Morning Movers Gapping up $Upstart (UPST.US)$shares jumped 27% to $85.55 in premarket trading Wednesday after the AI lending platform beat quarterly earnings estimates and issued upbeat guidance. The stock has climbed 155% over the past 12 months. $CVS Health (CVS.US)$shares surged 11.6% in premarket trading Wednesday after the company posted stronger-than-expected Q4 results. CVS reported adjusted EPS of $1.19 on $97.71 billion...
Analysts show less optimism for Teradata after recent earnings, with lowered revenue predictions and a slight decrease in EPS expectations. They suggest potential business challenges for Teradata, expecting slower growth than the industry. The consensus price target dropped significantly, indicating a reduced estimate of Teradata's future valuation.
Teradata's Q4 results and 2024 guidance may have caused an overreaction in the market, potentially creating a buying opportunity. The company's CFO reassures that missed deals are expected to materialize in 2024, not indicating a long-term issue. The company aims to achieve over $1 billion of cloud ARR by 2025 end.
The quarter's results were satisfactory but the company's guidance for 2024 ARR, revenue, and non-GAAP EPS were all below expectations, causing an 11.5% drop in the stock price. The company's strong free cash flow provides it with plenty of cash to reinvest in its business.
Confluent's revenue growth outpaced peers but its full-year guidance was weakest. Teradata's quarter was decent, but missed Wall Street's income and cash flow estimates. C3.ai's quarter was weak with disappointing next quarter revenue guidance. Elastic had a mixed quarter with a decent revenue beat but slowing customer growth.
Teradata potentially falling below its cloud ARR guidance due to a delayed significant deal has negatively impacted share prices, pointing to market sensitivity to financial forecasts.
Despite recent share price dip, Teradata's long-term stock performance remains positive. Potential investors should evaluate the discrepancy between historical earnings, revenue and share price. The one-year TSR improvement over the five-year TSR may indicate business momentum.
Teradata's improving ROCE suggests efficient investment of capital and manifests a promising trend. The current stock performance suggests potential underestimation of Teradata's promising growth by investors, marking it a candidate for further research notwithstanding identified risks.
Buy n Die Together❤ :![](https://emoticon.moomoo.com/rich_big_face3_mm_v2/bf_124.png)
GirthVader516 : i do t get the chart? buy KO buy? wells fargo?