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

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Walt Disney Co. (DIS)

100.15

+1.97 (2.01%)

as of Aug 5, 2026, 3:51:17 pm Market Open.

965 watching

Investor Insights

Aug 5, 2026, 12:00 am

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

Walt Disney Co. has shown both potential and challenges in its recent trajectory. While theme parks and cruising continue to be main attractions, the company's streaming business has faced significant pressures due to high investments that have reduced profit margins. Analysts express optimism with the new CEO starting, and the stock's valuation is considered reasonable, especially given Disney's strong brand and unique franchise offerings. There remains a consensus that with patience and the right leadership, the stock could perform well, with expectations for future growth in revenues and earnings. However, there are concerns about competitive pressures in media and the high operational costs associated with its theme parks, which could impact profitability during economic downturns.

Consensus

Cautious

Valuation

Undervalued

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TOP PICK

Integrated into movies, TV, streaming, toys, merchandise, theme parks. Excellent franchise value good for earning revenue. Large amounts of content already produced. Ad supported version of Disney Plus launching. Raising pricing next year will help bottom line. Current share price presenting good buying opportunity for investors.

BUY ON WEAKNESS

He's trickling in money. A great stock. Still recovering from Covid. Streaming is sorting itself out. Very cheap, great potential going forward.

BUY

He just bought a starting, small position. He applauded what the CEO said last weekend when he identified another growth engine beyond Disney+ and that is ESPN in relation to sports betting. He's excited over Disney for the first time in a while.

WEAK BUY

It's been a hard stock to own. Holds a full position, so isn't adding. Their ad-supported Disney+ offers a unique opportunity for advertisers to target a younger audience that will make Disney more relevant to those advertisers. This will add another lever, in addition to the theme parks, movies and other businesses in their eco-system.

BUY

Disney vs. Netflix Disney--it has more levers to pull. ESPN will benefit as we enter college and pro football seasons. These will be significant drivers as audiences watch them again. Also, Disney reports their theme parks and hotels are very close to sold out. Amazon has free streaming and Netflix is trying to get an ad-supported system so this limits Disney+ rate increases. So, look past the streaming business and focus on Disney's bigger revenue generators.

PAST TOP PICK

(A Top Pick Nov 11/21, Down 28%) Fastest-growing streaming company. Travel is booming, so parks are doing well, and so is their movie business. ESPN is a huge area for advertisers. Expects revenue growth of over 10% per year in 2023-24, and a 50% bump in net income, still as streaming has negative income. Significant price increase has not impacted subscriber numbers, and could offset inflation and slowing growth. Compelling buy here.

TOP PICK

Quarterly results were really strong. Park performance is doing unbelievably well. Streaming subscriber growth great, but operating profits weak. Going to turn the corner in 2023 or 2024. Edge longer term comes from its fantastic original content. Lots of value. No dividend. (Analysts’ price target is $142.30)

BUY

Just reported a great quarter with better than expected Disney+ subs. Theme parks are doing well. The stock has lagged in the last couple of years, but is well-positioned for the future.

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BUY

Shares have plunged. It's hideous, shocking that it now trades like a streaming stock like Netflix. Why be pigeonhold when they have amazing brands, and strong theme park revenues. DIS needs a better balance sheet. This is too hated for shares to stay this low. He expects he will like what they say on Wednesday when they report.

BUY

DIS reports next week. The theme parks and movies will be strong. Streaming will be interesting. (We didn't get good numbers out of competitor Peacock.) DIS is cheap on a cash flow basis. Worth picking up. A great franchise.

BUY

DIS reports next week. He understands why investors are negative here--Disney has to spend on content. But last quarter, DIS had a great subscription add, due to them buying the rights to Indian Premier League Cricket. Disney+ subs continue to go up. Theme parks are doing gangbusters. Dr. Strange is doing fine box office business. Everything is going right for them, certainly more right than wrong. DIS is undervalued.

TOP PICK

Smartly pivoted to streaming, propelling the company into the future. 60% of revenues came from theme parks pre-pandemic, so this will pick up steam. Lots of horses in the race. His price target is $149. Loves the stock. No dividend. (Analysts’ price target is $137.98)

STRONG BUY

A core holding. The PE is now at pre-Covid levels. But now travel is booming, including to their theme parks. Earnings are on the upswing, $4 this year, $6 next year. Their streaming business is growing as fast as anyone's but remains a money-loser. He thinks Disney is worth twice the current share price.

BUY

You can buy it here. Parks have to come back, as it drives a lot of their business. Disney+ outperformed expectations and will continue to do so. Look to see if Disney+ continues to grow and has pricing power. Movie blockbusters are a positive. Cost-cutting can come from selling assets.

COMMENT

Snap reports poor quarter, weaker revenues Disney last week announced a record $9 billion ad sale on Disney+. In digital ad spending now, it is a mixed picture and not a disaster across the digital board (like Snap last quarter).

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Walt Disney Co. (DIS)