USA TODAY Co., Inc.

NYSE:TDAY Stock Report

Market Cap: US$1.0b

USA TODAY Future Growth

Future criteria checks 4/6

USA TODAY's revenue is forecast to decline at 1.7% per annum while its annual earnings are expected to grow at 44.3% per year. EPS is expected to grow by 34.1% per annum. Return on equity is forecast to be 31.6% in 3 years.

Key information

44.3%

Earnings growth rate

34.08%

EPS growth rate

Media earnings growth33.5%
Revenue growth rate-1.7%
Future return on equity31.57%
Analyst coverage

Low

Last updated06 May 2026

Recent future growth updates

Recent updates

Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Seeking Alpha • Dec 02

USA Today: Google Lawsuit Catalyst Is Real, But The Turnaround Isn't Here Yet

Summary USA Today core business fundamentals are weak, with digital revenue contraction and no clear turnaround inflection. Shifts in consumer behavior, including zero-click search, are reducing traffic and challenging publishers’ business models. Valuation has expanded, lowering the margin of safety, despite continued deleveraging and cost reductions. Licensing agreements may support digital growth, but their financial impact remains unproven. Google litigation provides meaningful legal optionality, yet weak fundamentals and uncertain timing justify a Hold rating. Read the full article on Seeking Alpha
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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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New Narrative • 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.
Analysis Article • 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...
Analysis Article • 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
Analysis Article • 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...
Analysis Article • 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
Analysis Article • 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
Analysis Article • 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
Analysis Article • 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...
Analysis Article • 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...

Earnings and Revenue Growth Forecasts

NYSE:TDAY - Analysts future estimates and past financials data (USD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/20282,182159N/AN/A2
12/31/20272,184641261645
12/31/20262,206491171405
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

Analyst Future Growth Forecasts

Earnings vs Savings Rate: TDAY's forecast earnings growth (44.3% per year) is above the savings rate (3.5%).

Earnings vs Market: TDAY's earnings (44.3% per year) are forecast to grow faster than the US market (16.4% per year).

High Growth Earnings: TDAY's earnings are expected to grow significantly over the next 3 years.

Revenue vs Market: TDAY's revenue is expected to decline over the next 3 years (-1.7% per year).

High Growth Revenue: TDAY's revenue is forecast to decline over the next 3 years (-1.7% per year).

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: TDAY's Return on Equity is forecast to be high in 3 years time (31.6%)

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/07 20:18
End of Day Share Price 2026/05/07 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

USA TODAY Co., Inc. is covered by 10 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Jason BazinetCitigroup Inc
Matthew CondonCitizens JMP Securities, LLC
Andrew BooneCitizens JMP Securities, LLC