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

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Walt Disney Co. (DIS)

101.93

+3.75 (3.82%)

as of Aug 5, 2026, 5:56:57 pm Market Open.

965 watching

Investor Insights

Aug 5, 2026, 12:00 am

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

Walt Disney Co. has shown both potential and challenges in its recent trajectory. While theme parks and cruising continue to be main attractions, the company's streaming business has faced significant pressures due to high investments that have reduced profit margins. Analysts express optimism with the new CEO starting, and the stock's valuation is considered reasonable, especially given Disney's strong brand and unique franchise offerings. There remains a consensus that with patience and the right leadership, the stock could perform well, with expectations for future growth in revenues and earnings. However, there are concerns about competitive pressures in media and the high operational costs associated with its theme parks, which could impact profitability during economic downturns.

Consensus

Cautious

Valuation

Undervalued

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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

Allan Tong’s Discover Picks DIS stock has plunged $50 from its $203.02 high earlier this year and this current pullback makes for a buying opportunity. I expect DIS to bounce back. The only catch is that shares could be asleep for a quarter or so until it wakes up. At least add Disney to your watch list. Read 4 Popular Headline Stocks for our full analysis.

TOP PICK

She'd add here. Subscriber growth not as expected last week, as content creation has been lumpy. Disney+ is expanding globally next year. Company expects international visits to pick up the slack still resulting from Covid. Seeing increasing spend per person at theme parks. No dividend. (Analysts’ price target is $198.78)

HOLD

The big issue is that the stock ran up a lot because of streaming business. Their subscriber growth has really decelerated over the last 3 quarters.

STRONG BUY

Hard to fault Disney. Targeting 250M subscribers. Disney+ is sticky with families. Attraction parks will be a huge tailwind. They are adding new revenue streams too.

TOP PICK

Growth in streaming has peaked at a moment in time. Investing a ton of money, releasing a slew of new movies. Footprint in streaming is widening geographically. He's predicting it will double its streaming subscriber base in the next 3-4 years. ESPN is bulletproof. Theme parks are coming back. Buy one of the world's great franchises when it's on sale. The streaming services alone give a sum of the parts value over $200 a share. Phenomenal at leveraging franchise purchases into 25-years of new products. No dividend. (Analysts’ price target is $200.08)

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TOP PICK

Growth of their streaming service will continue and should double in the next 3-4 years. They are investing a lot in new movies. They also own ESPN. Theme parks are also coming back. Social media mentions have increased 65% in the past 24 hours.

DON'T BUY

It reports Wednesday and it will be rough. Their theme parks weren't working at full capacity because of Delta; Shanghai Disney was shut down this past week. Disney+ seems to be stalling. It's time for something new.

TOP PICK

Credit them for cutting their dividend during Covid. Their theme parks were a headwind, but will be a tailwind in 2022. More tailwinds: their film slate in coming years, while Disney+ has beaten all expectations, and expect price increases here. He hopes they don't restore their dividend, because they need to spend capital. 2022 will be a great year for them. (Analysts’ price target is $205.32)

BUY ON WEAKNESS

Very good franchise, but periods of stagnant growth. Global, best of breed franchise. One of a kind. If it's down and you have a long horizon, buy it. Expensive now, but you can hold your nose and buy it.

BUY

A safer reopening bet than AMC in light of Merck announcing an anti-Covid pill today. It got crushed recently, but he sees a lot more upside in a post-Covid world.

BUY

She's owned this for a year since Disney was at $124, based on a thesis that Disney would ultimately earn $10/share, which is taking a little longer than expected. When it does, DIS will be trading at 18 or 20x, slightly lower than the overall market. She bought it as a long-term hold. She doesn't trade it. Disney deserves a premium valuation given a strong CEO and their amazing products. The theme parks are returning despite Delta.

COMMENT

Yesterday, the CEO made a mistake uttering "headwind" in that the Delta variant will slow down the production of content for Disney+. Investors seize of that word as an excuse to sell. Otherwise, he likes the stock.

BUY

It is a classic growth stock. The brand is incredible. ESPN has pretty good control of American sports. The price is reasonable. It is a company you can buy and hold for the long term and feel quite secure. They are a must to have when families are in that part of their life cycle.

BUY

A winner whether investors panic over the Delta variant or if we continued to reopen. It's trading $5 below last week's strong earnings report. If there's a lockdown, there's Disney+. If there's no lockdown and the reopening continues, there are the theme parks and cruise ships.

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Walt Disney Co. (DIS)