Teradata

TDC

Market cap $2.82B

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Western Digital is focusing on AI-driven storage and rising cash returns as data center demand rises. Teradata hinges on growing ARR base and platform strength.

SAN DIEGO, Feb. 23, 2026 /PRNewswire/ -- Teradata Corporation (NYSE: TDC) today announced that it will participate in the following upcoming investor conferences: Citizen's 2026 Technology Conference in San Francisco, CA on March 2nd at 12:00 p.m. PT Presenter: John Ederer, Chief Financial Officer Morgan Stanley's 2026 TMT Conference(1) in San Francisco, CA on March 3rd at 12:20 p.m.

Last week, I warned that insiders in two key industries were selling unusual amounts of their company's stock.

Teradata has surged on the back of a recent stabilization of its business and potential AI tailwinds. Recent strength is more market-driven than company-specific, though, with growth driven by modest expansion within existing customers. If growth improves through 2026 and Teradata can realize operating leverage, there could still be substantial upside.

Teradata is upgraded to Buy, with a 1-year price target of $37.4, reflecting an 11.5% upside. TDC's transformation to a cloud-first, AI-driven data platform is accelerating, with cloud ARR up 15% YoY to $701 million. The recent launch of AI-focused MCP server and AgentBuilder tools is positioned as a moderate-to-strong catalyst for FY 2026 growth.

Calix, Teradata and Lumen jump after strong Q4 results, positioning these mid-sized AI infrastructure plays for 2026 upside.

CALX, TDC and LUMN jump after strong Q4 earnings, as AI infrastructure demand and bold platform bets set up potential 2026 breakouts despite valuation fears.

Teradata (TDC) became a bright spot for a software industry with almost nothing but red arrows on Wednesday's session. Beyond its earnings beat, George Tsilis points to other moves happening inside the company in its push to utilize more AI.

TDC tops Q4 estimates with 40% EPS growth and rising cloud ARR, as shares climb and 2026 guidance signals steady momentum.