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We recently published Bill Miller Portfolio: Top 10 Stock Picks. USA TODAY Co., Inc. (NYSE:TDAY) is one of the top stock picks.

USA TODAY Co., Inc. (NYSE:TDAY) is an American media, publishing, and marketing firm. Its shares are up by a strong 116% over the past year and by 63% year-to-date. In April, the firm announced its fiscal first quarter earnings results.. The report saw USA TODAY Co., Inc. (NYSE:TDAY) report $548 million in revenue and $19.9 million in net income to mark a 4% annual revenue drop and a $27.2 million annual net income increase. As part of the results, USA TODAY Co., Inc. (NYSE:TDAY) also reiterated its full year 2026 guidance. For the year, the firm expects its total revenues to stay flat while its net income to grow.

The first quarter of 2026 saw Miller Value reduce its 13F holdings of USA TODAY Co., Inc. (NYSE:TDAY)'s shares by 43%. As the quarter ended, the fund disclosed 1.9 million shares that were worth $13.9 million. In Q4 2025, it had disclosed 3.4 million USA TODAY Co., Inc. (NYSE:TDAY) shares that were worth $17.5 million.

While we acknowledge the potential of TDAY as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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