Key Stats for Disney Stock
- Price change for Disney stock in the last 6 months: -15%
- $DIS Stock Price as of Jul. 13: $96
- 52-Week High: $123
- $DIS Stock Price Target: $129
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What Happened?
Disney (DIS) stock got a fresh vote of confidence this week as Benchmark Equity Research started coverage with a buy rating and a $115 price target.
The analysts called Disney one of the world’s most powerful consumer engagement platforms, pointing to globally recognized characters and franchises that can be monetized again and again across streaming, sports, parks, cruises, merchandise, games, advertising, and movies.
Benchmark gave three main reasons for the bullish call.
First, Disney’s streaming business has made a real turnaround. The direct-to-consumer unit lost $4 billion just a few years ago but generated $1.3 billion in operating income in fiscal 2025.
Second, Disney is growing its cruise line from 8 ships to 13 by 2031, which Benchmark sees as one of the company’s biggest long-term growth opportunities.
Third, Disney stock benefits from the company’s ability to extract value from nearly every part of its business, even as traditional TV and movie theaters face pressure.
Not every analyst agrees on the best path forward, though. Wells Fargo’s Steven Cahall published a very different take, arguing that Disney should actually exit direct-to-consumer streaming entirely and return to licensing its content to other platforms, as it used to.
Cahall estimates this could generate over $15 billion in annual licensing revenue by fiscal 2028, adding roughly 10% to earnings per share.
He believes this shift could add about 40% to Disney stock’s price by simplifying the business and reducing risk. Wells Fargo lowered its near-term target to $125 from $146 due to broader economic pressure, but kept an Overweight rating.
See analysts’ growth forecasts and price targets for Disney stock (It’s free) >>>
What the Market Is Telling Us About Disney Stock
The dueling analyst views show that Wall Street sees real value in Disney stock, even if opinions differ on strategy. Disney’s own recent results back up the optimism.
Q2 revenue grew 7% year over year, and total segment operating income rose 4%, both of which beat the company’s guidance.
Streaming in particular is picking up steam, with entertainment subscription revenue growth accelerating from 11% to 13% between Q1 and Q2 of fiscal 2026.
New CEO Josh D’Amaro has laid out a strategy centered on creative storytelling, a stronger streaming business, the growth of ESPN’s direct-to-consumer offering, and the expansion of Disney Experiences.
Whether Disney sticks with its current streaming-first approach or eventually pivots toward the licensing model that Wells Fargo envisions, both paths lead to the same conclusion analysts keep circling back to: Disney stock’s brand power gives it more ways to make money than almost any other media company.
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
