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

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Walt Disney Co. (DIS)

109.59

-1.66 (1.49%)

as of Aug 26, 2026, 7:22:48 pm Market Open.

965 watching

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

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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).

STRONG BUY

Netflix and Disney stocks should not be trading together. Disney is better. DIS is down 100 points from its early 2021 highs, in part because its balance sheet is ugly after stupidly paying $71 billion for the bulk of Fox's assets. However, under the new CEO, the theme parks are a juggernaut, making a fortune but nobody cares. DIS has an amazing catalogue of franchises in Star Wars and Marvel that the company has not fully tapped yet and are guaranteed to make money. Disney just released the Thor movie and it already grossed $143 million in its first weekend and to date grossed over $500 million worldwide. These Marvel sequels are basically annuities. Disney's streamer is doing just fine, perhaps not worth as much as when streaming in general was on fire a year ago, but Disney+ remains one of the must successful platforms and has room for growth. Plus, they just raised the price of ESPN+ to entice customers to buy the entire bundle.

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.

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