Market experts are divided on the outlook for the company now known as USA TODAY Co., formerly Gannett Co., Inc. The investment community presents a split picture, with three analysts maintaining a “Buy” recommendation and an average price target of $5.70, while an equal number advise a “Hold” stance with a median target of $5.55. This disagreement centers on assessments of the firm’s ongoing digital transformation and recent strategic initiatives.
Strategic Shifts and Financial Targets
A significant corporate rebranding was completed on November 18, with the company changing its name to USA TODAY Co. and its NYSE ticker symbol to TDAY. Management’s strategic focus was detailed in the third-quarter earnings report, released October 30. The core objective is to increase digital revenue to more than 50% of total sales by 2026. In support of this pivot, the company has finalized a cost-reduction program valued at $100 million.
Further aligning with its digital future, the firm announced a multi-year artificial intelligence licensing partnership with Meta on December 5. This agreement permits Meta to integrate content from the USA TODAY network across its applications and devices, representing a strategic move to monetize journalistic content within the evolving AI landscape.
The Core of the Analyst Divide
The discrepancy in analyst ratings stems from differing evaluations of two key factors: the scalability of digital revenue streams and the execution of planned cost efficiencies. Proponents of the “Buy” rating base their optimism on anticipated growth in digital sales and expected gains in operational efficiency. Conversely, the “Hold” camp perceives limited near-term upside potential, even while acknowledging moderately positive price targets. Notably, the actual price targets from both groups show only a marginal difference.
Should investors sell immediately? Or is it worth buying Gannett?
Key Data Points:
* Analyst Consensus: Three “Buy” ratings (avg. target $5.70); three “Hold” ratings (avg. target $5.55).
* Reference Price: The consensus upside calculation is based on a last-reported price of $4.55.
* Recent Trading: Shares closed at $5.65 on December 11, marking a daily gain of 1.07%.
* Next Catalyst: The Q4 2025 earnings report is scheduled for release before market open on February 18, 2026.
Path Forward and Metrics to Watch
The company anticipates robust digital revenue growth, alongside significant improvement in adjusted EBITDA and free cash flow, for the fourth quarter. However, whether the digital initiatives and the Meta partnership will translate into sustainable, long-term growth is a question for which investors must wait. The upcoming report on February 18, 2026, is poised to provide critical evidence.
Until then, the clearly defined analyst price targets and measurable progress in growing digital revenue will serve as primary benchmarks. With expert opinion currently split, a period of careful observation is likely for the stock in the short term.
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