NYT

New York TimesD

NYSE / Media & Entertainment

At close

2026-07-18

Current thesis

Primary-source earnings evidence improved: digital-only subscriber adds of about 310,000, ARPU growth, 31.6% digital ad growth, and margin expansion argue the bundle-plus-news model is still scaling [#8-K-2026-05-06]. Post-print analyst reaction was also supportive, with reported target increases from Deutsche Bank to $95 from $75, Morgan Stanley to $90 from $68, Evercore ISI to $92 from $75, and Guggenheim to $70 from $63.

Posture

Defensive

Lead driver

Value

What changed

Value remains the lead driver in the composite, 7D delta -0.1.

What can break

Higher journalism, marketing, cloud, and subscriber-servicing costs could pressure margin if revenue growth cools [#8-K-2026-05-06].

Momentum

Value

Sentiment

Setup hits (3d)

0 · Net Neutral

AI TargetsBase $80.00 · Bull $89.00 · Bear $69.00

Data freshness

Prices

As of 2026-07-18

Fundamentals

As of 2026-07-17 • Vendor: Data Vendor v1

Scores

As of 2026-07-18 • Model: HYBRID_IC_RP

AI Memo

As of 2026-05-08 • Model: RankAlpha Sentiment Codex

Investment thesis

As of 2026-07-18

Supporting evidence

What

Grade D · Defensive

Confidence Medium · Net Neutral

Target $83.44

Why

Momentum24 · Δ7d +3.0

Value52 · Δ7d -0.1

Sentiment51 · Δ7d -4.5

So what

Weak posture (Net Neutral). Prioritize risk control and patience.

Lead driver: Value · See fundamentals

Momentum

26% active weight

Current posture

7d trendImproving

Δ7d

+3.0

Δ21d

-5.5

Value

39% active weight

Current posture

7d trendFlat

Δ7d

-0.1

Δ21d

-0.6

Sentiment

34% active weight

Current posture

7d trendSoftening

Δ7d

-4.5

Δ21d

-8.3

Why this grade

Composite grade D. Momentum 24.0 / Value 52.1 / Sentiment 51.2

Fundamentals (TTM)

As of 2026-07-17

Market Cap

$12.29B

Beta

1.11

Shares Out

161.86M

P/E (TTM)

34.2

P/S (TTM)

4.14

P/FCF (TTM)

26.22

Rev YoY

+12.0%

EPS YoY

+77.5%

Gross Margin

+48.2%

Op Margin

+15.0%

Net Debt

-$593.44M

Current Ratio

1.60

As of 2026-07-18 • Updated nightlySource: Internal modelMethodology