
Disney (DIS) Stock Forecast & Price Target
Disney (DIS) Analyst Ratings
Bulls say
Walt Disney's stock outlook remains positive due to significant growth across its key business segments, notably with ESPN content ratings rising 25% year-over-year in FY4Q25, reflecting enhanced audience engagement. The Experiences segment reported a revenue increase of 6% year-over-year, totaling $8.8 billion, aided by a strong performance in domestic parks and improved operating income, which rose 13% year-over-year to $1.9 billion. Additionally, Disney's direct-to-consumer division achieved a positive operating income of $352 million, marking a 39% year-over-year increase, alongside rising subscriber numbers for its Hulu+ Live TV offering.
Bears say
Walt Disney's outlook appears negative due to several key financial metrics reflecting operational challenges: the company anticipates a decrease in direct-to-consumer (DTC) segment operating income by approximately $400 million year-over-year in the first quarter of FY26, amidst declining political advertising revenue and continuing weakness in its linear television segment, which experienced a 16% revenue drop. Additionally, the Entertainment segment reported a 6% decline in revenues and a significant 35% decrease in operating income during the fourth quarter of FY25, while the overall operating income for DIS fell by 21% year-over-year. Despite some growth in the Experiences segment with a 13% increase in operating income, the disappointing trends in core segments and stagnant overall revenues cast a shadow on future performance expectations.
This aggregate rating is based on analysts' research of Disney and is not a guaranteed prediction by Public.com or investment advice.
Disney (DIS) Analyst Forecast & Price Prediction
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