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The New York Times Company (NYT)
NYSE:NYT
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New York Times (NYT) Price & Analysis

610 Followers

NYT Stock Chart & Stats

$79.48
-$0.49(-0.94%)
At close: 4:00 PM EST
$79.48
-$0.49(-0.94%)

Bulls Say, Bears Say

Bulls Say
Strong Balance SheetNYT's minimal leverage and reported zero debt in the trailing twelve months provide durable financial flexibility. With sizable equity (~$2B) and improving ROE (~19% TTM), the company can fund strategic initiatives, weather ad cycles, and return capital without relying on external borrowing.
Robust Free Cash FlowConsistently strong free cash flow (roughly $542M TTM) and improved cash conversion underpin durable capital allocation options. Reliable FCF supports investment in product expansion, potential buybacks/dividends, and reduces refinancing risk while enabling multi-year strategic projects.
Scale And Growth In SubscriptionsA large, growing base of digital subscribers (>13M) and double-digit digital subscription revenue growth create durable, recurring revenue. High subscription scale aids ARPU growth, cross-sell of verticals (Athletic, Cooking, Games) and cushions the business against advertising cyclicality over the medium term.
Bears Say
Rising Operating CostsSustained high cost growth tied to compensation, sales & marketing, and content/video investment can erode margin expansion if monetization lags. Over several quarters, elevated operating expense growth raises the bar for returns on investment and could compress durable operating margins.
Advertising & Platform DependenceMaterial exposure to third-party platforms creates a structural revenue risk: shifts in algorithms, referral flows, or platform policies can reduce traffic or ad yield. This dependence increases medium-term volatility in ad revenue and limits full control over a key monetization channel.
Early-stage Video MonetizationLarge investments in video and new products are strategic but currently unproven financially. If audience growth doesn't convert to incremental paid subscriptions or ad revenue, these multi-quarter investments could delay margin improvement and require continued funding, weighing on durable profitability.

New York Times News

NYT FAQ

What was The New York Times Company’s price range in the past 12 months?
The New York Times Company lowest stock price was $51.03 and its highest was $87.10 in the past 12 months.
    What is The New York Times Company’s market cap?
    The New York Times Company’s market cap is $11.33B.
      When is The New York Times Company’s upcoming earnings report date?
      The New York Times Company’s upcoming earnings report date is Aug 12, 2026 which is in 41 days.
        How were The New York Times Company’s earnings last quarter?
        The New York Times Company released its earnings results on May 06, 2026. The company reported $0.61 earnings per share for the quarter, beating the consensus estimate of $0.468 by $0.142.
          Is The New York Times Company overvalued?
          According to Wall Street analysts The New York Times Company’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does The New York Times Company pay dividends?
            The New York Times Company pays a Quarterly dividend of $0.23 which represents an annual dividend yield of 0.95%. See more information on The New York Times Company dividends here
              What is The New York Times Company’s EPS estimate?
              The New York Times Company’s EPS estimate is 0.66.
                How many shares outstanding does The New York Times Company have?
                The New York Times Company has 161,081,970 shares outstanding.
                  What happened to The New York Times Company’s price movement after its last earnings report?
                  The New York Times Company reported an EPS of $0.61 in its last earnings report, beating expectations of $0.468. Following the earnings report the stock price went up 8.31%.
                    Which hedge fund is a major shareholder of The New York Times Company?
                    Currently, no hedge funds are holding shares in NYT
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      The New York Times Company

                      The New York Times Company, in conjunction with its subsidiaries, furnishes news and vital information to a worldwide readership and viewership through a diverse array of digital and traditional media. Its premier publication is The New York Times, issued daily and on Sundays across the United States, with an international version also available. The organization furthermore manages the popular NYTimes.com digital platform. Beyond its proprietary content, the company syndicates articles, visual assets, and photography from The Times and other sources to approximately 1,500 other newspapers, periodicals, and online outlets. It additionally grants licenses for access to its electronic databases for resellers serving commercial, professional, and academic markets. Other business ventures encompass magazine licensing, the compilation of news digests, book development initiatives, and the administration of intellectual property rights and permissions. Moreover, the company actively orchestrates live gatherings, both in physical venues and virtually, fostering dialogue between its audience, its journalists, and influential external thought leaders. It handles direct advertising sales across its website, mobile apps, podcasts, email newsletters, and video content, while also delivering comprehensive digital advertising services. A notable offering is Wirecutter, a platform specializing in product evaluations and consumer guidance. The New York Times Company also innovates with mobile applications, including gaming and culinary products, and offers third-party printing and distribution services, among various other products and services. Established in 1851, the company's main operations are situated in New York City.

                      New York Times (NYT) Earnings & Revenues

                      NYT Company Deck

                      NYT Earnings Call

                      Q1 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call conveyed a broadly positive operational and financial picture: strong subscriber adds, double-digit revenue growth across subscriptions and ads, significant AOP and margin expansion, and robust free cash flow. Management is investing aggressively in video and other product areas which is driving cost growth and keeps some monetization questions open. Platform-driven traffic risk and ad predictability are acknowledged but were presented as manageable. On balance, the positive growth, profitability and cash generation materially outweigh the identified execution and timing risks.View all NYT earnings summaries

                      NYT Revenue Breakdown

                      94.62%94.62%5.41%
                      94.62% The New York Times Group
                      5.41% The Athletic
                      tipranks

                      NYT Stock 12 Month Forecast

                      Average Price Target

                      $83.29
                      ▲(4.79% Upside)
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