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

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Walt Disney Co. (DIS)

99.34

-0.05 (0.05%)

as of Jun 4, 2026, 8:00:00 pm Market Open.

964 watching

Investor Insights

Jun 4, 2026, 12:00 am

This summary was created by AI, based on 18 opinions in the last 12 months.

Walt Disney Co. (DIS) is currently facing a turning point with a new CEO at the helm. Experts highlight the company's strengths, such as its beloved theme parks, growing streaming services, and impressive brand power. However, there are concerns about the company's growth trajectory and the valuation of its assets, particularly in light of increased costs at amusement parks and competition in the media landscape. While some believe the stock is consolidating and has potential for a breakout, others caution against its high valuation and external economic pressures that could impact consumer spending. Overall, many experts see potential for growth and profitability in the long run, especially with expected improvements in streaming and continued success at theme parks, signaling that patience may be rewarded for investors.

Consensus

Cautious

Valuation

Fair Value

Similar

PEP, 123

STRONG BUY

Really likes it. It's a complete play on the revenge (travel/leisure) economy. People want to come out. The average theme park ticket costs 40% more than two years ago. Add to that Disney+ which has a bad quarter recently, but are working towards more subscribers. Add to this Hulu. All this means people are coming out of Covid shutdowns. Add to this international travel this summer or fall. This company has tailwinds to earnings growth. Yes, they're spending money to attract more subscribers. However, they have a lot of content they don't need to spend on. Disney is spending money for the future and he loves companies that do this. He's holding this for 3-5 years.

BUY

A mistake he made early during Covid was selling Disney over fears of its theme parks and cruise lines taking a hit. Now, people are going to pay for travel and experiences to those parks and cruises--and Disney will benefit. Disney has no direct peers. There are management fights now which raises some concerns, but the company can withstand that.

BUY

Forward PE is 30x, but remember that their parks business during Covid was closed. Now, they are opening up and running well, though incurring costs from Covid, which will eventually fade. International parks are not entirely open; Shanghai Disney park may shut down. By 2024, margins should return to pre-Covid levels. Disney+ is not profitable, but expect it to be in a few years as they expand their subscriber base. More revenue to come from cinema screenings of more content. Earnings are depressed presently, which impacts the stock. Doesn't expect their dividend to return till operations normalize. The theme parks are profitable, and they can leverage their platform/content across other parts of their business.

BUY

Down 14% this year and shareholders are unhappy that the CEO isn't taking a public stance against Florida's anti-gay legislation At today's price, you can make a really good case for its valuation, probably 20x 2022's PE. Maybe there's 11% revenue growth and 26% EPS growth. Plus, there's a decent backdrop for the second half of the year, with Covid out of the way. He likes DIS at current prices or even $150.

BUY

Down 14% this year and shareholders are unhappy that the CEO isn't taking a public stance against Florida's anti-gay legislation Their reopening has already started and she expects to be really good. The CEO is doing a great job.She's been waiting; it's now near her buying price. This is good for the long term.

BUY

Down 14% this year and shareholders are unhappy that the CEO isn't taking a public stance against Florida's anti-gay legislation Prefers Disney over Netflix, because people want to get out and experience things. The theme parks generate $16 billion revenues in a normal time. He's back long Disney. It will go much higher. Technically, this is where it bounced in July.

BUY

Their theme parks will revive shares and Disney+ will help. This stock popped on earnings, fell on the Russian invasion and now it will rise to complete a round trip.

BUY

She bought it two years, feeling that theme parks will bounce back strongly based on tourism, including international. She targeted $200. Obviously, the recovery is slower than expected and she doesn't know how long it will take, but shares are definitely heading in the right direction. Theme park numbers in this quarter were awesome.

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TOP PICK

Parks are reopening and thriving. Announced jump in Disney+ subscribers. Shannon Saccocia and Jim Cramer both gave BUY signals this month. Social media mentions increased 74% over the past seven days.

TOP PICK

Company has very strong streaming business. Strong financial metrics with dividend increases just announced. Theme parks, cruises and movie theaters will recover after Covid-19. Very strong business franchise that revolves around kids.

BUY

Shares are popping today on strong earnings. You own this for the brand, and theme parks monetize that brand. For Disney+, you need new content, but not the parks. In fact, the parks have a lot of pricing power and will fund the content for Disney+. She needs to hear their strategy for ESPN.

BUY

He's buying more before they report Wednesday. It doesn't get enough credit for its superb, valuable content library. DIS is not stagnant or dead.

HOLD

Spending twice as much as NFLX on content over the next few years. Expects DIS to overtake NFLX in number of subscribers.

BUY

Allan Tong’s Discover Picks The House of the Mouse got thrown under the bus last Friday when Netflix reported a weak forecast. DIS shares slid $10 from $147.62, and fell below $130 in Monday's rout. Read 3 Oversold Stocks to Buy Right Now for our full analysis.

TOP PICK

Although the Parks part of the business is not where it should be, the streaming business is good and they have a good package price. It is a forward looking company with good management. Lots of leverage going forward. Analysts have 29 buys, 8 holds, 0 sells. Just bought some in past few weeks.

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Walt Disney Co. (DIS)