Teradata Corp Stock Discussion

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.

Due to insider share sale at prices close to current values and lack of purchases in the past year, invest in Teradata warrants careful consideration.

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.