02:00 PM EDT, 08/07/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

We lift our 12-month price target by $12 to $68, reflecting 28x our 2026 EPS estimate (from 25x 2025) and within the 18x-32x three-year range. We raise our 2025 EPS view to $2.30 (from $2.23) and 2026's to $2.42 (from $2.33). Our revised estimates reflect accelerating momentum in subscriber growth, ARPU expansion, and higher-margin advertising revenue. NYT's bundle strategy is successfully graduating promotional customers to higher-tier subscriptions, driving sustainable revenue growth. However, we acknowledge meaningful headwinds. Management flagged AI-driven search capabilities as a threat to digital traffic, representing a risk that could impact subscription and ad revenues. Further, advertising growth may prove cyclical rather than structural. At current levels, we believe shares fairly reflect both the execution success and these emerging competitive pressures. We maintain our Hold rating based on NYT's strong brand moat and subscriber loyalty, while monitoring AI-related traffic impacts closely.