Aug. 5 at 8:12 PM
$DIS Disney’s mixed quarterly results were largely well received by Wall Street analysts, as well as investors.
“There’s lots to like,” said Morgan Stanley analyst Sean Diffley… “underscores the durability and diversification across the business,” Diffley wrote in a note Wednesday. “Most importantly, the sale of its A+E stake to Hearst underscores that new CEO Josh D’Amaro is willing to take a fresh look at the portfolio and simplify & optimize with a clear move away from linear.”
He has an overweight rating and
$123 price target on the stock.
Wells Fargo & Bank of America both also reiterated their overweight and buy ratings, respectively.
“While F3Q revs missed, DIS’s OI & EPS were strong. Parks trends are solid/accel’ing & SVOD [subscription video on demand] is on-track. With guidance reit’d, & conservative, we expect FY′27 ests to inch higher w/ improved confidence,” Wells Fargo analyst Steven Cahall said in a note Wednesday. https://www.cnbc.com/2026/08/04/stock-market-today-live-updates.html?__source=iosappshare%7Ccom.stocktwits.StockTwits.STShareExtension
