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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
0
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
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.
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.
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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)
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