The New York Times Company

NYSE:NYT 주식 리포트

시가총액: US$12.2b

New York Times 향후 성장

Future 기준 점검 2/6

New York Times (는) 각각 연간 11.6% 및 5.7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 12.4% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 22.8% 로 예상됩니다.

핵심 정보

9.1%

이익 성장률

10.28%

EPS 성장률

Media 이익 성장20.7%
매출 성장률4.6%
향후 자기자본이익률22.79%
애널리스트 커버리지

Good

마지막 업데이트05 Aug 2026

최근 향후 성장 업데이트

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
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
분석 기사 • 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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새로운 내러티브 • 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

이익 및 매출 성장 예측

NYSE:NYT - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
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
6/28/20201,753141N/A244N/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

애널리스트 향후 성장 전망

수입 대 저축률: NYT 의 연간 예상 수익 증가율(11.6%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: NYT 의 연간 수익(11.6%)이 US 시장(16.7%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: NYT 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: NYT 의 수익(연간 5.7%)이 US 시장(연간 12.8%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: NYT 의 수익(연간 5.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: NYT의 자본 수익률은 3년 후 22.8%로 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/08/05 22:12
종가2026/08/05 00:00
수익2026/06/30
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

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산업 및 섹터 지표

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분석가 소스

The New York Times Company는 17명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
null nullArgus Research Company
Kannan VenkateshwarBarclays
Edward AtorinoBenchmark Company