Walt Disney Co. (DIS) Buy, Sell or Hold

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Walt Disney Co. (DIS)

99.13

-0.26 (0.26%)

as of Jun 4, 2026, 6:54:38 pm Market Open.

964 watching

Investor Insights

Jun 4, 2026, 12:00 am

This summary was created by AI, based on 18 opinions in the last 12 months.

Walt Disney Co. is navigating a transitional period with a new CEO taking charge amid mixed sentiments from analysts and investors. Many believe that while the company has a strong brand and diverse offerings in theme parks and streaming, concerns remain about growth sustainability post-COVID and rising operational costs. Analysts express optimism regarding the streaming service turning profitable and the potential of theme parks as profit centers. However, the competitive landscape in media and consumer behavior during economic downturns pose challenges to its previously steady growth trajectory. Overall, Disney is recognized for its iconic properties and potential for future growth, but a cautious attitude prevails as it seeks to stabilize following management changes.

Consensus

Neutral

Valuation

Fair Value

Similar

CMCSA

PAST TOP PICK

(A Top Pick Feb 11/22, Down 33%) He sold half at $170. Activist Peltz wants to sell some of the TV networks. He's deciding whether to add to his position. Shares are attractive now after falling a lot in the past year.

COMMENT

He will vote in favour of activist investor Norman Peltz. Disney needs more board oversight and has made mistakes. Blackrock has a big stake in Disney and he supports Blackrock.

DON'T BUY

He always said if it got into the $90s, he'd buy. But as a money manager, he reserves the right to change his mind. With current information, he's not comfortable. Management change. Streaming is a profit challenge. He'll watch it. Needs a lot more confidence before he'd buy.

STRONG BUY

A great company. Has come down a lot due to Covid, a new CEO and streaming losses. He owns this because of their content which extend to theme parts, stores, products and not just its streamer. The new CEO will revive things on the creative side. As travel expands, people will go to theme parks, especially China. Their subscription numbers are good, will improve and their losses will slow.

BUY

For a beginner's TFSA. Nobody likes DIS, it's sold off 50%. But everyone still gets excited about Disney. Will be a good turnaround.

BUY

Strongest turnaround story in 2023 Disney is most likely to turn around. Shares are now at pandemic lows. Yes, there are headwinds, but Disney won't face the same pressure as during the pandemic. Also, theme park revenue will probably go higher. Third, Bob Iger has returned as CEO, a superb operator. Four, Disney will be releasing several blockbusters. Five, China will reopen and open a huge source of revenue.

HOLD

It was a disaster under its former CEO, but he has faith in the returning CEO turning things around. Their franchises--Marvel, Star Wars and Disney itself--are the best and powerful. He's holding on, has faith. The shares have fallen so much, they're too cheap to ignore.

PAST TOP PICK

(A Top Pick Dec 10/21, Down 44%) Great brand. Lots of work to do. 40-45% of revenue still comes from the parks, should see better numbers in 2023. Needs to increase pricing on Disney+, great library of content. ESPN and regular TV have been big drags. 20th Century Fox acquisition needs cost tightening.

COMMENT

He doesn't like it. It has broken support on a five year chart and is maybe oversold but hasn't formed a base yet. Could be sold for tax loss purposes

BUY

Very strong brand, but change in management has created problems. Covid-19 pandemic very hard on company. Disney + streaming business has hundreds of millions of customers. Investing heavily in new content for streaming. $33 billion investment in new programming will be fruitful. Strong legacy content.

BUY

Always resisted the idea of the superstar CEO, but in this case they might be right. Fan of the new guy. The last one was a disaster. Big comeback from Covid in live concerts, parks, and cruises. Streaming has a vast library. Looks cheap. A lot of moving parts.

TRADE

Down 38%. New-old CEO brings lots of experience to effect an operational turnaround. Parks business is OK, China is opening up. Real challenge is the media business, costs are increasing, on track to lose 4B this year and 2-3B in 2023. Transitioning ESPN from cable to streaming is also a challenge. High quality, great brands. Somewhat attractive at current levels, but not tons of upside. (Analysts’ price target is $129.00)

TOP PICK

Gaining market share in direct-to-consumer streaming. Trouble making Disney+ profitable, but the old-new CEO should change things around. Parks and resorts should improve. Studio segment looks pretty good. Down 50% from highs, compelling value. No dividend. (Analysts’ price target is $130.97)

BUY

Allan Tong’s Discover Picks No surprise that investors and sent shares soaring 6.29% the next day on the Iger news. Shares flirted with $100, but remain a long way from the peaks of $155 exactly a year ago. To be fair, most momentum stocks with any technology angle have plunged in this time frame, but Disney’s fall has been particularly painful. The street is looking to Iger to exercise fiscal restraint (Wall Street talk for cutting costs) and bolster revenue, even if recession is threatening the wider economy. Read 3 Momentum Stocks to Switch Out for our full analysis.

HOLD

He wasn't surprised by Chapek's demise at CEO. Chapek had a dismal track record of over-promising and under-delivering. Iger's return surprises him, but he hopes he can repair Disney. To be fair, Chapek took over right before Covid hit, but he figured over time he could turn things around given Disney's strong franchises. Chapek seemed oblivious to the company's woes. Disney paid far too much for 21st Century Fox under Iger, but Chapek didn't know what to do with those acquisitions. Chaprek was really a theme park guy in a streaming business. It's not clear what Iger will do to turn around Disney, but he's holding on for better days. Iger needs to say that profitability, not subscriber growth, is priority. That said, things could turn around quickly. Stick with Disney under this new leader.

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Walt Disney Co. (DIS)