NYSE · Technology

TERADATA CORP DEL TDC

Teradata Corporation, together with its subsidiaries, provides an AI and knowledge platforms in the United States and internationally. It operates in two segments, Product Sales and Consulting Services. The company’s AI and Knowledge platform designed for enterprise-grade workloads.

Computer Software: Prepackaged Software

Company profile

Business mix

  • It operates in two segments, Product Sales and Consulting Services. The company’s AI and Knowledge platform designed for enterprise-grade workloads.
  • Its consulting services include support services for organizations to establish data analytics and and AI vision, enable a hybrid ecosystem architecture, and identify and operationalize opportunities.
  • The company serves clients in financial services, healthcare and life sciences, public sector, manufacturing, retail, telecommunications, and travel/transportation sectors through a direct sales force.
  • Teradata Corporation was incorporated in 1979 and is headquartered in San Diego, California.

Current key questions

  • Can demand for the company's products and platforms keep growing within software - infrastructure?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 7.7 FCF 21.13% Buyback 1.15%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Gotham Asset Management Joel Greenblatt 0.1% $33.8M 2026-03-31

Recent trading changes over the last 2 quarters

Net buyers 1 Last 2 13F filing periods
Net reducers 0 Last 2 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $11.3M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +50.0% +439,236 / 878,365
Gotham Asset Management Joel Greenblatt 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 32.2% 13F value change +$16.4M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 13.5% 13F value change -$1.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 878,365 Last 2 periods +439,236 (+50.0%) Total shares 1,317,601 Value $33.8M

Recent mentions

No public mentions.