
Disney (DIS) Stock Forecast & Price Target
Disney (DIS) Analyst Ratings
Bulls say
Walt Disney's positive outlook is supported by significant growth in its Experiences segment, with revenue reaching $10 billion and operating income increasing by 6% year-over-year. The company also demonstrated resilience in its Entertainment segment, where streaming revenue saw an impressive 11% growth, indicating successful strategic initiatives to enhance revenue amidst a lighter theatrical release schedule. Additionally, full-year bookings for Walt Disney World have risen approximately 5%, which complements the upward revisions in revenue and adjusted earnings per share estimates for FY27, projecting revenue of $104.4 billion and adjusted EPS of $7.32, reflecting a robust 10% year-over-year increase.
Bears say
Walt Disney's stock outlook is negatively influenced by a 7% year-over-year decline in advertising revenue, exacerbated by losses related to the inclusion of new content sources and heightened political advertising. The ongoing disruption from new entrants in content distribution negatively affects revenues and margins, alongside technological shifts that undermine traditional content windows. Additionally, the company's Parks segment is experiencing structurally lower returns on invested capital compared to its content-focused businesses, raising concerns about long-term revenue growth and the adequacy of Disney's content pipeline amidst weakened performance trends.
This aggregate rating is based on analysts' research of Disney and is not a guaranteed prediction by Public.com or investment advice.
Disney (DIS) Analyst Forecast & Price Prediction
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