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USA TODAY Co., Inc. Stock Price

NYSE:TDAY Community·US$942.8m Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 7 Fair Values set on narratives written by author

TDAY Share Price Performance

US$6.47
2.44 (60.55%)
US$8.51
Fair Value
US$6.47
2.44 (60.55%)
24.0% undervalued intrinsic discount
US$8.51
Fair Value
Price US$6.47
AnalystConsensusTarget US$8.51
AnalystLowTarget US$5.00
AnalystHighTarget US$10.00

TDAY Community Narratives

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Fair Value US$8.51 24.0% undervalued intrinsic discount

AI Deals And Snowflake Partnerships Will Drive Gains Amid Risks

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Fair Value US$5 29.4% overvalued intrinsic discount

AI Licensing Dependence And Margin Pressure Will Limit Long Term Earnings Potential

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Fair Value US$10 35.3% undervalued intrinsic discount

AI Licensing And Digital Expansion Will Drive A Stronger Long Term Outlook

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US$10
35.3% undervalued intrinsic discount
Revenue
-1.33% p.a.
Profit Margin
5.61%
Future PE
16.06x
Price in 2029
US$12.68
US$5
29.4% overvalued intrinsic discount
Revenue
-3.41% p.a.
Profit Margin
5.9%
Future PE
8.13x
Price in 2029
US$6.34
US$8.51
24.0% undervalued intrinsic discount
Revenue
-2.48% p.a.
Profit Margin
4.54%
Future PE
17.5x
Price in 2029
US$10.81

Trending Discussion

No trending discussion available.

Updated Narratives

TDAY logo

TDAY: Digital Revenue Shift Will Support Higher Earnings Visibility

Fair Value: US$10 35.3% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
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TDAY: Neutral Stance Will Persist As Profit Margins Drive Overvaluation

Fair Value: US$5 29.4% overvalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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TDAY: Richer P/E View And Digital Initiatives Will Support Balanced Upside Potential

Fair Value: US$8.51 24.0% undervalued intrinsic discount
3 users have set this as their fair value
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Snowflake Analysis

Undervalued with reasonable growth potential.

0 Risks
3 Rewards

USA TODAY Co., Inc. Key Details

US$2.2b

Revenue

US$1.4b

Cost of Revenue

US$880.5m

Gross Profit

US$920.7m

Other Expenses

-US$40.3m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-0.28
39.47%
-1.81%
620.0%
View Full Analysis

About TDAY

Founded
1906
Employees
9500
CEO
Michael Reed
WebsiteView website
www.usatodayco.com

USA TODAY Co., Inc. operates as a media and digital marketing solutions company in the United States. It operates through three segments: Domestic Gannett Media, Newsquest, and Digital Marketing Solutions. The company’s print offerings include home delivery on a subscription basis; single copy; and non-daily publications, such as shoppers and niche publications. It also provides digital-only subscription, including local media brands, USA TODAY NETWORK community events platform, magazines, sports, and games; and E-newspapers; and digital advertising and marketing services. In addition, the company offers digital news and media brands; daily and weekly newspapers; digital advertising and marketing products and solutions under the LocaliQ brand; cloud-based platform that offers a suite of products and solutions for marketing automation, AI-driven advertising optimization, and customizable reporting; commercial printing and distribution arrangements services; and prints commercial materials, including flyers, business cards, and invitations. USA TODAY Co., Inc. was formerly known as Gannett Co., Inc. and changed its name to USA TODAY Co., Inc. in October 2025. The company was founded in 1906 and is headquartered in Pittsford, New York.

Recent TDAY News & Updates

Seeking Alpha Aug 13

USA Today: Turnaround Stalls, Litigation Option Gains Value

Summary The bull thesis for USA Today has two legs: a turnaround in the underlying business and a favorable outcome from the Google antitrust lawsuit. The turnaround leg remains weak, as digital advertising and marketing are declining, while subscription growth is primarily driven by higher ARPU. AI and licensing provide the clearest potential growth driver, but licensing remains small and unpredictable, making a near-term operating inflection unlikely. The lawsuit has become increasingly important: liability has largely been established, the focus has shifted to damages, and a favorable outcome could generate substantial upside. I view USA Today stock as a hold: the weak operating business limits conviction, but the increasingly valuable Google litigation option provides meaningful upside while we wait. Read the full article on Seeking Alpha

Recent updates

No updates