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

Home

Daily Stock Opinions and Ratings

Walt Disney Co. (DIS)

Wealthica The ultimate 360° Tracker Your financial life in one place, automatically

98.05

-3.07 (3.04%)

as of Jun 25, 2026, 8:00:00 pm Market Open.

964 watching

Investor Insights

Jun 25, 2026, 12:00 am

This summary was created by AI, based on 14 opinions in the last 12 months.

The Walt Disney Co. (DIS-N) is facing mixed sentiments among analysts as it navigates a complex landscape filled with challenges and opportunities. Concerns about the company's direction, particularly under new leadership and in the shadow of past 'wokeism' controversies, are highlighted by several experts who express doubts about its growth trajectory. However, many also see potential in its strong brand power, recovery in its streaming sector, and profitable theme parks that remain popular. Despite worries over rising costs and competition in the media space, there is a consensus that Disney's long-term growth story is shaky yet resilient. With the expectation of more accurate leadership to improve its operational dynamics, experts suggest that the stock may be a good buy for those willing to be patient and wait for the promised returns.

Consensus

Mixed

Valuation

Undervalued

Similar

CMCSA

COMMENT

Just acquired Lucas Films and feels it was a pretty good deal. It adds to a great entourage of many different brands that they own. Long-term, the company looks to be growing at about 11%-12% in terms of annual earnings growth. Trading around 16X. Prefers CBS Corp (CBS-N) for its growth profile but long-term, this one will be just fine.

TOP PICK

Parks and resource is about 30% of their total business. The growth engine though is really about content, the movie studios of Pixar and Marvel and their networks ABC and ESPN. Content is becoming more and more valuable because we consumers demand it everywhere we go.

COMMENT

(Market Call Minute.) Space is interesting but this one is too expensive. He is looking at Viacom (VIA-Q) and CBS (CBS-N) which have cheaper valuations.

PAST TOP PICK

(A Top Pick July 28/11. Up 25.39%.) Have executed extremely well. Theme parks represent about 30% of their total business. The rest is their movie business and network business of ABC and ESPN, which are very big parts of them.

TOP PICK

They have really carved out great niches. In family entertainment theme parks represent about 30% of their revenue. Have a new initiative in Shanghai. New facility in California that they think will attract a lot of attention. The other 70% is made up of their ESPN and ABC franchises lost their movie networks.

SELL

Amazing advertising. Likes that they are a leader in the field and have been around forever. He doesn’t like their debt load. He would pay down the debt to zero. Seems to be a debt heavy company for a company that makes so much money. He would see it if he held it.

COMMENT

Still reasonably cheap. Have strong properties and have leveraged them very well. Considers it as a bit of a defensive play.

BUY

Just reported reasonable earnings, but there were problems with future guidance, which caused the stock to sell off dramatically. Reasonable multiple and a much better film outlook for the 2nd half of the year.

TOP PICK

Had a relatively weak earnings call last May. Movie season wasn't particularly good. Lost some advertising revenues when there was an NFL block out. Well managed company. Looking for a 15% growth in EPS next year.

COMMENT

Recently disappointing earnings. Could be a potential NFL lockout that would put pressure on their ESPN division but would probably shift viewers down to College ball. Long term this is a great franchise.

PAST TOP PICK

(A Top Pick May 12/10. Up 22.53%.) Has 3 parts to it. The studio, themes parks and ESPN. All are doing quite well. Weak US$ is golden for the parks as it leads Americans to stay at home. Also weak US$ should attract foreigners.

BUY

Been under pressure because of gas prices and affected the travel side of their business. Their theme parks have been difficult and they do own one in Japan, although he doesn’t believe it is a large percentage of overall revenue. He thinks you will see a better take on the theme park side so there is certainly opportunity here. The film business is quite volatile. He would buy it here.

DON'T BUY

$44.26 Model price. He is finding 50% upsides in the US. It is hitting resistance at $45. It will go with the market.

BUY

For Children’s portfolio – he says he would prefer an ETF. Otherwise, yes something that the child might take an interest in and follow it.

PAST TOP PICK

(A Top Pick July 8/09. Up 53.5%.)

Showing 781 to 795 of 838 entries

Most Recent Experts

The Panic-Proof Portfolio (Stockchase Research)

Stockchase Premium

Greg Newman

Scotia Wealth Management

The Weekly Buzzing Stocks by Billy Kawasaki

Stockchase

Brendan Caldwell

Caldwell Securities

Liz Young, Head of investment strategy at SoFi

SoFi

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : [email protected].

Walt Disney Co. (DIS)