Gannett Reports Q4 2025 Earnings with Loss

Written by Emily J. Thompson, Senior Investment Analyst

Source: seekingalpha

Updated: Feb 26 2026

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TDAY+0.46%

Should l Buy TDAY?

Source: seekingalpha

Earnings Loss: Gannett reported a GAAP EPS of -$0.21 for Q4 2025, indicating significant challenges in profitability that could undermine investor confidence moving forward.
Revenue Performance: The company generated $585 million in revenue during the fourth quarter, which, while showing some growth, failed to offset the losses, highlighting pressures from intensified market competition and declining advertising revenues.
Market Reaction: Following the earnings report revealing losses, Gannett's stock price may face downward pressure, prompting investors to closely monitor the company's future profitability and strategic adjustments in the market.
Legal Lawsuit Impact: The ongoing lawsuit against Google is viewed as a significant catalyst; although no immediate turnaround is evident, it may have long-term implications for Gannett's market position and business model.

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Analyst Views on TDAY

Wall Street analysts forecast TDAY stock price to fall

2 Analyst Rating

1 Buy

1 Hold

0 Sell

Moderate Buy

Current: 6.510

Low

5.10

Averages

5.55

High

6.00

Current: 6.510

Low

5.10

Averages

5.55

High

6.00

Citizens

Outperform

maintain

$6 -> $8

2026-02-27

Reason

Citizens

Price Target

$6 -> $8

AI Analysis

2026-02-27

maintain

Outperform

Reason

Citizens raised the firm's price target on USA Today (TDAY) to $8 from $6 and keeps an Outperform rating on the shares. USA Today is accelerating its shift from print to digital, with digital expected to exceed 50% of revenue in 2026, and its 179M average monthly unique visitors offering meaningful monetization upside through digital advertising, subscriptions, DMS launches, and AI licensing agreements, including a major deal with Meta (META), the analyst tells investors in a research note. With asset sales nearing completion, a $100M cost reduction plan supporting stronger free cash flow and debt paydown, and progress in its lawsuit against Google (GOOGL) potentially aiding further deleveraging, shares appear positioned for continued upside from improved monetization and reduced leverage, the firm says.

Rosenblatt

Buy

initiated

$10

2026-02-12

Reason

Rosenblatt

Price Target

$10

2026-02-12

initiated

Buy

Reason

Rosenblatt initiated coverage of USA Today (TDAY) with a Buy rating and $10 price target. The local newspaper company and namesake national newspaper and digital news site is "on the cusp" of Google (GOOGL) and AI-driven paydays that "can be material for its market cap," the analyst tells investors.

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About TDAY

USA TODAY Co., Inc., formerly Gannett Co., Inc., is a diversified media company. It is focused on media and digital marketing solutions. Its diverse portfolio includes LocaliQ, a suite of digital business and marketing solutions, and USA TODAY NETWORK Ventures, which is the media-owned events business in the country. Through its brands, including the USA TODAY NETWORK, comprised of the national publication, USA TODAY, and local media organizations, including its network of local properties, in the United States, and Newsquest, a wholly owned subsidiary operating in the United Kingdom, it provides essential journalism, local content, and digital experiences to audiences and businesses. Its digital marketing solutions brand, LocaliQ, supports small and medium-sized businesses with digital marketing products and solutions.

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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Celebrating Women: The 2026 USA TODAY Women of the Year honorees represent a diverse array of industries, including technology, music, and sports, showcasing their disruptive influence and inspirational roles across various fields.
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USA TODAY Co. Reports Strong Q4 2025 Earnings with Record Digital Revenue

Feb 27 2026seekingalpha

Strong Financial Performance: USA TODAY reported adjusted EBITDA exceeding $90 million in Q4 2025, reflecting a 17% year-over-year increase and a margin expansion of 300 basis points to 16%, marking the highest level in five years and indicating significant improvement in financial health.
Digital Revenue Milestone: Digital revenues accounted for over 47% of total revenues, reaching an all-time high, with expectations to exceed 50% in 2026, which not only reflects the company's success in digital transformation but also lays a solid foundation for future revenue growth.
AI Licensing Agreements Progress: The multi-year partnership with Meta represents the largest AI licensing deal to date, expected to positively impact adjusted EBITDA and further drive digital revenue growth, showcasing the company's strategic positioning in the AI sector.
Debt Management Optimization: The company ended the year with a cash balance of $90.2 million and repaid $136 million in long-term debt, reducing First Lien Net Leverage to 2.4x, demonstrating ongoing efforts in financial stability and risk management.