NYT Earnings

NYT reported its earnings on 2026-02-04, showcasing a revenue of 802.31M against an estimate of 790.22M, resulting in a 1.53% surprise. The EPS was 0.89, surpassing the expected 0.88 by 1.14%. The stock experienced a -6.34% price change on the earnings day and a -4.92% change over the next five days, reflecting market reactions to the results.

Following NYT's earnings announcement on 2026-02-04, the stock price moved by -6.34% on the day of the release. Over the subsequent five days, it saw a -4.92% change. Historically, NYT's stock price tends to shift by an average of -0.96% in the 10 days leading up to earnings and 2.74% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate NYT's annual revenue to reach 697.45M, while the EPS is projected at 0.46. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between NYT's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, NYT's stock price typically moves by -0.96% in the 10 days before its earnings and 2.74% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 0.46 and revenue of 697.45M.

The earnings call reflects strong digital advertising growth and a robust free cash flow generation, which are positive indicators. The Q&A reveals effective strategies for subscription growth and shareholder returns, with continued investments in video journalism and AI. Despite some uncertainties in cost trajectory and AI litigation, the overall sentiment leans positive with optimistic guidance and strategic initiatives likely to drive stock price upward.