Quick Read – Disney (DIS) posted fiscal Q2 adjusted EPS of $1.57, beating consensus by 4.98%, with Entertainment SVOD hitting its first 10.6% operating margin and Experiences recording $9.48 billion in revenue with 5% domestic per-capita spending growth. – Disney’s streaming…
rgin inflection and Experiences momentum, combined with an $8 billion buyback authorization, support a $122.51 price target implying 13.37% upside as the company shifts from legacy media pressures to growth-driven profitability. – The analyst who called NVIDIA in 2010 just named his top 10 stocks and Disney wasn’t one of them. Get them here FREE
Our 24/7 Wall St. price target for Disney (NYSE:DIS) is $122.51 over the next 12 months, implying 13.37% upside from the current price of $108.06. We rate Disney a buy with high confidence (90%) following a strong fiscal Q2 earnings report, an inflection in streaming margins, and management’s raised buyback. The setup is constructive: shares trade 4% below the 52-week high, sentiment is firming, and FY26 EPS guidance points to double-digit growth.
A Quarter That Reframed the Story Disney has rallied 6.67% in the past week and 12.24% in the past month, though shares remain down 5.02% year to date. The analyst who called NVIDIA in 2010 just named his top 10 stocks and Disney wasn’t one of them. Get them here FREE.