NYSE:DIS

Walt Disney Co. (DIS)

101.16
+2.98 (3.03%)
as of Aug 5, 2026, 1:50:45 pm Market Open.
965 watching
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Investor Insights
star iconAug 4, 2026, 12:00 am

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

Walt Disney Co. has been facing challenges recently, especially in its streaming business, which has significantly impacted profit margins. The new CEO's appointment has sparked hopes for a fresh direction, as analysts believe that the company's strong theme parks and cruises will continue to attract consumers. While there are concerns about the cost structure and the management's execution of strategy, many agree that the brand's value remains significant. Some experts highlight a potential for growth in streaming content, though the company needs to navigate its leadership transition effectively to unlock this potential. Overall, there is cautious optimism with an acknowledgment that immediate catalysts may be lacking.

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Consensus
Cautious
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Valuation
Undervalued
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The film/exhibition business is under a lot of pressure. One of the reasons to warm the stock is their enormous library which they can sell to DVDs. Doesn't think it's going to be a huge performer and would consider selling it as a tax loss.
DON'T BUY
Opening a theme park in Hong Kong in the fall which will be a good asset. Disney is a big conglomerate and some parts are good while others are difficult. Has more volatility than it had 1 years ago. Also had some trouble in management.
DON'T BUY
Not the most exciting company in the world. Their product line is tired. Better places to be.
TOP PICK
Have turned around ABC with good programming. Disney Connection benefits from the weaker US$ because they'll have more foreign $'s into their theme parks.
WEAK BUY
On their recommended list. Don't rush out to buy. Prefers other US companies such as Black & Decker or Burlington Northern.
DON'T BUY
Dependent on what the throughput from the theme parks is. How the movies make out is a complete role of the dice. Doesn't expect the stock is going anywhere.
DON'T BUY
The fundamentals, especially the theme parks, are improving. They have problems in the movies, NBC network and management.
BUY
Has been negative on this company for a long time but is becoming intrigued. Management is becoming a responsive. The Comcast bid could come back.
HOLD
Has performed pretty well over the last year. One risk is if Disney, trying to thwart a takeover, tries to do a takeover of a distribution company.
BUY
Seems to be consolidating in the $22 range. Sees good value in media stocks and the stock should benefit with improved margins. Because of the elections, can see an increase in advertising.
DON'T BUY
Their assets have been having trouble and not sure if the theme parks will be able to recover in this environment. Prefers Viacom.
BUY
Great long term assets.
HOLD
Movie business is languishing. Long term OK.
BUY ON WEAKNESS
Getting to a good range. Has some management concerns. Buy at $13/14.
DON'T BUY
This company is beginning to look tired. Not much bounce potential.
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