NYT Earnings

NYT reported its earnings on 2026-05-06, showcasing a revenue of 712.24M against an estimate of 694.54M, resulting in a 2.55% surprise. The EPS was 0.61, surpassing the expected 0.49 by 24.49%. The stock experienced a 8.31% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following NYT's earnings announcement on 2026-05-06, the stock price moved by 8.31% on the day of the release. Over the subsequent five days, it saw a 0% change. Historically, NYT's stock price tends to shift by an average of -0.6% in the 10 days leading up to earnings and 1.91% in the 10 days following, providing insight into potential market.

For 2026/Q2, analysts estimate NYT's annual revenue to reach 738.94M, while the EPS is projected at 0.65. 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 -0.6% in the 10 days before its earnings and 1.91% in the 10 days after. For the upcoming 2026/Q2 earnings, analysts expect an EPS of 0.65 and revenue of 738.94M.

The earnings call reveals strong financial performance with record revenue growth, AOP margin expansion, and increased EPS. The Q&A highlights effective pricing strategies, strong digital advertising performance, and positive developments in video initiatives and AI licensing. While some uncertainties exist, such as the unpredictable ad business, the overall outlook is optimistic. The absence of clear guidance on The Athletic's impact and video monetization is a minor concern, but the positive financial metrics and strategic growth plans suggest a positive stock price movement in the short term.