TDC stock holds near 28 dollars as UBS trims stake and guidance for 2026 stays in focus

Teradata Corporation (ISIN US88076W1036) stock opened at around 28.07 dollars on the New York Stock Exchange in the latest trading session as of September 4, 2026, according to market data compiled by MarketBeat, keeping the shares in a mid range of their recent trading band rather than at an extreme high or low.

UBS reduces its Teradata position

A fresh filing summarized by MarketBeat on September 5, 2026 indicates that UBS Asset Management Americas, via its UBS AM unit, has sold 66,958 Teradata shares, trimming its institutional position in the data analytics specialist and adding a new nuance to the ownership picture for investors tracking large holders.

The same MarketBeat overview highlights that Teradata stock carries a consensus analyst rating of Hold with an average price target of 34.78 dollars, suggesting a potential upside of about 24 percent relative to the recent 28.07 dollar opening level if the company can deliver on its cloud centric growth strategy and guidance.

Guidance for Q3 2026 and full year 2026

In its most recent guidance update cited by MarketBeat, Teradata has set expectations for third quarter 2026 earnings per share in a range of 0.55 to 0.59 dollars, while management's outlook for fiscal year 2026 calls for earnings per share between 2.65 and 2.73 dollars, framing the profit trajectory that institutional investors such as UBS will be judging against actual results.

Research analysts tracked in the same data compilation anticipate that Teradata Corporation will post about 1.79 dollars in earnings per share for the current fiscal year on average, a figure that sits well below the upper end of the 2.73 dollar guidance range and underscores that some in the market doubt whether the company will fully achieve its own targets.

Vantage platform and AI integration remain central

Central to Teradata's product offering is the Teradata Vantage analytics platform, described in the MarketBeat alert as unifying diverse data types across different environments, including public and private clouds, into a single architecture, which is designed to help large enterprises run advanced analytics and artificial intelligence workloads more efficiently.

A recent analysis by Simply Wall St on September 5, 2026 discusses how Teradata's Autonomous Knowledge Platform now integrates directly with Microsoft OneLake using open Apache Iceberg standards, allowing enterprise customers to tap Teradata's AI capabilities on OneLake data without extract, transform and load steps or data duplication, an integration that aims to strengthen the hybrid analytics proposition.

Stock valuation and investor perspective

According to narrative based valuation work cited by Simply Wall St, Teradata could be worth around 34.88 dollars per share based on projected revenue of 1.7 billion dollars and earnings of 102.4 million dollars by 2029, implying a roughly 24 percent upside compared to the current price region and a significant earnings decrease of about 318.6 million dollars from the 421.0 million dollar baseline used in the analysis.

Other analysts referenced in the same article are more optimistic, expecting about 1.8 billion dollars of revenue and 150.8 million dollars of earnings by 2029, which would represent a more moderate drop in earnings relative to the starting point and highlight that execution on Teradata's hybrid AI and cloud analytics strategy is the key driver for whether the stock can close the gap to those mid 30 dollar valuation scenarios.