Walt Disney Co's stock rose by 3.08%, reaching a 20-day high, amid positive market conditions with the Nasdaq-100 up 0.95% and the S&P 500 up 0.81%.
This increase is attributed to Disney's experiences segment generating $36 billion in revenue for fiscal 2025, showcasing strong performance in its theme parks and cruise businesses despite challenges in the overall media industry. The company's ability to maintain profitability in its experiences segment indicates a robust business model that continues to attract consumers.
The implications of this revenue growth suggest that Disney is well-positioned to navigate the competitive landscape of the media industry, with expectations of double-digit EPS growth in the coming years, further solidifying its market presence.
Wall Street analysts forecast DIS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for DIS is 137.29 USD with a low forecast of 123.00 USD and a high forecast of 152.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
19 Analyst Rating
Wall Street analysts forecast DIS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for DIS is 137.29 USD with a low forecast of 123.00 USD and a high forecast of 152.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
16 Buy
3 Hold
0 Sell
Strong Buy
Current: 110.610
Low
123.00
Averages
137.29
High
152.00
Current: 110.610
Low
123.00
Averages
137.29
High
152.00
Citi
Buy
downgrade
$145 -> $140
2026-01-16
Reason
Citi
Price Target
$145 -> $140
AI Analysis
2026-01-16
downgrade
Buy
Reason
Citi lowered the firm's price target on Disney to $140 from $145 and keeps a Buy rating on the shares ahead of the fiscal Q1 report on February 2. The firm sees headwinds from the Fubo acquisition but expects the focus to be on ESPN Unlimited's growth.
Wells Fargo
Overweight
maintain
$152
2026-01-05
Reason
Wells Fargo
Price Target
$152
2026-01-05
maintain
Overweight
Reason
Wells Fargo added Disney to the firm's Q1 2026 Tactical Ideas List. Wells says Disney's Q1 is heavy on peak days at Parks, which will showcase strong demand and assuage fears. The box office supports higher FY26 EPS, and a succession announcement is due, Wells adds. Taken together, the firm sees the stock higher on estimates plus a rerating. Wells has an Overweight rating on the shares with a price target of $152.
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Wells Fargo
NULL
to
Overweight
upgrade
$152
2025-12-18
Reason
Wells Fargo
Price Target
$152
2025-12-18
upgrade
NULL
to
Overweight
Reason
Wells Fargo is elevating Disney (DIS) to Media top pick, replacing Spotify (SPOT). The firm does not believe in a Parks recession and sees upside to EPS from per caps, direct-to-consumer margins and box office. Wells has an Overweight rating on Disney with a price target of $152 on the shares.
Wolfe Research
Outperform
maintain
$133 -> $134
2025-12-15
Reason
Wolfe Research
Price Target
$133 -> $134
2025-12-15
maintain
Outperform
Reason
Wolfe Research raised the firm's price target on Disney to $134 from $133 and keeps an Outperform rating on the shares. The firm adjusted ratings and targets in the media and entertainment and telecom and cable sectors as part of its 2026 outlook. Wolfe recommends being overweight live entertainment and music. It downgraded the telecom and cable group to Market Weight, saying it sees "no relief" from the key performance indicator deterioration seen in the second half of 2025.
About DIS
The Walt Disney Company is a diversified worldwide entertainment company. The Company's segments include Entertainment, Sports and Experiences. The Entertainment segment generally encompasses its non-sports focused global film and episodic content production and distribution activities. The lines of business within the Entertainment segment along with their business activities include Linear Networks, Direct-to-Consumer, and Content Sales/Licensing. The Sports segment encompasses its sports-focused global television and direct-to-consumer (DTC) video streaming content production and distribution activities. The lines of business within the Sports segment include ESPN and Star. The Experiences segment includes Parks and Experiences and Consumer Products. Parks and Experiences consists of Walt Disney World Resort in Florida, Disneyland Resort in California, Disney Cruise Line, and others. Consumer Products includes licensing of its trade names, characters, visual, literary and other IP.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
