Trusted Journalism And Digital Subscriptions Will Expand Global Reach

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

10 Nov 24

Updated

07 Dec 25

Views

58

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

23.3%

7D

2.8%

Loading

1Y

23.3%

7D

2.8%

You can edit this narrative until Dec 8 7:05 AM. Then, changes will post as Updates.

Author's Valuation

US$653.5% overvalued

AnalystConsensusTarget Fair Value

Shared on 07 Dec 25

NYT Visual Media Expansion And Steady Subscription Engine Will Shape Returns

Analysts raised their price target on New York Times to $69 from $60, citing a strong quarter that highlighted the company’s ability to sustain subscriber and engagement growth while improving monetization and supporting higher revenue forecasts for 2025 and 2026. Analyst Commentary Analysts interpret the higher price target as a signal that the company is executing well against its long term strategy, with recent results reinforcing confidence in both the sustainability and profitability of its digital subscription engine.

Shared on 22 Nov 25

Fair value Increased 2.36%

NYT: Visual Media Expansion And AI Pressure Will Shape Subscriber Trends

The analyst price target for New York Times has increased from $63.50 to $65.00. This change reflects greater confidence among analysts in the company's continued revenue growth and improved monetization prospects.

Shared on 07 Nov 25

Fair value Increased 2.01%

NYT: Digital Engagement And Visual Media Expansion Will Shape Subscriber Outlook

Analysts have raised their fair value estimate for New York Times to $63.50 from $62.25, citing improved financial performance and higher revenue forecasts as key reasons for their increased confidence. Analyst Commentary Following recent updates, analysts have shared a mix of optimistic and cautious viewpoints regarding the New York Times' outlook and valuation.

Shared on 04 Sep 25

Analysts maintain a neutral stance on New York Times as strong digital subscription growth is offset by concerns that current valuation already prices in robust EBITDA gains and leaves little room for upside if growth slows, resulting in an unchanged consensus price target of $62.25. Analyst Commentary Core digital subscription revenue is sustaining mid-teens growth.

Shared on 07 May 25

Fair value Increased 10%

Shared on 30 Apr 25

Fair value Decreased 0.88%

AnalystConsensusTarget has increased shares outstanding growth rate from -0.0% to -0.0%.

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 1.49%

AnalystConsensusTarget has increased shares outstanding growth rate from -0.0% to -0.0%.

Shared on 09 Apr 25

Fair value Increased 1.51%

Shared on 02 Apr 25

Fair value Increased 1.80%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Decreased 3.66%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

US$65

3.5% overvalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

6.55%

Media revenue growth rate

0.16%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

6.96%

Calculation

US$498.34m

Earnings '28

x

25.37x

PE Ratio '28

=

US$12.65b

Market Cap '28

US$12.65b

Market Cap '28

/

159.52m

No. shares '28

=

US$79.27

Share Price '28

US$79.27 Share Price '28

Discounted to 2025 @ 6.96% p.a.

=

US$64.79

Fair Value '25