Disney Q4 Preview: Positive Trends and Cruise Ship Boost
Walt Disney Co (NYSE:DIS) is set to report its fourth-quarter results for fiscal 2026 on November 12.
The company's results are expected to reflect 'underlying positive trends' and the impact of an additional 53rd week, according to BofA Securities analyst Jessica Reif Ehrlich.
Ehrlich maintained a Buy rating and price target of $125 for Disney stock.
The analyst noted that while Disney's global theme park attendance remains positive, the results will also be boosted by the addition of two new cruise ships.
Ehrlich stated that revenues from Disney's Entertainment segment are likely to be weak due to disappointing performances by Moana and The Dog Stars.