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
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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.

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Consensus
Mixed
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Valuation
Fair Value
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BUY
High quality company that has been around for a long time. Tremendous value in intellectual property (movies like Star Wars). Moving into streaming with success of companies like Netflix. Covid-19 has been a challenge, but company has a lot of pricing power in theme parks etc. During inflationary times, companies that require small amounts of capital and are able to raise prices will do well (like Disney).
BUY ON WEAKNESS
He was too early recommending Disney. If shares remain at today's levels next week, he will add to his holding. Disney shares slid today in guilt by association because of Netflix tanking. He disagrees with the street which reacted to Netflix's forecast that the streaming audience is limited. No, there's room here. Also, Disney operates other businesses, those with a track record with tangible sales.
BUY ON WEAKNESS
As economy re-opens the company will preform better. Keep position if you own it, but don't add at current prices.
TOP PICK

Believes Disney is strong because of the number of outstanding subscriptions. Disney is by far the best media and entertainment company in the world. Augmented and virtual reality will only add to the amazing content that Disney already owns. Early adoption of technology will allow to company to further grow business. Can buy company at 14x 2024 projected earnings which is incredibly cheap.

DON'T BUY
Chose to sell at start of pandemic, as it relies on density of people. Then it kept rising, based on streaming. Market was giving a lot of premium to streaming potential. Looking 5 years forward, he couldn't see that streaming subscribers would justify the expectations. Market's figured this out too.
DON'T BUY
DIS vs. NFLX Opportunities with each, as they've both pulled back. Both have streaming, and DIS is more diverse. But NFLX is one of the world's greatest businesses. More subscribers to get and lines of business to add. In the next year or so, it will be free cashflow positive. In 5 years, so much free cash, it will buy back stock, make acquisitions, or pay dividends.
BUY
If we're heading to the end of Covid, travel stocks like this are definite buys.
BUY
Very unique business that is able to create and monetize original content. Doesn't think that Covid-19 will have long time effect on theme parks. Streaming business is doing very well and will be valuable down the road. High P/E Ration (~30) is justified as the business is valuable. As economy re-opens will do even better. Quarter to quarter announcements are not a good indication of value.
DON'T BUY
Doesn't check all his boxes, especially on valuation. Business model requires density of people. Streaming got a lot of hype, but the bloom is now off the rose with all the competition. Looking out 3-5 years, priced for very good fundamental performance already built into today's price.
BUY
Disney+ has done very well during Covid. She'd buy at current levels. However, shares pulled back because subs in Disney+ pulled back or slowed as economies reopening. Next year, she expects Disney to produce more content, so subs will rise. Parks and cruise ships are reopening plays. parks are doing well, but international visits have lagged because of closed borders--but this will change and improve. They have pricing power when people visit their theme parks.
TOP PICK
Good growth on media and is one of the best competitor with Netflix. Not worried about subscriptions going down. The parks business needs to come back since it is 45% of their revenues and we should see it next year. Cutting their dividend was probably the right move. Can grow nicely over the next little while. (Analysts’ price target is $194.32)
TOP PICK
Amazing company. Huge library of intellectual property, with continued ability to create new. But people are focused on subscriber growth. Subscriber room to run in Europe and India. Big opportunities are in virtual reality to movies and sports. Well run. Great long term. No dividend. (Analysts’ price target is $196.53)
BUY ON WEAKNESS

It's down $60 from its peak. It has the theme parks, ESPN+, Disney+ and cruise ships going for it. Disney+ subs numbers disappointed and shares slid, but this company isn't broken. DIS is hammered this week by the Omicron scare, but it's time to nibble. Three months you will regret not buying this. It's an iconic company. Disney+ will offer new content, like new Mandalorian episodes next year. Buy on the way down, not up, and we buy long term. Don't chase, but invest. And expect this stock to fall a little more before it rises--you gotta start somewhere.

BUY
This topped $200 during the March reopening rally but fell to $147 today. He admits he called this too early and started buying in the $170s. What happened was that Delta derailed the theme parks and Disney+ subscriber numbers fell short. But the sell-off now is overdone though he doesn't know where this will bottom. However, consider where Disney will be a year from now. The cruises will do good business, Disney+ will raise subs, and the company will find a way for ESPN to benefit from sports gambling.
BUY
This topped $200 during the March reopening rally but fell to $147 today. He admits he called this too early and started buying in the $170s. What happened was that Delta derailed the theme parks and Disney+ subscriber numbers fell short. But the sell-off now is overdone though he doesn't know where this will bottom. However, consider where Disney will be a year from now. The cruises will do good business, Disney+ will raise subs, and the company will find a way for ESPN to benefit from sports gambling.
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