TDAY

USA TODAYB

NYSE / Media & Entertainment

At close

2026-07-18

Current thesis

Post-earnings evidence improved: Q1 showed better same-store trends, digital growth, much stronger EBITDA, and reiterated full-year targets, which supports a modest rerating if Q2 confirms the digital-mix and cash-flow trajectory.

Posture

Constructive

Lead driver

Value

What changed

Value remains the lead driver in the composite, 7D delta 0.0.

What can break

AI licensing is promising but management explicitly described cadence as lumpy, and the Meta partnership did not disclose terms [#PR-2025-12-05].

Momentum

Value

Sentiment

Setup hits (3d)

0 · Net Neutral

AI TargetsBase $7.80 · Bull $8.80 · Bear $6.20

Data freshness

Prices

As of 2026-07-18

Fundamentals

As of 2026-07-20 • Vendor: Data Vendor v1

Scores

As of 2026-07-18 • Model: HYBRID_IC_RP

AI Memo

As of 2026-05-03 • Model: RankAlpha Sentiment Codex

Investment thesis

As of 2026-07-18

Supporting evidence

What

Grade B · Constructive

Confidence Medium · Net Neutral

Target $8.61

Why

Momentum79 · Δ7d +0.3

Value59 · Δ7d 0.0

Sentiment36 · Δ7d -2.4

So what

Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.

Lead driver: Value · See fundamentals

Momentum

26% active weight

Current posture

7d trendImproving

Δ7d

+0.3

Δ21d

-0.4

Value

39% active weight

Current posture

7d trendFlat

Δ7d

0.0

Δ21d

+0.2

Sentiment

34% active weight

Current posture

7d trendSoftening

Δ7d

-2.4

Δ21d

-2.7

Why this grade

Composite grade B. Momentum 79.2 / Value 58.7 / Sentiment 36.2

Fundamentals (TTM)

As of 2026-07-20

Market Cap

$1.24B

Beta

1.59

Shares Out

146.7M

P/E (TTM)

9.7

P/S (TTM)

0.33

P/FCF (TTM)

27.61

Rev YoY

-4.0%

EPS YoY

-328.4%

Gross Margin

+32.6%

Op Margin

+3.1%

Net Debt

$1.04B

Current Ratio

0.79

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