WDC vs. TDC: Which Data Infrastructure Stock is the Smarter Bet?

Western Digital is focusing on AI-driven storage and rising cash returns as data center demand rises. Teradata hinges on growing ARR base and platform strength.

Zacks Investment Research • 10 hours ago

Teradata to Present at Upcoming Investor Conferences

SAN DIEGO, Feb. 23, 2026 /PRNewswire/ -- Teradata Corporation (NYSE: TDC) today announced that it will participate in the following upcoming investor conferences: Citizen's 2026 Technology Conference in San Francisco, CA on March 2nd at 12:00 p.m. PT Presenter: John Ederer, Chief Financial Officer Morgan Stanley's 2026 TMT Conference(1) in San Francisco, CA on March 3rd at 12:20 p.m.

PRNewsWire • Feb 23, 2026

Sell… Sell… Sell… Another Eight Companies Insiders Are Exiting

Last week, I warned that insiders in two key industries were selling unusual amounts of their company's stock.

InvestorPlace • Feb 22, 2026

Teradata: AI-Driven Cloud Growth To Drive Multiple Expansion

Teradata is upgraded to Buy, with a 1-year price target of $37.4, reflecting an 11.5% upside. TDC's transformation to a cloud-first, AI-driven data platform is accelerating, with cloud ARR up 15% YoY to $701 million. The recent launch of AI-focused MCP server and AgentBuilder tools is positioned as a moderate-to-strong catalyst for FY 2026 growth.

Seeking Alpha • Feb 16, 2026

Teradata: AI Tailwinds Could Create Further Upside

Teradata has surged on the back of a recent stabilization of its business and potential AI tailwinds. Recent strength is more market-driven than company-specific, though, with growth driven by modest expansion within existing customers. If growth improves through 2026 and Teradata can realize operating leverage, there could still be substantial upside.

Seeking Alpha • Feb 16, 2026

The Zacks Analyst Calix, Teradata and Lumen

Calix, Teradata and Lumen jump after strong Q4 results, positioning these mid-sized AI infrastructure plays for 2026 upside.

Zacks Investment Research • Feb 13, 2026

Buy These 3 Mid-Sized AI Infrastructure Stocks on Strong Q4 Earnings

CALX, TDC and LUMN jump after strong Q4 earnings, as AI infrastructure demand and bold platform bets set up potential 2026 breakouts despite valuation fears.

Zacks Investment Research • Feb 12, 2026

Why Teradata Stock Jumped More Than 40% This Morning

Teradata's Q4 earnings beat analyst estimates by 37%, sending shares to a 52-week high. CEO Steve McMillan credits agentic AI tools for helping customers get more from their data.

The Motley Fool • Feb 11, 2026

Teradata Q4 Earnings Beat Estimates, Revenues Rise Y/Y, Shares Rise

TDC tops Q4 estimates with 40% EPS growth and rising cloud ARR, as shares climb and 2026 guidance signals steady momentum.

Zacks Investment Research • Feb 11, 2026

Overlooked Stock: TDC Earnings Rally, Analysts See AI Potential

Teradata (TDC) became a bright spot for a software industry with almost nothing but red arrows on Wednesday's session. Beyond its earnings beat, George Tsilis points to other moves happening inside the company in its push to utilize more AI.