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

Disney vs. Amazon. A core holding for him. Both in streaming. Both have long-term growth potential. Revenues are growing above average. Seasonally, high-growth technical names can do well in the summer. So this tells you that, as a tie-breaker, Amazon is better for the summer.

BUY

10 years from now is it going to be the leader or Netflix ? 10 years is an eternity. Hard to say. He thinks there is going to be some kind of oligopoly. Now Disney is better valuation. Modeling 9% EPS growth. Not cheap here at 21 times 2020. He owns both even as Netflix is a high alpha play.

BUY

The last addition to his portfolios. Bought it after the pop. He likes buying on strength. It is in their core portfolio. It has to be exceptional to be in that portfolio. In a five year tear after moving sideways for a while.

SELL

Take profits. His metrics tell him that this may move sideways. His target price is $134.72, so all the upside is gone. Look elsewhere for profits.

TOP PICK

Has a strong global brand: Disney, ESPN, Pixar, Marvel and Lucas Film. Their acquisition of 21st Century Fox that just closed boosts their content offering and distribution capabilities for the forthcoming Disney+ streaming service which should do well. Pays a dividend yield of 1.6%. (Analysts’ price target is $128.50)

HOLD

He believes they will succeed at streaming. ESPN has lowered their revenues. DIS-N will succeed against NFLX-Q if anyone will. He thinks the move into streaming will tie the stock up for a couple of years. Longer term they will do fine.

COMMENT

Well run, consistent, many arms of profitability. Struggles with ESPN, but going head to head with Netflix, which already has a massive user base. Takes a lot of work to get to those levels, so that's a risk. There's a question mark for him in this area. Good at making content, but what's their skill set for distribution.

BUY

He is quite excited by it. They just completed their acquisition of FOX. They will have a premium streaming service. You don’t know the profitability of this business but they do have a fabulous library to stream. We will get clarity within 9 months.

BUY

Disney+ streaming service She's optimistic that it'll do well. Last year, Disney streamed ESPN and have picked up subscriber growth. They plan on pricing Disney+ at a discount to Netflix. Disney has lots of content, like Star Wars, Pixar and Marvel. They will make original shows. They bought 20th Century Fox to add more content. Also have National Geographic content. More details to come on analyst day in April.

TOP PICK

Disney Plus will be its new streaming service. They bought Fox assets, which will help that platform. They already create content for their amusement parks and will for their streaming service. ESPN Plus has enjoyed massive subscriber growth, paving the way for Disney Plus. (Analysts’ price target is $126.55)

PARTIAL BUY

Wants to buy it. How quickly can they get their streaming service running against Netflix. Fine content. Definitely a buy, buy a small position then see how it plays out. You can even buy a little Netflix then see how it all shakes out.

HOLD

He's unimpressed with their just-released revenue growth. Seasonality is October-February. DIS has sold off with the broader market, but is still trending higher. Has enjoyed higher highs and lows since 2016. DIS was outperforming the market since the start of the year then flatlined. He wouldn't buy now, but hold.

PAST TOP PICK

(A Top Pick Jan 30/18, Up 3%) Their turning point was making the bid for 21st Century Fox to shift away from the TV and cable business (where subscriptions were declining) and move into streaming called Disney+. They have a huge inventory of content to take on Netflix full-out though that still involves some risk.

BUY

Disney has a large content library, and their acquisition of 20th Century Fox will pay off in the long run. They have a lot more experience delivering content around the world, too.

BUY ON WEAKNESS

They have an enormous content library. The future will depend on how they deal with the Netflix challenge. He would look to add to any position on a pull back.

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Walt Disney Co. (DIS)