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NYNYT

The New York Times Company

$NYT·$12B·Publishing·Communication Services
$73.06-1.9%YTD+5.7%1Y+35.2%
Mentions · last 7 days
2026-06-11: 7 posts2026-06-12: 11 posts2026-06-13: 66 posts2026-06-14: 69 posts2026-06-15: 6 posts2026-06-16: 8 posts2026-06-17: 3 posts170+2%
Price updated 12h ago·X counts updated 2d ago
NYNYT
The New York Times Company$NYT
$73.06-1.88%170 posts+2%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $NYT, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-06-19

The move is getting stronger, with heavier trading behind it.

Quality compounder media bundle with strong subscriber growth and AI-disintermediation overhang; the bundle premium remains durable.

The New York Times is a quality-compounder media name continuing to outperform in the consumer-staples cohort. The June 17 'Strong Growth Stock' classification reinforces the engagement and subscriber growth story. CFO Jacqueline Welch registered a Form 4 sale on June 3 — moderate selling. No meaningful X sentiment in the bundle. The class-action references in the news flow are for an unrelated PicS NV ticker. At $73.06 the stock is +5.7% YTD and +35% T12M on a $12.05B market cap, with gross margin 51%, ROE 19% and ROIC 16%. Debt-to-equity 0 — essentially debt-free, premium balance sheet for media. The bear case is that AI-content competition (Google AI Overviews, ChatGPT direct-answer, Perplexity) is exactly the disintermediation threat NYT has been working to neutralize via subscriptions and bundling, but a real subscription-growth deceleration is possible if AI tools reduce news-link clickthroughs; the offsetting case is that the NYT bundle (news + Cooking + Games + Wirecutter + Athletic) has best-in-class engagement metrics and the brand premium is durable.

sparse data

Read the AI verdict + X sentiment for $NYT

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

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.

Industry overviewAI analysisGenerated by AI from underlying data

Where Publishing sits in its cycle right now — and what that implies for $NYT.

Publishing · Communication Services

Top industry ETF

$XLCCommunication Services Select Sector SPDR
-7.4%YTD
+5.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
31.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
16.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
16.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
4.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
4.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
19.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
51.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 6, 2026$0.61$0.47+30.2%
Q4 2025Feb 4, 2026$0.89$0.88+1.1%
Q3 2025Nov 5, 2025$0.59$0.53+10.7%
Q2 2025Aug 6, 2025$0.58$0.50+16.0%
Next earningsWed, Aug 5·consensus EPS $0.67

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$712.2M+12.0%46.2%13.5%$0.54$81.5M
Q4 FY25$802.3M+10.4%54.2%20.7%$0.80$157.6M
Q3 FY25$700.8M+9.5%54.3%15.0%$0.50$199.7M
Q2 FY25$685.9M+9.7%50.6%15.5%$0.51$103.3M

Forward consensus

5-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.1B$3.1B – $3.1B$2.87$2.74 – $2.966
FY27$3.3B$3.3B – $3.3B$3.20$3.08 – $3.356
FY28$3.5B$3.5B – $3.5B$3.55$3.48 – $3.594
FY29$3.5B$3.5B – $3.6B$3.24$3.18 – $3.283
FY30$3.7B$3.6B – $3.7B$3.47$3.40 – $3.513

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.2.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.61%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-5.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+4.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 134.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.945-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Know if $NYT is setting up — or just chopping

  • Volume multiple vs 30-day baseline — catch unusual interest before the move
  • Position vs 50d & 200d MAs and 52-week range — trend direction at a glance
  • Float bucket, beta, and active-offering flags — what kind of stock you're trading
Free, forever. No credit card.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 3Jacqueline M WelchEVP and CHRO4.0K sh$297KSellMay 12Kopit Levien Meredith A.CEO9.8K sh$761KSellMay 12William BardeenCFO4.1K sh$321KSellMar 3William BardeenCFO13.0K sh$1.0MSellMar 3Kopit Levien Meredith A.CEO51.9K sh$4.1M
+ 33 other (21 awards · 12 inkinds) in window

See when $NYT insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteApr 238-K — Item 5.07: Shareholder vote
AI summary

The New York Times Company filed an 8-K under Item 5.07 (shareholder vote results) on April 23, 2026, reporting the outcomes of proposals voted on at its April 22, 2026 annual meeting. The excerpt is XBRL header only; the full vote tallies are in the attached exhibit. Routine annual meeting disclosure — director elections and say-on-pay votes are the standard items; any failed proposals or significant withhold votes against directors would be the notable signal.

S-3ASRAuto-shelf registrationFeb 27S-3ASR
8-KOfficer or director changeJan 218-K — Item 5.02: Officer or director change
+ 14 other (6 13Gs · 3 proxys · 2 earnings 8-Ks · 1 10-Q) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

PicS N.V. Notice of August 4, 2026 Application Deadline for Class Action Lawsuit - Contact Lewis Kahn, Esq. at Kahn Swick & Foti, LLC, Before Application Deadlinenewsfilecorp.com·18h agoIs The New York Times Company (NYT) Outperforming Other Consumer Staples Stocks This Year?zacks.com·23h agoPicS N.V. Notice of August 4, 2026 Application Deadline for Class Action Lawsuit - Contact Lewis Kahn, Esq. at Kahn Swick & Foti, LLC, Before Application Deadlinenewsfilecorp.com·2d agoHere's Why New York Times Co. (NYT) is a Strong Growth Stockzacks.com·2d agoPICS SHAREHOLDER NOTICE: Faruqi & Faruqi, LLP Reminds PicS N.V. (PICS) Investors of Securities Class Action Lawsuit Deadline on August 4, 2026newsfilecorp.com·3d ago
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