Even if a company is profitable, it doesn’t always mean it’s a great investment. Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.

Berkshire Hathaway boosted its stake in Alphabet by about 80% to 106 million shares in the second quarter.

The New York Times reported double-digit revenue growth in Q2, outpacing Wall Street’s expectations, yet the market’s negative reaction reflected investor concerns over rising costs and margin pressures. Management attributed performance to strong digital subscription gains, robust advertising demand, and expansion of video content. CEO Meredith Kopit Levien emphasized that “substantial progress against all of our priorities” was achieved, with digital-only subscription revenues and advertising

Digital subscriptions hit 12.8 million as advertising revenue surged 20.7%.

Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover.

Users who encounter an AI summary click on an actual link to a third-party site just 8% of the time, according to a recent Pew Research study.

New York Times (NYSE:NYT) reported second-quarter revenue growth across subscriptions, advertising and affiliate licensing, while executives highlighted investments in video, product development and journalism as central to the company’s long-term strategy. Chief Executive Officer Meredith Kopit Le

In the second quarter of 2026, The New York Times Company reported revenue of US$762.46 million and net income of US$93.42 million, while also completing a US$110.48 million share repurchase program covering 1,488,255 shares announced in February 2025. The combination of higher year-on-year earnings per share and a fully executed buyback adds emphasis to how management is balancing digital investment with direct capital returns to shareholders. Now we’ll examine how this earnings strength,...

NYT's second-quarter results show digital strength, rising revenue and ad gains, while moderating subscriber growth highlights the challenges ahead.

NYT shares fell 12.8% in one month as digital strength, pricing power and valuation concerns shape the debate on weakness.

NYT's digital growth, pricing power and subscription ecosystem support its long-term case, but slower additions and costs raise timing concerns.

NYT's Q2 earnings beat estimates as digital subscriptions, higher ARPU and rising digital ads fueled revenue growth.

The New York Times reported higher profit and revenue for the second quarter, but its shares tumbled 13% as the company forecast slower subscriber growth in the current quarter. The company said it added about 280,000 net digital-only subscribers from the prior quarter, its smallest sequential increase in a year. It reported about 12.8 million in digital-only subscribers at the end of the quarter, and nearly 13.4 million total subscribers.

The company adds 280,000 net new digital subscribers and sees digital advertising jump 21%, while navigating platform traffic headwinds and investing in video for long-term growth.

Subscriber additions weakened despite an unusually active news cycle, increasing concern about declining search referrals.

Wall Street is treating The New York Times more like a SaaS company than a news business. That could be a problem.

Moby summary of The New York Times Company's Q2 2026 earnings call

While the top- and bottom-line numbers for New York Times (NYT) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

New York Times (NYT) delivered earnings and revenue surprises of +2.99% and +1.94%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

The company said it added about 280,000 net digital-only subscribers in the second quarter, compared with roughly 310,000 net digital subscribers the previous quarter. Shares fell 9% premarket, putting the stock on course for its biggest drop in more than a year.

Newspaper and digital media company The New York Times (NYSE:NYT) reported Q2 CY2026 results topping the market’s revenue expectations, with sales up 11.2% year on year to $762.5 million. Its non-GAAP profit of $0.69 per share was 3.6% above analysts’ consensus estimates.

NYT's Q2 results are likely to test whether digital subscriptions and advertising growth can offset print declines and rising operating costs.

New York Times stock has delivered a strong 92.3% return over the past three years, yet the valuation picture is split, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to upside while market multiples suggest the shares already trade at a premium. Over the past three years, New York Times has returned 92.3%, which puts extra focus on whether recent gains are supported by fundamentals. Investor views on press freedom and legal risks, highlighted again by the company’s...

New York Times stock reacts to recent performance metrics New York Times (NYT) stock recently drew attention after delivering a 44.9% total return over the past year, alongside revenue of US$2.87b and net income of US$382.35m. This has prompted closer scrutiny from investors. See our latest analysis for New York Times. At a share price of US$74.89, New York Times has seen a 7.26% year to date share price return and a 44.91% total shareholder return over the past year. This contrasts with a...

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New York Times reporter Julian E. Barnes was watching “The Sheep Detectives” with his family one recent Friday night when two federal agents rang his doorbell. Days before, he had helped to write articles about security concerns involving a jet gifted to the U.S. by the Qatari government that was being used as Air Force One. Now, standing on the landing outside his door, the agents served him a subpoena demanding he testify before a federal grand jury.

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NYT, COCO and HRL stand out as defensive consumer staples picks as market volatility, inflation fears and rising oil prices weigh on stocks.

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The reporters had worked on stories about security concerns involving a jet gifted to the U.S. by the Qatari government that was being used as Air Force One.

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Recently, investors reacted to concerns about The New York Times Company’s underwhelming subscriber growth, weak operating margins, and an anticipated decline in free cash flow margin, raising questions about the efficiency of its current business model. This combination of softer subscriber momentum and pressure on profitability suggests the company may be forced to choose between price cuts and higher product investment, each with different implications for future returns. Next, we’ll...

New York Times (NYT) is under closer investor scrutiny after concerns were raised about weak subscriber growth, pressured operating margins, and expectations for lower free cash flow margins affecting the stock’s risk and reward profile. See our latest analysis for New York Times. At a share price of $75.93, New York Times has seen its 1 day share price decline 1.02%, while the 1 year total shareholder return of 44.14% and 3 year total shareholder return of 93.08% point to momentum that has...

New York Times stock has delivered a strong 93.1% return over the last three years, yet the valuation picture is mixed, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to upside while market based multiples indicate the shares screen as expensive. A 93.1% return over three years sets a high bar for New York Times, so fresh buyers need to think carefully about how much future growth is already reflected in the price. Expectations that the company can keep converting its...

The New York Times has followed the market’s trajectory closely, rising in tandem with the S&P 500 over the past six months. The stock has climbed by 9.2% to $76.73 per share while the index has gained 11.4%.

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Several reporters were subpoenaed to appear before a grand jury following reporting on security concerns with the Qatari-gifted jet used as Air Force One.

Consumer stocks were mixed late Monday afternoon, with the State Street Consumer Staples Select Sect

Consumer stocks were mixed Monday afternoon, with the State Street Consumer Staples Select Sector SP