The latest earnings release from New York Times (NYT) grabbed attention after the company reported higher revenue and net income for the third quarter. This highlighted ongoing operational momentum and improved profitability compared to last year.
See our latest analysis for New York Times.
Following a wave of upbeat financials, New York Times has seen its share price rally by nearly 14% over the past month and gain more than 22% year-to-date. Recent momentum is building on last week’s solid earnings report and a steady pace of share repurchases. The company has delivered a one-year total shareholder return of 24% and an impressive 87% over the past three years.
If New York Times’ strong run has you curious about other compelling companies, now is a great moment to broaden your search and discover fast growing stocks with high insider ownership
With shares riding high on strong results and steady buybacks, the key question now is whether New York Times stock still offers value or if the market has already accounted for its future growth potential.
Market expectations and the narrative’s fair value estimate are now almost identical. The last close price reflects the latest upward shift in analyst forecasts. This alignment puts the spotlight on the assumptions driving a “just right” valuation and hints at deeper drivers for future moves.
“Bullish analysts highlight the company’s strong quarterly performance across both net subscriber additions and financial metrics. This suggests effective execution in growing its user base and revenues.”
What’s powering this equilibrium? There is a blend of optimistic revenue and profit margin projections, plus discount rate tweaks that few expected. Discover which critical future profit multiples could tip the scales, and see why consensus is hanging in the balance right now.
Result: Fair Value of $63.50 (ABOUT RIGHT)
Have a read of the narrative in full and understand what’s behind the forecasts.
However, shifts in digital referral traffic and intensifying content competition could present challenges for the New York Times in maintaining its subscriber and revenue growth.
Find out about the key risks to this New York Times narrative.
While the current market price lines up closely with analyst fair value estimates, our SWS DCF model offers a different perspective. It suggests New York Times is trading about 24% below its intrinsic value, indicating the shares could be significantly undervalued at current levels.
Look into how the SWS DCF model arrives at its fair value.
NYT Discounted Cash Flow as at Nov 2025
Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out New York Times for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 905 undervalued stocks based on their cash flows. If you save a screener we even alert you when new companies match – so you never miss a potential opportunity.
If you see things differently or want to dig into the numbers firsthand, you can shape your own perspective in just a few minutes. Do it your way
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.
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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.
Companies discussed in this article include NYT.
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