What exactly changed in the Guggenheim note on Feb 04, 2026?

Guggenheim maintained a Neutral rating for NYT and raised its price target to **$63**. The note was issued at **12:55 PM** and cited subscription resilience and cautious ad trends as drivers for the PT increase.

How should I interpret the NYT analyst rating for my portfolio?

A maintained Neutral in the NYT analyst rating means moderate conviction. It suggests monitoring key metrics rather than making large buys. Consider staged positions and watch ad revenue and subscriber growth for clearer direction.

Does the price target change alter NYT's outlook?

A higher NYT price target improves the implied upside but does not change conviction when the rating stays Neutral. The PT to **$63** signals better fundamentals but keeps caution on cyclical ad recovery.

What is Meyka's view on NYT after this rating change?

Meyka AI rates NYT with a grade of **B+**. We see the Guggenheim action as modestly positive, but still favor watching earnings and ad data for confirmation before increasing exposure.

Analyst Ratings

Guggenheim Maintained Neutral on NYT Feb 04 2026, The New York Times Company

ByDanny Kontos February 5, 2026

Guggenheim on Feb 04, 2026 maintained a Neutral view on NYT and raised its price target to $63, giving the clearest NYT analyst rating update this week. The action listed at 12:55 PM reflects a measured stance, with the firm keeping its rating unchanged while boosting the target. Investors should note the firm cited valuation upside but retained caution on advertising cycles. This NYT analyst rating ties directly to recent stock movement and helps frame short to medium term expectations.