New York Times (NYT) Stock Overview
The New York Times Company, together with its subsidiaries, creates, collects, and distributes news and information worldwide. More details
| Snowflake Score | |
|---|---|
| Valuation | 1/6 |
| Future Growth | 2/6 |
| Past Performance | 5/6 |
| Financial Health | 6/6 |
| Dividends | 4/6 |
NYT Community Fair Values
Create NarrativeSee what 31 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Media opportunity
CE
Fair Value from
US$7.4351.5% undervalued intrinsic discount
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Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$80.18 |
| 52 Week High | US$87.10 |
| 52 Week Low | US$51.03 |
| Beta | 0.98 |
| 1 Month Change | -6.62% |
| 3 Month Change | 17.72% |
| 1 Year Change | 52.40% |
| 3 Year Change | 121.61% |
| 5 Year Change | 88.97% |
| Change since IPO | 1,925.60% |
Recent News & Updates
Seeking Alpha • May 07
The New York Times: Impressive Ad Acceleration, But Further Rerating Unlikely (Rating Upgrade)
Summary The New York Times delivered strong Q1 results with robust subscriber growth, higher ARPU, and accelerating ad revenue. NYT benefits from fading print headwinds, digital revenue growth, and demonstrated pricing power with minimal impact on retention. Cost inflation, particularly in newsroom expenses, and secular declines in willingness to pay for news remain key risks. I upgrade NYT to neutral, citing balanced bull/bear cases but cautioning on rich valuation multiples and limited market expansion. Read the full article on Seeking Alpha
Narrative Update • Apr 29
NYT: Future Earnings Power Will Rely On Digital Subscriptions And Buybacks
The analyst price target for New York Times has shifted modestly higher to $93.60 from $92.17, with analysts pointing to updated assumptions for revenue growth, profit margins, and future P/E as key drivers of the change. Analyst Commentary Recent Street research around New York Times has centered on how updated assumptions for revenue growth, profitability, and future P/E feed into valuation.Recent updates
Seeking Alpha • May 07
The New York Times: Impressive Ad Acceleration, But Further Rerating Unlikely (Rating Upgrade)
Summary The New York Times delivered strong Q1 results with robust subscriber growth, higher ARPU, and accelerating ad revenue. NYT benefits from fading print headwinds, digital revenue growth, and demonstrated pricing power with minimal impact on retention. Cost inflation, particularly in newsroom expenses, and secular declines in willingness to pay for news remain key risks. I upgrade NYT to neutral, citing balanced bull/bear cases but cautioning on rich valuation multiples and limited market expansion. Read the full article on Seeking AlphaNarrative Update • Apr 29
NYT: Future Earnings Power Will Rely On Digital Subscriptions And Buybacks
The analyst price target for New York Times has shifted modestly higher to $93.60 from $92.17, with analysts pointing to updated assumptions for revenue growth, profit margins, and future P/E as key drivers of the change. Analyst Commentary Recent Street research around New York Times has centered on how updated assumptions for revenue growth, profitability, and future P/E feed into valuation.Narrative Update • Apr 15
NYT: Future Earnings Power Seen Supported By Advertising Partnership And Buybacks
Analysts have raised New York Times' fair value estimate from $81.00 to $92.17, reflecting updated views on revenue growth assumptions, profit margin expectations, and a higher future P/E multiple following a series of recent price target increases across the Street. Analyst Commentary Recent Street research has tilted constructive on New York Times, with several bullish analysts lifting price targets and aligning with a higher fair value framework.
Narrative Update • Mar 31
NYT: Future Returns Will Depend On Sustaining High P/E Amid Execution Risks
Analysts have raised their blended price target for New York Times by $17, citing modestly higher assumed revenue growth and profit margins, along with a slightly lower future P/E multiple in updated models. Analyst Commentary Recent Street research on New York Times has centered on adjustments to price targets rather than sweeping changes in ratings, with multiple firms, including JPMorgan, revisiting their assumptions.
Narrative Update • Mar 17
NYT: Elevated Revenue And Margin Assumptions Will Restrain Future Share Returns
Analysts have lifted their average price targets on The New York Times by mid single digit amounts in recent research, pointing to updated assumptions for revenue growth, profit margins, and a slightly lower future P/E multiple as key drivers of the new $70.75 fair value estimate. Analyst Commentary Recent Street research has focused on how updated revenue and margin assumptions feed into a higher fair value for The New York Times, with several firms lifting price targets by low to mid single digit dollar amounts.Narrative Update • Mar 03
NYT: Future Returns Will Depend On Maintaining Rich P/E Assumptions
Analysts have raised their fair value estimate for New York Times to $60.00 from $55.00, citing updated assumptions about revenue growth, profit margins, and future P/E that are consistent with recent price target increases from several research firms. Analyst Commentary The latest Street research around New York Times centers on a cluster of price target revisions, including updates from JPMorgan and several other firms.Narrative Update • Feb 17
NYT: Higher Revenue Assumptions And Ad Partnership Will Shape Future Returns
The updated analyst price target for New York Times has increased to $70.75 from $66.88, as analysts incorporate slightly higher revenue growth assumptions, a modest adjustment to the discount rate, a small change in profit margin expectations, and a higher future P/E multiple. Analyst Commentary Recent Street research on New York Times points to a cluster of price target increases, with several firms revising their models at roughly the same time.Narrative Update • Feb 03
NYT: Fair Outlook Anchored By Subscription Momentum And Buyback Activity
Narrative Update: New Analyst View on New York Times The implied fair value estimate for New York Times has moved from US$70 to US$81, as analysts factor in updated Street targets and recent research citing sustained subscriber and engagement trends, higher revenue forecasts for 2025 and 2026, and a higher future P/E framework. Analyst Commentary Bullish analysts are leaning into a more constructive view on New York Times, reflected in higher price targets and supportive commentary around the subscription model and revenue outlook.Narrative Update • Jan 20
NYT: Future Upside Will Depend On Sustained Subscriber Monetization Execution
Narrative Update on New York Times The analyst fair value estimate for New York Times has moved from US$52.00 to US$55.00. This change is supported by analysts highlighting strong recent quarters, a long runway for subscriber and engagement growth, improved monetization, and higher revenue forecasts for 2025 and 2026.Narrative Update • Jan 05
NYT: Visual Journalism Expansion And Subscription Durability Will Shape Future Returns
The analyst price target for New York Times has been raised from US$65.75 to US$66.88, as analysts point to recent research highlighting stronger net adds, solid financial results, and higher revenue forecasts for 2025 and 2026 as support for a slightly higher assumed future P/E multiple. Analyst Commentary Bullish analysts are tying their higher price targets to what they see as a solid blend of user growth, engagement, and revenue visibility, which they view as constructive for New York Times' valuation over the next few years.Narrative Update • Dec 21
NYT Visual Media Push And Subscription Durability Will Shape Future Returns
Analysts have nudged their price target on New York Times higher, lifting fair value by approximately $0.75 to about $65.75 as they factor in stronger long term revenue growth and sustained subscriber momentum, reflected in raised 2025 and 2026 forecasts. Analyst Commentary Analyst commentary on New York Times remains broadly constructive, with recent target increases reflecting confidence in the company’s ability to execute on its long term growth strategy.Narrative Update • Dec 07
NYT Visual Media Expansion And Steady Subscription Engine Will Shape Returns
Analysts raised their price target on New York Times to $69 from $60, citing a strong quarter that highlighted the company’s ability to sustain subscriber and engagement growth while improving monetization and supporting higher revenue forecasts for 2025 and 2026. Analyst Commentary Analysts interpret the higher price target as a signal that the company is executing well against its long term strategy, with recent results reinforcing confidence in both the sustainability and profitability of its digital subscription engine.Narrative Update • Nov 22
NYT: Visual Media Expansion And AI Pressure Will Shape Subscriber Trends
The analyst price target for New York Times has increased from $63.50 to $65.00. This change reflects greater confidence among analysts in the company's continued revenue growth and improved monetization prospects.Narrative Update • Nov 07
NYT: Digital Engagement And Visual Media Expansion Will Shape Subscriber Outlook
Analysts have raised their fair value estimate for New York Times to $63.50 from $62.25, citing improved financial performance and higher revenue forecasts as key reasons for their increased confidence. Analyst Commentary Following recent updates, analysts have shared a mix of optimistic and cautious viewpoints regarding the New York Times' outlook and valuation.Analysis Article • Sep 16
Returns Are Gaining Momentum At New York Times (NYSE:NYT)
There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...Narrative Update • Sep 04
Trusted Journalism And Digital Subscriptions Will Expand Global Reach
Analysts maintain a neutral stance on New York Times as strong digital subscription growth is offset by concerns that current valuation already prices in robust EBITDA gains and leaves little room for upside if growth slows, resulting in an unchanged consensus price target of $62.25. Analyst Commentary Core digital subscription revenue is sustaining mid-teens growth.Analysis Article • Sep 02
If EPS Growth Is Important To You, New York Times (NYSE:NYT) Presents An Opportunity
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Analysis Article • Jul 16
The New York Times Company's (NYSE:NYT) Intrinsic Value Is Potentially 68% Above Its Share Price
Key Insights New York Times' estimated fair value is US$91.25 based on 2 Stage Free Cash Flow to Equity New York Times...Analysis Article • Jul 03
When Should You Buy The New York Times Company (NYSE:NYT)?
While The New York Times Company ( NYSE:NYT ) might not have the largest market cap around , it led the NYSE gainers...Analysis Article • May 21
Returns On Capital Are Showing Encouraging Signs At New York Times (NYSE:NYT)
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Seeking Alpha • Apr 28
New York Times: Upgrading To Hold Amid Improving Valuation
Summary Shares of The New York Times Company have returned 12% since my Sell recommendation on December 14, 2023, underperforming the S&P 500's 17% return. The company has delivered solid business performance, driven by continued growth of its digital business. NYT is poised to benefit from a busy news cycle and has minimal exposure to tariffs. The stock's valuation premium relative to the broader market has significantly declined. I am upgrading the stock to Hold as I view the risk/reward as fairly balanced at current levels. Read the full article on Seeking AlphaSeeking Alpha • Feb 09
The New York Times: This Storied Brand Is Decaying (Rating Downgrade)
Summary The New York Times faces significant risks, including declining willingness to pay for news, limited pricing power, union issues, and partisan shifts. Q4 results showed slight revenue growth but missed expectations, with weak ad performance, despite the election cycle. Despite some ARPU growth and margin improvements, the sustainability of profitability is questionable due to temporary election bumps and rising costs. At 24x FY25 P/E with only single-digit EPS growth expected, The New York Times stock is overvalued. Downgrading to a sell rating. Read the full article on Seeking AlphaSeeking Alpha • Dec 30
New York Times: Good Times Now, But Can They Last?
Summary The New York Times has seen its share price rise ~10% this year, owing to strong digital subscriber trends. Be cautious of subscriber trends decaying after this year's election cycle bumps fade. At the same time, The New York Times faces sharp inflation in costs. It recently settled with its tech workers' union to provide an 8.25% wage increase. Given the high valuation (>25x P/E) and profitability risks, I recommend steering clear of NYT stock and investing elsewhere. Read the full article on Seeking Alpha
New Narrative • Nov 10
Revitalised Digital Strategy And Lifestyle Focus Propel Subscription Growth And Profit Expansion
New York Times' focus on subscriber engagement and app redesign aims to boost revenue through higher ARPU and diversified revenue streams.Seeking Alpha • Oct 16
The New York Times Company: Secular Risks Undermine Huge Valuation
Summary Shares of The New York Times have jumped in the mid-teens this year on strong subscriber trends. A portion of the current subscriber strength may fade when the election cycle ends, leading to heightened sub churn. In the longer run, I continue to view legacy media as troubled. More people turn to free news sources from social media instead of paying for true news. NYT stock already trades at a risky 27x forward P/E multiple. I'm reiterating my neutral rating and recommending locking in gains soon. Read the full article on Seeking AlphaSeeking Alpha • Aug 04
The New York Times Remains Too Pricey To Justify A Bullish Outlook
Summary The New York Times Company has successfully adapted to the shift to online news, primarily through subscription-based services like The Athletic. Financial performance has been strong, with revenue, subscribers, and profitability all increasing year over year. Analysts expect continued growth for the company's second quarter of 2024, but shares are considered pricey compared to similar firms. Read the full article on Seeking AlphaSeeking Alpha • May 21
New York Times: Expensive, But On The Right Track
Summary The New York Times has focused on digital subscriptions and product bundles to combat the decline of traditional media. The company has seen a ~30% increase in stock price over the past year, driven by efforts to bolster its subscription base. Strength is already priced into The New York Times' stock, however, as it trades at a ~25x FY25 P/E ratio. With more secular risk than opportunity for journalism, I'd recommend staying on the sidelines here. Read the full article on Seeking AlphaShareholder Returns
| NYT | US Media | US Market | |
|---|---|---|---|
| 7D | 1.5% | -1.1% | 2.1% |
| 1Y | 52.4% | -13.9% | 30.6% |
Return vs Industry: NYT exceeded the US Media industry which returned -12.4% over the past year.
Return vs Market: NYT exceeded the US Market which returned 31% over the past year.
Price Volatility
| NYT volatility | |
|---|---|
| NYT Average Weekly Movement | 4.4% |
| Media Industry Average Movement | 9.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Stable Share Price: NYT has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: NYT's weekly volatility (4%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1851 | 6,000 | Meredith Kopit Levien | www.nytco.com |
The New York Times Company, together with its subsidiaries, creates, collects, and distributes news and information worldwide. It operates through two segments, The New York Times Group and The Athletic. It offers The New York Times (The Times) through company’s mobile application, website, printed newspaper, and associated content, such as podcast.
The New York Times Company Fundamentals Summary
| NYT fundamental statistics | |
|---|---|
| Market cap | US$13.55b |
| Earnings (TTM) | US$382.35m |
| Revenue (TTM) | US$2.87b |
34.0x
P/E Ratio4.5x
P/S RatioIs NYT overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| NYT income statement (TTM) | |
|---|---|
| Revenue | US$2.87b |
| Cost of Revenue | US$1.42b |
| Gross Profit | US$1.46b |
| Other Expenses | US$1.07b |
| Earnings | US$382.35m |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 2.36 |
| Gross Margin | 50.66% |
| Net Profit Margin | 13.30% |
| Debt/Equity Ratio | 2.4% |
How did NYT perform over the long term?
See historical performance and comparisonDividends
1.1%
Current Dividend Yield33%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/07 06:55 |
| End of Day Share Price | 2026/05/07 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
The New York Times Company is covered by 17 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| null null | Argus Research Company |
| Kannan Venkateshwar | Barclays |
| Edward Atorino | Benchmark Company |