Earnings Growth & Price Strength Make Walt Disney (DIS) a Stock to Watch
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DIS - The Walt Disney Company
Price:
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--
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CONSENSUS:
Buy
DETAILS
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PRICE TARGET:
$125.67
DETAILS
HIGH:
$164.00
LOW:
$111.00
MEDIAN:
$123.00
CONSENSUS:
$125.67
UPSIDE:
13.25%
Stock News
Disney Can Leverage Its Hard-Won Financial Strength To Fend Off Competition
Disney (DIS) remains undervalued, with upside potential driven by cost-cutting, cruise expansion, and strategic AI investments. DIS is streamlining operations, reducing SG&A from $4.38B to $3.85B and cutting 1,700 staff, boosting margins and operating income from $2.66B to $4.87B. Disney's cruise segment is expanding rapidly, with two new ships launched and five more planned by 2030, supporting double digit growth in Resorts and Vacations revenue.
Here's Why Walt Disney (DIS) is a Strong Momentum Stock
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Disney: Cruise Expansion, Strong Live Event Schedule, And Retention Support Good FY 2027 Growth
Disney is rated Buy, supported by improving operational trends, FY27 growth drivers, and an attractive valuation below historical averages. The Experiences segment benefits from strong park attendance, premium offerings, and expanded cruise capacity, with FY27 marking the first full year of new vessels. Streaming retention is improving through bundling, Hulu integration, and increased local content, while a robust live events slate secures upfront advertising commitments.
Skydance Falls 16% as Shares Begin Trading Without Warrant Entitlement; Netflix and Disney Tick Up
Skydance (NYSE:SKYD) stock is sinking sharply in morning trading as its shares begin changing hands without the right to a recently issued warrant. The drop looks dramatic on a quote screen.
Here's Where Netflix and 3 Other Streaming and Media Stocks Could Be by 2030
Streaming stocks have struggled this year, amid a rush to consolidate. The combination of Paramount and Warner Bros.
Character.AI files for bankruptcy amid torrent of legal problems, agrees to sell some assets to Disney for $20M
The potential Disney deal comes roughly a year after the entertainment giant hit Character.AI with a cease and desist letter claiming it was using its iconic characters for "grooming and sexual exploitation" and "emotional manipulation."
Walt Disney vs. Netflix: Which Media Stock Is a Better Buy in 2026?
Walt Disney pairs a massive library of intellectual property with a globally recognized theme park and resort business. Netflix maintains its position as the world's most profitable streaming service with high net margins and a growing subscriber base.
Character.ai has filed for Chapter 11 bankruptcy protection as it moves to sell assets to Disney
Controversial chatbot platform Character.ai is seeking Chapter 11 bankruptcy protection in the wake of mounting legal challenges and runaway operating costs, the four-year-old startup said in a surprise announcement on Monday.
AI companion startup Character.ai files for Chapter 11 bankruptcy, citing costs and litigation
Character.ai, the startup behind one of the largest AI companion apps, filed for Chapter 11 bankruptcy Monday. The company said the platform became "costly to develop and grow" amid a boom in AI entertainment offerings.
Disney Offers $20M For Character.AI Assets As Startup Files For Chapter 11 Bankruptcy Protection
After hiring Character.AI's former CEO as its chief technology officer, Disney is looking to acquire assets from the 5-year-old startup as it files for Chapter 11 bankruptcy protection. The company, which allows users to create and interact with AI-generated avatars, said it made the filing in U.S. Bankruptcy Court for the District of Delaware.
Wall Street Breakfast Podcast: Six Flags Shares Plunge Premarket
Six Flags Entertainment (FUN) plunged after a fatal roller coaster incident, prompting immediate ride closures and cooperation with authorities. Character Technologies filed for Chapter 11; Disney (DIS) acts as stalking horse bidder for key IP and transition services in a $20M deal.
Chatbot startup Character.AI files for bankruptcy, and Disney is first in line for key assets
Character.AI has filed for Chapter 11 bankruptcy as it pursues a court-supervised sale. Disney has offered $20 million for a license to certain assets, though other bids could prevail.
Disney's new CTO tells staff he 'won't pretend it will be easy' to win in the changing media landscape
New Disney tech chief Karandeep Anand told staffers he's optimistic, despite difficult competition. In a note, Anand said Disney is "uniquely positioned to win" but "won't pretend" it will be easy.
The Walt Disney Company Executives to Discuss Fiscal Full Year and Fourth Quarter 2026 Financial Results via Webcast
BURBANK, Calif.--(BUSINESS WIRE)--The Walt Disney Company (NYSE: DIS) will host a live webcast to discuss fiscal full year and fourth quarter 2026 financial results beginning at 8:30 a.m. ET / 5:30 a.m. PT on Tuesday, November 17, 2026.Disney will release results before the opening of regular trading on November 17, 2026 and post earnings materials at www.disney.com/investors.To access the webcast, please visit www.disney.com/investors. The webcast will be archived.Materials and webcast may incl.
VSNT vs. DIS: Which Stock Is the Better Value Option?
Investors interested in Media Conglomerates stocks are likely familiar with Versant (VSNT) and Walt Disney (DIS). But which of these two stocks presents investors with the better value opportunity right now?
5 Reasons Disney Stock Can Double in 5 Years
Disney shares are lower over the past year and sharply lower over the last five years. In those five years, Disney's adjusted net margin has more than quadrupled, and the stock is trading at a historically low forward earnings multiple.
The Walt Disney Company (DIS) Is a Trending Stock: Facts to Know Before Betting on It
Recently, Zacks.com users have been paying close attention to Disney (DIS). This makes it worthwhile to examine what the stock has in store.
Disney: Undervalued IP Makes Expansion Worth The Risk
Walt Disney Company is rated Buy, with a partial position recommended below $110 and a 12–18% return target over 12–18 months. DIS's Experiences segment drives 57% of profits on 38% of revenue, with aggressive cruise expansion leveraging its unique IP and premium pricing. Free cash flow is projected at ~$10B in fiscal 2026, but heavy capital expenditures and buybacks create tension in cash coverage for dividends and repurchases.
Disney: Skydance Is A Bullish Catalyst
The Walt Disney Company remains a buy, supported by a robust IP portfolio and improving execution. Industry consolidation, highlighted by the Skydance merger, validates the enduring value of strong IP and bodes well for DIS's competitive position. DIS trades at a forward EV/EBITDA of 10x, below the 14x multiple paid for Warner Bros., despite superior growth and healthier leverage.
Price Targets
Benchmark Reiterates Buy Rating on Walt Disney (DIS)
$115.00
(was $109.82)
UBS
Disney price target raised to $132 from $125 at Wells Fargo
$132.00
(was $101.74)
Steven Cahall
·
Wells Fargo
Disney price target raised to $115 from $110 at Barclays
$115.00
(was $101.74)
Barclays
Benchmark Reiterates Buy Rating on Walt Disney (DIS) Ahead of Q3 Results
$115.00
(was $97.72)
Truist Financial
Disney price target lowered to $125 from $132 at Jefferies
$125.00
(was $94.64)
Jefferies
Disney price target lowered to $123 from $135 at Morgan Stanley
$123.00
(was $98.97)
Morgan Stanley
Walt Disney (DIS) PT Lowered to $133 at UBS
$133.00
(was $97.67)
John Hodulik
·
UBS
Disney price target lowered to $110 from $135 at Barclays
$110.00
(was $96.01)
Kannan Venkateshwar
·
Barclays
Disney price target lowered to $125 from $146 at Wells Fargo
$125.00
(was $95.63)
Wells Fargo
Disney price target lowered to $111 from $119 at Raymond James
$111.00
(was $97.09)
Ric Prentiss
·
Raymond James
Walt Disney (DIS) PT Lowered to $131 at Wolfe ResearchMember Login
$131.00
(was $98.62)
Wolfe Research
Disney price target lowered to $146 from $148 at Wells Fargo
$146.00
(was $110.12)
Wells Fargo
Disney price target raised to $119 from $115 at Raymond James
$119.00
(was $110.17)
Raymond James
Disney price target raised to $164 from $151 at Goldman Sachs
$164.00
(was $107.99)
Goldman Sachs
Disney price target lowered to $132 from $135 at Deutsche Bank
$132.00
(was $92.42)
Deutsche Bank
Disney price target lowered to $148 from $150 at Wells Fargo
$148.00
(was $92.42)
Steven Cahall
·
Wells Fargo
Disney resumed with an Overweight at Morgan Stanley
$135.00
(was $104.45)
Thomas Yeh
·
Morgan Stanley
Goldman Sachs Reiterates Buy Rating on Walt Disney (DIS)
$151.00
(was $107.58)
Michael Ng
·
Goldman Sachs
Disney price target raised to $134 from $133 at Wolfe Research
$134.00
(was $110.61)
Wolfe Research
UBS Reiterates Buy Rating on Walt Disney (DIS) Following Q4 Print
$138.00
(was $105.66)
John Hodulik
·
UBS