Bally's Shares Decline Following Approval of New York City Casino Plan; $115 Million Debt to Trump Looms.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 01 2025
0mins
Should l Buy NYT?
Source: Barron's
New York City's Casino Expansion: New York City is progressing towards the establishment of three new casinos.
Donald Trump's Involvement: President Donald Trump is highlighted as a significant beneficiary of this casino expansion initiative.
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Analyst Views on NYT
Wall Street analysts forecast NYT stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for NYT is 69.33 USD with a low forecast of 55.00 USD and a high forecast of 81.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
6 Analyst Rating
4 Buy
2 Hold
0 Sell
Moderate Buy
Current: 69.110
Low
55.00
Averages
69.33
High
81.00
Current: 69.110
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.
The New York Times Q4 2025 Earnings Highlights
- Subscriber Growth: In 2025, The New York Times added 1.4 million digital subscribers, reaching a total of 12.8 million, which brings the company closer to its goal of 15 million subscribers, showcasing its success in digital transformation.
- Revenue and Profit Increase: The company achieved over $2 billion in digital revenue for the first time, with adjusted operating profit growing over 20% and margins expanding to 19.5%, indicating the effectiveness of its diversified revenue strategy.
- Strong Advertising Revenue: Digital advertising revenue increased by 25% year-over-year, while total advertising revenue rose by 16%, reflecting a recovery in the advertising market and laying a solid foundation for future revenue growth.
- Positive Outlook: For 2026, digital subscription revenues are expected to grow by 14% to 17%, and total subscription revenues by 9% to 11%, with management expressing confidence in sustained revenue and profit growth despite rising cost challenges.
See More
NEW YORK TIMES STOCK FALLS 17.5% FOLLOWING Q4 REPORT
- Stock Performance: New York Times shares have decreased by 17.5% following the release of their Q4 results.
- Financial Results Impact: The decline in stock price reflects investor reactions to the company's financial performance and outlook.
See More
Washington Post Cuts One-Third of Staff Amid Financial Struggles
- Massive Layoffs: The Washington Post announced layoffs affecting over 300 employees, representing one-third of its workforce, while closing or reducing several sections, including sports and local news, highlighting the severe financial pressures the company faces during its transformation.
- Failure to Meet Reader Needs: The company stated that the newspaper has failed to meet readers' needs, struggling to maintain financial health in a rapidly changing media environment, reflecting the deep crisis facing the traditional news industry.
- Negative Stock Reaction: Following the layoff announcement, shares of the New York Times fell over 6%, as investors expressed concerns about high costs associated with the pivot to video, indicating a pessimistic outlook for the future of traditional media.
- Damaged Brand Image: Former executive editor Marty Baron criticized Bezos's decisions, calling this one of the darkest days in the paper's history, and pointed out that Bezos's efforts to align with political interests have severely damaged the brand's reputation.
See More
Washington Post Layoffs Spark Widespread Criticism
- Massive Layoff Impact: The Washington Post's decision to lay off one-third of its staff, affecting international, editing, metro, and sports desks, is regarded as one of the darkest events in modern journalism, highlighting the company's significant challenges in addressing declining readership and revenue.
- Bezos Under Fire: Jeff Bezos, the owner of the Post, faces widespread criticism for his aggressive brand of capitalism, particularly in light of his spending on a $75 million documentary and lavish personal expenses, raising questions about the justification for such extensive layoffs.
- Severe Criticism from Former Executives: Former executive editor Martin Baron stated that the layoffs exacerbate the ongoing decline of print media and criticized Bezos's management decisions as leading to self-inflicted brand destruction, further alienating journalists and readers alike.
- Political Ramifications: Following Bezos's resignation as Amazon's CEO in 2021, the layoffs and management decisions at the Post could significantly influence its reporting direction in the upcoming 2024 presidential election, especially regarding its relationship with former President Trump.
See More
New York Times Earnings Beat Expectations but Shares Drop
- Earnings Beat: The New York Times reported earnings per share of $0.89, slightly exceeding the consensus estimate of $0.87, with revenue of $802.3 million surpassing expectations of $791.02 million; however, the stock dropped nearly 10%, indicating a negative market reaction.
- Subscriber Growth: The company added approximately 450,000 net digital-only subscribers in the quarter, bringing the total to 12.78 million, yet despite strong user growth, the market's response was negative, reflecting investor concerns about future growth prospects.
- Subscription Revenue Increase: Total subscription revenues rose 9.4% to $510.5 million, with digital-only revenues increasing 13.9% to $381.5 million, showcasing the success of bundle and multiproduct sales, although print subscription revenues fell 2.0% to $129.0 million, indicating challenges in traditional business.
- Advertising Revenue Growth: Fourth-quarter advertising revenues increased 16.1% to $191.7 million, with digital advertising revenues up 24.9% to $147.2 million; despite print advertising revenues declining 5.8% to $44.4 million, the overall growth in advertising revenue provided support for the company.
See More
New York Times Q3 2025 Earnings Exceed Expectations
- Strong Earnings Report: The New York Times Company reported a non-GAAP EPS of $0.89 for Q3 2025, exceeding market expectations by $0.01, indicating robust performance in both advertising and subscription revenues, which boosts investor confidence.
- Revenue Growth: Total revenue for the third quarter reached $802.3 million, surpassing expectations by $10.75 million, reflecting the company's successful digital transformation and further solidifying its leadership position in the media industry.
- Market Outlook: With the recovery of the advertising market and an increase in user subscriptions, the New York Times anticipates continued growth in the coming quarters, providing more investment opportunities and strategic development space for the company.
- Increased Investor Confidence: The positive performance in this earnings report not only enhances market confidence in the New York Times but may also prompt analysts to reassess its stock ratings, potentially driving the stock price higher.
See More
The New York Times Q4 2025 Earnings Highlights
- Subscriber Growth: In 2025, The New York Times added 1.4 million digital subscribers, reaching a total of 12.8 million, which brings the company closer to its goal of 15 million subscribers, showcasing its success in digital transformation.
- Revenue and Profit Increase: The company achieved over $2 billion in digital revenue for the first time, with adjusted operating profit growing over 20% and margins expanding to 19.5%, indicating the effectiveness of its diversified revenue strategy.
- Strong Advertising Revenue: Digital advertising revenue increased by 25% year-over-year, while total advertising revenue rose by 16%, reflecting a recovery in the advertising market and laying a solid foundation for future revenue growth.
- Positive Outlook: For 2026, digital subscription revenues are expected to grow by 14% to 17%, and total subscription revenues by 9% to 11%, with management expressing confidence in sustained revenue and profit growth despite rising cost challenges.
See More
NEW YORK TIMES STOCK FALLS 17.5% FOLLOWING Q4 REPORT
- Stock Performance: New York Times shares have decreased by 17.5% following the release of their Q4 results.
- Financial Results Impact: The decline in stock price reflects investor reactions to the company's financial performance and outlook.
See More
Washington Post Cuts One-Third of Staff Amid Financial Struggles
- Massive Layoffs: The Washington Post announced layoffs affecting over 300 employees, representing one-third of its workforce, while closing or reducing several sections, including sports and local news, highlighting the severe financial pressures the company faces during its transformation.
- Failure to Meet Reader Needs: The company stated that the newspaper has failed to meet readers' needs, struggling to maintain financial health in a rapidly changing media environment, reflecting the deep crisis facing the traditional news industry.
- Negative Stock Reaction: Following the layoff announcement, shares of the New York Times fell over 6%, as investors expressed concerns about high costs associated with the pivot to video, indicating a pessimistic outlook for the future of traditional media.
- Damaged Brand Image: Former executive editor Marty Baron criticized Bezos's decisions, calling this one of the darkest days in the paper's history, and pointed out that Bezos's efforts to align with political interests have severely damaged the brand's reputation.
See More
Washington Post Layoffs Spark Widespread Criticism
- Massive Layoff Impact: The Washington Post's decision to lay off one-third of its staff, affecting international, editing, metro, and sports desks, is regarded as one of the darkest events in modern journalism, highlighting the company's significant challenges in addressing declining readership and revenue.
- Bezos Under Fire: Jeff Bezos, the owner of the Post, faces widespread criticism for his aggressive brand of capitalism, particularly in light of his spending on a $75 million documentary and lavish personal expenses, raising questions about the justification for such extensive layoffs.
- Severe Criticism from Former Executives: Former executive editor Martin Baron stated that the layoffs exacerbate the ongoing decline of print media and criticized Bezos's management decisions as leading to self-inflicted brand destruction, further alienating journalists and readers alike.
- Political Ramifications: Following Bezos's resignation as Amazon's CEO in 2021, the layoffs and management decisions at the Post could significantly influence its reporting direction in the upcoming 2024 presidential election, especially regarding its relationship with former President Trump.
See More
New York Times Earnings Beat Expectations but Shares Drop
- Earnings Beat: The New York Times reported earnings per share of $0.89, slightly exceeding the consensus estimate of $0.87, with revenue of $802.3 million surpassing expectations of $791.02 million; however, the stock dropped nearly 10%, indicating a negative market reaction.
- Subscriber Growth: The company added approximately 450,000 net digital-only subscribers in the quarter, bringing the total to 12.78 million, yet despite strong user growth, the market's response was negative, reflecting investor concerns about future growth prospects.
- Subscription Revenue Increase: Total subscription revenues rose 9.4% to $510.5 million, with digital-only revenues increasing 13.9% to $381.5 million, showcasing the success of bundle and multiproduct sales, although print subscription revenues fell 2.0% to $129.0 million, indicating challenges in traditional business.
- Advertising Revenue Growth: Fourth-quarter advertising revenues increased 16.1% to $191.7 million, with digital advertising revenues up 24.9% to $147.2 million; despite print advertising revenues declining 5.8% to $44.4 million, the overall growth in advertising revenue provided support for the company.
See More
New York Times Q3 2025 Earnings Exceed Expectations
- Strong Earnings Report: The New York Times Company reported a non-GAAP EPS of $0.89 for Q3 2025, exceeding market expectations by $0.01, indicating robust performance in both advertising and subscription revenues, which boosts investor confidence.
- Revenue Growth: Total revenue for the third quarter reached $802.3 million, surpassing expectations by $10.75 million, reflecting the company's successful digital transformation and further solidifying its leadership position in the media industry.
- Market Outlook: With the recovery of the advertising market and an increase in user subscriptions, the New York Times anticipates continued growth in the coming quarters, providing more investment opportunities and strategic development space for the company.
- Increased Investor Confidence: The positive performance in this earnings report not only enhances market confidence in the New York Times but may also prompt analysts to reassess its stock ratings, potentially driving the stock price higher.
See More
