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

Home

Daily Stock Opinions and Ratings

Walt Disney Co. (DIS)

101.76

+3.58 (3.65%)

as of Aug 5, 2026, 8:00:00 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

Similar

Comcast,CMCSA

PAST TOP PICK

(A Top Pick Aug 06/19, Down 17%) He stop-lossed at the end of 2019 when Disney started to underperform. He sees significant challenges here given its cruises and theme parks.

PAST TOP PICK

(A Top Pick Jun 26/19, Down 14%) Sold with the downturn. He's traded more in the last 6 months than in the last 3 years. As fundamentals of the economy change, portfolios have to change. Requires density of population to be successful for parks, hotels, cruises, and sports. Would love to buy it in the future, but at less than $90.

PAST TOP PICK

(A Top Pick Aug 15/19, Down 10%) Great management; they wisely cut their dividend just as the COVID troubles started. Disney+ beat their own expectations. But the parks make up a lot of their revenues and face tough quarters given the virus. Still, Disney has great content and has made smart acquisitions (i.e. Fox). They'll probably sell some assets and continue to cut costs. Disney won't face balance sheet problems and will get through this. But the amusement parks remain a serious challenge. Their blockbusters will eventually reach theatres. This'll go sideways until we return to normal.

WEAK BUY

Disney fell victim to miss-allocation of capital. ESPN has really held them back the last few years. If they can get back on track, the value of their content is exceptional. In the short term COVID will be an impingement on their cruise line and theme parks.

PAST TOP PICK

(A Top Pick Jul 02/19, Down 22%) He still owns this. A lot of their revenue comes from parks, although they are slowly reopening. On the media side, there has been a delay in new movie releases. Their streaming business has beaten all expectations. A tough story for this year, better next year. They cut the dividend quickly and he sees this as a good signal that management can make tough decisions when needed.

TOP PICK

This one is going to be a survivor and people are going to want to do business with them. When things start to normalize people are going to want to go to Disney World. ESPN is going to come back as sports come back. People are ONLY going to be able to watch sports as they won’t be able to go watch them for a while yet. Online movie streaming is more profitable for them than selling to a movie theater. Cruse lines are a small part of the company. Next year he thinks the dividend will come back. (Analysts’ price target is $118.68)

Premium content

It's a Monthly Gems opinion which is available only for Stockchase Premium

Curated by Allan Tong since 2019.
99+ opinions with 4.15 rating.

TOP PICK

The House of the Mouse is a barometer of the global recovery. Disney an international brand operating several businesses, namely content streaming and theme parks. No one questions the success of Disney+ during the lockdown, but the theme parks remain a question mark: Can they thrive in today's reality? Stockchase staff are split, but one editor points out that the Shanghai Disneyland's May 11 reopening instantly sold out. However, the Chinese government is capping capacity at 30%. Still, this illustrates strong demand. On May 20, Disney Springs in Florida reopened, also at reduced capacity and observing other safety measures (such as wearing masks) that apparently are keeping visitors safe and assuerd. Several more parks will open in mid-July. Altogether, the parks will inject additional revenues into the company, but ESPN will continue to lie dormant until live sports returns in the summer. Under what restrictions, the various sporting leagues are still hammering out. And Disney's cruiselines? Forget them for now. That's why bearish analysts are avoiding the stock. However, the bulls point to Disney's dominant position in entertainment and its strong long-term prospects and, increasingly, investors are siding with the bulls. Since Shanghai Disneyland reopened, DIS has climbed roughly 13%. The continued park openings should, at least, sustain current stock levels if not increase them further. Mickey is back.

BUY

He sold half his position before the lockdown. Disney is a powerhouse, though its amusement parks and movies are being hit. He's watching live-streaming and virtual reality in enhancing and accelerating when crowds can attend sporting events--how will this effect sports and betting? Disney remains a dominant entertainment company.

Wealthica Track your Stocks in your Watch List

HOLD

The re-opening phase in the parks and cruise lines will be difficult. It does not mean it will be a bad investment. It should get back to the $121+ range next year. It is an experience-oriented company. You have to be patient with this one.

DON'T BUY

The parks hit them but the streaming service is way up in subscribers. This company is going to lag in the whole phase of turning on of the economy. ESPN will be a difficult thing and he is not sure it will be a total success. Disney Shanghai is opening up next week but he is not sure how it will work with social distancing. This is not the seasonal time for this stock. It usually picks up in the second half of the year.

SELL

When the CEO stepped down, he should have sold then. It is hard to see how the parks will recover. They don’t make money from their streaming business. In the Mid $70 range he would take another look at it.

TOP PICK

More than half its revenues come from the media division (cable channels). Disney is not just theme parks. Disney+ has signed up over 50 millions subs since November vs. Netflix's 165 million. Also, Disney + is rolling out globally. This is on sale, so buy now, down 35% in recent months. (Analysts’ price target is $131.96)

TOP PICK

Don't let a good crisis go to waste. They have great franchises. Near term there will be problems with cruises and parks. The dividend may be safe. There will be some recovery in the cruise market and kids will still want to go to the parks. (Analysts’ price target is $133.81)

WAIT

The theme parks and cruiselines will be effected for some time. But they also have a huge library of films and shows to stream. It's a good company and will eventually recover. Be patient and don't rush in. The wider economy still needs to recover.

PAST TOP PICK

(A Top Pick Jun 15/19, Down 31%) They are so far ahead of themselves on streaming. They own massive content. This company will obviously survive but could have a couple of bad quarters. He still likes it longer term. He will probably look to add more soon.

Showing 331 to 345 of 839 entries

Most Recent Experts

Jerome Hass

Lightwater Partners

Mike Vinokur, CFA, CMT, and CFP

Propellus Wealth Partners/iA Private Wealth

The Panic-Proof Portfolio (Stockchase Research)

Stockchase Premium

Jim Cramer - Mad Money

CNBC

The Monthly Gems by Allan Tong

Stockchase

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : [email protected].

Walt Disney Co. (DIS)