NYSE:DIS

Walt Disney Co. (DIS)

99.34
-0.05 (0.05%)
as of Jun 4, 2026, 8:00:00 pm Market Open.
964 watching
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Investor Insights
star iconJun 4, 2026, 12:00 am

This summary was created by AI, based on 18 opinions in the last 12 months.

Walt Disney Co. (DIS) is currently facing a turning point with a new CEO at the helm. Experts highlight the company's strengths, such as its beloved theme parks, growing streaming services, and impressive brand power. However, there are concerns about the company's growth trajectory and the valuation of its assets, particularly in light of increased costs at amusement parks and competition in the media landscape. While some believe the stock is consolidating and has potential for a breakout, others caution against its high valuation and external economic pressures that could impact consumer spending. Overall, many experts see potential for growth and profitability in the long run, especially with expected improvements in streaming and continued success at theme parks, signaling that patience may be rewarded for investors.

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Consensus
Cautious
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Valuation
Fair Value
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PEP, 123
COMMENT
He had a short-term sell around $110-112. At $80, he'd buy it for a trade. It's now between his buy and sell point.
WAIT
Excellent business. Hard to model earnings for next two quarters. Best to buy near the 100 or 200-day, which would be about $96.
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Curated by Allan Tong since 2019.
99+ opinions with 4.15 rating.

TOP PICK
Coronavirus has given new investors an opportunity to invest. If you don't own it, take a look at it. (Darren Sissons chose it as a Top Pick on March 5th, before it dropped another 10%).
TOP PICK
Streaming, TV, and theme parks make it a very robust business model. Coronavirus has given new investors an opportunity to invest. If you don't own it, take a look at it. Yield is 1.54%. (Analysts’ price target is $161.00)
DON'T BUY
A month ago there was a lot of spin about Disney+ streaming content. The problem is that the hype brought in weak buyers and when earnings did not show growth it took speculators out. Now with the CEO stepping out unexpectedly, he is looking at other opportunities in the market.
COMMENT

V-N vs. DIS-N. He would go V-N 100%. DIS-N he thinks they will suffer for quite some time. They did major acquisitions and the balance sheet is hugely invested. They need time to digest all of this and will be a mess for a year or two.

WATCH
Likes it long term. Great job with Disney Plus. But how is the virus affecting their theme parks? Be careful of that right now. There are other names to go to.
BUY ON WEAKNESS
The impact of the coronavirus. They have a diversified operating footprint. They had to close their Shanghai park, which is a temporary hit to their earnings, but earnings will come back later. Disney is a good way to play the virus; he's been buying more shares. Other parts of the operation will offset those virus losses. And CEO Bob Iger's departure was a surprise.
TOP PICK

A relatively new add to his portfolio. He has a price target of $160. There will be some volatility and suggests scaling in here for 1/3 and adding again if it drops to $130 and again at $120. He compares it to Amazon's AWS, while Disney has its parks and with the runway led by streaming. The parks will be impacted due to the Coronavirus in China. Yield 1.25% (Analysts’ price target is $161.65)

TOP PICK
Disney Plus launched very successfully. Churn rate is low. Launching in Europe and India later on. Studios and domestic parks are doing very well. Coronavirus and demonstrations are impacting China and Hong Kong. Long-term, a great company and attractive valuation. Yield is 1.25%. (Analysts’ price target is $161.65)
PAST TOP PICK
(A Top Pick Jul 15/19, Down 1%) All the streamers will do well--content is king and nobody is better than Disney. He subscribes to Disney+ and other streamers. It's a great service. Disney will get hurt short-term from theme parks, because the coronavirus will keep Chinese tourists away.
PAST TOP PICK
(A Top Pick Jul 02/19, Up 1%) Some of the best content in the world. Excellent job with its movie studios. Parks still make a lot of money, which is 41% of their business. Issues with China and Hong Kong will make next quarter difficult.
TOP PICK
Disney Plus has a lot of subscribers. Very good growth in traditional media services. This year won't be as great as last year. Disney Plus goes to Europe and India in the next little while. Yield is 1.23%. (Analysts’ price target is $161.59)
PAST TOP PICK
(A Top Pick Feb 12/19, Up 31%) What a great transition story with the move into streaming. They have a fantastic content library. He recently took some profits, due to their exposure to theme parks in Asia. He will gladly be a buyer again in the near future.
BUY
It has an incredibly deep library of content. Disney has legs. He likes it. It has 26 million subscribers after only one quarter (he predicts it'll hit 100 million), theme parks, and their cruise line. Earnings today beat, though not outstanding.
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