Integrated toolkit for building, deploying, and managing AI agents SAN DIEGO, Jan. 27, 2026 /PRNewswire/ -- Teradata (NYSE: TDC) today announced Enterprise AgentStack, designed to help enterprises to move from isolated pilots to production-grade autonomy quickly, even across multi-agent and hybrid environments. Product Description Teradata Enterprise AgentStack is an open and connected stack that unifies the AI agent lifecycle to deliver production-ready agents with context and interoperability across hybri ...

Core Insights - Teradata has appointed Ken Ricketts as Senior Vice President and Chief Information Security Officer (CISO) to enhance the company's security strategy and operations [1][2] Group 1: Appointment and Role - Ken Ricketts will collaborate with Teradata's leadership to advance the company's vision for enterprise-wide security, focusing on cloud and AI-driven platforms, risk and compliance, product security, and operational security [2] - His leadership aims to elevate Teradata's security posture, drive a secure product lifecycle, and foster a security-aware culture across the enterprise [2] Group 2: Ken Ricketts' Background - Ricketts has over two decades of experience in cybersecurity, specializing in cloud security, regulatory compliance, and incident response [3] - He previously served as CISO in Residence at Insight Partners, advising companies on security strategy and compliance [4] - Ricketts has held significant roles at Coupa Software, SurveyMonkey, Monster, and IBM Global Services, demonstrating a strong track record in building security programs [4][5] Group 3: Executive Quotes - Mike Hutchinson, COO of Teradata, emphasized Ricketts' ability to embed security into enterprise operations and technology development, which is crucial as AI becomes central to innovation [6] - Ricketts expressed his commitment to protecting customer data and fostering a collaborative security organization that drives business growth while ensuring data integrity [6]

Core Viewpoint - Teradata Corporation will release its fourth quarter and full-year 2025 financial results on February 10, 2026, and will provide a business and financial update, including the 2026 financial outlook [1]. Group 1: Earnings Announcement - The financial results will be announced after market close on February 10, 2026 [1]. - A conference call will be held at 1:30 p.m. PT on the same day to discuss the results [2]. Group 2: Conference Call Details - Investors can join the call by dialing (646) 844-6383 and using access code 738113 [2]. - Global dial-in numbers are available for participants outside the United States [2]. - A live webcast and replay will be accessible on the Investor Relations page of the Teradata website [2]. Group 3: Company Overview - Teradata is positioned as an AI platform designed for the autonomous era, offering an AI + Knowledge Platform and multifaceted AI Services [3]. - The company focuses on helping enterprises deploy solutions with deep domain expertise across various data environments, including cloud, on-prem, or hybrid [3].

Core Insights - Teradata (TDC) shares have increased by 42.7% over the past three months, significantly outperforming the Zacks Computer & Technology sector's return of 2.8% due to improved Annual Recurring Revenue (ARR), cost savings, and productivity measures [1][10] - The company is expanding its portfolio with new products like Enterprise Vector Store, MCP Server, AgentBuilder, and Autonomous Customer Intelligence, which are expected to drive future growth [1] - Enhanced ClearScape Analytics with unified ModelOps capabilities for agentic AI is a notable development that is anticipated to boost Teradata's free cash flow [1] Product Innovation and AI - Teradata uniquely combines consulting and technology to enable agentic AI and trusted data, leveraging deep expertise and talent in AI/ML [2] - The company has completed over 150 AI engagements in 2025, assisting clients in solving complex business problems through AI [2] Workload Management - Teradata is well-equipped to manage increased workloads from agentic AI deployments, which can amplify workloads by up to 25 times and require 50 to 100 times more compute resources than previous analytic workloads [3] - The company's patented workload management and query optimization contribute to a high-performance environment for complex AI workloads [3] Industry Recognition - In Q3 2025, Teradata was recognized as a leader in the Forrester Wave Data Management for Analytics platforms and included in Gartner Peer Insights as "Voice of the Customer" for code-based libraries and low-code tooling [4] Strategic Partnerships and Acquisitions - Teradata has formed partnerships with major cloud service providers like Amazon Web Services, Microsoft Azure, and Google Cloud, enhancing access to its Vantage Cloud platform [5] - The acquisition of Stemma Technologies has expanded Teradata's capabilities in data search and exploration [5] Financial Guidance - For Q4 2025, Teradata expects adjusted net earnings between 53 cents and 57 cents per share, while for the full year 2025, adjusted net earnings are projected to be between $2.38 and $2.42 per share [6] - The Zacks Consensus Estimate for Q4 2025 net sales is $395.2 million, reflecting a year-over-year decrease of 3.3%, while the estimate for 2025 net sales is $1.64 billion, indicating a 6.4% decrease [7][8] Stock Performance - Teradata's stock has shown significant gains, attributed to improved ARR, AI focus, cost savings, and productivity measures, despite a projected decline in net sales [10]

Core Insights - The big data industry focuses on companies that process, store, and analyze vast amounts of structured, unstructured, and semi-structured data, providing tools for data mining, transformation, visualization, and predictive analytics [1][3]. Company Summaries Fair Isaac Corp. (FICO) - Fair Isaac is experiencing strong financial performance, driven by growth in its Scores and Software segments, with an expected revenue growth rate of 21.1% and earnings growth rate of 34.6% for the current year [7][9]. - The company has expanded its scoring models to include 'Buy Now, Pay Later' loan data, enhancing predictive accuracy [7]. - FICO's Lenders Leading Inclusion Program supports better decision-making for lenders [8]. Teradata Corp. (TDC) - Teradata's prospects are bolstered by an improvement in ARR growth rate and productivity measures, with an expected revenue growth rate of -0.6% and earnings growth rate of 3.6% for the current year [11][14]. - The company is well-positioned to support Agentic AI workloads, managing critical enterprise data and delivering necessary performance [11]. - Recent acquisitions, such as Stemma, enhance Teradata's data search capabilities and analytics offerings [13]. F5 Inc. (FFIV) - F5 is benefiting from strong software growth, particularly in public cloud and security offerings, with an expected revenue growth rate of 1.8% and earnings growth rate of -5.2% for the current year [15][18]. - The company has made six acquisitions over the past five years to enhance its network security capabilities [16]. - F5's strong presence in Layer 4-7 content switching positions it well in the application networking market [17]. S&P Global Inc. (SPGI) - S&P Global is positioned to benefit from the growing demand for business information services, with an expected revenue growth rate of 7.2% and earnings growth rate of 11.6% for the current year [19][21]. - Recent acquisitions, including ProntoNLP, ORBCOMM, and TeraHelix, enhance its capabilities in textual data analytics and supply chain insights [19][20]. - The company's service launches are aiding growth and expanding market reach [19]. Moody's Corp. (MCO) - Moody's is leveraging its dominant position in the credit rating industry and strategic acquisitions to support top-line expansion, with an expected revenue growth rate of 7.8% and earnings growth rate of 11.9% for the current year [22][24]. - Recent acquisitions, such as securing majority ownership in Middle East Rating & Investors Service, are diversifying its revenue streams [23]. - A rebound in bond issuance volume is anticipated to drive growth for Moody's [23].

Core Insights - Teradata has been recognized in the 2025 Gartner Peer Insights Voice of the Customer for Data Science and Machine Learning Platforms, highlighting positive customer feedback on its DSML capabilities and platform performance [1][3]. Company Highlights - Teradata is one of only 11 vendors recognized in the Gartner report, receiving a 95% Willingness to Recommend score, indicating strong customer trust and perceived value in its DSML capabilities [7]. - The company achieved a rating of 4.7 out of 5 for Product Capabilities, showcasing its strength in depth, reliability, and functionality across the data science lifecycle [7]. - Sumeet Arora, Chief Product Officer at Teradata, emphasized the importance of customer feedback in shaping the company's roadmap and delivering solutions that drive measurable business outcomes [4]. Industry Context - Data science and machine learning platforms are defined as integrated sets of code-based libraries and low-code tooling that facilitate collaboration among data scientists and their business and IT counterparts, supporting all stages of the data science life cycle [2][3].

Core Insights - Teradata has achieved significant momentum in delivering AI-powered solutions, completing over 150 AI-focused customer engagements in 2025, which helped organizations operationalize AI at scale [1][8] AI Case Studies - The AI engagements spanned multiple industries, including financial services, healthcare, manufacturing, and defense, focusing on high-value use cases such as fraud detection, compliance processes, customer experience analytics, R&D optimization, and defense scenarios [8] - A large multinational bank faced challenges with anti-money laundering model deployment due to fragmented architecture; Teradata's AI solution reduced model deployment time, resulting in faster cycles and cost savings [8] - A large Asian bank utilized Teradata's AI to analyze over 50,000 weekly customer interaction transcripts, leading to improved customer engagement strategies [8] - A global auto manufacturer overcame data integration challenges in R&D cycles by utilizing Teradata's AI solutions, significantly increasing productivity [8] - A European defense agency improved the effectiveness of camouflage for high-value assets through AI-assisted object detection and pattern analysis, leveraging Teradata's AI Services [8] Importance of AI Adoption - The shift from experimentation to enterprise-scale production deployments is evident, with Teradata's autonomous AI + knowledge platform enabling robust performance, security, and governance for operational AI systems [9] Executive Perspective - The Chief Operating Officer of Teradata emphasized the need for AI solutions that operate at real-world enterprise speed and scale, highlighting the effectiveness of Teradata's platform in driving business outcomes [10] Company Overview - Teradata is positioned as an AI platform for the autonomous era, offering a comprehensive AI + Knowledge Platform and services that facilitate the deployment of solutions across various data environments [11]

Industry Overview - The momentum of the artificial intelligence (AI) infrastructure segment is expected to continue into 2026, supported by a bullish demand scenario [1] - Concerns exist regarding the overstretched valuations of major AI companies, including both infrastructure developers and application implementers [1] Investment Opportunities - Several small and mid-sized AI stocks that underperformed the broader market in the past year are identified as potential game changers for 2026, including UiPath Inc. (PATH), Five9 Inc. (FIVN), Qualys Inc. (QLYS), Teradata Corp. (TDC), and BlackBerry Ltd. (BB) [2] - Each of these stocks currently holds a Zacks Rank of 1 (Strong Buy) or 2 (Buy) [2] Company Highlights UiPath Inc. (PATH) - UiPath provides a robotic process automation platform that utilizes AI to automate repetitive tasks and streamline operations [5] - The platform features embedded AI, machine learning (ML), and natural language processing (NLP) capabilities, enhancing decision-making and information processing [6] - Expected revenue and earnings growth rates for the next year are 9.3% and 13.7%, respectively, with a 5.6% improvement in the earnings consensus estimate over the last 30 days [8] Five9 Inc. (FIVN) - Five9 offers intelligent cloud software for contact centers, benefiting from a rise in subscription revenues and Enterprise AI revenues [10] - The platform includes interactive virtual agents and AI insights, optimizing customer interactions across various channels [12] - Expected revenue and earnings growth rates for the current year are 9.5% and 8.3%, respectively, with a 1.3% improvement in the earnings consensus estimate over the last 60 days [15] Qualys Inc. (QLYS) - Qualys is experiencing increased demand for cloud-based cybersecurity solutions amid rising cyber threats [16] - The company has made strategic acquisitions to enhance its growth, including Blue Hexagon, which improved its threat detection capabilities [17] - Expected revenue and earnings growth rates for the current year are 7.7% and 6.5%, respectively, with a 10.4% improvement in the earnings consensus estimate over the last 60 days [19] Teradata Corp. (TDC) - Teradata's prospects are bolstered by improvements in annual recurring revenue (ARR) growth and cost-saving measures [20] - The company offers a portfolio that includes advanced analytics and AI capabilities, which are expected to drive top-line growth [21] - Expected revenue and earnings growth rates for the current year are -0.6% and 3.6%, respectively, with an 8.3% improvement in the earnings consensus estimate over the last 60 days [23] BlackBerry Ltd. (BB) - BlackBerry provides intelligent security software and services, leveraging AI for cybersecurity and data privacy [24] - The QNX business is gaining traction in the automotive sector, with its software suite installed in over 275 million vehicles [27] - Expected revenue and earnings growth rates for the next year are 7.4% and 13.3%, respectively, with a 6.3% improvement in the earnings consensus estimate over the last 30 days [28]

Group 1: Company Recognition - Teradata has been recognized as a Leader in The Forrester Wave™: Data Fabric Platforms, Q4 2025, evaluated among 14 technology providers based on current offerings, strategy, and customer feedback [1][3] - The report highlights Teradata's proven performance and robust architecture, making it suitable for mission-critical analytical and AI workloads in complex environments [3] Group 2: Evaluation Findings - The evolution of data fabric is driven by Agentic AI, which enables organizations to scale AI across complex ecosystems, allowing for context-aware decisions and real-time adaptation [2] - Teradata received the highest possible scores (5/5) in the Vision and Roadmap criteria, as well as in three Current Offering criteria, including Real-time Performance and Scalability [7] Group 3: Executive Commentary - The Chief Product Officer of Teradata emphasized that being named a Leader reflects the company's commitment to operationalizing AI-driven decision-making across hybrid and multi-cloud environments [3]

Group 1 - Morgan Stanley raised target prices for several companies, including Apple, emphasizing the outlook for the North American IT hardware industry until 2026 [1] - The hardware sector is expected to see a net profit growth of 17% over the next 12 months, with a historical high valuation rebound of nearly 6 times since April [1] - Analysts predict a 52% outperformance of the hardware sector compared to the market in 2025, although this is lower than the early cycle average of 83% [1] Group 2 - Structural opportunities remain in 2026, with Western Digital, Seagate Technology, Apple, TD Synnex, and Teradata identified as core overweight stocks [2] - Concerns are raised regarding Dell Technologies and HP due to significant exposure to memory chip risks, which may lead to increased product prices and pressure on hardware procurement budgets [2] - Target prices for several companies were adjusted, with Apple raised from $305 to $315, Seagate from $270 to $337, Western Digital from $188 to $228, and Teradata from $30 to $35 [2]