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NYNYT

The New York Times Company

$NYT·$12B·Publishing·Communication Services
$74.89-1.2%YTD+9.8%1Y+44.3%
Mentions · last 7 days
2026-07-26: 2 posts2026-07-27: 1 posts2026-07-28: 1 posts2026-07-29: 8 posts2026-07-30: 13 posts2026-07-31: 10 posts2026-08-01: 9 posts44+59%
Price updated 1d ago·X counts updated 8h ago
NYNYT
$NYTThe New York Times Company
$74.89-1.24%44 posts+59%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

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 numbersWinding up for a moveAI verdict · as of 2026-08-01

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

New York Times Q1 beat 30% — digital subscribers compounding, Aug 5 print into a 66% of 52w setup.

The New York Times Company operates the flagship US news platform (Times, Cooking, Games, Wirecutter, The Athletic) plus content licensing. Up 10% YTD and 44% over 12 months on the digital subscription growth model landing at scale — the August 5 Q2 print is the pivot where continued subscription bundling meets the tape at 66% of 52-week range.

Where the setup sits:

  • Q1 was a strong beat: EPS $0.61 vs $0.47 consensus (30% beat) on $710M revenue (+12% YoY) — the operational execution is strong, and digital subscription growth remains the durable engine.
  • The bundled subscription strategy is compounding: news + Cooking + Games + Wirecutter + Athletic bundling drives higher ARPU and lower churn — this is the specific mechanism that supports the multi-year growth thesis.
  • Valuation is reasonable for the compounder: 32x P/E on a business printing 16% operating margin with 4.5% FCF yield is not stretched — the subscription growth supports continued expansion.
  • The Kalshi prediction-market NY State lawsuit is background noise: not directly related to NYT operations, though the news publisher benefits from expanded political coverage cycles.

August 5 is the pivot: continued digital subscriber growth plus firm 2027 bundling revenue commentary is what keeps the current coiling from turning into breakdown; a soft subscription-add print or a fresh advertising-revenue softness and the +10% YTD gives back some of the gains.

What to watch: The August 5 Q2 print — continued digital subscriber growth plus firm 2027 bundling revenue commentary keeps the current coiling from turning into breakdown; a soft subscription print or advertising softness and the +10% YTD gives back gains.

On the calendar: 2026-08-05 — Q2 earnings

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.

Digital news subscription company with 10M+ subscribers; also operates NYT Cooking, Games, and The Athletic.

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

No material change from last week — publishers are balancing legacy print economics with direct-to-reader models while negotiating AI training data royalty frameworks.

What this means for $NYT

Neutral — Digital news subscription company with 10M+ subscribers; also operates NYT Cooking, Games, and The Athletic; limited read-through from publishing macro dynamics to this specific revenue mix.

Top industry ETF

$XLCCommunication Services Select Sector SPDR
-10.0%YTD
+0.8%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 $0.66

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$3.4B – $3.6B$3.52$3.43 – $3.565
FY29$3.5B$3.5B – $3.6B$3.24$3.16 – $3.282
FY30$3.7B$3.6B – $3.7B$3.47$3.38 – $3.512

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.1.1×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.66%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.+1.4%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.+3.3%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 today1.3% 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.β0.955-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.

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 3Kopit Levien Meredith A.CEO51.9K sh$4.1MSellMar 3William BardeenCFO13.0K sh$1.0M
+ 41 other (29 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
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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
+ 15 other (7 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.

US Justice Department subpoenas New York Times freelancer over North Korea story, paper saysreuters.com·15h agoPICS CLASS ACTION NOTICE: Faruqi & Faruqi, LLP Reminds PicS N.V. (PICS) Investors of Securities Class Action Lawsuit Deadline on August 4, 2026newsfilecorp.com·23h agoThe New York Times Company Has Exceeded My Expectationsseekingalpha.com·1d agoWix.com Ltd. Notice of September 22, 2026 Application Deadline for Class Action Lawsuit - Contact Lewis Kahn, Esq.newsfilecorp.com·2d 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 ago
Voices on X · last 7 days

No standout posts about $NYT on X in the last 7 days.

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