The New York Times Company (NYT) - Stock Analysis
Last updated: Jul 25, 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
Price Behavior
Key Price Behavior Insights: ⢠Support holding ⢠Momentum fading ⢠Range-bound trade Support Level: $70.00, then $68.40 Resistance Level: $73.00-$75.00 NYT remains neutral-to-slightly positive over the last month: it has held the $70 area and bounced recently, but trading below its 21-day average and below the mid-$70s resistance keeps the near-term setup range-bound and dependent on support holding.
Sentiment & News
Key News Insights: ⢠Oversold pullback ⢠Defensive demand ⢠Video strategy NYT shares have pulled back from recent highs but still look defensively positioned as the company pushes video initiatives and heads toward its August 5 earnings report.
AI Summary
NYT should be viewed less as a fading legacy publisher and more as a subscription-led, cash-generative media platform with no debt and enough balance-sheet flexibility to keep growing toward 15 million subscribers, but at a mid-30s P/E the main investable risk is that any slowdown in subscriber growth or execution on new initiatives like video could trigger valuation compression rather than further rerating.
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 | +1.5% |