New York Times Co reaches 52-week high amid sector rotation
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jul 28 2025
0mins
Should l Buy NYT?
Source: 4
The New York Times Co saw a price increase of 3.00%, reaching a 52-week high. This movement occurs in the context of a broader market decline, with the Nasdaq-100 down 1.40% and the S&P 500 down 0.83%.
The stock's rise is attributed to sector rotation, as investors shift their focus towards companies with strong fundamentals, despite the overall market weakness. The recent performance of the New York Times Co reflects a growing interest in its business model and financial health, which may be appealing to investors looking for stability in turbulent market conditions.
This upward movement could indicate a positive outlook for the company, suggesting that investors are confident in its ability to navigate current challenges and capitalize on future opportunities.
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Analyst Views on NYT
Wall Street analysts forecast NYT stock price to fall
6 Analyst Rating
4 Buy
2 Hold
0 Sell
Moderate Buy
Current: 74.030
Low
55.00
Averages
69.33
High
81.00
Current: 74.030
Low
55.00
Averages
69.33
High
81.00
About NYT
The New York Times Company is a global media organization that includes newspapers, digital and print products, and related businesses. It is focused on creating, collecting, and distributing news and information that helps the audience understand and engage with the world. The Company's news product, The New York Times (The Times) is available on mobile applications, on its Website (NYTimes.com) and as a printed newspaper, and with associated content such as podcasts. The Company's interest-specific products include The Athletic, Games, Cooking, and Audio (read-aloud audio service), which are available on mobile applications and Websites; and Wirecutter, an online review and recommendation product. Its other businesses include licensing operations; commercial printing operations; live events business; and other products and services under The Times brand. The Company’s Times’s print edition newspaper is published seven days a week in the United States.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Advertising Revenue Outlook: The New York Times expects total advertising revenue to grow at a low double-digit rate year-over-year in Q1, with digital-only subscription revenue projected to rise 14% to 17% and digital advertising revenue potentially increasing up to 20%, indicating strong business momentum.
- Strong Financial Performance: In Q4, The New York Times reported a 10.4% year-over-year increase in total revenue to $802 million, with digital subscription revenue up 13.9% and digital advertising revenue up 24.9%, showcasing its success in digital transformation.
- Strategic Investment Focus: As video content becomes increasingly important in news, the CFO of The New York Times stated that the company will continue to invest strategically in video journalism to enhance its market competitiveness and appeal.
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- Advertising Revenue Outlook: The New York Times expects total advertising revenue to grow at a low double-digit rate year-over-year in Q1, with digital-only subscription revenue projected to rise 14% to 17% and digital advertising revenue potentially increasing up to 20%, indicating strong business momentum.
- Strong Financial Performance: In Q4, The New York Times reported a 10.4% year-over-year increase in total revenue to $802 million, with digital subscription revenue up 13.9% and digital advertising revenue up 24.9%, showcasing its success in digital transformation.
- Strategic Investment Focus: As video content becomes increasingly important in news, the CFO of The New York Times stated that the company will continue to invest strategically in video journalism to enhance its market competitiveness and appeal.
See More
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- Portfolio Update: Berkshire Hathaway has initiated a stake in the New York Times during Q4, with the exact purchase timing unclear but likely led by Buffett, indicating ongoing interest in media assets.
- Stock Price Analysis: New York Times shares traded between $54.10 and $71.23 in Q4, closing at $69.42, reflecting steady gains over the last three months and market recognition of its digital transformation.
- Investment Return Status: Based on the quarter's low and high prices, Berkshire's total purchase cost ranged from $274,056,750.40 to $360,832,45.12, with the current position valued at $103,189,205.28, indicating a potential 7.3% increase.
- Future Outlook: The New York Times is set to release its annual report on February 28, which may provide further insights into its media strategy, and its consistent outperformance against analyst estimates could support Berkshire's stock price.
See More
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- Investment Guidance: By analyzing these super investors' trades, viewers can gain insights into potential investment opportunities, particularly on how to select suitable stocks in the current economic environment.
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- Billionaire Investor Moves: Berkshire Hathaway disclosed in a regulatory filing that it reduced its Apple stake in Q4 while establishing a position in the New York Times, leading to a more than 3% increase in the media company's shares during extended trading, indicating investor interest in the media sector.
- Netflix Financing Plan: Netflix secured $59 billion in financing from Wall Street banks to support its $72 billion acquisition of Warner Bros. Discovery, marking one of the largest loans in history and highlighting the consolidation trend in the streaming industry.
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- Cadence Design Systems Surge: Shares of Cadence Design Systems jumped 7% following better-than-expected results and guidance, enhancing its position in the semiconductor design software market and positively impacting its partner Nvidia.
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