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

Home

Daily Stock Opinions and Ratings

Walt Disney Co. (DIS)

97.15

+1.28 (1.34%)

as of Jul 15, 2026, 8:00:00 pm Market Open.

964 watching

Investor Insights

Jul 15, 2026, 12:00 am

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

The Walt Disney Co. is currently at a crossroads with a new CEO taking the helm amidst mixed sentiments from experts. While the company maintains strong brand power and a profitable theme park segment, concerns linger regarding its growth trajectory, particularly in streaming and park operations amidst rising costs. Some analysts see potential value in the stock at current valuations, suggesting it may be a good buy for long-term investors. There is cautious optimism about future earnings, fueled by a recovering streaming segment and lucrative sports deals, but uncertainty prevails with management transitions and macroeconomic factors potentially impacting consumer spending. Overall, patience and a watchful eye on upcoming CEO announcements appear to be key for investors in navigating Disney's stock.

Consensus

Mixed

Valuation

Fair Value

Similar

CMCSA

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.

Premium content

🔒 Premium Content Alert – This buzzing stock opinion is accessible only to Stockchase Premium

Discover an exclusive list and analysis of the stocks that are trending on social medias—accessible only to our Premium subscribers. With a keen focus on the stocks that are setting social media ablaze, this weekly feature offers an invaluable lens through which to evaluate market movers. Say goodbye to the endless scroll through social media timelines; we curate the buzz so you can invest your time as wisely as your money. Unlock Premium Now.

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.

Showing 226 to 240 of 838 entries

Most Recent Experts

Jim Cramer - Mad Money

CNBC

Colin Cieszynski

SIA Wealth Management

Keith Richards

ValueTrend Wealth Management

The Panic-Proof Portfolio (Stockchase Research)

Stockchase Premium

Larry Berman CFA, CMT, CTA

ETF Capital Management Inc.

Wealthica The ultimate 360° Tracker Your financial life in one place, automatically

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : [email protected].

Walt Disney Co. (DIS)