The New York Times Company (NYT) - Stock Analysis
Last updated: Apr 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.
Loading chart data...
AI Analyst Overview
Loading chart data...
Valuation Metrics
Fundamental Analysis
Key Financial Insights: ⢠Strong Margins ⢠Free Cash Flow ⢠No Debt NYT shows strong profitability, robust free cash flow, and no debt, but its premium valuation leaves limited margin for error.
Price Behavior
Key Price Behavior Insights: ⢠Support holding ⢠Resistance overhead ⢠Volatility risk Support Level: $79â$80 Resistance Level: $84.7â$85.9 NYT has stabilized after a volatile selloff and is holding above $80, but it remains below resistance at $84.7â$85.9, so a higher low near $79â$80 is the key bullish test.
Sentiment & News
Key News Insights: ⢠Digital strength ⢠Premium mix ⢠Valuation pressure NYT looks fundamentally strong on digital subscriptions and cash flow, but its shares appear fully valued amid mixed investor moves and some AI-related traffic uncertainty.
AI Summary
NYT should now be viewed less as a turnaround and more as a high-quality subscription compounder with strong cash flow and no debt, but at 37x earnings the upside depends on proving continued subscriber and ad growth while navigating AI-driven traffic disruption and execution risk in newer products.
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% |