Guggenheim Sticks to Buy Rating for Walt Disney with $120 Price Target

The Walt Disney Company's (DIS) stock has received a 'buy' rating from research analysts at Guggenheim, reaffirming their previous recommendation. The company's current price target is set at $120.00, indicating a potential upside of 16.84%.

Guggenheim's price target reflects the entertainment giant's strong performance in recent quarters, with Disney reporting adjusted EPS of $2.06 and revenue of $25.25 billion in its latest earnings release.

Disney's FY2026 guidance has been set at $6.642-6.642 EPS, which is below the analyst consensus estimate of $6.83. The company's international tourism remains soft, and recent underperforming releases such as 'The Mandalorian and Grogu' add ongoing box-office risk.

Despite these challenges, Disney continues to explore new opportunities for growth, including a free, ad-supported streaming tier and plans to make Disney+ a broader fan ecosystem incorporating games, merchandise, and interactive content.