The New York Times Company (NYT) - Stock Analysis
Last updated: Sep 20, 2026
Research Idea
Research content for general circulation. Not individualized advice. Methodology & Disclosures
Robust Q3 2025 results with 460,000 new digital subscribers and 14% digital subscription revenue growth, ongoing operational execution and product innovation, steady positive technical momentum (+8.4% over 21 days), supporting near-term price gains.
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AI Analyst Overview
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Valuation Metrics
Fundamental Analysis
Key Financial Insights: ⢠Debt-Free Balance Sheet ⢠Strong Cash Generation ⢠Premium Valuation NYT's debt-free balance sheet, strong cash flow, and resilient margins support a solid financial profile, though elevated valuation multiples remain the key investment risk.
Price Behavior
Key Price Behavior Insights: ⢠Strong monthly gain ⢠Resistance rejection ⢠Key support zone Support Level: $69.90â$70.35 Resistance Level: $72.40 NYT is bullish over the last month but faces profit-taking risk near $72.40, with support at $69.90â$70.35.
Sentiment & News
Key News Insights: ⢠Investor engagement ⢠New institutional stake ⢠AI legal dispute NYT sustained investor engagement and gained institutional interest, while its escalating OpenAI/Microsoft copyright dispute remains the primary risk catalyst.
AI Summary
NYT is a debt-free, high-margin digital subscription compounderânot a legacy publisherâbut its premium valuation requires sustained bundle-led monetization, retention, and pricing as subscriber growth matures; investors should favor the shares only if execution supports progress toward 15 million subscribers without margin dilution from video and new-product spending.
Description
The New York Times Company publishes The New York Times and its international edition and operates NYTimes.com, delivering news, photography and multimedia across print and digital platforms. It also syndicates content to other publications, licenses databases and rights, and runs businesses including live events, digital advertising, product reviews and consumer apps. The company was founded in 1851 and is headquartered in New York, New York.
Idea History
| Date | Close | Ticker | Company | Summary | Status | P/L |
|---|---|---|---|---|---|---|
| Dec 30 | Jan 6 | NYT | The New York Times Company | Robust Q3 2025 results with 460,000 new digital subscribers and 14% digital subscription revenue growth, ongoing operational execution and product innovation, steady positive technical momentum (+8.4% over 21 days), supporting near-term price gains. | Closed | -0.3% |
| Dec 5 | Dec 12 | NYT | The New York Times Company | New York Times exhibits solid near-term growth driven by robust digital subscriber and advertising revenue expansion (+14% digital subscription growth), recent institutional buying, 8.6% price gain over past 21 days, and strong operational execution supporting positive technical momentum. | Closed | +5.0% |
| Nov 24 | Dec 1 | NYT | The New York Times Company | The New York Times (NYT) demonstrates strong subscriber growth, digital advertising gains, and positive Q3 earnings surprise with 12.4% price appreciation over 21 days. The stock trades above the 21-day SMA with bullish momentum, supported by improving margins, liquidity, and a stable financial profile, positioning it as a compelling near-term growth idea. | Closed | +1.4% |