Evercore ISI maintained an Outperform rating on The New York Times Company (NYT) on February 05, 2026. The firm also raised its price target to $75 from $69 in the same note. This NYT analyst rating update followed recent earnings commentary and accompanied a 4.88% move, equal to $3.36. We view the action as a vote of confidence in subscription growth and ad recovery that Evercore highlighted.
NYT analyst rating: Evercore ISI action and price target
On February 05, 2026, Evercore ISI maintained Outperform on The New York Times Company and lifted its price target to $75 from $69. The research note flagged subscriber momentum and higher ad pricing as drivers. The update was published via TheFly coverage of the Evercore note source.
NYT analyst rating: Why Evercore kept Outperform
Evercore cited sustained digital subscription growth and improving ad demand as reasons to keep Outperform. The firm expects margin expansion as scale and product monetization continue. Evercore’s stance aligns with the company commentary in the recent earnings call and transcript source.
NYT upgrade/downgrade history and analyst coverage
This release included one rating action, from Evercore ISI, with no other firms changing ratings in this batch. Historically, The New York Times Company has drawn steady coverage from major brokers focused on subscriptions and advertising trends. Analysts often trade price target adjustments around quarterly results rather than broad rating flips.
Market reaction and stock performance after the change
The announcement coincided with a 4.88% move, equal to $3.36, in the stock around the update. Market cap stands at $11,260,549,176. Short-term moves often reflect headline price target changes, while longer-term returns track subscriber growth and ad recovery.
Investor implications from the maintained Outperform
A maintained Outperform with a higher price target signals analyst confidence but not guaranteed upside. Investors should weigh Evercore’s thesis against valuation, competition, and macro ad trends. For yield-focused holders, note The New York Times Company’s modest payout profile and reinvestment priorities.
Meyka AI grade and what it means for traders and investors
Meyka AI rates NYT with a grade of B+. This grade factors in S&P 500 benchmark comparison, sector performance, financial growth, key metrics, and analyst consensus. These grades are not guarantees and do not constitute financial advice. Use this rating with your own research or professional advice.
Final Thoughts
Evercore ISI’s decision on February 05, 2026 to maintain Outperform while raising the price target to $75 reinforces a positive near-term view for The New York Times Company. The NYT analyst rating update reflects confidence in continued digital subscription gains and recovering ad revenue. The stock reacted with a 4.88% move, or $3.36, highlighting market sensitivity to analyst price targets. Investors should treat the maintained Outperform as supportive evidence, not a guarantee, and monitor subscriber metrics, ad trends, and margin progress. Meyka AI rates NYT with a grade of B+, which factors in benchmark comparisons, sector performance, financial growth, key metrics, and analyst consensus. We recommend combining this NYT analyst rating insight with company filings and broader macro checks before adjusting positions.
FAQs
What exactly did Evercore ISI change for NYT on February 05, 2026?
Evercore ISI maintained an Outperform rating on NYT and raised its price target to $75 from $69 on February 05, 2026. The change kept the positive rating while increasing the implied upside.
How should investors interpret this NYT analyst rating?
A maintained Outperform with a higher price target suggests analyst conviction in growth drivers. Treat the NYT analyst rating as one input and assess subscriber growth, ad revenue, and valuation before acting.
Did the market move after the Evercore note on NYT?
Yes. The update coincided with a 4.88% move, equal to $3.36. Short-term moves reflect sentiment; long-term performance ties to fundamentals and execution.
What does Meyka AI’s B+ grade mean alongside the NYT analyst rating?
Meyka AI rates NYT with a grade of B+, reflecting benchmark and sector comparisons, financial growth, key metrics, and analyst consensus. This grade complements the NYT analyst rating but is not investment advice.
Disclaimer:
Stock markets involve risks. This content is for informational purposes only. Analyst ratings are opinions and not guarantees of future performance. Past performance does not guarantee future results. Meyka AI PTY LTD provides market analysis and data insights, not financial advice. Always conduct your own research and consider consulting a licensed financial advisor.
