The New York Times Company (NYSE:NYT – Get Free Report) announced a quarterly dividend on Friday, September 25th. Investors of record on Wednesday, October 7th will be paid a dividend of $0.23 per share on Thursday, October 22nd. This represents a $0.92 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date of this dividend is Wednesday, October 7th.
New York Times has raised its dividend by an average of 0.2%per year over the last three years and has raised its dividend annually for the last 7 consecutive years. New York Times has a payout ratio of 39.3% indicating that its dividend is sufficiently covered by earnings. Research analysts expect New York Times to earn $3.11 per share next year, which means the company should continue to be able to cover its $0.92 annual dividend with an expected future payout ratio of 29.6%.
Shares of NYT stock opened at $62.78 on Monday. New York Times has a 12-month low of $54.10 and a 12-month high of $87.10. The firm has a fifty day moving average of $67.58 and a 200-day moving average of $73.76. The firm has a market capitalization of $10.13 billion, a price-to-earnings ratio of 26.16, a price-to-earnings-growth ratio of 1.62 and a beta of 0.93.
New York Times (NYSE:NYT – Get Free Report) last issued its quarterly earnings data on Wednesday, August 5th. The company reported $0.69 EPS for the quarter, topping analysts’ consensus estimates of $0.67 by $0.02. New York Times had a net margin of 13.19% and a return on equity of 22.64%. The business had revenue of $762.46 million for the quarter, compared to analyst estimates of $752.01 million. During the same period last year, the business posted $0.58 earnings per share. The firm’s quarterly revenue was up 11.2% on a year-over-year basis. Research analysts expect that New York Times will post 2.84 earnings per share for the current year. Institutional Investors Weigh In On New York Times Institutional investors have recently made changes to their positions in the stock. Concurrent Investment Advisors LLC purchased a new stake in New York Times in the second quarter worth approximately $2,565,000. Resona Asset Management Co. Ltd. purchased a new position in New York Times during the 1st quarter valued at $1,752,000. Berkshire Hathaway Inc bought a new position in shares of New York Times in the 4th quarter worth approximately $351,664,000. Engineers Gate Manager LP lifted its stake in shares of New York Times by 832.5% during the 2nd quarter. Engineers Gate Manager LP now owns 50,791 shares of the company’s stock valued at $3,554,000 after buying an additional 45,344 shares in the last quarter. Finally, LGT Fund Management Co Ltd. lifted its stake in shares of New York Times by 27.8% during the 1st quarter. LGT Fund Management Co Ltd. now owns 70,463 shares of the company’s stock worth $5,900,000 after acquiring an additional 15,321 shares during the last quarter. Hedge funds and other institutional investors own 95.37% of the company’s stock.
About New York Times (Get Free Report)
The New York Times Company is a media and information company best known for publishing The New York Times, a global news organization founded in 1851. The company produces journalism across national and international news, politics, business, culture, science, sports and opinion, distributing its content through digital platforms and the newspaper’s print edition.
In addition to its core news business, the company offers a range of subscription products and services, including NYT Cooking, Games, Audio and Wirecutter, a product-recommendation service.
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Akcie The New York Times Company tento týden klesly až o 11,9 % poté, co akcionáři podali soudní žalobu kvůli údajnému zkreslování zpravodajství o válce Izrael-Hamas. Společnost obvinění odmítá.
Shares of The New York Times Company (NYT +1.87%) plunged this week, falling as much as 11.9%, before recovering on Thursday to a 9.8% decline as of 2:09 p.m. EDT, according to data from S&P Global Market Intelligence.
On Wednesday, major shareholders, including the State Board of Administration of Florida (SBA) and the National Center for Public Policy Research (NCPPR), filed a lawsuit against The New York Times, alleging bias in its coverage of the Israel-Hamas war and associated damage to the paper's reputation.
Whether the suit will be successful and what financial impact it will have on the company's financials remain unknown; however, it appears that at least some shareholders perceived sufficient risk to sell shares upon the suit's announcement.
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Did the New York Times damage its credibility? The plaintiffs claim that, since the Times mentions its credibility and brand reputation as a core business asset in its financial documents, and that a perception of unreliable reporting could hurt the company's brand, shareholders are entitled to know whether management and/or the Board of Directors have cultivated a culture of bias, either intentionally or through negligence.
The suit asks a judge to compel the Times to hand over internal documents related to the Israel-Hamas war that the plaintiffs have already sought and that the Times has refused to provide for four months. Four months ago, in May, a protest was held outside the Times' New York City office following a particularly inflammatory op-ed that the Times published that week and refused to retract.
The plaintiff's suit is grounded in the testimony of an internal whistleblower, who spent a decade on the Times' video desk. The whistleblower claims she raised concerns about bias in the paper's coverage of Israel at least 15 times between 2019 and 2026, exhausting all official channels to no avail. The unnamed whistleblower made a statement to The Free Press this week saying, "The public deserves a better picture of how the Times manufactures the news when Jews or Israel are involved."
The plaintiffs also disclosed numerous examples given by the whistleblower to The Free Press, which appear quite disturbing if proven true by internal documents. One particular example was The Times hiring a freelance video journalist in Gaza to cover the war shortly after the attack of Oct. 7, 2023, who the Times had already stopped using in 2022 after the journalist's social media posts had praised Adolf Hitler.
Image source: Getty Images.
The New York Times denies the allegations Unsurprisingly, The Times rejected the lawsuit's claims, with a spokesperson stating to The Free Press:
This lawsuit has no merit and was brought for an improper purpose. Although it is positioned as a corporate governance petition to inspect the company's books and records, it is a transparent attempt to exert agenda-driven pressure against an independent media organization, level false allegations of bias, and chill journalism protected by the First Amendment.
Currently, whether the Times' coverage of the Israel-Hamas war is biased or not doesn't appear to be harming financial results, at least not yet. The Times has posted low-double-digit revenue growth in each of the last three quarters and has beaten revenue and earnings expectations every quarter over the past year. However, the last reported quarter ended in June, shortly after the May protest.
Additionally, The New York Times is involved in other lawsuits, but as the plaintiff. The Times is currently suing several AI model companies over the unlicensed use of its copyrighted work. This copyright issue is one that all media companies are looking to profit from in the AI era.
The outcome of these lawsuits on all sides remains uncertain, but one thing is for sure: The Times will likely incur additional legal costs in the near- to medium-term, both as plaintiff and defendant. Perhaps shareholders anticipate these cost headwinds, with shares down 8.2% year to date.
Trumpova administrativa podpořila OpenAI ve sporu s New York Times a uvedla, že trénování AI modelů na chráněných textech je obecně fair use. Jde o první zásah vlády USA do těchto žalob.
The Trump administration has filed a brief supporting OpenAI in its dispute with the New York Times (NYT.N) and other newspapers over the company's use of their work to train the large language models behind ChatGPT, saying AI training generally makes fair use of copyrighted material.
The brief, filed in Manhattan federal court on Tuesday, appears to be the first time the U.S. government has weighed in on a wave of cases brought by copyright owners including authors, publishers, music labels and news outlets over AI training. A brief has advisory rather than legal weight but could bolster tech companies as they fight the claims.
"The United States has a strong interest in this court rejecting any argument that training LLMs on copyrighted texts violates copyright law" based on concerns including scientific advancement and national security, the brief said.
Spokespeople for the Times and OpenAI did not immediately respond to requests for comment on the filing on Wednesday.
"AI dominance is critical to promote national security, prosperity, and economic mobility for all Americans," U.S. Associate Attorney General Stanley Woodward said in a statement posted to X. "This Administration will never let our Nation be at a disadvantage relative to our foreign adversaries based on a plainly incorrect understanding of copyright law."
U.S. Commerce Secretary Howard Lutnick separately told G20 officials at a meeting in North Carolina on Wednesday that their countries should embrace fair use and allow AI companies to train their models on creators' work while finding a way to "protect artists."
The Times' lawsuit, first filed in 2023, accuses OpenAI and its largest financial backer, Microsoft (MSFT.O), of using millions of newspaper articles without permission to train OpenAI's popular chatbot. The case is one of dozens brought by copyright holders against tech companies such as OpenAI, Anthropic and Meta Platforms for what they say is misuse of their material to train AI systems.
All of the pending cases will likely revolve around whether AI systems make fair use of copyrighted material by using it to create new, transformative content. The first two judges to consider the issue issued diverging rulings last year.
The government agreed on Tuesday with tech companies that AI training is "extraordinarily" transformative.
"Beyond the subject matter of this litigation, LLMs are already helping researchers across fields achieve major breakthroughs," the brief said. "Constraining LLM development under a misunderstanding of fair use doctrine would thwart such creative and scientific progress while hindering American prosperity and economic mobility."
Greg Abel v Berkshire Hathaway ve druhém čtvrtletí navýšil podíly v Delta Air Lines, Lennar a The New York Times Company. Největší z nich je Delta, kde Berkshire drží 8,7 % akcií.
Berkshire Hathaway (BRKA +0.83%) (BRKB +0.95%) is shuffling its portfolio again. The Omaha, Nebraska-based conglomerate filed its second-quarter 13F form with the Securities and Exchange Commission, detailing the company's huge stock portfolio and changes made since the first quarter.
Chief Executive Officer Greg Abel, who took over from the legendary Warren Buffett at the beginning of the year, was an active buyer, increasing the portfolio's size from $263 billion to $299 billion. Abel is getting the most attention for his purchase of Alphabet stock, which is now the third-largest position in the company's portfolio. He increased the size of its holdings in the company by 83%, bringing its stake to more than $36 billion.
However, I'm also intrigued by some of his smaller stock purchases. Here are three companies that Berkshire bought last quarter -- not including Alphabet.
Berkshire Hathaway has bought more shares in Lennar, a homebuilder. Image source: Getty Images.
No. 1: Delta Air Lines Delta Air Lines (DAL -2.16%) is one of the biggest airlines in the world, serving 290 destinations and operating about 5,000 flights per day. When you add Delta's partner network, the airline can get you to more than 700 destinations in 130 countries and territories.
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Operating an airline can be a tough business when you factor in jet fuel costs, competition from low-fare operators, and the overhead of purchasing and maintaining a fleet of aircraft. Operating revenue was $19.8 billion in the quarter, up 19% from a year ago.
But expenses grew even faster. Fuel costs jumped 67%, and refinery expenses were up 89%. Overall, Delta reported operating expense of $17.9 billion, up 25% from a year ago. That led to net income falling 25% year over year to $1.6 billion.
Berkshire Hathaway initiated a stake in Delta in the first quarter and increased it by 44% in the second quarter. The conglomerate now owns 8.7% of the airline, with 57.3 million shares representing a stake of about $5 billion in Delta stock.
No. 2: Lennar Lennar (LEN -1.85%) is a home construction and real estate company and one of the nation's largest homebuilders. The company delivered just over 20,500 homes in the second quarter, near the midpoint of its forecast, with an average sale price of $371,000.
However, revenue from home sales fell 2% in the quarter to $7.6 billion, with housing prices falling by an average of 5% from last year. Gross margin was 15.6%, down from 17.8% year over year, and operating earnings for the company's financial services segment fell from $157 million to $100 million.
The company is in the process of making over its business, moving from a capital-heavy land developer to a land-light strategy built on land-option platforms and option agreements. Lennar has said the change will make it more efficient, freeing up capital and improving returns on inventory and equity over the long term.
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Abel apparently sees it as a good value. Berkshire increased its stake in Lennar Class B shares by 43% in the quarter, and the conglomerate now holds 13.4 million shares of its Class A and Class B stock that represents a combined stake of almost $1.2 billion.
No. 3: The New York Times Company Berkshire used to be big into the newspaper business, operating a chain of daily papers under the Berkshire Hathaway Media Group. Buffett once said that he liked that daily newspapers essentially held monopolies in the communities they served by providing news, supermarket ads, and job listings.
All that changed with the internet, however, and Berkshire sold its last newspapers in 2020. Buffett declared that the industry was "toast."
But there are always exceptions, and one of those is The New York Times Company (NYT -0.31%). Berkshire opened a position in the company in the fourth quarter of 2025 and has been adding to it steadily. Abel tripled Berkshire's position in the first quarter this year, and in the second quarter, he increased the conglomerate's stake again, by 4%.
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The news company has transitioned to a digital model, with digital-only subscriptions up 16.4% from a year ago and digital ad revenue up 20.7%. Overall, the company has 13.4 million subscribers, of which 12.8 million are digital-only.
Total revenue was $762.5 million in the quarter, up 11%, and adjusted operating profit was $155.3 million, up 20% from last year. Berkshire Hathaway now owns 15.7 million shares of New York Times stock, or 9.8% of the company, and its stake is valued at a little more than $1 billion.
NYT za čtyři týdny klesly o 12,8 %, protože investoři řeší zpomalení růstu předplatitelů a tlak ze strany klesajícího tištěného vydání. Digitální výnosy ale dál rostly, včetně 16,4% růstu digitálního předplatného na 407,9 mil. USD.
Key Takeaways NYT shares fell 12.8% in four weeks as investors weigh growth and execution risks.NYT added 280,000 digital-only subscribers in Q2, below prior quarters' stronger gains.Digital-only subscription and advertising revenues grew, while print declines added pressure. The New York Times Company (NYT - Free Report) shares have fallen 12.8% over the past four weeks, putting attention on whether the retreat has improved the stock’s risk-reward profile.
The business still shows digital strength, but slower subscriber additions, print declines and elevated costs complicate the case. Investors must weigh recurring digital revenue growth and pricing power against those execution risks.
NYT Subscriber Growth Faces New QuestionsNYT ended the second quarter of 2026 with 13.35 million total subscribers, including 12.80 million digital-only subscribers. It added 280,000 net digital-only subscribers during the quarter, down from 310,000 in the first quarter.
The slowdown is clearer against the second half of 2025, when quarterly digital-only net additions reached 460,000 and 450,000.
Digital Revenue Supports NYT’s Business ModelDigital-only subscription revenues rose 16.4% year over year to $407.9 million in the second quarter. Digital-only average revenue per user increased 3.1% to $9.94, supported by subscribers moving from promotional offers to higher prices and pricing actions for certain tenured subscribers.
Digital advertising revenues climbed 20.7% to $114 million, helped by marketer demand and greater advertising supply. News Corporation (NWSA - Free Report) offers a relevant comparison, with Dow Jones continuing to grow digital-only subscriptions while print volume declines. Fox Corporation (FOXA - Free Report) is also leaning on digital growth, including streaming, as media companies compete for audience attention and advertising budgets.
NYT Print Declines Add PressurePrint remains a structural drag. Second-quarter print advertising revenues fell 11.1% year over year to $35.2 million, while print subscription revenues declined 0.8% to $130 million.
Print subscribers also slipped to about 550,000 from 580,000 a year earlier. That makes continued digital growth increasingly important because the newer revenue streams must absorb ongoing erosion in the legacy business.
NYT Valuation Tests Investor ConfidenceThe recent pullback has brought NYT’s forward 12-month earnings multiple down to 20.9X. That compares with 19.6X for its Zacks sub-industry, 17.2X for the Zacks sector and 20.7X for the S&P 500.
The discount from NYT’s five-year median multiple of 27.3X is meaningful, but the stock is not clearly cheap relative to current benchmarks. The Zacks Consensus Estimate calls for 2026 earnings of $2.92 per share and revenues of $3.10 billion, while the current-year earnings estimate has edged 0.3% lower over the past four weeks.
Image Source: Zacks Investment Research
NYT’s Rankings Reflect Mixed SignalsThe pullback creates a more measured valuation setup, but near-term caution remains warranted given slowing subscriber additions, print weakness and continued spending on journalism, marketing and product development. Second-quarter adjusted operating costs rose 10% year over year to $607.2 million.
NYT currently carries a Zacks Rank #4 (Sell), a short-term signal tied to earnings estimate revisions. Its Growth Score of A and Momentum Score of A point to favorable growth and momentum characteristics, while its Value Score of D indicates weaker value characteristics. The VGM Score of B is favorable, but Style Scores are designed to complement the Zacks Rank rather than override it. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
New York Times ve 2. čtvrtletí vykázal zisk na akcii 0,69 USD a tržby 762,46 milionu USD, obojí nad odhady. Zisk na akcii byl také vyšší než 0,58 USD před rokem.
New York Times Co. (NYT - Free Report) came out with quarterly earnings of $0.69 per share, beating the Zacks Consensus Estimate of $0.67 per share. This compares to earnings of $0.58 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +2.99%. A quarter ago, it was expected that this newspaper publisher would post earnings of $0.49 per share when it actually produced earnings of $0.61, delivering a surprise of +24.49%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
New York Times, which belongs to the Zacks Publishing - Newspapers industry, posted revenues of $762.46 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 1.94%. This compares to year-ago revenues of $685.87 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
New York Times shares have added about 8.9% since the beginning of the year versus the S&P 500's gain of 13%.
What's Next for New York Times?While New York Times has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for New York Times was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.69 on $765.69 million in revenues for the coming quarter and $2.93 on $3.09 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Publishing - Newspapers is currently in the top 45% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the broader Zacks Consumer Staples sector, Celsius Holdings Inc. (CELH - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on August 6.
This company is expected to post quarterly earnings of $0.42 per share in its upcoming report, which represents a year-over-year change of -10.6%. The consensus EPS estimate for the quarter has been revised 0.9% lower over the last 30 days to the current level.
Celsius Holdings Inc.'s revenues are expected to be $883.27 million, up 19.5% from the year-ago quarter.
The New York Times ve 2. čtvrtletí přidala asi 280 tisíc čistých digitálních předplatitelů, méně než čekal trh. Firma zároveň zklamala výhledem tržeb z digitálního předplatného.
People walk by The New York Times building in Manhattan, New York City, U.S., September 16, 2025. REUTERS/Kylie Cooper/File Photo Purchase Licensing Rights, opens new tab
Aug 5 (Reuters) - The New York Times (NYT.N), opens new tab reported slower digital subscriber growth for the second quarter on Wednesday and issued a lackluster digital subscription revenue forecast, sending its shares down more than 8% in premarket trading.
Publishers are operating in a crowded market, where big tech firms and AI platforms impact search and referral traffic, while trust in news is shrinking.
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Media outlets such as Axios, CNN and The Verge are jostling to gain more readership in a busy news cycle, putting pressure on publishers such as NYT to gain market share.
NYT has been bundling its news offerings with lifestyle-focused products such as Wirecutter, sports website The Athletic and games including Wordle, as it looks to enhance value for subscribers.
The Times added about 280,000 net digital-only subscribers in the second quarter, compared with analysts' average estimate of 295,300, according to data compiled by Visible Alpha.
NYT had added 310,000 digital-only subscribers in the previous quarter.
The company expects digital-only subscription revenue of 12% to 15%, the mid-point of which was below the estimate of 14.2%.
Total advertising revenue rose by 11.3% to $149.1 million, beating an estimate of $146.4 million.
Reporting by Jaspreet Singh in Bengaluru; Editing by Pooja Desai
Our Standards: The Thomson Reuters Trust Principles., opens new tab
The New York Times Company čeká ve 2. čtvrtletí 2026 výnosy 748 mil. USD, hlavně díky růstu digitálního předplatného a reklamy. Tlak zůstává v tisku a vyšších nákladech.
Key Takeaways NYT's quarterly results will spotlight digital subscription growth and advertising revenue trends.Bundled products, pricing actions and subscriber retention are expected to support subscription revenues.Print weakness and higher spending on product development, marketing and administration may pressure margins. The New York Times Company (NYT - Free Report) is set to announce its second-quarter 2026 earnings results on Aug. 5, before the market opens. Key focus areas include subscription growth and trends in advertising revenues.
The Zacks Consensus Estimate for second-quarter revenues is pegged at $748 million, indicating a 9.1% rise from the prior-year period.
This diversified media conglomerate is also expected to show improvement in the bottom line. The consensus estimate for earnings per share has remained steady at 67 cents over the past 30 days, suggesting a 15.5% increase from the year-ago period.
The New York Times Company has a trailing four-quarter earnings surprise of 12.7%, on average. In the last reported quarter, the company surpassed the Zacks Consensus Estimate for EPS by 24.5%.
Factors Likely to Have Shaped NYT’s Q2 OutcomeThe New York Times Company’s second-quarter performance is likely to have benefited from the continued strength of its digital subscription business, supported by sustained demand for its premium news and lifestyle offerings. Management has consistently emphasized that its strategy of building direct relationships with readers through a diversified portfolio of products, including News, Games, Cooking, The Athletic, Audio and Wirecutter, continues to deepen user engagement. The company has also highlighted healthy subscriber retention, successful pricing actions and growing engagement across its bundled offerings, all of which are expected to have supported subscription revenues during the quarter.
On its last earnings call, management projected a 10-12% year-over-year increase in total subscription revenues for the second quarter, with digital-only subscription revenues anticipated to rise 14-17%. The New York Times Company's expanding subscriber base is central to its growth strategy. The Zacks Consensus Estimate indicates the digital-only subscriber count to be 12.84 million by the end of the second quarter.
The New York Times has benefited from robust marketer demand, supported by strong audience engagement across multiple content categories, including news, sports, games and lifestyle products. Management has noted that expanding advertising inventory across its digital properties while maintaining a consumer-first experience has strengthened advertiser interest. Its growing first-party data capabilities and broad portfolio of premium content are also likely to have helped attract advertising spending and supported healthy monetization during the second quarter. Management had guided a high-teens increase in digital advertising revenues for the quarter under review.
The company’s ongoing investments in product innovation and content quality are also likely to have remained supportive of second-quarter performance. Management continues to expand video journalism, launch new digital features and enhance user experiences across its platforms to strengthen engagement and attract new audiences. The strategy of leveraging high-quality journalism alongside premium lifestyle content has helped reinforce the company’s competitive position while creating multiple avenues for monetization through subscriptions, advertising and licensing. These long-term initiatives are likely to have supported overall business momentum in the quarter.
On the flip side, The New York Times Company’s second-quarter performance may have continued to face headwinds from its print business, where subscription and advertising trends have remained under pressure. The consensus estimate for print subscription revenues stands at $128 million, down 2.3%, while print advertising revenues are expected to fall 12.7% to $34.5 million. Higher spending on product development, marketing and administrative functions may have weighed on margins. Management had guided an 8-9% increase in adjusted operating costs for the quarter under review.
What the Zacks Model Predicts for NYTAs investors prepare for The New York Times Company’s second-quarter results, the question looms regarding an earnings beat or miss. Our proven model does not conclusively predict an earnings beat for The New York Times Company this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. However, that’s not the case here.
The New York Times Company has a Zacks Rank #3 but an Earnings ESP of 0.00%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Stocks With the Favorable CombinationHere are three more companies you may want to consider, as our model shows that these have the right combination of elements to post an earnings beat this season:
SanDisk Corporation (SNDK - Free Report) is scheduled to report fourth-quarter fiscal 2026 results on Aug. 5. Currently, it has an Earnings ESP of +4.13% and sports a Zacks Rank #1. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for SanDisk’s fourth-quarter earnings is pegged at $34.24 per share, indicating a year-over-year increase from 29 cents reported in the year-ago period. Earnings estimates for the quarter have been revised upward by 2.8% over the past 30 days.
Western Digital Corporation (WDC - Free Report) is scheduled to report fourth-quarter fiscal 2026 results on Aug. 5. Currently, it has an Earnings ESP of +3.22% and sports a Zacks Rank #1.
The Zacks Consensus Estimate for Western Digital’s fourth-quarter earnings is pegged at $3.35 per share, calling for a year-over-year surge of 101.8%. Earnings estimates for the quarter have been revised upward by a penny in the past 30 days.
MKS Inc. (MKSI - Free Report) is scheduled to report second-quarter 2026 results on Aug. 5. Currently, it has an Earnings ESP of +1.59% and carries a Zacks Rank #2.
The Zacks Consensus Estimate for MKS’ second-quarter earnings is pegged at $2.94 per share, calling for a year-over-year jump of 66.1%. Earnings estimates for the quarter have been revised upward by a penny in the past seven days.
Skupina novin vedená New York Times žádá soud, aby v autorském sporu potrestal OpenAI kvůli údajnému lhaní o vyhledávání dat a používání milionů článků k tréninku AI. Tvrdí také, že OpenAI smazala nebo zpřístupnila jen nevyhledatelně miliardy relevantních konverzací ChatGPT.
OpenAI logo is seen in this illustration taken June 11, 2026. REUTERS/Dado Ruvic/File Photo Purchase Licensing Rights, opens new tab
CompaniesJuly 9 (Reuters) - A group of newspapers including the New York Times (NYT.N), opens new tab and New York Daily News asked a federal court in Manhattan on Thursday to sanction OpenAI in their high-stakes copyright dispute for allegedly lying to the court about its ability to search its systems for proof that it misused millions of their articles in AI training.
The newspapers told the court, opens new tab in a filing that OpenAI falsely told the court it could not search its large language models for their copyrighted material while hiding that it had done so "even before the first News Plaintiff filed suit."
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The newspapers said that OpenAI had also deleted billions of relevant ChatGPT conversations or made them unsearchable. They asked the court for sanctions, including attorneys' fees, and a court finding that OpenAI's chat logs showed that the company misused their copyrighted works.
Spokespeople for OpenAI did not immediately respond to a request for comment on the motion.
The lawsuit, first filed by the Times in 2023, accused OpenAI and its largest financial backer Microsoft (MSFT.O), opens new tab of using millions of its articles without permission to train the large language model behind OpenAI's popular chatbot ChatGPT.
The case is one of many brought by copyright owners including authors, visual artists and music labels against tech companies such as OpenAI, Anthropic and Meta Platforms for allegedly misusing their material to train AI systems.
“For over two years, OpenAI lied to The Times, The Daily News Plaintiffs, the public, and the court," the New York Times' lead attorney Ian Crosby said in a statement. "It claimed searching ChatGPT outputs for copies of The Times’ and the Daily News Plaintiffs’ content was infeasible, burdensome, and invasive of users' privacy – while at the same time concealing that it had already done such searches."
OpenAI previously told the court that it did not have tools to search its datasets and output logs for copyrighted material, but an OpenAI employee later testified that the company had "performed multiple searches for News Plaintiffs’ content," according to the newspapers' Thursday filing.
Reporting by Blake Brittain in Washington; edited by David Gaffen
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Blake Brittain reports on intellectual property law, including patents, trademarks, copyrights and trade secrets, for Reuters Legal. He has previously written for Bloomberg Law and Thomson Reuters Practical Law and practiced as an attorney.
