New York Times (NYT) Is Up 7.7% After Third Quarter Revenue and Profit Jump—What's Changed?

• The New York Times Company recently reported strong third quarter 2025 results, with revenue rising to US$700.82 million from US$640.18 million a year earlier and net income increasing to US$81.65 million from US$64.14 million.
• These earnings reflect significant year-over-year growth and underline the company’s robust performance in both revenue and profitability for the period ending September 30, 2025.
• We’ll examine how this robust quarterly earnings result affects New York Times’ outlook for digital subscription momentum and profitability.

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New York Times Investment Narrative Recap

To own shares of the New York Times Company, you need to believe its focus on subscriber growth and product innovation will outpace the risks posed by generative AI platforms and shifting content distribution. The strong Q3 2025 results reinforce the short-term momentum in digital subscriptions and earnings, but these gains do not materially alter the underlying challenge from technology-driven traffic declines, which remains a significant concern for future growth.

Among recent announcements, the update on the ongoing share buyback program stands out, New York Times repurchased over 693,000 shares for US$39.39 million this past quarter. While this signals confidence in the company’s prospects and may support the share price, it does not directly address the short-term catalyst of digital subscription momentum that drives long-term value for shareholders.

However, investors should be aware that even as earnings climb, the risk of audience erosion from AI-driven content aggregation remains…

Read the full narrative on New York Times (it's free!)

New York Times' outlook projects $3.2 billion in revenue and $487.8 million in earnings by 2028. This implies a 6.7% annual revenue growth rate and a $167.4 million increase in earnings from the current $320.4 million.

Uncover how New York Times' forecasts yield a $63.50 fair value, a 4% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members shared three fair value estimates for NYT, ranging from US$44.95 to US$87.59 per share. While some see upside, the ongoing risk of platforms reducing referral traffic may shape how future performance matches those expectations.

Explore 3 other fair value estimates on New York Times - why the stock might be worth as much as 43% more than the current price!

Build Your Own New York Times Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your New York Times research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
• Our free New York Times research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate New York Times' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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