Jul. 23 at 10:28 PM
$DIS $130S coming. Applying something closer to a
$NFLX multiple gets us to
$135. Long calls here. June 2026
$120 strikes. Don’t bet against the mouse.
🚀 The Case for a DIS Reprice to
$130+
✅ ESPN+ direct-to-consumer launch will unlock higher ARPU and TAM
✅ Streaming is now profitable, de-risking growth investments
✅ Disney trades at half Netflix’s streaming multiple despite similar global IP leverage
✅ Aggressive international originals pipeline + ad tier ramping
✅ Repricing streaming to 7–8x sales (still below NFLX’s 11.8x) implies
$130–140/share valuation
✅ Ad tier rollout gaining traction, boosting monetization and margins
