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URLhttps://finance.yahoo.com/news/york-times-company-nyt-bull-132307125.html
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Meta TitleThe New York Times Company (NYT): A Bull Case Theory
Meta DescriptionWe came across a bullish thesis on The New York Times Company on Horizons Investing’s Substack by Cade. In this article, we will summarize the bulls’ thesis on NYT. The New York Times Company’s share was trading at $70.72 as of February 10th. NYT’s trailing and forward P/E were 33.84 and 27.17 respectively according to Yahoo Finance. The New York Times Company (NYT) […]
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We came across a bullish thesis on The New York Times Company on Horizons Investing’s Substack by  Cade. In this article, we will summarize the bulls’ thesis on NYT. The New York Times Company's share was trading at $70.72 as of February 10th. NYT’s trailing and forward P/E were 33.84 and 27.17 respectively according to Yahoo Finance. 10 AI News You Can’t Miss This Weekend Pixabay/Public Domain The New York Times Company (NYT) is a leading media and advertising firm, operating both a traditional newspaper and its digital platform, NYTimes.com, which includes subscription-based access to popular games like Wordle, Crossword, The Mini, and Spelling Bee. Under CEO Meredith A. Kopit Levien, who has led the company since 2020 after serving as COO and Chief Revenue Officer, NYT has focused on positioning itself as “the essential subscription for curious people,” blending high-quality journalism with engaging digital experiences. The company operates across three segments: Subscriptions, which accounts for nearly 70% of revenue through newspaper and Games access; Advertising, which contributes 20% from print and digital ads; and Other, generating the remaining 10% from product review sites, licensing, and commercial printing. NYT differentiates itself from competitors like the Washington Post and News Corp. with its compelling mix of intellectually stimulating games, a unique value proposition that drives subscriber growth. Financially, the company trades at around 31x trailing P/E and 25x forward P/E, with 18x trailing EV/EBITDA and 15x forward EV/EBITDA. It holds $600 million in cash, operating margins of 15%, and a steadily rising 1.1% dividend. Over the past five years, revenue has grown at a 10% CAGR, while diluted EPS has increased at 17% CAGR, with the company targeting 15 million subscribers. Risks include reliance on the Subscriptions segment and competition from free or more appealing content. However, NYT’s unique blend of news and games has created sticky demand, and while some growth may already be priced in, the company’s subscriber-focused model and innovative offerings continue to provide resilience and long-term upside potential. Previously, we covered a  bullish thesis  on BlackRock, Inc. (BLK) by Kroker Equity Research in February 2025, which highlighted the company’s diversified asset management platform, record net inflows, strategic acquisitions, and Aladdin® technology driving strong revenue growth. BLK’s stock price has appreciated by approximately 9.65% since our coverage. Cade shares a similar but emphasizes NYT’s subscription-driven media model, combining high-quality journalism with digital games to drive sticky demand and long-term subscriber growth. Weʼre unable to load stories right now.
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[![Insider Monkey](https://s.yimg.com/ny/api/res/1.2/ztUvb5bBfSnEzDduOrwWyA--/YXBwaWQ9aGlnaGxhbmRlcjt3PTEyNjtoPTQ4/https://s.yimg.com/os/creatr-uploaded-images/2020-12/d7df1000-34e4-11eb-b6ae-ac87660fe5ee)](http://www.insidermonkey.com/ "Insider Monkey") # The New York Times Company (NYT): A Bull Case Theory Ricardo Pillai Sat, February 28, 2026 at 2:23 PM GMT+1 3 min read In this article: We came across a [bullish thesis](https://horizonsinvesting.substack.com/p/the-new-york-times-company-nyt) on The New York Times Company on Horizons Investing’s Substack by Cade. In this article, we will summarize the bulls’ thesis on NYT. The New York Times Company's share was trading at \$70.72 as of February 10th. NYT’s trailing and forward P/E were 33.84 and 27.17 respectively according to Yahoo Finance. ![10 AI News You Can\&\#x002019;t Miss This Weekend](https://s.yimg.com/ny/api/res/1.2/hoVKxlA..dlojiLoCe87XQ--/YXBwaWQ9aGlnaGxhbmRlcjt3PTk2MDtoPTY0MA--/https://media.zenfs.com/en/insidermonkey.com/6ef9c4c75fd41d7b76e0d278c73e7b36) 10 AI News You Can’t Miss This Weekend Pixabay/Public Domain The New York Times Company (NYT) is a leading media and advertising firm, operating both a traditional newspaper and its digital platform, NYTimes.com, which includes subscription-based access to popular games like Wordle, Crossword, The Mini, and Spelling Bee. Under CEO Meredith A. Kopit Levien, who has led the company since 2020 after serving as COO and Chief Revenue Officer, NYT has focused on positioning itself as “the essential subscription for curious people,” blending high-quality journalism with engaging digital experiences. The company operates across three segments: Subscriptions, which accounts for nearly 70% of revenue through newspaper and Games access; Advertising, which contributes 20% from print and digital ads; and Other, generating the remaining 10% from product review sites, licensing, and commercial printing. NYT differentiates itself from competitors like the Washington Post and News Corp. with its compelling mix of intellectually stimulating games, a unique value proposition that drives subscriber growth. Financially, the company trades at around 31x trailing P/E and 25x forward P/E, with 18x trailing EV/EBITDA and 15x forward EV/EBITDA. It holds \$600 million in cash, operating margins of 15%, and a steadily rising 1.1% dividend. Over the past five years, revenue has grown at a 10% CAGR, while diluted EPS has increased at 17% CAGR, with the company targeting 15 million subscribers. Risks include reliance on the Subscriptions segment and competition from free or more appealing content. However, NYT’s unique blend of news and games has created sticky demand, and while some growth may already be priced in, the company’s subscriber-focused model and innovative offerings continue to provide resilience and long-term upside potential. Previously, we covered a [**bullish thesis**](https://www.insidermonkey.com/blog/blackrock-inc-blk-a-bull-case-theory-3-1448034/) on BlackRock, Inc. (BLK) by Kroker Equity Research in February 2025, which highlighted the company’s diversified asset management platform, record net inflows, strategic acquisitions, and Aladdin® technology driving strong revenue growth. BLK’s stock price has appreciated by approximately 9.65% since our coverage. Cade shares a similar but emphasizes NYT’s subscription-driven media model, combining high-quality journalism with digital games to drive sticky demand and long-term subscriber growth. Story Continues The New York Times Company is not on our list of the [**30 Most Popular Stocks Among Hedge Funds**](https://www.insidermonkey.com/blog/30-most-popular-stocks-among-hedge-funds-2024-q3-1415561/). As per our database, 45 hedge fund portfolios held NYT at the end of the third quarter which was 46 in the previous quarter. While we acknowledge the risk and potential of NYT as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than NYT and that has 10,000% upside potential, check out our report about this [**cheapest AI stock**](https://www.insidermonkey.com/blog/undervalued-ai-stock-poised-for-massive-gains-10000-upside-19/)**.** **READ NEXT:** [**30 Stocks That Should Double in 3 Years**](https://www.insidermonkey.com/blog/30-stocks-that-should-double-in-3-years-1518528/) **and** [**11 Hidden AI Stocks to Buy NOW**](https://www.insidermonkey.com/blog/11-hidden-ai-stocks-to-buy-right-now-1523411/) **Disclosure: None.** [Terms](https://guce.yahoo.com/terms?locale=en-US) and [Privacy Policy](https://guce.yahoo.com/privacy-policy?locale=en-US) [Privacy & Cookie Settings](https://guce.yahoo.com/privacy-settings?locale=en-US) [More Info](https://finance.yahoo.com/more-info) ## Recommended Stories Copyright © 2026 Yahoo. All rights reserved. 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We came across a [bullish thesis](https://horizonsinvesting.substack.com/p/the-new-york-times-company-nyt) on The New York Times Company on Horizons Investing’s Substack by Cade. In this article, we will summarize the bulls’ thesis on NYT. The New York Times Company's share was trading at \$70.72 as of February 10th. NYT’s trailing and forward P/E were 33.84 and 27.17 respectively according to Yahoo Finance. ![10 AI News You Can\&\#x002019;t Miss This Weekend](https://s.yimg.com/ny/api/res/1.2/hoVKxlA..dlojiLoCe87XQ--/YXBwaWQ9aGlnaGxhbmRlcjt3PTk2MDtoPTY0MA--/https://media.zenfs.com/en/insidermonkey.com/6ef9c4c75fd41d7b76e0d278c73e7b36) 10 AI News You Can’t Miss This Weekend Pixabay/Public Domain The New York Times Company (NYT) is a leading media and advertising firm, operating both a traditional newspaper and its digital platform, NYTimes.com, which includes subscription-based access to popular games like Wordle, Crossword, The Mini, and Spelling Bee. Under CEO Meredith A. Kopit Levien, who has led the company since 2020 after serving as COO and Chief Revenue Officer, NYT has focused on positioning itself as “the essential subscription for curious people,” blending high-quality journalism with engaging digital experiences. The company operates across three segments: Subscriptions, which accounts for nearly 70% of revenue through newspaper and Games access; Advertising, which contributes 20% from print and digital ads; and Other, generating the remaining 10% from product review sites, licensing, and commercial printing. NYT differentiates itself from competitors like the Washington Post and News Corp. with its compelling mix of intellectually stimulating games, a unique value proposition that drives subscriber growth. Financially, the company trades at around 31x trailing P/E and 25x forward P/E, with 18x trailing EV/EBITDA and 15x forward EV/EBITDA. It holds \$600 million in cash, operating margins of 15%, and a steadily rising 1.1% dividend. Over the past five years, revenue has grown at a 10% CAGR, while diluted EPS has increased at 17% CAGR, with the company targeting 15 million subscribers. Risks include reliance on the Subscriptions segment and competition from free or more appealing content. However, NYT’s unique blend of news and games has created sticky demand, and while some growth may already be priced in, the company’s subscriber-focused model and innovative offerings continue to provide resilience and long-term upside potential. Previously, we covered a [**bullish thesis**](https://www.insidermonkey.com/blog/blackrock-inc-blk-a-bull-case-theory-3-1448034/) on BlackRock, Inc. (BLK) by Kroker Equity Research in February 2025, which highlighted the company’s diversified asset management platform, record net inflows, strategic acquisitions, and Aladdin® technology driving strong revenue growth. BLK’s stock price has appreciated by approximately 9.65% since our coverage. Cade shares a similar but emphasizes NYT’s subscription-driven media model, combining high-quality journalism with digital games to drive sticky demand and long-term subscriber growth.
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AuthorRicardo Pillai
Publish Time2026-02-28 13:23:07 (1 month ago)
Original Publish Time2026-02-28 13:23:07 (1 month ago)
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