Disney Analyst Reiterates 'Buy' Call on Upbeat Sentiment and Blockbuster Slate
Disney (DIS) remains a buy according to an analyst who first wrote about the company in February 2026. The analyst's long-term view is driven by Disney's upcoming blockbuster content slate and improving sentiment. The stock trades at a forward P/E of 15, below historical averages.
The price target for DIS has been raised to $185 based on potential multiple/sentiment and earnings growth. Management has increased buybacks to $9 billion, signaling confidence in the company's future prospects. Disney is guiding for double-digit adjusted EPS growth through fiscal 2027.
The analyst also notes that AI-driven content creation and user engagement innovations could enhance the value of Disney's D+ platform. However, execution and box office performance remain material risks for the company.