NYT

New York TimesD

NYSE / Media & Entertainment

At close

2026-06-02

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

Sentiment

What changed

6 setup hits (3d) with net bullish as of 2026-06-02.

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)

6 · Net Bullish

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

Data freshness

Prices

As of 2026-06-02

Fundamentals

As of 2026-06-01 • Vendor: Data Vendor v1

Scores

As of 2026-06-02 • Model: HYBRID_IC_RP

AI Memo

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

Investment thesis

As of 2026-06-02

Supporting evidence

What

Grade D · Defensive

Confidence Medium · Net Bullish

Target $70.75

Why

Momentum31 · Δ7d -5.2

Value51 · Δ7d +0.5

Sentiment55 · Δ7d +1.3

So what

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

Lead driver: Sentiment · See AI snapshot

Momentum

34% active weight

Current posture

7d trendSoftening

Δ7d

-5.2

Δ21d

-7.6

Value

32% active weight

Current posture

7d trendFlat

Δ7d

+0.5

Δ21d

+0.8

Sentiment

33% active weight

Current posture

7d trendImproving

Δ7d

+1.3

Δ21d

+9.6

Why this grade

Composite grade D. Momentum 30.7 / Value 50.9 / Sentiment 55.2

Fundamentals (TTM)

As of 2026-06-01

Market Cap

$12.34B

Beta

1.11

Shares Out

162.35M

P/E (TTM)

34.2

P/S (TTM)

4.14

P/FCF (TTM)

26.22

Rev YoY

+9.5%

EPS YoY

+28.4%

Gross Margin

+50.5%

Op Margin

+15.0%

Net Debt

-$565.92M

Current Ratio

1.52

As of 2026-06-02 • Updated nightlySource: Internal modelMethodology