Markets closed

Walt Disney Company (The)

DIS · NYSE

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

Disney’s $60 billion parks and cruise pipeline can extend Experiences growth, add attractions and capacity, and deepen monetization of its intellectual property. Recent coverage says Experiences revenue and profit are climbing.

Bearish view

The investment’s returns depend on sustained visitor demand, so the scale of spending raises execution and capital-recovery risk. Zacks specifically says the returns hinge on visitor demand.

Analyst Consensus

See all

Buy

26 analysts

$109

Current

—

Low

$131

Average

—

High

Average target implies +20.18% versus the current price.

Earnings History

BeatMissNo estimate

Peers

Analyst Consensus

Buy

26 analysts

$109

Current

—

Low

$131

Average

—

High

Average target implies +20.18% versus the current price.

Analyst Ratings Synthesis

Consensus is Buy across 26 analysts, with a mean price target of $130.50. The supplied consensus does not report low or high targets, so the target cluster and spread cannot be measured; it also does not identify the most or least bullish analyst. Revision direction over the past week appears negative overall: Simply Wall St. cites recent target cuts from Deutsche Bank and Wells Fargo, while also noting one upgrade elsewhere, and Stocktwits reports a fresh Wall Street target cut without naming the bank. The substantive disagreement is whether improving Experiences economics, streaming progress and Disney’s content franchises outweigh pressure from linear-TV advertising, pricing resistance, streaming-margin execution and the InterDigital claim.