DIS Stock Recent News

DIS LATEST HEADLINES

DIS Stock News Image - seekingalpha.com

Disney is a fundamentally strong company with invaluable IPs, but after a recent rebound, I rate it a Hold due to overall limited upside and trading at fair value. Disney+ and DTC have reignited growth, but margins and cash flow still lag top competitors; significant upside exists if DTC margins approach Netflix levels. Risks include high competition, content quality concerns, and discretionary spending sensitivity, but Disney's IP and potential for market consolidation offer a good safety-net.

seekingalpha.com 2025 Jun 30
DIS Stock News Image - seekingalpha.com

Initiate Disney with Strong Buy and $193 PT, citing aggressive EPS recovery, streaming profitability, and undervalued shares versus peers. The streaming business is at a pivotal inflection, with Hulu-ESPN bundling driving subscriber growth, margin expansion, and sustainable operating leverage. The parks segment delivers top-tier ROIC and bookings growth, with disciplined capex and international expansion supporting multi-year margin upside.

seekingalpha.com 2025 Jun 30
DIS Stock News Image - youtube.com

The Investment Committee discuss the latest Call of the Day on Disney and debate which stock has more upside, Disney or Netflix.

youtube.com 2025 Jun 30
DIS Stock News Image - schaeffersresearch.com

Walt Disney Co   (NYSE:DIS) stock is 1.6% higher to trade at $123.61 at last check, after Jefferies upgraded it to "buy" from "hold," and hiked its price objective to $144 from $100.

schaeffersresearch.com 2025 Jun 30
DIS Stock News Image - zacks.com

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

zacks.com 2025 Jun 30
DIS Stock News Image - youtube.com

First Solar (FSLR) and Sunrun (RUN) traded higher while other solar stocks opened more mixed after the Senate version of the "big, beautiful bill." Diane King Hall dives deeper into what's driving the wide price action.

youtube.com 2025 Jun 30
DIS Stock News Image - zacks.com

Zacks.com users have recently been watching Disney (DIS) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

zacks.com 2025 Jun 30
DIS Stock News Image - marketwatch.com

Disney CEO Bob Iger has “finally righted the ship,” according to Jefferies analyst James Heaney.

marketwatch.com 2025 Jun 30
DIS Stock News Image - seekingalpha.com

DIS delivers a robust well-diversified entertainment thesis across D2C/content licensing/theme park/cruises, with these high-growth segments already triggering renewed opportunities. With numerous travel leaders still reporting robust consumer spending trends, we believe that DIS' differentiated offerings are likely to remain in high demand despite the challenging macro environment. Thanks to the drastically cheaper Hulu deal at $439M instead of our prior conjecture of $15B, the company's balance sheet is unlikely to be drastically impacted as well.

seekingalpha.com 2025 Jun 30
DIS Stock News Image - seekingalpha.com

Disney's DTC segment is gaining traction, with growing subscribers and improving margins that could justify a $200B valuation by 2030. The rest of Disney's business, including parks and ESPN, remains profitable and holds value despite some slower growth. Conservative assumptions still show a 49% upside over five years, driven by earnings growth and potential multiple expansion.

seekingalpha.com 2025 Jun 30
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