Peer comparison & sector analysis

Top Institutional Holders of TDC

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Is TDC a good stock to buy?

13F Pro's AI-powered analysis of TERADATA CORP /DE/ (TDC) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for TDC are available on the TDC stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own TDC?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling TDC. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of TERADATA CORP /DE/'s investment landscape.