Sep. 1 at 2:14 AM
Wolfe Research maintained an Outperform rating on Walt Disney with a
$131 price target, implying approximately 21.2% upside from current levels. The firm expects Disney to sustain double-digit EPS growth over the long term as management works to revive volume growth in its Experiences division, a key area for the company’s overall performance.
Analysts said the market could respond favorably if Disney guides for around 8% EPS growth in 2026, partly reflecting the impact of a 53rd week in the fiscal year. Such guidance would still imply an underlying EPS growth rate of roughly 12%, which Wolfe views as a sign of continued earnings momentum.
The firm also pointed to several developments supporting a more optimistic outlook for 2027, including record advance sales for Avengers: Doomsday and at least two rounds of layoffs at Disney over the past six months. These measures could help improve operating efficiency and support profitability as the company focuses on controlling costs.
$DIS