Update shared on 15 Sep 2025
Fair value Increased 0.75%Walt Disney’s consensus revenue growth forecast has increased while its future P/E multiple has decreased, indicating improved growth prospects and a more attractive valuation, resulting in a marginal increase in fair value to $133.22.
What's in the News
- Disney has filed a lawsuit against Dish Network over Sling TV's 24-hour subscription packages, alleging a breach of programming distribution agreements and seeking removal of Disney networks from those packages (Variety).
- ESPN is finalizing a major deal with MLB for exclusive digital rights to all out-of-market regular-season games and in-market games for five teams, while also negotiating to incorporate MLB.TV into its direct-to-consumer streaming service (The Athletic, Wall Street Journal, Yahoo Sports).
- ESPN secured a five-year, $325M per year deal to broadcast WWE content starting 2026, surpassing the previous WWE/Peacock contract's value (Wall Street Journal).
- Disney settled a high-profile lawsuit with "The Mandalorian" actress Gina Carano over her firing, though settlement terms remain undisclosed (Wall Street Journal).
- Disney's Marvel Studios is shifting much of its content production from Georgia to the UK due to rising production costs in Georgia and better incentives abroad (Wall Street Journal).
Valuation Changes
Summary of Valuation Changes for Walt Disney
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from $132.23 to $133.22.
- The Consensus Revenue Growth forecasts for Walt Disney has risen from 4.0% per annum to 4.2% per annum.
- The Future P/E for Walt Disney has fallen slightly from 25.81x to 24.67x.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.