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NYT

New York TimesC
NYSE / Media & Entertainment
Last Price
Quote time unavailable
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Current thesis
Q2 demonstrated durable digital monetization: subscription revenue, advertising, adjusted operating profit, and adjusted margin all improved year over year. If subscriber additions stabilize, the business can plausibly recover toward the reported $78.78 median target.
Posture
Mixed
Lead driver
Sentiment
What changed
Sentiment remains the lead driver in the composite, 7D delta +5.9.
What can break
Analyst estimate revisions, target changes, and detailed forward guidance are unavailable in the packet.
Momentum
16
Value
55
Sentiment
70
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $72.00 · Bull $82.00 · Bear $55.00Analysis 2026-08-07; returns require an exact persisted reference.
Data freshness
Prices
Unavailable: Price unavailable
Fundamentals
As of 2026-08-17 • Vendor: Data Vendor v1
Scores
As of 2026-09-09 • Model: HYBRID_IC_RP
AI Memo
As of 2026-08-07 • Model: RankAlpha Sentiment Codex
Investment thesis
As of 2026-09-09

Grade is the composite factor band; factor scores use a 0–100 scale. Confidence describes evidence quality, not a probability of return. Score date: 2026-09-09. Definitions

Supporting evidence
What
Grade C · Mixed
Confidence Medium · Net Neutral
Target $76.13
Why
Momentum16 · Δ7d +3.0
Value55 · Δ7d +0.0
Sentiment70 · Δ7d +5.9
So what
Balanced signals (Net Neutral). Wait for confirmation before sizing up.

Confirming evidence

  • • Sentiment remains the lead driver in the composite, 7D delta +5.9.

Contradictions & invalidation

  • • Analyst estimate revisions, target changes, and detailed forward guidance are unavailable in the packet.
  • • Digital-only subscriber additions slowed sequentially to 280,000 from 310,000. [#SEC-8K-2026-08-05]
  • • The sequential slowdown in digital-only additions and the sharply negative post-print reaction indicate that growth expectations remain demanding.

Catalyst clock

2026-08-05

August 5 Q2 2026 earnings reset the subscriber-growth debate

Lead driver: Sentiment · See AI snapshot
Momentum
16
9% active weight
Current posture
7d trendImproving
Δ7d
+3.0
Δ21d
+2.2
Value
55
28% active weight
Current posture
7d trendFlat
Δ7d
+0.0
Δ21d
+1.4
Sentiment
70
62% active weight
Current posture
7d trendImproving
Δ7d
+5.9
Δ21d
-3.9
Why this grade

Composite grade C. Momentum 16.3 / Value 54.9 / Sentiment 70.3

Scenario snapshot

Scenario probability is memo-authored likelihood, not forecast certainty. Targets belong to the analysis dated 2026-08-07. Scenario method

B+
Bull case
25%
Probability
Target price
$82.00
Analysis reference price unavailable
Analysis 2026-08-07 · RankAlpha Sentiment Codex
Most likely
B
Base case
50%
Probability
Target price
$72.00
Analysis reference price unavailable
Analysis 2026-08-07 · RankAlpha Sentiment Codex
B-
Bear case
25%
Probability
Target price
$55.00
Analysis reference price unavailable
Analysis 2026-08-07 · RankAlpha Sentiment Codex
Fundamentals (TTM)
As of 2026-08-17
Market Cap
$10.53B
Beta
1.11
Shares Out
161.28M
P/E (TTM)
34.2
P/S (TTM)
4.14
P/FCF (TTM)
26.22
Rev YoY
+11.2%
EPS YoY
+13.5%
Gross Margin
+48.6%
Op Margin
+16.8%
Net Debt
-$593.44M
Current Ratio
1.58
As of 2026-09-09 • Updated nightlySource: Internal modelMethods & Data