Sep. 3 at 6:12 PM
$DIS Morgan Stanley tells investors in a research note that three factors could drive a Disney multiple re-rating over the next 6-12 months with a path to
$125+: sustained strength in Parks & Experiences, faster monetization of the content flywheel, and durable double-digit Disney+ revenue growth with expanding margins. Disney has guided to high-single-digit Experiences operating-income growth and a 10% FY26 SVOD margin, supporting the setup, the firm says. Morgan Stanley has an Overweight rating and
$125 price target on the shares.
$MS $NFLX $QQQ