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

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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

HOLD

He likes DIS as a long term hold. They are integrated with all their intellectual property (streaming, parks, products, etc.). They have generations of fans. In the near term it will be rocky roads, due to the parks and cruises that they will have to deal with. He is unsure though if it is time to back up the truck -- maybe buy 1/3 or 1/2 of your position. Yield 2% (Analysts’ price target is $148.00)

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.

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

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.

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Walt Disney Co. (DIS)