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

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PAST TOP PICK

(A Top Pick Jan 07/19, Up 34%) 10 million subscribers to their streaming service. They will start by losing money on this for the first couple of years. It is the highest quality company he can own. It's international.

BUY

Since 2015 it couldn't break $120, but has since broken it. He'd be happy to buy it now.

BUY

Has owned this since 2012 and buying it recently. Launching their streaming service today. Last week, they reported good numbers about their Dutch test for Disney+. Their movies and theme parks are performing well. They can leverage their content well to attract subscribers. Overall, she's confident Disney+ will do well. Wait for a pullback and don't chase this. Buy for the long term.

TOP PICK

They have the best content to compete with Netflix and are priced well. There may be some execution risk after buying Fox, but their amusement parks still make up a big chunk of revenues. Also, their brand is unmatched. (Analysts’ price target is $153.71)

TOP PICK

They have the Star Wars movie coming and Disney+ launches on Nov. 12. They have 40 million US cable customers, and they will all get a free introductory streamng subscription. Not to mention, Disney has their theme parks and ESPN. The stock has pulled back, so it's a good time to enter. (Analysts’ price target is $153.71)

DON'T BUY

They have great media assets, like ESPN and Fox, which are on cable. But Disney+ is a streamer, which needs a separate subscription and may lead to cord-cutting of their own assets--cannibalizing. Overall, the streaming space will become more competitive. Now, Disney is fairly valued. If they get customers to double-dip in both media, how long will that last?

TOP PICK

A great box office that spills over into merchandise and streaming. Verizon just announced they will give Disney Plus free to subscribers. A blue chip holding. Yield 1.34% (Analysts’ price target is $154.00)

BUY

DIS vs. NFLX Two completely different companies in the same business. Netflix is the grand daddy of streaming. Success built on increasing subscriber base. Under the hood, it's cashflow negative. Accounting tricks let them amortize earnings. Disney is an established behemoth, getting into streaming. They own parks and ESPN, and have substance to support streaming investment.

TOP PICK

They have great content and will be streaming in November at an attractive $6.99/monthly. Their movies and parks still do well. Streaming offers a new growth platform. Trades at a good multiple. (Analysts’ price target is $154.96)

DON'T BUY

Bought at $137. He has gone to the sidelines on DIS-N. He liked their recent guidance. However, he wonders what the barriers to entry are on the new streaming ventures they have entered into. He thinks there are better alternatives right now.

COMMENT

He loves this company. It is very interesting because it is highly integrated among several segments. They have the best content (Marvel, Star Wars, and the legacy titles), which flows into the parks and consumer products. Disney Plus will do well with the low cost to consumers. It will become one of the main beneficiaries in streaming.

TOP PICK

A great brand with fine content for kids and adults. They have the best chance to grow their streaming business and will give Netflix a run for their money. Last quarter was difficult because their Fox content didn't perform as well. (Analysts’ price target is $155.18)

TOP PICK

The most dominant content company in the world after buying 21st Century Fox. Huge runway for them. Trades at reasonable valuations. It's paying down its debt quickly. (Analysts’ price target is $154.36)

WATCH

He sold recently. It is going to be a battle between their Disney+, getting subscribers signed up, and competitors. There are enough assets in their catalogue. They are losing the licensing money by bringing shows in-house. They have a huge catalogue and a huge balance sheet so they can make new content.

TOP PICK

Numbers didn't meet market expectations, so stock fell. Integrating complex companies. Programming content for a wide range of ages, so better than Netflix. Streaming online. Parks business, entertainment business. Thinks they'll keep paying down debt. Great story and brand. Yield is 1.32%. (Analysts’ price target is $154.71)

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Walt Disney Co. (DIS)