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Walt Disney Company (The)

DIS · NYSE

Analyst Consensus

Buy

26 analysts

$103

Current

—

Low

$131

Average

—

High

Average target implies +26.48% versus the current price.

Analyst Ratings Synthesis

The consensus is Buy across 26 analysts, with a mean price target of $130. The supplied consensus does not provide low or high targets, so target clustering and the width of the spread cannot be measured; it also does not identify the most or least bullish analyst. Revisions have generally moved lower: Citi analyst Jason Bazinet cuts his target to $135 from $145 while maintaining Buy, and supplied coverage cites recent target cuts from Deutsche Bank and Wells Fargo. The substantive disagreement is whether streaming gains and Disney’s long-term earnings recovery outweigh sports headwinds, macro caution, and the risk of weaker fiscal 2026 guidance. That tension explains why the average target remains well above the share price despite downward revisions.

Rating Actions

No individual rating actions have been captured for DISyet. Consensus figures above come from Nasdaq's aggregate feed.

Rating actions are extracted from published reporting. Each row links to its source.

Research Reports

Links to freely available third-party research. Outlook labels are our classification of each article's stance, not a rating of our own.

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WELLS FARGO SEC

WOLFE RESEARCH

ZACKS RESEARCH

Symbol: DIS
Type: Stock
Sector: Consumer Discretionary
Industry: Services-Miscellaneous Amusement & Recreation
Exchange: NYSE

The Walt Disney Company, together with its subsidiaries and affiliates, is a leading diversified international entertainment and media enterprise that includes three business segments: Entertainment, Sports, and Experiences. Disney is a Dow 30 company and had annual revenue of $94.4 billion in its Fiscal Year 2025.

Key Issues

Bullish view

Streaming gains are a central positive entering fiscal third-quarter results and could support continued earnings improvement as Disney scales its direct-to-consumer businesses.

Bearish view

Sports headwinds and macroeconomic caution could offset streaming progress, limiting revenue growth and weakening the near-term earnings outlook.

Analyst Consensus

See all

Buy

26 analysts

$103

Current

—

Low

$131

Average

—

High

Average target implies +26.48% versus the current price.

Earnings History

BeatMissNo estimate

Walt Disney Company (The)

Analyst Consensus

Analyst Ratings Synthesis

Rating Actions

Research Reports

Covering Firms

Peers