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

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Walt Disney Co. (DIS)

98.05

-3.07 (3.04%)

as of Jun 25, 2026, 8:00:00 pm Market Open.

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Investor Insights

Jun 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.

Consensus

Mixed

Valuation

Fair Value

Similar

Comcast,CMCSA

PAST TOP PICK

(A Top Pick Apr 20/20, Up 79%) At the moment, there is a lot of growth with the streaming. The reopening in the US will allow the business to be relaunched. A great value creator. A core holding longer term. It is running a little fast so trimmed a little. De-risk form time to time.

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TOP PICK

Hit by the pandemic, but Disney Plus did well through the crisis. Huge content library that they can stream. A reopening play on the parks, plus the new growth path of streaming. Positive future growth prospects. No dividend. (Analysts’ price target is $204.86)

BUY

Accelerated vaccinations means that Disney's timetable to reopen theme parks and movie businesses can open sooner.

BUY

Has been buying this name throughout last year. Even now, it makes sense based on price to growth. Trades at 20x forward earnings but there is growth around 60%. Subscribers have passed 100,000 for Disney+. Also a reopening play with the theme parks. Use the trend lines points to buy around $190.

BUY

Areas that haven't priced in all these US consumer savings and the expected spending boom. Yes, some travel names like airlines are already pricing in this boom, but how many people have never taken a vacation before and will now? People will focus on what they couldn't do after months of sitting at home. Probably Disney theme parks will rally huge. You can still be a buyer of airlines and hotels.

PARTIAL SELL

Take profits now at $200, trading at a 40x forward PE. That's big for Disney. Disney+ isn't as profitability as the Netflix model. Given all the good news recently (making 100 million subscriber mark earlier than expected), you need to take some money off the table as today. That said, the line-ups when the theme parks reopen will be ridiculous.

BUY

They've been rewarded for going after growth and not being profitable. The reopening trade for them will thrive in three or four of their businesses, and the stock will be rewarded as a result. It's a relative value trade. He likes their growth on the streaming and prefers it to Netflix.

WEAK BUY

Given their momentum, their future looks very promising. Share are up 25% in the last 3 months, so people took profits today. Disney+ is successful, but makes up only 7% of Disney revenue, while ARPU has been declining. Disney is expanding into content, though. This March price rise will reverse and won't be profitable till 2024. Disney+ is posting great numbers though, and the theme parks will reopen. He's cautious because we're in a toppy market. Cautious short-term, but likes DIS long-term.

PAST TOP PICK

(A Top Pick Feb 06/20, Up 34%) He continues to buy it here. Strong management makes tough decisions like suspending the dividend. Closing parks was a big hit. Streaming did well. Covid will end and people will go back to the parks. Asset sales will help. Backlog of movie blockbusters.

PAST TOP PICK

(A Top Pick Mar 05/20, Up 71%) The market initially didn't pick up on the value of the streaming. If you own it, you may want to trim or look for a better entry point. A long-term hold for him. The franchise is not impaired.

PAST TOP PICK

(A Top Pick Feb 14/20, Up 41%) Price target of $204. A bit left in the tank. He's taken a bit of profit and would buy again at a lower level.

BUY

It's not too late to get into this, because we are heading into a boom time. They put together an amazing quarter and will do even better when the economy reopens. Disney is excelling despite closed theme parks. Imagine how will this stock will do when they fully reopen. A definite reopening play.

PAST TOP PICK

(A Top Pick Feb 13/20, Up 31%) Cruise lines and theme parks have been a drag, but they pivoted quickly to their direct to consumer streaming service. They boosted their subscription target recently. It is also a covid recovery play for when the theme parks and cruise lines come back. The franchise value is still very high. Would not add new money, wait for a pullback.

SELL

It relies on density of population for most of its success, so he sold last spring. The market has taken a different view. There's a lot of room under this stock price. Streaming is doing fantastically well. Much of the future success is already baked into the price.

COMMENT

DIS vs. NFLX DIS needs the economy to open again, as 2/3 of their business is from theme parks. Though an open economy negatively impacts streaming. Comes down to Disney vs. Netflix. For full consumer coverage, he would choose Disney. Netflix is the choice on the content streaming front long-term.

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Walt Disney Co. (DIS)