The New York Times Company

NYSE:NYT Rapport sur les actions

Capitalisation boursière : US$12.2b

New York Times Croissance future

Future contrôle des critères 2/6

New York Times devrait augmenter ses bénéfices et son chiffre d'affaires de 11.6% et de 5.9% par an respectivement. Le BPA devrait croître de de 12.4% par an. Le rendement des capitaux propres devrait être 22.8% dans 3 ans.

Informations clés

11.6%

Taux de croissance des bénéfices

12.37%

Taux de croissance du BPA

Media croissance des bénéfices26.2%
Taux de croissance des recettes5.9%
Rendement futur des capitaux propres22.85%
Couverture par les analystes

Good

Dernière mise à jour06 Jul 2026

Mises à jour récentes de la croissance future

Recent updates

Seeking Alpha • Jul 27

The New York Times: The Business Is Strong, The Stock Is The Question

Summary The New York Times Company is in its strongest operating position since 2011, with robust subscriber growth, rising ARPU, expanding margins, and a debt-free balance sheet. At $70.17, NYT's valuation demands near-perfect execution; current multiples reflect optimism, but sector-wide multiple compression is a concern. I assign a fair value of $74 per share, implying a modest 7% total return; I would buy more aggressively near $65. Key upside lies in potential AI licensing deals, while downside risk centers on slowing subscriber growth due to declining search referrals. Read the full article on Seeking Alpha
Mise à jour du récit • Jun 29

NYT: Future Returns Will Rely On Digital Scale And Premium P E Sustainability

The analyst price target for New York Times has been updated from $60 to $66. Analysts point to adjusted valuation assumptions, including a higher future P/E multiple and slightly stronger profit margin expectations.
Article d’analyse • Jun 20

New York Times (NYT) Stock Could Be 13% Undervalued On Its Digital Subscription Story

New York Times (NYT) has been busy reshaping its business around digital growth, from expanding The Athletic and rolling out new content verticals to refining subscription products to keep readers engaged across more formats. See our latest analysis for New York Times. Against this backdrop of dividend affirmations and digital product launches, New York Times’ share price has cooled, with a 90 day share price return down 9.77%, even as the 1 year total shareholder return of 35.67% and 3 year...
Mise à jour du récit • Jun 15

NYT: Future Earnings Power Will Rely On Expanding Digital Bundles And Advertising

Analysts have lifted New York Times' price targets, with recent updates such as JPMorgan moving its target to $82, citing refreshed models after the latest quarterly report and modest adjustments to long term revenue growth, profit margin and future P/E assumptions. Analyst Commentary Recent research highlights a clear cluster of bullish analysts revisiting their models on New York Times around the latest quarterly update, with several lifts to published price targets and one fresh initiation at a neutral stance.
Mise à jour du récit • Jun 01

NYT: Future Earnings Power Will Rely On Digital Subscriptions And Advertising

Analysts have lifted their fair value price target for New York Times stock to $95.00 from $93.60, reflecting updated models after recent research reports cited Q1 results and refreshed assumptions for discount rates, revenue, profit margins and future P/E levels. Analyst Commentary Street research has turned more constructive on New York Times stock, with several bullish analysts revisiting their models after the Q1 report and adjusting fair value assumptions for revenue, margins and P/E levels.
Mise à jour du récit • May 15

NYT: Higher Margin Assumptions Will Support Stronger Future Earnings Power

The analyst fair value estimate for New York Times has increased from $70.75 to $84.00. Analysts cite updated assumptions around profit margins and P/E, along with a series of recent price target increases from major research firms, as key reasons for the change.
Article d’analyse • May 14

Shareholders Will Be Pleased With The Quality of New York Times' (NYSE:NYT) Earnings

Even though The New York Times Company's ( NYSE:NYT ) recent earnings release was robust, the market didn't seem to...
Mise à jour du récit • Apr 29

NYT: Future Earnings Power Will Rely On Digital Subscriptions And Buybacks

The analyst price target for New York Times has shifted modestly higher to $93.60 from $92.17, with analysts pointing to updated assumptions for revenue growth, profit margins, and future P/E as key drivers of the change. Analyst Commentary Recent Street research around New York Times has centered on how updated assumptions for revenue growth, profitability, and future P/E feed into valuation.
Mise à jour du récit • Apr 15

NYT: Future Earnings Power Seen Supported By Advertising Partnership And Buybacks

Analysts have raised New York Times' fair value estimate from $81.00 to $92.17, reflecting updated views on revenue growth assumptions, profit margin expectations, and a higher future P/E multiple following a series of recent price target increases across the Street. Analyst Commentary Recent Street research has tilted constructive on New York Times, with several bullish analysts lifting price targets and aligning with a higher fair value framework.
Mise à jour du récit • Mar 31

NYT: Future Returns Will Depend On Sustaining High P/E Amid Execution Risks

Analysts have raised their blended price target for New York Times by $17, citing modestly higher assumed revenue growth and profit margins, along with a slightly lower future P/E multiple in updated models. Analyst Commentary Recent Street research on New York Times has centered on adjustments to price targets rather than sweeping changes in ratings, with multiple firms, including JPMorgan, revisiting their assumptions.
Mise à jour du récit • Mar 17

NYT: Elevated Revenue And Margin Assumptions Will Restrain Future Share Returns

Analysts have lifted their average price targets on The New York Times by mid single digit amounts in recent research, pointing to updated assumptions for revenue growth, profit margins, and a slightly lower future P/E multiple as key drivers of the new $70.75 fair value estimate. Analyst Commentary Recent Street research has focused on how updated revenue and margin assumptions feed into a higher fair value for The New York Times, with several firms lifting price targets by low to mid single digit dollar amounts.
Mise à jour du récit • Mar 03

NYT: Future Returns Will Depend On Maintaining Rich P/E Assumptions

Analysts have raised their fair value estimate for New York Times to $60.00 from $55.00, citing updated assumptions about revenue growth, profit margins, and future P/E that are consistent with recent price target increases from several research firms. Analyst Commentary The latest Street research around New York Times centers on a cluster of price target revisions, including updates from JPMorgan and several other firms.
Mise à jour du récit • Feb 17

NYT: Higher Revenue Assumptions And Ad Partnership Will Shape Future Returns

The updated analyst price target for New York Times has increased to $70.75 from $66.88, as analysts incorporate slightly higher revenue growth assumptions, a modest adjustment to the discount rate, a small change in profit margin expectations, and a higher future P/E multiple. Analyst Commentary Recent Street research on New York Times points to a cluster of price target increases, with several firms revising their models at roughly the same time.
Mise à jour du récit • Feb 03

NYT: Fair Outlook Anchored By Subscription Momentum And Buyback Activity

Narrative Update: New Analyst View on New York Times The implied fair value estimate for New York Times has moved from US$70 to US$81, as analysts factor in updated Street targets and recent research citing sustained subscriber and engagement trends, higher revenue forecasts for 2025 and 2026, and a higher future P/E framework. Analyst Commentary Bullish analysts are leaning into a more constructive view on New York Times, reflected in higher price targets and supportive commentary around the subscription model and revenue outlook.
Mise à jour du récit • Jan 20

NYT: Future Upside Will Depend On Sustained Subscriber Monetization Execution

Narrative Update on New York Times The analyst fair value estimate for New York Times has moved from US$52.00 to US$55.00. This change is supported by analysts highlighting strong recent quarters, a long runway for subscriber and engagement growth, improved monetization, and higher revenue forecasts for 2025 and 2026.
Mise à jour du récit • Jan 05

NYT: Visual Journalism Expansion And Subscription Durability Will Shape Future Returns

The analyst price target for New York Times has been raised from US$65.75 to US$66.88, as analysts point to recent research highlighting stronger net adds, solid financial results, and higher revenue forecasts for 2025 and 2026 as support for a slightly higher assumed future P/E multiple. Analyst Commentary Bullish analysts are tying their higher price targets to what they see as a solid blend of user growth, engagement, and revenue visibility, which they view as constructive for New York Times' valuation over the next few years.
Mise à jour du récit • Dec 21

NYT Visual Media Push And Subscription Durability Will Shape Future Returns

Analysts have nudged their price target on New York Times higher, lifting fair value by approximately $0.75 to about $65.75 as they factor in stronger long term revenue growth and sustained subscriber momentum, reflected in raised 2025 and 2026 forecasts. Analyst Commentary Analyst commentary on New York Times remains broadly constructive, with recent target increases reflecting confidence in the company’s ability to execute on its long term growth strategy.
Mise à jour du récit • Dec 07

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.
Mise à jour du récit • Nov 22

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.
Mise à jour du récit • Nov 07

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.
Article d’analyse • Sep 16

Returns Are Gaining Momentum At New York Times (NYSE:NYT)

There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
Mise à jour du récit • Sep 04

Trusted Journalism And Digital Subscriptions Will Expand Global Reach

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.
Article d’analyse • Sep 02

If EPS Growth Is Important To You, New York Times (NYSE:NYT) Presents An Opportunity

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Seeking Alpha • Apr 28

New York Times: Upgrading To Hold Amid Improving Valuation

Summary Shares of The New York Times Company have returned 12% since my Sell recommendation on December 14, 2023, underperforming the S&P 500's 17% return. The company has delivered solid business performance, driven by continued growth of its digital business. NYT is poised to benefit from a busy news cycle and has minimal exposure to tariffs. The stock's valuation premium relative to the broader market has significantly declined. I am upgrading the stock to Hold as I view the risk/reward as fairly balanced at current levels. Read the full article on Seeking Alpha
Seeking Alpha • Feb 09

The New York Times: This Storied Brand Is Decaying (Rating Downgrade)

Summary The New York Times faces significant risks, including declining willingness to pay for news, limited pricing power, union issues, and partisan shifts. Q4 results showed slight revenue growth but missed expectations, with weak ad performance, despite the election cycle. Despite some ARPU growth and margin improvements, the sustainability of profitability is questionable due to temporary election bumps and rising costs. At 24x FY25 P/E with only single-digit EPS growth expected, The New York Times stock is overvalued. Downgrading to a sell rating. Read the full article on Seeking Alpha
Seeking Alpha • Dec 30

New York Times: Good Times Now, But Can They Last?

Summary The New York Times has seen its share price rise ~10% this year, owing to strong digital subscriber trends. Be cautious of subscriber trends decaying after this year's election cycle bumps fade. At the same time, The New York Times faces sharp inflation in costs. It recently settled with its tech workers' union to provide an 8.25% wage increase. Given the high valuation (>25x P/E) and profitability risks, I recommend steering clear of NYT stock and investing elsewhere. Read the full article on Seeking Alpha
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Nouveau récit • Nov 10

Revitalised Digital Strategy And Lifestyle Focus Propel Subscription Growth And Profit Expansion

New York Times' focus on subscriber engagement and app redesign aims to boost revenue through higher ARPU and diversified revenue streams.
Seeking Alpha • Oct 16

The New York Times Company: Secular Risks Undermine Huge Valuation

Summary Shares of The New York Times have jumped in the mid-teens this year on strong subscriber trends. A portion of the current subscriber strength may fade when the election cycle ends, leading to heightened sub churn. In the longer run, I continue to view legacy media as troubled. More people turn to free news sources from social media instead of paying for true news. NYT stock already trades at a risky 27x forward P/E multiple. I'm reiterating my neutral rating and recommending locking in gains soon. Read the full article on Seeking Alpha

Prévisions de croissance des bénéfices et des revenus

NYSE:NYT - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/20283,5195225706145
12/31/20273,3194875866328
12/31/20263,0984375656068
3/31/20262,874382542578N/A
12/31/20252,798344551584N/A
9/30/20252,722338537572N/A
6/30/20252,661320455490N/A
3/31/20252,601303425457N/A
12/31/20242,559294381411N/A
9/30/20242,509280368395N/A
6/30/20242,467269348374N/A
3/31/20242,433250340363N/A
12/31/20232,399232338361N/A
9/30/20232,389193264290N/A
6/30/20232,338176226254N/A
3/31/20232,302192182216N/A
12/31/20222,279174114151N/A
9/25/20222,207173106145N/A
6/26/20222,168191136175N/A
3/27/20222,111184185222N/A
12/26/20212,048220234269N/A
9/26/20211,963160272301N/A
6/27/20211,881139262290N/A
3/28/20211,786108266292N/A
12/27/20201,755100263298N/A
9/27/20201,753158233275N/A
6/28/20201,753141201244N/A
3/29/20201,786143N/A204N/A
12/29/20191,781140N/A190N/A
9/29/20191,778127N/A162N/A
6/30/20191,767136N/A143N/A
3/31/20191,748134N/A164N/A
12/30/20181,726126N/A157N/A
9/30/20181,70914N/A55N/A
7/1/20181,67921N/A65N/A
4/1/20181,67313N/A74N/A
12/31/20171,6595N/A87N/A
9/24/20171,601101N/A166N/A
6/25/20171,58469N/A163N/A
3/26/20171,55453N/A146N/A
12/25/20161,53831N/A104N/A
9/25/20161,54344N/A153N/A
6/26/20161,54753N/A150N/A
3/27/20161,55869N/A152N/A
12/27/20151,56263N/A179N/A
9/27/20151,57947N/A152N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de NYT ( 11.6% par an) est supérieure au taux d'épargne ( 3.5% ).

Bénéfices vs marché: Les bénéfices de NYT ( 11.6% par an) devraient croître plus lentement que le marché US ( 16.5% par an).

Croissance élevée des bénéfices: Les bénéfices de NYT devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de NYT ( 5.9% par an) devrait croître plus lentement que le marché de US ( 12.7% par an).

Croissance élevée des revenus: Le chiffre d'affaires de NYT ( 5.9% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de NYT devrait être élevé dans 3 ans ( 22.8 %)

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/08/04 21:56
Cours de l'action en fin de journée2026/08/04 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

The New York Times Company est couverte par 17 analystes. 8 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
null nullArgus Research Company
Kannan VenkateshwarBarclays
Edward AtorinoBenchmark Company