Walt Disney

DIS-N

NYSE:DIS

124.08
1.32 (1.05%)
The Walt Disney Company, commonly known as Disney, is an American diversified multinational mass media and entertainment conglomerate, headquartered at the Walt Disney Studios in Burbank, California.
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Analysis and Opinions about DIS-N

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
September 30, 2020
A lot of support for the stock price is because of Disney Plus, with a high degree of confidence that they'll take market share. Great brand, tremendous library, and good at what they do. Strong numbers, but issues surrounding parks, ABC franchise, sports. EPS is $2.50, expensive. Lots of promise. He'd buy sub-$90. Disney Plus is not enough reason alone to buy.
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Walt Disney (DIS-N)
September 30, 2020
A lot of support for the stock price is because of Disney Plus, with a high degree of confidence that they'll take market share. Great brand, tremendous library, and good at what they do. Strong numbers, but issues surrounding parks, ABC franchise, sports. EPS is $2.50, expensive. Lots of promise. He'd buy sub-$90. Disney Plus is not enough reason alone to buy.
HOLD
HOLD
September 29, 2020
Cutting off thousands of workers, as announced today. He won't trade it, because we will beat the pandemic. He'll accept a short-term loss and ride it out. He would regret selling this, then seeing the stock recover after the Covid pandemic.
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Walt Disney (DIS-N)
September 29, 2020
Cutting off thousands of workers, as announced today. He won't trade it, because we will beat the pandemic. He'll accept a short-term loss and ride it out. He would regret selling this, then seeing the stock recover after the Covid pandemic.
PAST TOP PICK
PAST TOP PICK
September 23, 2020
(A Top Pick Aug 20/19, Down 6%) It's recovered of a good chunk of what it lost in the pandemic. Disney Plus doing well. ESPN is struggling. Big issue right now is theme parks and attendance. Powerful franchise. Has issues, but if you think they'll be solved, fantastic company to own.
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Walt Disney (DIS-N)
September 23, 2020
(A Top Pick Aug 20/19, Down 6%) It's recovered of a good chunk of what it lost in the pandemic. Disney Plus doing well. ESPN is struggling. Big issue right now is theme parks and attendance. Powerful franchise. Has issues, but if you think they'll be solved, fantastic company to own.
PAST TOP PICK
PAST TOP PICK
September 14, 2020
(A Top Pick Sep 05/19, Up 1%) He would buy it here as well. They made an acquisition and there is cost cutting they can do. They are well ahead of expectations in their streaming company. The parks business has to come back on because that drives a lot of their revenue. If it does, it will do very well. You should see a decent 2021 in the movie business.
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Walt Disney (DIS-N)
September 14, 2020
(A Top Pick Sep 05/19, Up 1%) He would buy it here as well. They made an acquisition and there is cost cutting they can do. They are well ahead of expectations in their streaming company. The parks business has to come back on because that drives a lot of their revenue. If it does, it will do very well. You should see a decent 2021 in the movie business.
SELL
SELL
September 3, 2020
If he owned it now, he'd sell. Great library of assets. Cruise line and sports are going to be slow to come back. Makes him nervous. Part of Disney's magic was cross-selling, and this isn't working that well for them now.
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Walt Disney (DIS-N)
September 3, 2020
If he owned it now, he'd sell. Great library of assets. Cruise line and sports are going to be slow to come back. Makes him nervous. Part of Disney's magic was cross-selling, and this isn't working that well for them now.
PAST TOP PICK
PAST TOP PICK
August 20, 2020
(A Top Pick Sep 26/19, Down 2%) Difficult story as the parks are not growing the way they were before, and this will take some time. Likes the way management is reducing costs. Quality management. Movie business is stuck. Disney Plus is the sweet spot. Great franchise and streaming business. Continues to buy at these levels.
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Walt Disney (DIS-N)
August 20, 2020
(A Top Pick Sep 26/19, Down 2%) Difficult story as the parks are not growing the way they were before, and this will take some time. Likes the way management is reducing costs. Quality management. Movie business is stuck. Disney Plus is the sweet spot. Great franchise and streaming business. Continues to buy at these levels.
PAST TOP PICK
PAST TOP PICK
August 17, 2020
(A Top Pick Aug 14/19, Down 2%) He bought it for Disney+ which has been an incredible success, hitting its subscriber target of 2024 already. But legacy businesses like theme parks are hurting and will take time to recover. The balance sheet also needs time. The streaming company is propping up the legacy businesses which are coming back in 2021-22. Can't model future earnings.
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Walt Disney (DIS-N)
August 17, 2020
(A Top Pick Aug 14/19, Down 2%) He bought it for Disney+ which has been an incredible success, hitting its subscriber target of 2024 already. But legacy businesses like theme parks are hurting and will take time to recover. The balance sheet also needs time. The streaming company is propping up the legacy businesses which are coming back in 2021-22. Can't model future earnings.
PAST TOP PICK
PAST TOP PICK
August 11, 2020

(A Top Pick Aug 13/19, Down 4%) They cut their dividend last quarter, though the stock has held up well in the past year. Their parks were decimated and slowly reopened. Their studio shut down, but their streaming product is performing. She still likes it, mostly for Disney+; they're meeting their subscriber target four years ahead of time. They're launching this internationally, so Disney+ will grow. They've become a streaming company, an alternative to Netflix, which speaks to the strength of their content library. As economies open up, Disney is a COVID recovery play. Obviously, it's a long-term play.

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Walt Disney (DIS-N)
August 11, 2020

(A Top Pick Aug 13/19, Down 4%) They cut their dividend last quarter, though the stock has held up well in the past year. Their parks were decimated and slowly reopened. Their studio shut down, but their streaming product is performing. She still likes it, mostly for Disney+; they're meeting their subscriber target four years ahead of time. They're launching this internationally, so Disney+ will grow. They've become a streaming company, an alternative to Netflix, which speaks to the strength of their content library. As economies open up, Disney is a COVID recovery play. Obviously, it's a long-term play.

COMMENT
COMMENT
July 31, 2020
He used to own it, but sold it. There were worries about theme parks, cruise ships and movies. These worries have not passed. The Disney+ is doing well and they have good licenses. If the theme park business was spun out and covid disappears, it could be a good pick.
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Walt Disney (DIS-N)
July 31, 2020
He used to own it, but sold it. There were worries about theme parks, cruise ships and movies. These worries have not passed. The Disney+ is doing well and they have good licenses. If the theme park business was spun out and covid disappears, it could be a good pick.
BUY
BUY
July 30, 2020
Overhang of Covid on cruises and parks. Disney Plus has been a huge success story. Fund flows are staying away right now. He continues to buy it for new clients. Long-term, it's created excellent value. Great stock. He's not worried about the current level. They have cash reserves to sustain them until the recovery.
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Walt Disney (DIS-N)
July 30, 2020
Overhang of Covid on cruises and parks. Disney Plus has been a huge success story. Fund flows are staying away right now. He continues to buy it for new clients. Long-term, it's created excellent value. Great stock. He's not worried about the current level. They have cash reserves to sustain them until the recovery.
PAST TOP PICK
PAST TOP PICK
July 27, 2020
(A Top Pick Aug 06/19, Down 17%) He stop-lossed at the end of 2019 when Disney started to underperform. He sees significant challenges here given its cruises and theme parks.
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Walt Disney (DIS-N)
July 27, 2020
(A Top Pick Aug 06/19, Down 17%) He stop-lossed at the end of 2019 when Disney started to underperform. He sees significant challenges here given its cruises and theme parks.
PAST TOP PICK
PAST TOP PICK
July 23, 2020
(A Top Pick Jun 26/19, Down 14%) Sold with the downturn. He's traded more in the last 6 months than in the last 3 years. As fundamentals of the economy change, portfolios have to change. Requires density of population to be successful for parks, hotels, cruises, and sports. Would love to buy it in the future, but at less than $90.
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Walt Disney (DIS-N)
July 23, 2020
(A Top Pick Jun 26/19, Down 14%) Sold with the downturn. He's traded more in the last 6 months than in the last 3 years. As fundamentals of the economy change, portfolios have to change. Requires density of population to be successful for parks, hotels, cruises, and sports. Would love to buy it in the future, but at less than $90.
PAST TOP PICK
PAST TOP PICK
July 21, 2020
(A Top Pick Aug 15/19, Down 10%) Great management; they wisely cut their dividend just as the COVID troubles started. Disney+ beat their own expectations. But the parks make up a lot of their revenues and face tough quarters given the virus. Still, Disney has great content and has made smart acquisitions (i.e. Fox). They'll probably sell some assets and continue to cut costs. Disney won't face balance sheet problems and will get through this. But the amusement parks remain a serious challenge. Their blockbusters will eventually reach theatres. This'll go sideways until we return to normal.
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Walt Disney (DIS-N)
July 21, 2020
(A Top Pick Aug 15/19, Down 10%) Great management; they wisely cut their dividend just as the COVID troubles started. Disney+ beat their own expectations. But the parks make up a lot of their revenues and face tough quarters given the virus. Still, Disney has great content and has made smart acquisitions (i.e. Fox). They'll probably sell some assets and continue to cut costs. Disney won't face balance sheet problems and will get through this. But the amusement parks remain a serious challenge. Their blockbusters will eventually reach theatres. This'll go sideways until we return to normal.
WEAK BUY
WEAK BUY
July 6, 2020
Disney fell victim to miss-allocation of capital. ESPN has really held them back the last few years. If they can get back on track, the value of their content is exceptional. In the short term COVID will be an impingement on their cruise line and theme parks.
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Walt Disney (DIS-N)
July 6, 2020
Disney fell victim to miss-allocation of capital. ESPN has really held them back the last few years. If they can get back on track, the value of their content is exceptional. In the short term COVID will be an impingement on their cruise line and theme parks.
PAST TOP PICK
PAST TOP PICK
June 26, 2020
(A Top Pick Jul 02/19, Down 22%) He still owns this. A lot of their revenue comes from parks, although they are slowly reopening. On the media side, there has been a delay in new movie releases. Their streaming business has beaten all expectations. A tough story for this year, better next year. They cut the dividend quickly and he sees this as a good signal that management can make tough decisions when needed.
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Walt Disney (DIS-N)
June 26, 2020
(A Top Pick Jul 02/19, Down 22%) He still owns this. A lot of their revenue comes from parks, although they are slowly reopening. On the media side, there has been a delay in new movie releases. Their streaming business has beaten all expectations. A tough story for this year, better next year. They cut the dividend quickly and he sees this as a good signal that management can make tough decisions when needed.
Showing 1 to 15 of 517 entries

Walt Disney(DIS-N) Rating

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 30

Neutral - Hold Signals / Votes : 6

Bearish - Sell Signals / Votes : 7

Total Signals / Votes : 43

Stockchase rating for Walt Disney is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Walt Disney(DIS-N) Frequently Asked Questions

What is Walt Disney stock symbol?

Walt Disney is a American stock, trading under the symbol DIS-N on the New York Stock Exchange (DIS). It is usually referred to as NYSE:DIS or DIS-N

Is Walt Disney a buy or a sell?

In the last year, 43 stock analysts published opinions about DIS-N. 30 analysts recommended to BUY the stock. 7 analysts recommended to SELL the stock. The latest stock analyst recommendation is DON'T BUY. Read the latest stock experts' ratings for Walt Disney.

Is Walt Disney a good investment or a top pick?

Walt Disney was recommended as a Top Pick by Gordon Reid on 2020-09-30. Read the latest stock experts ratings for Walt Disney.

Why is Walt Disney stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Walt Disney worth watching?

43 stock analysts on Stockchase covered Walt Disney In the last year. It is a trending stock that is worth watching.

What is Walt Disney stock price?

On 2020-09-30, Walt Disney (DIS-N) stock closed at a price of $124.08.