Teradata

Teradata presented the Teradata Autonomous Knowledge Platform at the Citi Global TMT Conference as the core of its strategic shift toward cloud- and AI-based offerings. About 50% of recurring revenue now comes from cloud services; ARR growth returned in 2025 and is expected to accelerate in 2026, although monetization of new products could take until 2027. The company emphasizes hybrid deployments, sovereign AI, Tera Harness for multi-model integration, and Forward Deployed Engineering to scale pilot projects into production systems. » Mere på de.investing.com

Teradata shares fell about 1.5% in premarket trading to $26.98 after Morgan Stanley cut its rating from “Overweight” to “Equalweight” and lowered the price target from $35 to $29. Analysts said the downgrade reflects that Teradata’s positioning in AI has not yet translated into the expected revenue momentum and that EPS estimates for 2027 have only risen moderately versus the hardware peer group. The re-rating was part of a broader sector reshuffle favoring companies that benefit from rising storage prices; Teradata is seen as the most prominent victim of that shift. Although Teradata beat consensus estimates for revenue and adjusted EPS in Q2, management forecast a 4–6% revenue decline for Q3 and a slowdown in cloud-ARR growth to about 8%. » Mere på de.investing.com

Teradata shares rose more than 5% over the past five trading days on substantially increased trading volume. The catalyst is the accelerated shift to a high-margin, cloud-based subscription model, which is attracting more buyers. A new bullish analyst update from Citizens has further supported buying interest. » Mere på finanzen.net