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DISThe Walt Disney Company
$106.86$185.6B
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The Walt Disney Company (DIS) Research Brief

Wall Street consensus, price target range, and equity research thesis

Buy64 Analyst Coverage
Consensus Target
$128+19.9% Upside
Current: $106.86
Analyst Range
Low $111High $164
12-Month High/Low Spread
Ratings Mix
40 Buy·20 Hold·4 Sell
Earnings & Valuation
EPS Beat 10.8%
Forward P/E: 15.6x

Executive Summary & Research Take

Wall Street currently rates DIS buy with a 12-month price target of $128 (+19.9% upside). The sections below cover the bull case, key risks, and latest earnings context for The Walt Disney Company.

Recent Analyst Actions

DIS Analyst Upgrades & Price Target Changes

1 of 2 analysts raised targets. Recent price target changes and ratings for DIS.

Updated Jun 2026
FirmActionRatingPrice Target
NeedhamMaintainedBuy$125$125
RosenblattRaisedBuy$121$126

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Analyst Research Summary

Investment Thesis: Bull Case & Risk Factors

A structured look at the bull case, the risks, and the most recent earnings execution for DIS.

Current setup

DIS beat estimates last quarter. Below are the key reasons analysts remain constructive and the risks that could change that view.

Bull Case

What keeps the long thesis intact

  • Streaming Profitability GrowthDisney is expected to improve its streaming profitability, with targets for significant SVOD operating income, potentially leading to a stock re-rating.
  • Strong Parks and Experiences SegmentThe Parks and Experiences segment is projected to grow significantly, supported by strong demand and a substantial expansion plan.
  • Robust Shareholder ReturnsDisney has a significant share repurchase program, allocating billions annually for buybacks, enhancing per-share earnings growth.
  • Undervalued Stock PotentialAnalysts believe DIS is undervalued, trading below fair value, with expectations of double-digit EPS growth in 2026 and 2027.
  • Strong Content PipelineUpcoming theatrical releases and a robust film slate are expected to drive engagement across all of Disney's platforms.

Wall Street rates DIS buy, giving the bull case institutional backing from 64 analysts.

Watch Out For

What can break the setup quickly

  • Decline of Linear TVThe ongoing decline of linear television networks is a significant drag on Disney's financial performance and strategic flexibility.
  • High Debt LoadDisney's substantial net debt could limit its financial flexibility and impact future growth.
  • International Park Attendance IssuesConcerns about softening international park attendance and weaker traffic in U.S. parks could hinder growth.
  • Rising Content CostsIncreased programming, production, and marketing costs in the Entertainment segment may pressure profitability.
  • CEO Succession UncertaintyUncertainty surrounding CEO succession could negatively impact investor sentiment.
  • Intensifying CompetitionThe media landscape is becoming increasingly competitive, with stronger streaming rivals and expensive sports rights.

Watch whether new negative commentary on DIS points to these structural risks or is simply reacting to short-term price moves.

DIS Earnings Reaction — What the Last Quarter Showed

Last Quarter

EPS
$2.06 vs $1.86 est.Beat 10.8%
Revenue
$25.2B vs $25.4B est.Miss 0.6%
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DIS — Frequently Asked Questions

Quick answers to the most common questions about buying DIS stock.

What is the analyst consensus on DIS?
Verdict

DIS has modest upside — analysts rate it "Buy" with a $128 target, implying +19.9% from today's $106.86. This is informational only — verify the data and consider your own risk tolerance before deciding.

What are recent analyst rating changes for DIS?
Timing

Timing depends on your horizon, but the data signals are: consensus rating "Buy" with +19.9% upside to the $128 target. In the past 30 days, 1 of 2 covering analysts raised their price targets — a bullish signal.

What is the price target for DIS stock?
Price Target

DIS's consensus 12-month price target is $128, set by 64 Wall Street analysts. The bull case high is $164 and the bear case low is $111. From the current price of $106.86, this implies +19.9% upside.

Is DIS overvalued or undervalued?
Valuation

DIS appears undervalued — the $128 consensus target is +19.9% above today's $106.86. It trades at a forward P/E of 15.6x. Targets range from $111 (bear) to $164 (bull), reflecting different assumptions about growth and margins.

What were DIS's latest earnings results?
Earnings

DIS reports next quarter. Earnings-week moves are volatile — historically, analyst targets revise upward after a beat and downward after a miss. The current consensus is "Buy" with a $128 target. Consider position sizing rather than going all-in pre-print.

What is the bull case for DIS?
Coverage

Of 64 analysts covering The Walt Disney Company (DIS): 0 Strong Buy, 40 Buy, 20 Hold, 4 Sell, 0 Strong Sell — a "Buy" consensus. The 12-month price target is $128 (range $111–$164). Bullish analysts outnumber bearish by more than 2-to-1.

What are the risks of investing in DIS?
Risks

4 of the 64 analysts covering DIS rate it Sell or Strong Sell. Common concerns include valuation stretch, slowing growth, and sector-specific headwinds — see the Bull vs. Risk cards above for the specific theses on The Walt Disney Company.

Financial Data & Software Notice: VCP Scanner is an educational financial research database and stock screening software platform. VCP Scanner does not generate, recommend, or package trade decisions, buy/sell signals, or personalized investment advice. Consensus ratings and price targets reflect aggregated third-party Wall Street analyst research from public SEC filings. See our Terms of Service and Privacy Policy.