Teradata

TDC

Market cap $2.74B

SAN DIEGO--(BUSINESS WIRE)--Teradata will participate in UBS's 2025 Global Technology & AI Conference on Dec. 3 and Barclay's 2025 Global TMT Conference on Dec. 10.

Investors with an interest in Computer- Storage Devices stocks have likely encountered both Teradata (TDC) and Pure Storage (PSTG). But which of these two stocks offers value investors a better bang for their buck right now?

SBFG, THFF and TDC made it to the Zacks Rank #1 (Strong Buy) value stocks list on November 21, 2025.

TDC, SBFG, FMAO, THFF and PINE have been added to the Zacks Rank #1 (Strong Buy) List on November 21, 2025.

SNOW and TDC clash in cloud analytics as valuation gaps, AI features and hybrid strengths shape which data platform may hold more upside for investors.

I review the core case for TDC: 1) guidance, 2) cash flow trends, and 3) valuation. Guidance is relatively strong with a mix of increases and reiterations. Cash flow trends are strong and getting stronger, supporting stock repurchases and returns for shareholders.

Teradata (TDC) surged 30% after Q3 results and raised guidance, but I believe the market reaction was excessive. TDC's recurring and cloud revenues are growing, profitability is improving, and cost controls are boosting margins, yet overall sales remain in decline. AI and cloud initiatives offer potential for future growth, but current top-line expansion is limited, and execution has been slow.

TDC's Q3 earnings surged past estimates despite a revenue dip, as cloud growth and margin gains lifted investor sentiment.

Teradata beat on both sales and earnings last night. Revenue is falling, but profitability is surging at the data management specialist.

Teradata Corporation ( TDC ) Q3 2025 Earnings Call November 4, 2025 4:30 PM EST Company Participants Chad Bennett - Senior VP, Investor Relations & Corporate Development Stephen McMillan - President, CEO & Director John Ederer - CFO & Principal Accounting officer Conference Call Participants Erik Woodring - Morgan Stanley, Research Division Radi Sultan - UBS Investment Bank, Research Division Yitchuin Wong - Citigroup Inc., Research Division Chirag Ved - Evercore ISI Institutional Equities, Research Division Michael Steven Richards - RBC Capital Markets, Research Division Raimo Lenschow - Barclays Bank PLC, Research Division James Wood - TD Cowen, Research Division Wamsi Mohan - BofA Securities, Research Division Patrick Walravens - Citizens JMP Securities, LLC, Research Division Presentation Operator Good afternoon. My name is Charlie, and I'll be your conference operator today.