NYSE:DIS

Walt Disney Co. (DIS)

98.05
-3.07 (3.04%)
as of Jun 25, 2026, 8:00:00 pm Market Open.
964 watching
0
Investor Insights
star iconJun 25, 2026, 12:00 am

This summary was created by AI, based on 14 opinions in the last 12 months.

Experts have mixed feelings about Walt Disney Co. (DIS-N) with some expressing optimism about the company’s potential for growth, especially in its theme parks and streaming services. The appointment of a new CEO is viewed as a pivotal factor that could break the stock's range-bound trading, suggesting that leadership changes could lead to a turnaround. While the sentiment is generally positive regarding Disney’s brand strength and ability to adapt, some experts caution about increasing operational costs and the impact of economic slowdowns on consumer spending. The consensus indicates that Disney is currently trading at reasonable multiples, with expectations for revenue and EPS growth over the coming years, although immediate catalysts are not apparent. Overall, many analysts see long-term value in Disney, emphasizing the importance of patience for investors.

consensus icon
Consensus
Mixed
valuation icon
Valuation
Fair Value
review icon
Similar
Comcast,CMCSA
PAST TOP PICK
(A Top Pick Jul 13/21, Down 47%) Disappointing, but she still holds it. They launched their streamer during the pandemic and captured a lot of subscribers. Meanwhile, the parks were closed. The market remains focused on the streaming are is worried by it, given Netfli'x comments. DIS has targeted ads on streaming by fiscal 2024. The stock has been hampered because DIS hasn't opened parks in China or France, though other parks are doing well. DIS is attractively valued and she is buying it.
WATCH
Their theme parks have sustained them. Disney+ is a great opportunity for them; the market took that and ran with it by pushing shares to nearly $200 which he felt was extreme during the pandemic. Shares have settled back to the $90s--very interesting. He's watching it and just might step in.
PAST TOP PICK
(A Top Pick Jan 24/22, Down 30%) He's adding at these levels, not selling. Travel and streaming have been tough. Theme parks are starting to show positivity. A great organization that will do very well.
BUY
Really likes it and has longed it. Very good long term. DIS is unique--has a great brand and its assets to develop them in a modern way. Streaming will have a difficult time, but their deep library of content will help. People forget they bought 20th Century Fox, so they could sell some assets. Also, there are blockbuster movies coming. The theme parks generate a lot of revenue, so they need to return to operation globally. During Covid they did the right thing of cutting their dividend, furloughing employees and watching costs. So, they're in better shape than other media companies.
BUY
Is Disney really only Disney+ because that's how it trades? Disney gets no credit for its most important business: the theme parks. People go because they love the franchise. Does Netflix have a theme park? Disney also has 5 cruise ships.
DON'T BUY
Their parks, streaming and merchandise amount to a great franchise, but the streaming business is very competitive. Disney+ has done very well, but investors want more. Also, how well will their theme parks do during high inflation. Also, China's lockdowns are effecting those theme parks. Consumer discretionary is one of the worst performers now, though long-term Disney is good.
BUY
Adding to Disney. The share price now is where the theme parks were closed during the pandemic. Now, the theme parks are packed. Disney+ is now in 80 countries and will add 80 more. He likes this company.
TOP PICK
Has owned shares in company for a long period of time. Believes excellent long term growth prospects. Continued dividend increases and healthy financial metrics. Current share price presenting excellent buying opportunity. Investors must be prepared for volatility in the markets if choosing to buy.
BUY ON WEAKNESS
It has been painful. You're getting the streaming service for free at the current $100 level. He's added shares.
TOP PICK
Down about 50% over the year. Diversified business with original content, parks, and consumer products. Unique business model that generates free cashflow. Direct consumer part is generating losses right now, so the earnings will grow significantly over time. No dividend. (Analysts’ price target is $150.98)
BUY
It's had a tough year so far. During Covid, their theme parks and cruise ships were closed, but they launched Disney+ which did well. Going forward, an overhang is that the parks in China remain closed due to Covid. Disney is under-earning their earnings power. Their content should get released more regularly. This morning, Disney bid for the broadcast and digital rights to cricket league in India, a franchise that has grown tremendously, but she feels the price is too high. She remains confident in Disney, that the Chinese parks will reopen, Disney+ will improve and so should theatrical box office tallies.
TOP PICK
Recent market selloff (~50%) presenting good buying opportunity. Recent opening of theme parks has done well. Strong brand, and ability to market media across platforms (film, TV, theme parks, games, streaming). Good long term hold.
BUY ON WEAKNESS
Good company at the right price. Streaming, theme parks, ABC, ESPN. Sub-$100, he'd be very interested.
COMMENT
Disney iss fine, though he's not crazy about it. But Disney is cheaper because of Disney+. Disney just has to get better of selling/telling their own story.
TOP PICK
Great brand name. Parks contribute 41% of revenue, and these (and cruises) should do well the next couple of years as we come out of Covid. Media side has blockbuster deals coming through, and Disney+ has done well with growth. Massive library from little kids to adults. Management gets credit for navigating Covid. No dividend. (Analysts’ price target is $156.45)
Showing 196 to 210 of 838 entries