New York Times Company (The)

For Immediate Release
Chicago, IL – August 19, 2025 – The stocks in this week’s article are The New York Times Co. NYT, Dillard's, Inc. DDS, Newmont Corp. NEM and Frontdoor, Inc. FTDR.
Add These 4 Top-Performing Liquid Stocks to Boost Portfolio Returns
Liquidity indicates a company’s capability to meet debt obligations by converting its assets into liquid cash and equivalents. A company with adequate liquidity always has the potential to deliver higher returns, as stable financial resources can drive business growth.
Investors may want to consider adding four top-ranked stocks, such as The New York Times Co., Dillard's, Inc., Newmont Corp. and Frontdoor, Inc. to their portfolio to boost returns.
However, one should be careful about investing in a stock with a high liquidity level. High liquidity may also indicate that the company is unable to utilize its assets effectively. Besides sufficient cash in hand, an investor might also consider a company’s capital deployment abilities before investing in the stock. A healthy company with favorable liquidity may prove to be a profitable pick.
Hence, one may consider a company’s efficiency level in addition to its liquidity while identifying prospective winners. A balanced assessment of both liquidity and efficiency can help identify truly promising investment opportunities.
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Current Ratio: It measures current assets relative to current liabilities. The ratio gauges a company’s potential to meet short- and long-term debt obligations. A current ratio — the working capital ratio — below 1 indicates that the company has more liabilities than assets. A high current ratio does not always suggest that the company is in good financial shape. It may also indicate that the firm failed to utilize its assets significantly. Hence, a range of 1-3 is considered ideal.
Quick Ratio: Unlike the current ratio, the quick ratio — the “acid-test ratio” or “quick assets ratio” — indicates a company’s ability to pay short-term obligations. It considers inventory, excluding current assets, relative to current liabilities. A quick ratio of more than 1 is desirable, like the current ratio.
Cash Ratio: This is the most conservative ratio among the three, considering cash and cash equivalents and invested funds relative to current liabilities. It measures a company’s ability to meet existing debt obligations using the most liquid assets. Though a cash ratio of more than 1 may suggest sound financials, a higher number may indicate inefficiency in cash utilization.
A ratio greater than 1 is always desirable, but may not always represent a company’s financial condition.
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The New York Times Company is a diversified media company comprising newspapers, Internet businesses and other investments. It is capitalizing on its multi-platform strategy to drive digital growth, broaden audience engagement and diversify revenue streams. Expansion into lifestyle categories such as Cooking, Games and Sports, supported by bundled subscription offerings, is deepening customer relationships and boosting retention.
NYT recently reported second-quarter 2025 results. The company's adjusted earnings per share were 58 cents, which surpassed the Zacks Consensus Estimate of 50 cents and increased from the year-ago adjusted earnings of 45 cents. Total revenues of $685.9 million came ahead of the Zacks Consensus Estimate of $669 million and increased 9.7% year over year.
NYT added approximately 230,000 net digital-only subscribers in the quarter under review compared with the end of the preceding quarter, propelled by multiple products across its portfolio. NYT’s digital-only average revenue per user (ARPU) increased to an impressive $9.64 in the second quarter from $9.34 in the year-ago period. This rise in ARPU can be attributed to subscribers transitioning from promotional pricing to higher rate plans and price hikes for certain tenured subscribers.
The Zacks Consensus Estimate for NYT’s 2025 bottom line is pinned at $2.28 per share, unchanged in the past seven days. The company has a Growth Score of B and a trailing four-quarter earnings surprise of 12.1%, on average.
Dillard's is a large departmental store chain featuring fashion apparel and home furnishings. As of Aug 14, 2025, DDS operated 272 Dillard’s stores, including 28 clearance stores, across 30 states.
DDS recently reported second-quarter 2025 results wherein net sales came in at $1.5 billion, up 1.6% year over year. Both total retail sales (which excludes CDI) and comparable store sales inched up 1%. The strong performing categories were juniors’ and children’s apparel and ladies’ accessories and lingerie while home and furniture was the weakest performing category.
Dillard’s reported adjusted earnings per share of $4.66, which topped the Zacks Consensus Estimate by 23% and grew 1.5% year over year.
The Zacks Consensus Estimate for DDS’ 2025 earnings is pegged at $30.47 per share, unchanged in the past seven days. The company has a Growth Score of A and a trailing four-quarter earnings surprise of 24.04%, on average.
Newmont Corporation is one of the world's largest producers of gold with several active mines in Nevada, Peru, Australia and Ghana. The company is the only gold producer listed on the S&P 500 Index. It also produces copper, silver, zinc and lead.
Newmont continues to invest in growth projects and remains focused on driving shareholder value. The company is pursuing several projects, including Tanami Expansion 2 in Australia, the Ahafo North expansion in Ghana and Cadia Panel Caves in Australia. Newmont also remains committed to divestingnon-core businesses as it shifts its strategic focus to Tier 1 assets. In April 2025, Newmont completed the sale of its Akyem operation in Ghana and its Porcupine operation in Canada, successfully executing its divestiture program announced in February 2024. The acquisition of Newcrest is expected to generate significant synergies.
Newmont's revenues for the second quarter were roughly $5.32 billion, up 20.8% from the prior-year quarter. The figure topped the Zacks Consensus Estimate of $4.58 billion. The increase in the top line was primarily due to higher year-over-year realized gold prices. Barring one-time items, adjusted earnings were $1.43 per share, up from 72 cents reported in the prior-year quarter. It topped the Zacks Consensus Estimate of $1.04 per share.
The Zacks Consensus Estimate for 2025 earnings is pegged at $5.27 per share, unchanged in the past seven days. NEM has a Growth Score of B and a trailing four-quarter earnings surprise of 32.82%, on average.
Frontdoor is the parent company of home service plan brands like American Home Shield, HSA, Landmark and OneGuard. Based in Memphis, TN, this company provides home warranties in the United States.
FTDR is gaining from its focus on new and innovative ways to boost demand for services, and the relaunch of the American Home Shield brand is a significant component of this strategy. The company’s continued emphasis on growing its member base, particularly in the DTC channel, has been driving growth.
In the last reported quarter, revenues came in at $617 million, up 14% year over year. The uptick was driven by a 2% increase in price and 12% higher volume. The higher volume was driven by the 2-10 acquisition. Real estate revenues increased 21%. Further, the number of first-year Direct-to-Consumer home warranties was 2.09 million, up 7% year over year. Gross margin expanded 130 basis points to 58%.
The Zacks Consensus Estimate for 2025 earnings is pegged at $3.90 per share, up 9 cents in the past seven days. FTDR has a Growth Score of A and a trailing four-quarter earnings surprise of 66.4%, on average.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Zacks.com featured highlights The New York Times, Dillard's, Newmont and Frontdoor

The DividendRank formula at Dividend Channel ranks a coverage universe of thousands of dividend stocks, according to a proprietary formula designed to identify those stocks that combine two important characteristics — strong fundamentals and a valuation that looks inexpensive. New York Times Co. (Symbol: NYT) presently has an above average rank, in the top 50% of the coverage universe, which suggests it is among the top most "interesting" ideas that merit further research by investors.
But making New York Times Co. an even more interesting and timely stock to look at, is the fact that in trading on Thursday, shares of NYT entered into oversold territory, changing hands as low as $52.22 per share. We define oversold territory using the Relative Strength Index, or RSI, which is a technical analysis indicator used to measure momentum on a scale of zero to 100. A stock is considered to be oversold if the RSI reading falls below 30. In the case of New York Times Co., the RSI reading has hit 29.6 — by comparison, the universe of dividend stocks covered by Dividend Channel currently has an average RSI of 55.7. A falling stock price — all else being equal — creates a better opportunity for dividend investors to capture a higher yield. Indeed, NYT's recent annualized dividend of 0.72/share (currently paid in quarterly installments) works out to an annual yield of 1.36% based upon the recent $52.81 share price.
A bullish investor could look at NYT's 29.6 RSI reading today as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. Among the fundamental datapoints dividend investors should investigate to decide if they are bullish on NYT is its dividend history. In general, dividends are not always predictable; but, looking at the history chart below can help in judging whether the most recent dividend is likely to continue.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Relative Strength Alert For New York Times

Investors in New York Times Co. (Symbol: NYT) saw new options become available today, for the December 19th expiration. One of the key data points that goes into the price an option buyer is willing to pay, is the time value, so with 205 days until expiration the newly available contracts represent a possible opportunity for sellers of puts or calls to achieve a higher premium than would be available for the contracts with a closer expiration. At Stock Options Channel, our YieldBoost formula has looked up and down the NYT options chain for the new December 19th contracts and identified one put and one call contract of particular interest.
The put contract at the $50.00 strike price has a current bid of 60 cents. If an investor was to sell-to-open that put contract, they are committing to purchase the stock at $50.00, but will also collect the premium, putting the cost basis of the shares at $49.40 (before broker commissions). To an investor already interested in purchasing shares of NYT, that could represent an attractive alternative to paying $55.27/share today.
Because the $50.00 strike represents an approximate 10% discount to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the put contract would expire worthless. The current analytical data (including greeks and implied greeks) suggest the current odds of that happening are 74%. Stock Options Channel will track those odds over time to see how they change, publishing a chart of those numbers on our website under the contract detail page for this contract. Should the contract expire worthless, the premium would represent a 1.20% return on the cash commitment, or 2.14% annualized — at Stock Options Channel we call this the YieldBoost.
Below is a chart showing the trailing twelve month trading history for New York Times Co., and highlighting in green where the $50.00 strike is located relative to that history:
Turning to the calls side of the option chain, the call contract at the $65.00 strike price has a current bid of 20 cents. If an investor was to purchase shares of NYT stock at the current price level of $55.27/share, and then sell-to-open that call contract as a "covered call," they are committing to sell the stock at $65.00. Considering the call seller will also collect the premium, that would drive a total return (excluding dividends, if any) of 17.97% if the stock gets called away at the December 19th expiration (before broker commissions). Of course, a lot of upside could potentially be left on the table if NYT shares really soar, which is why looking at the trailing twelve month trading history for New York Times Co., as well as studying the business fundamentals becomes important. Below is a chart showing NYT's trailing twelve month trading history, with the $65.00 strike highlighted in red:
Considering the fact that the $65.00 strike represents an approximate 18% premium to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the covered call contract would expire worthless, in which case the investor would keep both their shares of stock and the premium collected. The current analytical data (including greeks and implied greeks) suggest the current odds of that happening are 73%. On our website under the contract detail page for this contract, Stock Options Channel will track those odds over time to see how they change and publish a chart of those numbers (the trading history of the option contract will also be charted). Should the covered call contract expire worthless, the premium would represent a 0.36% boost of extra return to the investor, or 0.64% annualized, which we refer to as the YieldBoost.
The implied volatility in the put contract example is 30%, while the implied volatility in the call contract example is 27%.
Meanwhile, we calculate the actual trailing twelve month volatility (considering the last 250 trading day closing values as well as today's price of $55.27) to be 25%. For more put and call options contract ideas worth looking at, visit StockOptionsChannel.com.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

NYT December 19th Options Begin Trading

As digital content reshapes the media landscape, traditional publishers face increasing pressure to adapt. The New York Times Company NYT has met this challenge head-on, placing digital subscriptions at the core of its growth strategy. By emphasizing high-quality journalism, personalized content and strategic pricing, the company has broadened its subscriber base. NYT has also expanded its digital portfolio beyond news, incorporating popular offerings like cooking, games and lifestyle features — all of which contribute meaningfully to its subscription-driven momentum.
NYT Capitalizes on Surge in Digital Subscription
The New York Times has made digital subscriptions a core revenue driver, helping offset declines in print circulation and advertising. By leveraging a well-designed paywall, smart pricing strategies and engaging content, the company has steadily grown its subscriber base.
At the end of the first quarter of 2025, The New York Times Company had approximately 11.66 million subscribers across its print and digital products, including 11.06 million digital-only subscribers. Of the 11.06 million subscribers, 5.76 million were bundle and multi-product subscribers. Compared to the preceding quarter, the company added 250,000 net digital-only subscribers, underscoring its steady growth trajectory.
NYT Delivers Robust Subscription Revenue Growth
Subscription revenues of $464.3 million increased 8.2% year over year during the first quarter. Subscription revenues from digital-only products jumped 14.4% to $335 million. This reflects an increase in bundle and multi-product revenues and a rise in other single-product subscription revenues.
The New York Times Company consistently grew its digital-only average revenue per user (ARPU). ARPU increased to an impressive $9.54 in the first quarter from $9.21 in the year-ago period. This rise in ARPU can be attributed to subscribers transitioning from promotional pricing to higher rate plans and price hikes for tenured non-bundle subscribers.
NYT Expects Continued Subscription Growth in Q2 2025
Management expects continued strength in its subscription business. For the second quarter of 2025, the company has guided 8-10% total subscription revenue growth and 13-16% growth in digital-only subscription revenues, indicating strong momentum in its digital transformation.
By focusing on building a loyal, paying subscriber base, The New York Times has reduced its reliance on advertising revenues, which can be volatile.
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Final Words on The New York Times Company
The New York Times Company’s strategic focus on subscription growth and digital innovation has proven to be a key driver of its success in a competitive media landscape. Its ability to consistently expand its digital offerings, attract new subscribers and optimize ARPU showcases its resilience and strong market positioning. However, the decline in print advertising revenues remains a concern, with an 8.5% drop in the first quarter of 2025 highlighting the challenges in the traditional print sector. Given the mix of strengths and ongoing risks, The New York Times Company currently carries a Zacks Rank #3 (Hold).
Shares of The New York Times Company have risen 15.7% over the past three months compared with the industry’s growth of 14.8%.
Stocks Worth Looking
StoneCo Ltd. STNE, a leading provider of financial technology and software solutions, currently sports a Zacks Rank #1 (Strong Buy). STNE has a trailing four-quarter average earnings surprise of 6.4%. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for StoneCo’s current financial-year sales and earnings per share (EPS) implies growth of 12.2% and 5.9%, respectively, from the year-ago period’s actuals.
Twilio Inc. TWLO, the customer engagement platform that drives real-time, personalized experiences for today’s leading brands, currently carries a Zacks Rank #2 (Buy). TWLO has a trailing four-quarter earnings surprise of 15.4%, on average.
The Zacks Consensus Estimate for Twilio’s current financial-year revenues and EPS calls for growth of 7.8% and 22.6%, respectively, from the year-ago period’s reported numbers.
Arista Networks Inc. ANET, an industry leader in data-driven, client-to-cloud networking for large AI, data center, campus and routing environments, currently carries a Zacks Rank #2. ANET has a trailing four-quarter average earnings surprise of 11.8%.
The Zacks Consensus Estimate for Arista Networks’ current financial-year sales and earnings calls for growth of 18.7% and 12.8%, respectively, from the year-ago reported numbers.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

The New York Times Company Leverages Digital Subscriptions for Growth

Newsmax (NYSE: NMAX) plunged over 11% on Tuesday and is now down nearly 70% from its IPO closing price on March 31. This sharp decline comes despite the conservative media company’s rapid expansion across cable, digital, and print platforms. Although Newsmax has seen a surge in viewership, ranking as the fifth most-watched cable channel and fourth among cable news networks, investors are increasingly alarmed by the company’s weak financials, elevated legal risks, and sky-high valuation.
Photo by Shotkitimages on Pixabay
Weak Financials, Lofty Valuation
Newsmax’s first earnings report as a public company paints a mixed picture. In Q1 2025 (ending March), the company reported $45.3 million in revenue, a 12% increase year-over-year (y-o-y) driven by growth across its core segments: advertising, affiliate fees, and subscription. The network also saw a notable 50% increase in viewership, reaching 33.6 million for the quarter. However, these audience gains have yet to translate into profitability. Newsmax posted a net loss of $17.2 million, or $0.49 per share, alongside an adjusted EBITDA loss of $1.2 million. This continues a broader pattern of financial underperformance, where full-year 2024 net losses deepened to $72.2 million from $41.8 million in 2023. With a current market capitalization of $2.8 billion, Newsmax trades at a steep price-to-sales ratio of 16.3, far above the broadcasting industry average of just 0.48. This stark valuation gap has fueled investor skepticism.
Legal Risks Loom
One of the most significant threats facing Newsmax is legal. The company is being sued by Dominion Voting Systems, which alleges Newsmax made defamatory claims about vote rigging during the 2020 U.S. election. A Delaware Superior Court recently ruled that there is “clear and convincing evidence” that Newsmax broadcast false claims. The case now heads to a jury trial, with Dominion seeking $1.6 billion in damages, an existential threat to a company whose total revenue in 2024 was just $171 million. While there’s no guarantee such damages will be awarded, the looming uncertainty poses a major overhang for investors.
Can Growth Justify the Price?
Newsmax has strong gross margins near 50%, but its current growth doesn’t support its valuation. With widening losses, legal risks, and limited financial flexibility, the stock faces significant downside unless the company can scale profitably and resolve litigation.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Is the Newsmax Hype Fading Fast?

(RTTNews) - The New York Times Co. (NYT) will host a conference call at 8:00 AM ET on May 7, 2025, to discuss Q1 25 earnings results.
To access the live webcast, log on to https://investors.nytco.com/news-and-events/events/
To listen to the call, dial 844-413-3940 (US) or 412-858-5208 (International).
For a replay call, dial 877-344-7529 (US) or 412-317-0088 (International), Passcode 4727904.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

The New York Times Q1 25 Earnings Conference Call At 8:00 AM ET

The New York Times’ stock (NYSE: NYT) is scheduled to release its fiscal first-quarter earnings on Wednesday, May 7, 2025, with analysts projecting earnings of 34 cents per share on $635 million in revenue. This would represent a 42% year-over-year growth in earnings and a 7% increase in sales compared to the prior year’s figures of 24 cents per share and $594 million in revenue. Historically, the NY Times’ stock has shown a tendency to outperform following earnings announcements, having increased 60% of the time with a median one-day rise of 3.9% and a maximum observed increase of 12%.
Looking ahead to Q1 2025, NYT projects y-o-y growth of 14% to 17% in digital-only subscription revenue, alongside a mid-single-digit increase across other revenue streams. Adjusted operating costs are expected to rise by 5% to 6%, driven by planned investments in technology and content development. The company’s legal posture regarding intellectual property and its ongoing technological initiatives remain central to its strategy for sustaining competitive advantage and subscriber engagement. The NYT currently has a market capitalization of $8.5 billion. Over the past twelve months, it reported $2.6 billion in revenue, with $351 million in operating profit and $294 million in net income.
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Photo by Andrys on Pixabay
NY Times’ Historical Odds Of Positive Post-Earnings Return
Some observations on one-day (1D) post-earnings returns:
There are 20 earnings data points recorded over the last five years, with 12 positive and 8 negative one-day (1D) returns observed. In summary, positive 1D returns were seen about 60% of the time.
However, this percentage decreases to 58% if we consider data for the last 3 years instead of 5.
Median of the 12 positive returns = 3.9%, and median of the 8 negative returns = -7.5%
Additional data for observed 5-Day (5D), and 21-Day (21D) returns post earnings are summarized along with the statistics in the table below.
Correlation Between 1D, 5D, and 21D Historical Returns
A relatively less risky strategy (though not useful if the correlation is low) is to understand the correlation between short-term and medium-term returns post earnings, find a pair that has the highest correlation, and execute the appropriate trade. For example, if 1D and 5D show the highest correlation, a trader can position themselves “long” for the next 5 days if 1D post-earnings return is positive. Here is some correlation data based on 5-year and 3-year (more recent) history. Note that the correlation 1D_5D refers to the correlation between 1D post-earnings returns and subsequent 5D returns.
NYT Correlation Between 1D, 5D and 21D Historical Returns
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

How Will NYT Stock React To Its Upcoming Q1 Earnings?

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SharkNinja
SharkNinja (NYSE: SN) is a global product design and technology company that creates "innovative lifestyle solutions" for its consumers. The company boasts more than 5,200 patents and sells its products in 35 markets under 36 subcategories. SharkNinja's revenue, net income, and free-cash-flow growth has been impressive over the past several years.
Metric
2022
2023
2024
Revenue
$3.717 billion
$4.254 billion
$5.529 billion
Operating income
$321.374 million
$373.564 million
$644.162 million
Net income
$232.354 million
$167.078 million
$438.705 million
Free cash flow
$110.530 million
$148.800 million
$294.439 million
The company expects net sales for 2025 to increase by 10% to 12% year over year, and for adjusted net income per share to increase by 12% to 15% year over year. Management credits SharkNinja's success to four key factors: disruptive innovation, a global supply chain, 360-degree marketing, and omni-channel distribution. By harnessing these four aspects along with a team of more than 1,000 cross-functional engineers and designers, SharkNinja continues to push boundaries with the release of 25 new products last year.
Management believes SharkNinja can continue to deliver long-term growth with its three-pillar strategy: grow market share in existing categories, enter adjacent and new sub-categories, and international expansion. Management is confident it can achieve this as it engages more retailers and releases more innovative products. Last year, the company introduced new subcategories, including coolers, frozen drink makers, and skin care, to capture a broader range of customers. By doing so, SharkNinja believes that it can grow its total addressable market and widen its competitive moat.
For 2025, the business plans to focus on growing its gross margin while remaining customer-centric, while also pursuing a competitive edge by building up a team of skilled employees.
The New York Times
The New York Times (NYSE: NYT) is a diversified media company offering quality, independent journalism to more than 11 million subscribers globally. The company successfully increased its subscriber base over time, resulting in consistently rising revenue, net income and free cash flows.
Metric
2022
2023
2024
Revenue
$2.308 billion
$2.426 billion
$2.586 billion
Operating income
$201.967 million
$276.272 million
$351.096 million
Net income
$173.905 million
$232.387 million
$293.825 million
Free cash flow
$113.726 million
$337.949 million
$381.339 million
Data source: The New York Times.
In the latest quarter ending Dec. 31, 2024, The New York Times added 350,000 net digital-only subscribers, pushing its membership base past 11.4 million. The average revenue per user (ARPU) also rose 4.4% year over year to $9.65 as the company implemented higher prices for both its traditional subscribers and "bundled" subscribers, which get access to the company's digital properties such as Wirecutter, content on the New York Times website, mobile applications, and other products. The board also approved a $350 million share repurchase plan and announced a 5% year-over-year increase in its quarterly dividend per share to $0.18.
The New York Times expects this positive momentum to continue in the first quarter of 2025. It expects its digital-only subscription revenue to post a year-over-year increase of between 14% and 17%. Total subscription revenue is projected to rise by 7% to 10% year over year.
Last year saw The New York Times ranked at the top of news channels once again in time spent per visitor. Every product within the company's portfolio has evolved, along with a new Games app and expanded sports coverage.
Management has ambitious plans to deliver more value to readers and continue to grow its digital subscriber base. The company also lined up a slate of new content, shows, features, and games that will be released this year. This, along with plans to beef up its multimedia offerings and package with its award-winning news content, should result in healthy subscriber additions and also higher ARPU, with The New York Times continuing to grow its net income and dividends for the foreseeable future.
Roper Technologies
Roper Technologies (NASDAQ: ROP) designs and develops software and engineered solutions for diverse industries such as healthcare, food, water, and construction. The company demonstrated consistent revenue, net income, and free-cash-flow growth over the years.
Metric
2022
2023
2024
Revenue
$5.372 billion
$6.178 billion
$7.039 billion
Operating income
$1.525 billion
$1.745 billion
$1.997 billion
Net income
$985.6 million
$1.368 billion
$1.549 billion
Free cash flow
$664.3 million
$1.927 billion
$2.282 billion
Data source: Roper Technologies. Note: Net income excludes earnings from discontinued operations.
This steadily rising free cash flow enabled Roper Technologies to once again raise its dividend, making it an impressive 32 consecutive years of dividend increases. The latest quarterly dividend of $0.825 represents a 10% year-over-year increase.
For 2025, the company expects to grow revenue by 10% year over year, of which 6% to 7% will represent organic growth. Management sees higher demand for mission-critical solutions and is confident it can expand its recurring revenue base. This year should also see meaningful contributions from the acquisitions that Roper Technologies conducted in 2024. Looking ahead, the company has $5 billion on standby for acquisitions and has identified a large pipeline of attractive acquisition targets.
In March, Roper Technologies acquired CentralReach, a provider of cloud-native software that enables the administration of applied behavior analysis therapy, for around $1.65 billion. Management expects this acquisition to deliver 20%-plus organic revenue and earnings before interest, taxes, depreciation, and amortization (EBITDA) growth.
Management has outlined long-term goals that include generating double-digit revenue growth through disciplined capital deployment, and compound its free cash flow by a mid-teens percentage. With the business delivering on these objectives, investors can be confident that it will continue to do well.
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Royston Yang has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends The New York Times Co. The Motley Fool recommends Roper Technologies and SharkNinja. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

3 Brilliant Growth Stocks to Buy Now and Hold for the Long Term

The New York Times Company NYT, a diversified media powerhouse, is currently trading at a forward 12-month price-to-earnings (P/E) ratio of 22.61, positioning it at a discount relative to the industry average of 24.42. This valuation raises a crucial question: Is the stock an undervalued opportunity for investors, or does it reflect underlying challenges that warrant caution?
NYT Valuation Picture
Shares of The New York Times Company have declined 6% over the past three months compared with the industry’s 8.1% drop. This recent drop is likely to have contributed to its discounted trading status. Notwithstanding this, the company has successfully leveraged enhanced subscription offerings and technological advancements to expand its audience base, even as declining print advertising revenues continue to pose a challenge.
NYT Stock’s Past Three-Month Performance
NYT Subscriber Growth Underpins Revenue Performance
The New York Times Company has made significant strides in growing its subscriber base, a key driver of its revenue expansion. The company’s strategic focus on enhancing digital subscriptions, which form a major part of its revenue mix, has paid off. By offering exclusive content, innovative digital bundles and premium experiences, NYT has successfully attracted new subscribers while retaining existing ones.
A significant factor behind The New York Times Company's success has been its ability to convert readers into paying subscribers through quality journalism and well-timed digital investments. Technological advancements have improved audience engagement, allowing the company to reach its target audience more effectively.
At the end of the fourth quarter of 2024, The New York Times Company had approximately 11.43 million subscribers across its print and digital products, including 10.82 million digital-only subscribers. Compared to the third quarter, the company added 350,000 net digital-only subscribers, underscoring its steady growth trajectory.
The New York Times Company's expanding subscriber base is central to its growth strategy. The Zacks Consensus Estimate indicates that the total subscriptions are projected to reach 11.65 million by the end of the first quarter of 2025, with digital-only subscribers expected to account for approximately 11.1 million. This growth solidifies its influence and market standing, positioning it as an attractive platform for advertisers seeking an engaged audience.
On its lastearnings call management projected a 7-10% year-over-year increase in total subscription revenues for the first quarter of 2025, with digital-only subscription revenues anticipated to rise 14-17%, signaling continued momentum in its digital business.
Challenges The New York Times Faces
The New York Times continues to face headwinds in its print business, with both advertising revenues and subscriber numbers on a steady decline. As consumer behavior shifts toward digital platforms, advertisers are reallocating budgets away from print, leading to ongoing revenue erosion in this segment.
Print subscription revenues declined 7.1% year over year to $131.6 million in the final quarter of 2024, largely driven by a drop in domestic home-delivery revenues. Print advertising also faced significant pressure, falling 16.4%, with declines coming from the luxury, classifieds and entertainment categories. The Zacks Consensus Estimate indicates a 6.2% decrease in print subscription revenues for the first quarter of 2025.
How to Play NYT Stock: Buy, Hold or Sell?
The New York Times Company stands at a crossroads, with its current valuation reflecting a potential opportunity amid challenges. Despite trading at a discount, driven in part by recent market pressures, NYT has demonstrated resilience through its robust subscriber growth and strategic digital initiatives. These efforts have not only expanded its audience base but also strengthened its position as a leading media platform. However, ongoing declines in print advertising is a concern. The New York Times Company currently carries a Zacks Rank #3 (Hold).
Stocks Worth Looking
Affirm Holdings, Inc. AFRM, which operates a payment network in the United States, Canada and internationally, currently sports a Zacks Rank #1 (Strong Buy). AFRM has a trailing four-quarter average earnings surprise of 84.1%. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for Affirm Holdings’ current financial-year sales and earnings suggests growth of 36.9% and 96.4%, respectively, from the year-ago reported numbers.
Zoom Communications Inc. ZM, a video conferencing platform that allows users to connect with others online for meetings and webinars, carries a Zacks Rank #2 (Buy).
The Zacks Consensus Estimate for Zoom Communications’ current financial-year sales calls for growth of 2.7% from the year-ago reported numbers. ZM has a trailing four-quarter average earnings surprise of 10.3%.
Fortinet, Inc. FTNT, a global leader in cybersecurity solutions and services, currently carries a Zacks Rank #2. FTNT has a trailing four-quarter average earnings surprise of 24.8%.
The Zacks Consensus Estimate for Fortinet’s current financial-year sales and earnings implies growth of 13.5% and 3.4%, respectively, from the year-ago reported numbers.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Should You Buy The New York Times Stock at Its Discounted Price?

It was always something of a mystery what was being liberated on President Donald Trump's "Liberation Day," but one thing is now clear: Billions of dollars in brokerage accounts across the country have been set free. The president's announcement of a blanket 10% tariff on all imports and higher taxes on most major trading partners clobbered investors.
After stocks edged up in regular trading Wednesday, the announcement set off a shock after hours. As of 7:15 p.m. ET, futures had not yet started trading, but some major names were down sharply. Shopify, the e-commerce software leader, had lost 9%. Tesla and Apple had each fallen 7%. Nvidia had slipped 5%. The rest of the "Magnificent Seven" stocks that had led the bull market of 2023 and 2024 had gotten hit hard as well, and the wipeout may be unprecedented in modern market history, at least for after-hours trading.
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Much of this sell-off seems to be a visceral reaction to the news, and to the economic experiment driving it: The Trump administration has asked Americans to endure some economic pain in order to (according to its reasoning) strengthen the U.S. economy over the long term. It says tariffs will reshore businesses, reduce the trade deficit and dependence on foreign imports, and rebuild the country's manufacturing base.
Given the sea of red after hours on Wednesday, it's not surprising that investors would be panicking, especially since stocks were at all-time highs just weeks ago.
At times like these, it's worth remembering the sage advice of Warren Buffett, the Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) CEO and 94-year-old generally regarded as the greatest investor of all time. Two aphorisms in particular stand out at the moment.
Buffett on falling stock prices
There's no shortage of Buffett wisdom on value investing, but one quote sticks out right now. Discussing his contrarian approach to investing, Buffett once said, "If they buy a stock and they think if it goes up it's wonderful, and if it goes down it's bad -- we think just the opposite. When it goes down we love it, because we'll buy more."
What Buffett is saying might seem counterintuitive, but it makes sense. For net buyers of stocks, it's good for stock prices to go down, because it allows them to buy more shares for the same amount of money.
Ultimately, you are investing in a company. And if the long-term prospects and health of that business hasn't been damaged by the sell-off in question, then you're getting a better deal buying shares at a lower price.
Tesla CEO Elon Musk echoed this sentiment a few weeks ago when he implored Tesla employees not to sell their stock: "So, Tesla stock goes up, and it goes down. But, actually, it's still the same company." He said "It's just people's perception of the future" that changes.
In the case of tariffs, they're likely to have a near-term impact on many top stocks and on much of the American economy. But no one really knows the impact five years from now, and certainly not 10 years from now. We don't even know if the tariffs are here to stay.
If you're a long-term investor, stay focused on your time horizon. (You're not a day trader looking to make a quick buck.)
Buffett on buying American
Buffett has long been an advocate not just for capitalism and investing, but specifically for buying American stocks. In 2008, shortly after Lehman Brothers failed, he urged fellow investors in a New York Times op-ed to "Buy American. I am."
More recently, he told investors in his annual shareholder letter that "I have depended on the success of American businesses and I will continue to do so," and he added that Berkshire would always be invested in "mostly American equities."
While diversifying into international stocks isn't a bad idea at the moment, U.S. stocks have outperformed their global peers over time, and the U.S. has long been a dynamo of growth and innovation. Buffett has long insisted on betting on America, and he's unlikely to change his tune.
Enduring drawdowns and even crashes might be emotionally painful, but they do present opportunities to scoop up quality stocks on the cheap, and it's wise to take advantage of them. U.S. stocks have rebounded from much greater crises and gone on to set all-time highs.
Don't take it from me. Take it from Buffett, who has been invested through crises including the oil embargo, stagflation, Black Monday, the dot-com bust, 9/11, the great financial crisis, and the COVID-19 pandemic -- and is still winning with the same simple strategy.
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Jeremy Bowman has positions in Nvidia and Shopify. The Motley Fool has positions in and recommends Apple, Berkshire Hathaway, Nvidia, Shopify, Tesla, and The New York Times Co. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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