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

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Walt Disney Co. (DIS)

109.61

-1.65 (1.48%)

as of Aug 26, 2026, 8:04:25 pm Market Open.

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Investor Insights

Aug 26, 2026, 12:00 am

This 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

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.

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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.

PAST TOP PICK

(A Top Pick Nov 16/21, Down 42%) Market concerned on streaming business capital expenditures. Profit recover post Covid-19 not happening as quickly as anticipated. Content expenses very high and not coming down. Business should turn around in 2023. Still owns stock in the company and will continue to hold. Theme park attendance strong, but inflation creating difficult margin growth

PAST TOP PICK

(A Top Pick Nov 02/21, Down 46%) 41% of revenue comes from parks, and these are not full steam ahead yet. Good job on media content. Cashflow will go down a fair bit this year, next year expected to be 6.8B. Balance sheet looks good, can get better if cut costs. 21x earnings. Great brand. He'd buy here.

DON'T BUY

His long-term charts over 35 years show 3 distinct phases. Early phase grew quickly, second one slowed down but still OK. Third phase is flattening. Balance sheet isn't going anywhere. Valuations will follow growth rates. Price to book has fallen steadily. Streaming competition pressures margins. Too early to invest.

BUY ON WEAKNESS

Better valued here around $100, streaming continues to do well. Though streaming's off the pandemic boil, DIS has a diversified foundation. Good opportunity of possible sports gambling option. On his short list. He'd buy in high $80s or low 90s.

HOLD

Believes company is great and has good prospects. Worried about macro risks affecting company. Recession would be bad for travel and theme park use. Streaming business is strong and will grow.

PAST TOP PICK

(A Top Pick Nov 11/21, Down 34%) Recently added to position and will continue to hold. Likes company and believes has excellent prospects going forward. Disney has fasted growing streaming business in the world. Theme parks will continue to see rise in attendance. Lots of room for expansion of franchises. Sees lots of upside and is expecting a double in share price.

BUY ON WEAKNESS

Successful pivot into streaming good for the business. Challenges with cable subscriptions. Large amount of package. Waiting for shares to fall before buying. Unsure on prospects for business the next 2-3 years. Would prefer owning shares in Netflix.

BUY

Shares down on market recent selloff. Good time to buy. Strong content with years of entertainment value. Theme parks will grow as people travel after Covid-19. Streaming service will continue to grow. Good long term business and believes in future of business.

HOLD

Prefers NFLX for the entertainment portion. Parks are great assets, but not making money now. Tough time on Disney+. Stopped dividend. Balance sheet not as good as it was. Not a screaming buy, but if you own it, long term you'll do fine.

TOP PICK

World-recognized. Gaining market share in direct-to-consumer streaming. Disney+ is doing well. Total subscriber base rivals NFLX, which is astounding given that NFLX has been around longer. Parks and resorts expected to rebound nicely. Studio segment content will help. Shares down 50%, good value. No dividend. (Analysts’ price target is $145.43)

TOP PICK

It's been beaten up badly, down 50% this year, but it offers growth. The theme parks are surprisingly doing well and the margins are a lot better (maybe the parks are charging more). Their streaming is massive, being the #2 player after Netflix and boasting a fine library (Star Wars, Pixar). Families will stick with Disney+ or add it to their homnes. Content is king. Nobody cross-sells better than Disney. Historically, it's the great growth stock. (Analysts’ price target is $146.34)

Unspecified

It makes lots of money on its parks which should grow. Has a good streaming business - owns Marvel, Pixar, etc. which covers all ages, children to adults. Acquired Fox (20th century) and has lots of room to cut costs in this area. Netflix doesn't own as much content as Disney.

BUY

One of the best performers in the Dow Q3 Down only 0.1% in Q3. It's been slammed and in the dog house for ages because of its streaming, but Disney is not only about the streaming, but also the theme parks, films (both doing well) and ESPN (which could partner with a gambling house, so there are opportunities here). He's down in his holding, but this will be much higher in the future. He likes it.

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