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

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Walt Disney Co. (DIS)

100.15

+1.97 (2.01%)

as of Aug 5, 2026, 3:51:17 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

Likes it here at the 200-day MA support level. Parks and resorts will rebound very strongly. Disney+ subscriber base is ahead of expectations. Seems a bit pricey, though it's a premium name. Doesn't own, but would consider.

BUY

Buy this as a long-term earnings grower, not a trade. The Delta seems to be effecting the reopening. He expects decent earnings growth, though. [Note: audio problems]

PARTIAL BUY

Allan Tong’s Discover Picks Caveats: The Delta variant is hitting less-vaccinated American states hard and this could have a spillover effect on Disney’s theme parks. Shutting them down, however, seems unlikely, but rising cases could dampen attendence. Maybe. The cruise lines are a larger risk, since outbreaks on a self-contained vessel at sea are hard to contain. That said, demand for cruises across the board remain strong, despite scary headlines. These caveats will likely limit Disney’s climb in the weeks to come, making it unlikely for the stock to break to new highs. That said, Disney could release Again, it comes down the virus and how deeply it effects the reopening. Consider this a partial buy. Read The Disney Stock (DIS) is coming back, Blizzard Stock is a Sell (ATVI) and the new BARK Stock as a speculative buy. for our full analysis.

PAST TOP PICK

(A Top Pick Jun 08/20, Up 37%) Had a really big run. Bought it for the reopening potential and travel. Also a broadcaster too. Disney+ has become a huge competitor to Netflix. Has come off from the highs. Cruise lines are not back yet and amusement parks are not 100% yet. One of the best travel related companies.

TOP PICK

Has owned for many years. It was a pandemic play through Disney+ which grew tremendously. It's also a reopening play through its parks and resorts, which are now all open. They could be at full capacity by year's end. They couldn't launch their films in cinemas, though. Their extensive film library was a benefit. Subscriber growth will subside over time, but Disney+ gives them another option in releasing content/movies. She'd be buying this now. (Analysts’ price target is $203.75)

BUY ON WEAKNESS

Black Widow's $80 million opening weekend (both cinema box office and home revenues) boosted Disney stock today. However, the negative futures for the wider market pressured Disney prices at the start which in turn offered a juicy buying opportunity.

BUY

It's been a bit down so far this year, which historically has been a good time to buy it. He held on. The stock will come back, because it is the ultimate reopening story.

BUY

Last year, the story was about Disney+'s huge success. This year, the story should be about the reopening of the theme parks and later the movie theatres. However, Covid winners are unfairly pigeonholed as reopening losers by investors. The CEO can turn things around by reminding Wall Street that its other businesses exist and poised for the great reopening, even if Disney+'s growth moderates. The CEO must avoid the trap of Disney+ becoming another ESPN, which dragged the stock down for years after their viewing numbers peaked.

BUY

It was negatively impacted by parks. As all their markets open up they think traffic will be better than before COVID. The subscriber stats were not as strong as people had expected. They have an unmatched level of content. It will be a buy if you think the subscriber numbers will continue to improve.

PAST TOP PICK

(A Top Pick Apr 21/20, Up 76%) Streaming services were a grand slam success during the pandemic, and this looks to continue. Strength has been its own content and the franchises it buys. Content is king. Theme parks and movie theatres will come back strongly, as people have money to spend.

DON'T BUY

It's refocusing from parks, ESPN and films to Disney+. The stock is being revalued this way. It's now an expensive stock. By 2024-25, they could make $10/share in earnings, but that's still at 18x earnings forward. Still high. The price would have to fall and he doesn't know when/if that will be.

BUY ON WEAKNESS

Likes Disney and has owned it for a long time. Has benefitted from covid for their streaming service. Subscriber numbers were below expectations so the stock was hit, but it is a reopening play. Their theme parks and cruises, as well as studio business will come back.

BUY

It's the perfect reopening stock and the CDC announced last night that vaccinated Americans can go maskless. Mask-free theme parks will be a big tailwind for Disney. Some analysts are at fault for getting ahead of themselves; Disney made their numbers when they released their quarter yesterday.

HOLD

Management handled pandemic issues wisely. Disney+ is a real competitor to NFLX. The parks are doing better and this should continue. Cost-cutting. Owns a lot of fantastic content for streaming. Not sure about timeline of the cruise business. Dividend may be reinstated down the road.

HOLD

Last week, he though maybe he should take profits until advice told him to hang on. This has a chance of spurting up as the theme parks reopen.

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Walt Disney Co. (DIS)