B+
Bull case
25%
Probability
Target price
$82.00
Analysis reference price unavailable
Analysis 2026-08-07 · RankAlpha Sentiment Codex
NYT
New York TimesBNYSE / Media & Entertainment
Last Price
Quote time unavailable
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
Constructive
Lead driver
Sentiment
What changed
Next scheduled catalyst: earnings 2026-11-04 · BMO.
What can break
Analyst estimate revisions, target changes, and detailed forward guidance are unavailable in the packet.
Momentum
64
Value
53
Sentiment
64
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.
Earnings
2026-11-04 · BMO
Data freshness
Prices
Unavailable: Price unavailable
Fundamentals
As of 2026-10-29 • Vendor: Data Vendor v1
Scores
As of 2026-10-29 • Model: HYBRID_IC_RP
AI Memo
As of 2026-08-07 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-10-29
Investment thesis
As of 2026-10-29
Grade is the composite factor band; factor scores use a 0–100 scale. Confidence describes evidence quality, not a probability of return. Score date: 2026-10-29. Definitions
Supporting evidence
What
Grade B · Constructive
Confidence Medium · Net Neutral
Target $76.89
Why
Momentum64 · Δ7d +19.6
Value53 · Δ7d -0.1
Sentiment64 · Δ7d +2.2
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.
Confirming evidence
- • Next scheduled catalyst: earnings 2026-11-04 · BMO.
- • Sentiment remains the lead driver in the composite, 7D delta +2.2.
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
2026-11-04 · BMO
August 5 Q2 2026 earnings reset the subscriber-growth debate
Lead driver: Sentiment · See AI snapshot
Momentum
64
8% active weight
Current posture
7d trendImproving
Δ7d
+19.6
Δ21d
+26.5
Value
53
47% active weight
Current posture
7d trendFlat
Δ7d
-0.1
Δ21d
-0.8
Sentiment
64
45% active weight
Current posture
7d trendImproving
Δ7d
+2.2
Δ21d
-9.2
Why this grade
Composite grade B. Momentum 63.6 / Value 52.6 / Sentiment 63.5
Scenario snapshot
Scenario probability is memo-authored likelihood, not forecast certainty. Targets belong to the analysis dated 2026-08-07. Scenario method
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 2026-10-29
Fundamentals (TTM)
As of 2026-10-29
Market Cap
$11.2B
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 2026-10-29 • Updated nightlySource: Internal modelMethods & Data