Teradata

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%. » More on 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. » More on finanzen.net

Teradata Chief Product Officer Sumeet Arora sold 15,000 shares in an open-market trade on May 19 under a pre-established Rule 10b5-1 plan and had 35,680 shares withheld to cover taxes on vested RSUs. Post-transaction direct holdings are 250,772 shares, valued at about $8.22 million, and the filing shows no indirect or derivative dispositions. The sale is described as routine liquidity and tax-related activity rather than a sign of concern; Teradata recently reported stronger demand from AI-driven analytics, Q1 revenue of $444 million, improved gross margin and net cash exceeding debt, and its shares are up over 50% year-on-year. » More on finance.yahoo.com