USA TODAY Co., Inc.

NYSE:TDAY 株式レポート

時価総額：US$1.1b

USA TODAY 将来の成長

Future 基準チェック /46

USA TODAYの収益は年間1.7%で減少すると予測されていますが、年間利益は年間44.3%で増加すると予測されています。EPS は年間 増加すると予測されています。自己資本利益率は 3 年後に31.6% 34.1%なると予測されています。

主要情報

44.3%

収益成長率

34.08%

EPS成長率

Media 収益成長37.7%
収益成長率-1.7%
将来の株主資本利益率31.57%
アナリストカバレッジ

Good

最終更新日14 May 2026

今後の成長に関する最新情報

Recent updates

Seeking Alpha • May 18

USA Today: A Strong Quarter Can't Mask Lasting Concerns

Summary USA Today’s Q1 2026 earnings show margin improvement and declining leverage, but not enough to warrant optimism. Digital revenue exhibits growth, but not enough to offset persistent declines in legacy print advertising. Structural challenges from audience migration to the web continue to undermine long-term sustainability. Despite short-term progress, legacy media headwinds remain a critical concern for future performance. Read the full article on Seeking Alpha
ナラティブの更新 • May 14

TDAY: Digital Mix Shift And AI Licensing Will Support Measured Upside Potential

Analysts have raised the USA Today stock price target to a range of $6.75 to $8, reflecting updated views on its shift toward higher margin digital revenue, cost reduction efforts, and potential benefits from recent partnerships and legal developments. Analyst Commentary Recent research updates show a mixed but generally constructive tone around USA TODAY, with higher price targets reflecting shifting views on its digital pivot, cost actions, and balance sheet trajectory.
ナラティブの更新 • Apr 24

TDAY: Meta AI Licensing And Digital Shift Will Support Higher Margin Revenues

Narrative update on USA Today analyst price target The consensus analyst price target for USA Today has moved higher by a few dollars, into a range that now reflects expectations for growing digital revenue contributions, monetization of its 179M monthly unique visitors, cost reductions of about $100m, progress on asset sales, and potential balance sheet improvement tied to its Google lawsuit and AI licensing agreements. Analyst Commentary Recent research updates show price targets moving higher into a mid single digit range, with analysts highlighting both upside drivers and execution risks as USA Today accelerates its shift toward digital revenue and works through its cost reduction and asset sale plans.
ナラティブの更新 • Apr 10

TDAY: Meta AI Licensing Will Support Higher Margin Digital And AI Revenues

Analysts have raised their average price target for USA TODAY by $0.17, pointing to factors such as the ongoing shift toward higher margin digital revenue, progress on cost reductions and debt paydown, and potential upside from advertising, subscriptions, DMS launches, AI licensing, and the Google lawsuit. Analyst Commentary Recent research updates highlight a mix of optimism and caution around USA TODAY, with higher price targets reflecting both confidence in the digital transition and awareness of execution risks.
ナラティブの更新 • Mar 26

TDAY: Meta AI Licensing Will Drive Higher Margin Digital Revenue Shift

Narrative Update: USA Today Analyst Price Target Shift The consensus analyst price target for USA Today has moved higher to reflect a fair value estimate near $8.04 per share. Analysts cite the ongoing shift toward higher margin digital revenue, expected benefits from cost reductions and asset sales, and potential upside from AI licensing and legal outcomes as key factors behind the recent price target increases to $6.75 and $8.
ナラティブの更新 • Mar 11

TDAY: Meta AI Licensing And Digital Shift Will Shape Future Upside

Analysts have lifted their average fair value estimate for USA TODAY to about $7.93 from $7.12, citing growing confidence in the shift toward higher margin digital revenue, cost reduction efforts, and new monetization channels such as AI licensing deals and digital advertising. Analyst Commentary Recent research points to a more constructive stance on USA TODAY, with bullish analysts highlighting progress on the digital mix, cost actions, and new revenue streams as key inputs into higher fair value estimates.
ナラティブの更新 • Feb 25

TDAY: Meta Content Partnership And Higher Future P/E Will Shape Upside Potential

Analysts lifted their price target on USA TODAY by $1, citing updated fair value and P/E assumptions that reflect a slightly lower discount rate, modestly different revenue and margin expectations, and a higher future P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts see the updated fair value and P/E assumptions as support for a slightly higher price target, suggesting they view the current valuation as leaving some room for upside if execution aligns with their models.
ナラティブの更新 • Feb 10

TDAY: Legal Upside And Margin Execution Will Shape Future Balance

Analysts have nudged their fair value estimate for USA TODAY up to $6.40 from $6.22, citing updated models that reflect recent Q3 inputs, a modestly lower discount rate, slightly weaker projected revenue growth, improved profit margin assumptions, and a reduced future P/E multiple in line with the latest Street research. Analyst Commentary Recent Street research on USA TODAY and its parent, Gannett, offers a mixed picture that hinges on how you view legal upside, execution on profitability, and valuation reset after Q3.
ナラティブの更新 • Jan 26

TDAY: Google Case Optionality And Name Change Will Shape Future Balance

Narrative Update Analysts have lifted their price target on Gannett to US$5.10 from US$4.30, citing updated models following Q3 results and assigning a 50% probability that the company secures a US$230m award in its case against Google as a key factor behind the higher valuation range. Analyst Commentary Recent Street research around USA TODAY parent Gannett focuses heavily on how the ongoing case against Google feeds into the valuation range, alongside updated assumptions after Q3 results.
ナラティブの更新 • Jan 12

TDAY: Legal Case And Name Change Will Shape Balanced Outlook

Narrative Update Analysts have raised their fair value estimate for Gannett shares from $5.76 to $6.22. The change reflects updated assumptions on the discount rate, profitability, and a modeled 50% probability that the company receives a $230 million award in its case against Google.
分析記事 • Nov 25

USA TODAY Co., Inc. (NYSE:TDAY) Surges 25% Yet Its Low P/S Is No Reason For Excitement

USA TODAY Co., Inc. ( NYSE:TDAY ) shares have had a really impressive month, gaining 25% after a shaky period...
分析記事 • Nov 07

Gannett's (NYSE:GCI) Profits May Be Overstating Its True Earnings Potential

Following the release of a positive earnings report recently, Gannett Co., Inc.'s ( NYSE:GCI ) stock performed well...
分析記事 • Nov 02

Gannett Co., Inc. (NYSE:GCI) Just Reported Third-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?

The investors in Gannett Co., Inc. 's ( NYSE:GCI ) will be rubbing their hands together with glee today, after the...
分析記事 • Oct 10

Gannett Co., Inc.'s (NYSE:GCI) Prospects Need A Boost To Lift Shares

With a price-to-sales (or "P/S") ratio of 0.2x Gannett Co., Inc. ( NYSE:GCI ) may be sending bullish signals at the...
分析記事 • Aug 04

Gannett Co., Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Investors in Gannett Co., Inc. ( NYSE:GCI ) had a good week, as its shares rose 6.9% to close at US$4.02 following the...
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新しいナラティブ • Aug 03

AI Deals And Snowflake Partnerships Will Drive Gains Amid Risks

AI partnerships and digital initiatives are fueling new revenue streams, improved ad targeting, and operational efficiency, driving stronger margins and reduced costs.
分析記事 • Jul 19

Gannett's (NYSE:GCI) Returns Have Hit A Wall

If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...
分析記事 • May 08

Gannett's (NYSE:GCI) Earnings Might Be Weaker Than You Think

Solid profit numbers didn't seem to be enough to please Gannett Co., Inc.'s ( NYSE:GCI ) shareholders. Our analysis has...
Seeking Alpha • Mar 30

Gannett Co., Inc.: A Deep Value Turnaround With Hidden Optionality

Summary Gannett is a business on the right track, currently offered by Mr. Market at a depressed valuation with attractive optionality and multiple catalysts. They are in the middle of turning the business into digital, which could eventually lead to multiple expansion. Gannett is involved in an ongoing legal case against Google which, depending on the outcome, could result in a meaningful cash inflow. There is also potential to unlock a new revenue stream by licensing their content to AI companies. The primary risk for investors is the current debt level, despite a significant reduction in current years. However, the fact that debtholder owns 8% of common shares speaks for itself. Read the full article on Seeking Alpha
分析記事 • Mar 09

Benign Growth For Gannett Co., Inc. (NYSE:GCI) Underpins Stock's 26% Plummet

Unfortunately for some shareholders, the Gannett Co., Inc. ( NYSE:GCI ) share price has dived 26% in the last thirty...
分析記事 • Jan 23

Gannett (NYSE:GCI) Seems To Be Using A Lot Of Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Seeking Alpha • Jan 20

Gannett: Digitization Efforts Already Priced In

Summary Gannett has successfully transitioned to a digital media company, but intense competition and high leverage limit further upside potential. I think future profitability is challenged by lower barriers to entry and more difficulty monetizing news. Gannett's leverage at 1.76x EBITDA and upcoming debt refinancing in 2026-2027 at higher interest rates pose significant financial risks. Shares are a hold with a fair value estimate of $6. Read the full article on Seeking Alpha
分析記事 • Oct 10

Gannett Co., Inc. (NYSE:GCI) Stock Catapults 31% Though Its Price And Business Still Lag The Industry

Gannett Co., Inc. ( NYSE:GCI ) shareholders would be excited to see that the share price has had a great month, posting...
Seeking Alpha • Sep 23

After Summer Surge, Gannett No Longer Seems To Be A Value Buy

Summary Gannett surged since February, but now trades at a premium with a price/book ratio of 2.91, up from 0.93. The company still faces profitability issues despite increasing digital revenue and beating Q2 estimates by 11¢. Key risks include the ability to replace traditional revenue with digital and refinancing long-term debt due in 2026-2027. Gannett is no longer a bargain; I rate it a firm hold, monitoring debt refinancing and digital revenue growth. Read the full article on Seeking Alpha
分析記事 • Aug 27

Is Gannett (NYSE:GCI) Using Too Much Debt?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Seeking Alpha • Jul 02

Gannett Digital Revenue On The Rise, But No Profits Yet

Summary Gannett is adapting to new technologies, to increase digital revenue and offset print losses. The company is making progress towards reaching an inflection point where digital revenue surpasses print losses. Despite displaying red ink, Gannett shows promise in driving new growth, but investors need to be patient. Read the full article on Seeking Alpha
分析記事 • Jun 11

Gannett Co., Inc.'s (NYSE:GCI) Shares Bounce 33% But Its Business Still Trails The Industry

Despite an already strong run, Gannett Co., Inc. ( NYSE:GCI ) shares have been powering on, with a gain of 33% in the...
分析記事 • Mar 22

Gannett Co., Inc.'s (NYSE:GCI) Price Is Right But Growth Is Lacking

Gannett Co., Inc.'s ( NYSE:GCI ) price-to-sales (or "P/S") ratio of 0.1x might make it look like a buy right now...

業績と収益の成長予測

NYSE:TDAY - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20282,189159N/AN/A2
12/31/20272,178641301655
12/31/20262,201491451536
3/31/20262,2792960110N/A
12/31/20252,302263114N/A
9/30/20252,339962880N/A
6/30/20252,3901164399N/A
3/31/20252,4455151101N/A
12/31/20242,509-2651100N/A
9/30/20242,557-11467112N/A
6/30/20242,598-965599N/A
3/31/20242,630-12368110N/A
12/31/20232,664-285695N/A
9/30/20232,725284281N/A
6/30/20232,790-245392N/A
3/31/20232,866-65-2815N/A
12/31/20222,945-78-541N/A
9/30/20223,041-133-2127N/A
6/30/20223,123-64-1037N/A
3/31/20223,17945699N/A
12/31/20213,208-13588127N/A
9/30/20213,257-23582117N/A
6/30/20213,271-28195126N/A
3/31/20213,234-7332859N/A
12/31/20203,406-6702158N/A
9/30/20203,229-643-341N/A
6/30/20202,792-631-39-7N/A
3/31/20202,429-1912954N/A
12/31/20191,868-120N/A26N/A
9/29/20191,585-11N/A136N/A
6/30/20191,5881N/A110N/A
3/31/20191,57310N/A123N/A
12/30/20181,52618N/A110N/A
9/30/20181,50431N/A102N/A
7/1/20181,44135N/A118N/A
4/1/20181,3752N/A111N/A
12/31/20171,342-1N/A111N/A
9/24/20171,281-13N/A112N/A
6/25/20171,271-8N/A117N/A
3/26/20171,26323N/A107N/A
12/25/20161,25532N/A95N/A
9/25/20161,25574N/A78N/A
6/26/20161,26177N/A95N/A
3/27/20161,24579N/A100N/A
12/27/20151,19668N/A115N/A
9/27/20151,04923N/A122N/A
6/28/201590212N/A89N/A

アナリストによる今後の成長予測

収入対貯蓄率: TDAYの予測収益成長率 (年間44.3% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: TDAYの収益 ( 44.3% ) はUS市場 ( 16.8% ) よりも速いペースで成長すると予測されています。

高成長収益: TDAYの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: TDAYの収益は今後 3 年間で減少すると予想されています (年間-1.7% )。

高い収益成長: TDAYの収益は今後 3 年間で減少すると予測されています (年間-1.7% )。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: TDAYの 自己資本利益率 は、3年後には高くなると予測されています ( 31.6 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/20 18:25
終値2026/05/20 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

USA TODAY Co., Inc. 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。10

アナリスト機関
Jason BazinetCitigroup Inc
Matthew CondonCitizens JMP Securities, LLC
Andrew BooneCitizens JMP Securities, LLC