Rosenblatt raised the firm's price target on Disney to $126 from $121 and keeps a Buy rating on the shares. The current movie slate looks "substantially more profitable" in FY26 than FY25, helped by the upcoming Toy Story 5 release, the analyst tells investors. Meanwhile, the Parks division, which is the core driver of earnings, seems "OK," despite high gas prices and international visitation pressures, the analyst added.
