Disney considers ad-supported free content for Disney+ amid mixed analyst sentiment and park attendance concerns.
Disney is evaluating plans to offer some Disney+ content without a paywall, though no timeline or details have been confirmed. The move comes as the company navigates investor concerns over streaming growth and park attendance trends.
Raymond James recently cut its price target on Disney shares to $111 from $119, citing softer summer sentiment and near-term park attendance caution. Meanwhile, JPMorgan raised its target to $140 from $139, maintaining an Overweight rating ahead of fiscal Q3 earnings, citing potential for a re-rating.
Analysts remain divided on Disney’s outlook, with muted sentiment persisting despite bullish long-term projections for its direct-to-consumer and experiences segments.