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NYSE:DIS

Walt Disney Co. (DIS)

109.63
-1.62 (1.46%)
as of Aug 26, 2026, 8:00:00 pm Market Open.
965 watching
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Investor Insights
star iconAug 26, 2026, 12:00 am

This summary was created by AI, based on 11 opinions in the last 12 months.

Walt Disney Co. (DIS-N) is at a turning point with the appointment of a new CEO, as experts express mixed feelings about the company's performance. While the streaming segment has seen challenges with declining margins, the theme parks and cruises continue to attract consumers. Analysts note that Disney has good growth potential, especially if it can leverage its iconic brand and content. Many believe the stock is trading at a reasonable valuation, with a forward PE ratio that suggests possible growth despite previous setbacks. The overall sentiment is cautiously optimistic, indicating that, with patience, investors may be rewarded in the long run.

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Consensus
Cautious
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Valuation
Undervalued
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Similar
Netflix, NFLX
SELL ON STRENGTH
Has recovered quite well. It has been the most impacted by the virus. On all fronts it got hit hard but the stock recovered with the anticipation of better times ahead, so he would suggest taking profits if you got it near the bottom.
HOLD
Disney is up 33% in the last 6 months and near 2020 highs. They did this, despite closures of their cruiselines and limitation to their theme parks. This speaks to the investor discipline of holding a stock during tough times.
PAST TOP PICK
(A Top Pick Nov 05/19, Down 3%) It has bounced back. The cruise and park businesses are a chunky part of their overall revenue. A lot of their movies have not been able to come out into theatres. They bought FOX but the sweet spot was Disney plus, their streaming product. They need to have more content on a regular basis. You will do well with it over the next couple of years and this is a good chance to buy it.
PAST TOP PICK
(A Top Pick Oct 25/19, Down 3%) Theme parks and cruises brought it down. They have no revenue streams from these but it is almost what it was before the pandemic. They pushed more content through their Disney Plus. He would continue to buy it on dips.
PAST TOP PICK
(A Top Pick Oct 09/20, Down 1%) Has done well despite what they've gone through. Streaming has done extremely well. Parks division will be a Covid recovery play.
BUY
If Biden wins Disney does a ton of business in China. They play ball with the Chinese government censors, but this is a small price to play to access a gigantic market.
DON'T BUY
A lot of support for the stock price is because of Disney Plus, with a high degree of confidence that they'll take market share. Great brand, tremendous library, and good at what they do. Strong numbers, but issues surrounding parks, ABC franchise, sports. EPS is $2.50, expensive. Lots of promise. He'd buy sub-$90. Disney Plus is not enough reason alone to buy.
HOLD
Cutting off thousands of workers, as announced today. He won't trade it, because we will beat the pandemic. He'll accept a short-term loss and ride it out. He would regret selling this, then seeing the stock recover after the Covid pandemic.
PAST TOP PICK
(A Top Pick Aug 20/19, Down 6%) It's recovered of a good chunk of what it lost in the pandemic. Disney Plus doing well. ESPN is struggling. Big issue right now is theme parks and attendance. Powerful franchise. Has issues, but if you think they'll be solved, fantastic company to own.
PAST TOP PICK
(A Top Pick Sep 05/19, Up 1%) He would buy it here as well. They made an acquisition and there is cost cutting they can do. They are well ahead of expectations in their streaming company. The parks business has to come back on because that drives a lot of their revenue. If it does, it will do very well. You should see a decent 2021 in the movie business.
SELL
If he owned it now, he'd sell. Great library of assets. Cruise line and sports are going to be slow to come back. Makes him nervous. Part of Disney's magic was cross-selling, and this isn't working that well for them now.
PAST TOP PICK
(A Top Pick Sep 26/19, Down 2%) Difficult story as the parks are not growing the way they were before, and this will take some time. Likes the way management is reducing costs. Quality management. Movie business is stuck. Disney Plus is the sweet spot. Great franchise and streaming business. Continues to buy at these levels.
PAST TOP PICK
(A Top Pick Aug 14/19, Down 2%) He bought it for Disney+ which has been an incredible success, hitting its subscriber target of 2024 already. But legacy businesses like theme parks are hurting and will take time to recover. The balance sheet also needs time. The streaming company is propping up the legacy businesses which are coming back in 2021-22. Can't model future earnings.
PAST TOP PICK

(A Top Pick Aug 13/19, Down 4%) They cut their dividend last quarter, though the stock has held up well in the past year. Their parks were decimated and slowly reopened. Their studio shut down, but their streaming product is performing. She still likes it, mostly for Disney+; they're meeting their subscriber target four years ahead of time. They're launching this internationally, so Disney+ will grow. They've become a streaming company, an alternative to Netflix, which speaks to the strength of their content library. As economies open up, Disney is a COVID recovery play. Obviously, it's a long-term play.

COMMENT
He used to own it, but sold it. There were worries about theme parks, cruise ships and movies. These worries have not passed. The Disney+ is doing well and they have good licenses. If the theme park business was spun out and covid disappears, it could be a good pick.
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