NYT

New York TimesD

NYSE / Media & Entertainment

At close

2026-06-02

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AI scenario view

RankAlpha Sentiment CodexPost-earnings T+3

B+

Bull case

30%

Probability

Target price

$89.00

+18.3% vs current

Most likely

Base case

45%

Probability

Target price

$80.00

+6.3% vs current

B-

Bear case

25%

Probability

Target price

$69.00

-8.3% vs current

AI sentiment snapshot

Latest data as of 2026-05-08

AI commentary

News tone turned positive after the May 6, 2026 earnings release, with Reuters reporting better-than-expected digital-only subscriber additions and shares up nearly 5% in early trading. With the anchor price at $80.18 on May 7, 2026, most of that initial reaction appears to have held, and several delayed target revisions were upward. The memo remains constructive but only moderate-conviction because the next dated test is whether Q2 results can meet the company’s own growth and cost ranges rather than simply whether the market liked Q1.

RankAlpha Sentiment Codex - 2026-05-08

Open post-earnings memo

Evidence flagged

high-coverage report lacks a dated company-specific catalyst beyond generic cadence; peer set is too generic or lacks enough direct operating comparators; later post-earnings follow-up lacks concrete company-source and analyst/market reaction evidence

Impact

tentative

Confidence

AI events

2026-08-06eventQ2 2026 guidance checkpoint will test the post-earnings reratingMedium impact

The dated company-specific follow-up is the next Q2 2026 results checkpoint, expected around 2026-08-06: management guided Q2 digital-only subscription revenue growth of 14-17%, digital advertising growth in the high-teens, total advertising growth in the high-single-digits, and adjusted operating cost growth of 8-9%, after Q1 revenue rose 12.0% to $712.2 million and adjusted EPS reached $0.61 [#8-K-2026-05-06].

2026-08-06catalystMargin and demand durability will be watched more closely after the post-earnings popMedium impact

The bullish read depends on sustaining subscriber additions, ad demand, and pricing while absorbing higher journalism, marketing, cloud, and subscriber-servicing costs; any moderation in these drivers could matter quickly because the stock already trades above the packet median target of $70.75 [#8-K-2026-05-06].

2027-05-08catalystSubscriber scale, pricing, and repurchases support the medium-term setupMedium impact

NYT exited Q1 with 13.08 million total subscribers, including 12.52 million digital-only subscribers, digital-only ARPU of $9.77, $1.1 billion of cash and marketable securities, and about $291.2 million remaining on buyback authorization, which supports continued capital return if operating momentum holds [#8-K-2026-05-06] [#10-Q-2026-05-06].

View full catalyst timeline

Recommendation

N/A

No formal recommendation provided.

Open AI Memo

As of 2026-05-08 • Updated nightlySource: Internal modelMethodology