NYSE:DIS
Walt Disney Co. (DIS)
101.76
+3.58 (3.65%)
as of Aug 5, 2026, 8:00:00 pm Market Open.
965 watching
Financials 
Technical Analysis 0
Investor Insights
Aug 5, 2026, 12:00 amThis 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
Similar
Comcast,CMCSA
BUY
A past pick from summer 2020 when we started turning the corner on the pandemic
Not a good time for movie-going, but Disney's popular streaming service is keeping the stock up. Now with vaccines, Disney is treated like a reopening play. The PE looks pricey, but he still likes it.
entertainment services
;fill-opacity:1;'/%3e%3cpath%20d='M31%2018.6001V30H8V18.6001L14.1334%2022.4334L19.4999%2014L24.8669%2022.4334L31%2018.6001Z'%20fill='%23EE5432'%20style='fill:%23EE5432;fill:color(display-p3%200.9340%200.3310%200.1956);fill-opacity:1;'/%3e%3c/svg%3e){kind=small}
Premium contentTOP PICK
An investor had to have a lot of faith in the House of the Mouse in 2020. Disney didn't return to pre-Covid levels until the double-whammy of the U.S. election and Pfizer announcing that it had produced the first effective vaccine in early November.
Disney theme parks and cruise lines took a hit, but the new streaming service, Disney+, came to the rescue, beating subscription targets well ahead of schedule. Disney finished 2020 with a happy ending, surging over 20% after its latest report.
The outlook looks good for Disney.
Winter lockdowns will continue to drive Disney+ subs and tide over the company until the mid-May reopening of its theme parks when the summer season begins. By then, a broad number of Americans, French, Japanese and other countries will have been vaccinated and will return to the theme parks. Will capacity return to 100%? Probably not until 2022, but attendence should be higher than 2020 when capacity was limited to around 30%.
entertainment services
Premium contentTOP PICK
An investor had to have a lot of faith in the House of the Mouse in 2020. Disney didn't return to pre-Covid levels until the double-whammy of the U.S. election and Pfizer announcing that it had produced the first effective vaccine in early November.
Disney theme parks and cruise lines took a hit, but the new streaming service, Disney+, came to the rescue, beating subscription targets well ahead of schedule. Disney finished 2020 with a happy ending, surging over 20% after its latest report.
The outlook looks good for Disney.
entertainment services
Premium contentTOP PICK
An investor had to have a lot of faith in the House of the Mouse in 2020. Disney didn't return to pre-Covid levels until the double-whammy of the U.S. election and Pfizer announcing that it had produced the first effective vaccine in early November.
Disney theme parks and cruise lines took a hit, but the new streaming service, Disney+, came to the rescue, beating subscription targets well ahead of schedule. Disney finished 2020 with a happy ending, surging over 20% after its latest report.
The outlook looks good for Disney.
entertainment services
Premium contentTOP PICK
An investor had to have a lot of faith in the House of the Mouse in 2020. Disney didn't return to pre-Covid levels until the double-whammy of the U.S. election and Pfizer announcing that it had produced the first effective vaccine in early November.
Disney theme parks and cruise lines took a hit, but the new streaming service, Disney+, came to the rescue, beating subscription targets well ahead of schedule. Disney finished 2020 with a happy ending, surging over 20% after its latest report.
The outlook looks good for Disney.
entertainment services
BUY
Effect of worsening Covid situation He bought this in March, because theme parks, movies and live sports were dormant, but he knew this wouldn't last. The Covid situation may be worsening, but vaccines are rolling out. Likely, things will look very different in 12 months and things will reopen. Disney+ is now important to Disney and is its driver. And Disney+ is in its early stages.
Lorne SteinbergOwned
entertainment services
BUY
Allan Tong’s Discover Picks Disney, on the other hand, is more diverse. Shutdowns of its theme parks and cruise line hurt their bottom line, but their streaming service keeps knocking it out of the park and will make up that shortfall. Also, the House of the Mouse will raise subscription fees in the new year. More revenue. With the kids stuck at home this winter, subs should hold strong for a while longer. After Memorial Day, though, those numbers may plateau or start to decline, but then Disneylands around the world will re-open. The streamer, Disney+, may take a hit, but the theme parks will absorb it. Read Battle of the Stocks: Proven Tech Stocks to Buy in 2021 for our full analysis.
Stockchase DiscoverOwned
entertainment services
HOLD
Disney vs. Netflix Stay-at-home stocks rallied and today as the number of Covid cases hit new highs. DIS and NFLX are two sides of the same coin. Disney got hammered today, while Netflix surged. Don't sell Disney, because he predicts a vaccine glut by end-April. For now, home entertainment shines. Netflix was up 3.82% today.
entertainment services
BUY
Disney has an investor day next week. They are the ultimate re-opening play. No, Disney isn't sitting still as it waits for vaccines. In fact, he expects to hear good news about Disney+, their insanely popular streaming service. After the last report the stock popped, but maybe not next week because of all the bad Covid news.
entertainment services
BUY
The thriving Disney+ streaming service can sustain this stock alone. Add the theme parks that'll open, even partially as the vaccine protects more of the American population in 2021, and buying this stock is a no-brainer. This will be one of the biggest winners of the Covid recovery trade.
entertainment services
'%20fill='%23ffffff'%3e%3cg%20id='Pager'%20transform='translate(423.000000,%201755.000000)'%3e%3cpath%20d='M243.295367,17.286474%20C243.68919,16.9045087%20244.327703,16.9045087%20244.721525,17.286474%20L249,21.4361302%20L253.278475,17.286474%20C253.672297,16.9045087%20254.31081,16.9045087%20254.704633,17.286474%20C255.098456,17.6684393%20255.098456,18.2877274%20254.704633,18.6696927%20L249.35654,23.856763%20C249.159628,24.0477457%20248.840372,24.0477457%20248.64346,23.856763%20L243.295367,18.6696927%20C242.901544,18.2877274%20242.901544,17.6684393%20243.295367,17.286474%20Z'%20id='Path'%20transform='translate(249.000000,%2020.500000)%20scale(-1,%201)%20rotate(-90.000000)%20translate(-249.000000,%20-20.500000)%20'%3e%3c/path%3e%3c/g%3e%3c/g%3e%3c/g%3e%3c/svg%3e)
'%20fill='%23ffffff'%3e%3cg%20id='Pager'%20transform='translate(423.000000,%201755.000000)'%3e%3cpath%20d='M243.295367,17.286474%20C243.68919,16.9045087%20244.327703,16.9045087%20244.721525,17.286474%20L249,21.4361302%20L253.278475,17.286474%20C253.672297,16.9045087%20254.31081,16.9045087%20254.704633,17.286474%20C255.098456,17.6684393%20255.098456,18.2877274%20254.704633,18.6696927%20L249.35654,23.856763%20C249.159628,24.0477457%20248.840372,24.0477457%20248.64346,23.856763%20L243.295367,18.6696927%20C242.901544,18.2877274%20242.901544,17.6684393%20243.295367,17.286474%20Z'%20id='Path'%20transform='translate(249.000000,%2020.500000)%20rotate(-90.000000)%20translate(-249.000000,%20-20.500000)%20'%3e%3c/path%3e%3c/g%3e%3c/g%3e%3c/g%3e%3c/svg%3e)
