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?
Disney CEO Bob Iger has “finally righted the ship,” according to Jefferies analyst James Heaney.
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.
Disney is a buy: the next decade will be much stronger than the last, with parks and streaming businesses rebounding impressively. Recent earnings beat expectations across revenue, EPS, cash flow, and Disney+ subscribers, with double-digit EPS growth guided for the coming years. The new Abu Dhabi theme park is a major growth catalyst, expanding Disney's reach to hundreds of millions of potential new customers.
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Walt Disney (DIS) closed at $121.46 in the latest trading session, marking a +1.71% move from the prior day.
Disney's original animated film "Elio" tallied just $21 million in ticket sales during its first three days in theaters, a record low for the Pixar animation studio. "Elio" isn't an outlier.
Disney laid off workers for the second time this month, this time in product and technology. The layoffs, under Adam Smith, affected under 2% of the group.
Streaming giants like NFLX, DIS and SPOT are fueling growth through global expansion, content wars and ad-supported models.
Michael Mina's Bourbon Steak arrives at Walt Disney World Swan and Dolphin with dress code requirements, offering premium cuts of meat.
DIS commits $60 billion to expand parks and cruises, betting on global growth as strong bookings boost 2025 outlook.
DIS' Amazon partnership enhances ad targeting, but the impact is delayed until 2026. Strong Q2 shows progress, yet competition persists.