Rosenblatt raises Disney’s price target citing stronger FY26 film slate and stable parks earnings despite cost pressures.
Rosenblatt increased its price target for The Walt Disney Company (DIS) to $126 from $121 and kept its Buy rating. The firm cited a more profitable FY26 movie slate, driven by the upcoming *Toy Story 5* release, and stable parks earnings despite high gas prices and weaker international visitation.
Disney recently sold Super Bowl LXI ad inventory at around $8M per 30-second spot after initially seeking $9M, reflecting advertiser pushback. Demand from AI, finance, and pharma sectors led spending, though pricing power faced limits in premium sports ads.
Last month, Citi raised its Disney price target to $145 from $135, maintaining a Buy rating following the company’s earnings report.