Summer Sale
50% off Premium Yearly
00days
00hrs
00mins
00secs
NYSE:DIS
Walt Disney Co. (DIS)
110.38
-0.87 (0.78%)
as of Aug 26, 2026, 3:09:53 pm Market Open.
965 watching
Financials 
Technical Analysis 0
Investor Insights
Aug 26, 2026, 12:00 amThis summary was created by AI, based on 11 opinions in the last 12 months.
Walt Disney Co. has faced significant challenges, particularly with its streaming business, which has experienced a decline in margins despite previously turning a profit. Experts highlight the company's strong fundamentals, such as their iconic theme parks and burgeoning streaming content, which could drive future growth. The recent transition to a new CEO has raised hopes for revitalization, although some analysts express skepticism about immediate catalysts for change. Overall, many see the stock as being at a reasonable valuation compared to its past performance, with a decent dividend that is expected to continue rising. While unanimous optimism is lacking, patience seems to be the prevailing strategy among investors.
Consensus
Cautious
Valuation
Undervalued
Similar
NFLX
HOLD
TOP PICK
It has been under pressure but the movie business is booming and the theme parks are very popular so they just keep raising prices. It has been losing money in the streaming business, $1 1/2 billion in the last quarter, but that's probably the peak. The streaming business should become profitable in the next couple of years. It is currently costing about $3 per share. He is looking for Disney earnings to double over the couple of years. It owns an incomparable set of franchises. Shares should double over the next few years. Buy 28 Hold 5 Sell 0 (Analysts’ price target is $124.52)
Lorne SteinbergOwned
entertainment services
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.
Darren SissonsOwned
entertainment services
DON'T 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.
Zachary Curry Owned
entertainment services
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.
Steve GrassoOwned
entertainment services
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.
Paul Harris, CFAOwned
entertainment services
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.
entertainment services
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)
entertainment services
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)
Stan WongOwned
entertainment services
'%20fill='%23ffffff'%3e%3cg%20id='Pager'%20transform='translate(423.000000,%201755.000000)'%3e%3cpath%20d='M243.295367,17.286474%20C243.68919,16.9045087%20244.327703,16.9045087%20244.721525,17.286474%20L249,21.4361302%20L253.278475,17.286474%20C253.672297,16.9045087%20254.31081,16.9045087%20254.704633,17.286474%20C255.098456,17.6684393%20255.098456,18.2877274%20254.704633,18.6696927%20L249.35654,23.856763%20C249.159628,24.0477457%20248.840372,24.0477457%20248.64346,23.856763%20L243.295367,18.6696927%20C242.901544,18.2877274%20242.901544,17.6684393%20243.295367,17.286474%20Z'%20id='Path'%20transform='translate(249.000000,%2020.500000)%20scale(-1,%201)%20rotate(-90.000000)%20translate(-249.000000,%20-20.500000)%20'%3e%3c/path%3e%3c/g%3e%3c/g%3e%3c/g%3e%3c/svg%3e)
'%20fill='%23ffffff'%3e%3cg%20id='Pager'%20transform='translate(423.000000,%201755.000000)'%3e%3cpath%20d='M243.295367,17.286474%20C243.68919,16.9045087%20244.327703,16.9045087%20244.721525,17.286474%20L249,21.4361302%20L253.278475,17.286474%20C253.672297,16.9045087%20254.31081,16.9045087%20254.704633,17.286474%20C255.098456,17.6684393%20255.098456,18.2877274%20254.704633,18.6696927%20L249.35654,23.856763%20C249.159628,24.0477457%20248.840372,24.0477457%20248.64346,23.856763%20L243.295367,18.6696927%20C242.901544,18.2877274%20242.901544,17.6684393%20243.295367,17.286474%20Z'%20id='Path'%20transform='translate(249.000000,%2020.500000)%20rotate(-90.000000)%20translate(-249.000000,%20-20.500000)%20'%3e%3c/path%3e%3c/g%3e%3c/g%3e%3c/g%3e%3c/svg%3e)
It reports Wednesday. Though it's still early, the report will reflect on returning CEO Bob Iger. But he expects things to return to some normalcy under him. His shares were obliterated by the former CEO, but he sees happier days ahead and is holding on.