The Walt Disney Company

Report azionario NYSE:DIS

Capitalizzazione di mercato: US$184.5b

Walt Disney Crescita futura

Criteri Future verificati 1/6

Walt Disney prevede che gli utili e i ricavi cresceranno rispettivamente di 12.7% e 4.5% all'anno. Si prevede che l'EPS crescerà di 15.1% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 10.4% in 3 anni.

Informazioni chiave

12.7%

Tasso di crescita degli utili

15.14%

Tasso di crescita dell'EPS

Entertainment crescita degli utili24.2%
Tasso di crescita dei ricavi4.5%
Rendimento futuro del capitale proprio10.43%
Copertura analitica

Good

Ultimo aggiornamento13 Aug 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Seeking Alpha • Aug 06

Disney: The Turnaround Is Real, But I Am Not Buying (Earnings Review)

Summary Disney delivered a strong Q3 with 7% revenue growth, 21% operating income expansion, and a 13% SVOD margin—confirming the turnaround in Entertainment and continued strength in Experiences. DIS's management guided to high‑single‑digit FY26 revenue growth and at least $9B in buybacks, while segment trends show accelerating Entertainment, resilient Experiences, and a temporary dip in Sports. Despite improving fundamentals and a healthier balance sheet, valuation screens as fair; my DCF places intrinsic value near the current price, leading me to maintain a neutral rating on Disney. Read the full article on Seeking Alpha
Aggiornamento narrativa • Jul 30

DIS: Experiences And Streaming Monetization Will Drive Future Repricing Under Execution Focus

Analysts have trimmed their average price targets on Walt Disney by a few dollars, generally citing updated models that reflect slightly lower fair value estimates and P/E assumptions, along with mixed views on parks, film and streaming profitability. Analyst Commentary Recent research on Walt Disney highlights a mixed but engaged Wall Street view, with both bullish and bearish analysts adjusting price targets and focusing closely on execution in parks, streaming, film, and ESPN.
Aggiornamento narrativa • Jun 18

DIS: Streaming Profitability And Parks Expansion Under New Leadership Will Drive Repricing

The analyst price target for Walt Disney has been revised slightly higher to align with a new fair value estimate of about $130. Analysts are factoring in a modestly lower discount rate and steady assumptions for revenue growth, profit margins, and future P/E, supported by recent research citing a more profitable film slate and a resilient Parks division.
Aggiornamento narrativa • Jun 02

DIS: Streaming Profitability And Parks Execution Under New Leadership Will Drive Repricing

Analysts have adjusted the Walt Disney fair value estimate slightly higher to about $129, with modest tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions guiding the updated price target. Analyst Commentary Recent Street research around Walt Disney has centered on fine tuning price targets rather than sweeping changes in views, with several banks adjusting their fair value assumptions by relatively small increments.
Aggiornamento narrativa • May 02

DIS: New Leadership And ESPN Retention Will Support Future Earnings Repricing

Analysts now see Walt Disney's fair value edging to $128.25 per share, a modest trim of about $0.17, as they refresh assumptions around the discount rate, revenue growth, profit margin, and future P/E following a series of recent price target reductions and one upgrade on the stock. Analyst Commentary Recent research on Walt Disney clusters around valuation reset rather than a wholesale change in the story.
Aggiornamento narrativa • Apr 16

DIS: IP Strength And New Leadership Will Support Future Earnings Repricing

Analysts have reduced their average price target on Walt Disney by $0.80 to reflect more cautious assumptions on long term P/E, revenue growth, and profit margins, following a series of recent target reductions from several firms alongside one upgrade. Analyst Commentary Recent research on Walt Disney shows a mix of optimism and caution, with several firms trimming price targets and one firm upgrading the stock.
Aggiornamento narrativa • Apr 01

DIS: IP Strength And New Leadership Will Drive Future Repricing Potential

Analysts have trimmed the Walt Disney analyst price target slightly, reflecting modest adjustments to fair value, discount rate, revenue growth and profit margin assumptions after a series of recent target cuts from Deutsche Bank, Wells Fargo, Guggenheim, Rosenblatt, BofA and Citi, partly offset by a new $130 target from Phillip Securities and a fresh upgrade at Raymond James. Analyst Commentary Recent research on Walt Disney shows a mix of optimism around the company’s assets and execution, alongside caution on valuation and near term fundamentals.
Aggiornamento narrativa • Mar 31

End of OpenAI deal not a massive loss

In my last narrative, I pointed to the deal Disney struck with OpenAI as an example of its leadership in merging the entertainment and AI worlds. This deal has now ended.
Aggiornamento narrativa • Mar 18

DIS: IP Strength And New Leadership Will Support Future Share Repricing

Narrative Update on Walt Disney The updated analyst price target for Walt Disney edges slightly lower to about $130. This reflects small adjustments to fair value and discount rate as analysts factor in recent target cuts from firms that still cite solid execution and the strength of the company’s intellectual property and multi platform engagement.
Aggiornamento narrativa • Mar 04

DIS: IP Strength And Leadership Transition Will Shape Future Share Repricing

Our Walt Disney narrative remains anchored to a fair value of $130.57. The updated inputs reflect a modestly higher discount rate and slightly firmer revenue growth, profit margin, and future P/E assumptions that line up with recent analyst price target revisions and their focus on the company’s intellectual property strength and early fiscal year performance.
Nuova narrativa • Feb 25

The happiest company on Earth, also perennially misunderstood.

When I first purchased shares in Disney, back in 2016, the narrative was all focused-on cord-cutting at ESPN. Since that time, it has shifted frequently.
Aggiornamento narrativa • Feb 18

DIS: IP Monetization And Upcoming Leadership Transition Will Drive Future Share Repricing

Analysts have made a modest upward adjustment to their Walt Disney fair value estimate, with the price target moving by about $0.12. They are factoring in slightly higher expected revenue growth, a marginally lower discount rate, and a somewhat higher future P/E assumption, despite a small trim to projected profit margins, supported by recent research that highlights solid early fiscal-year results and the company's ability to monetize its intellectual property across platforms.
Articolo di analisi • Feb 11

Additional Considerations Required While Assessing Walt Disney's (NYSE:DIS) Strong Earnings

The Walt Disney Company ( NYSE:DIS ) announced strong profits, but the stock was stagnant. We did some digging, and we...
Aggiornamento narrativa • Feb 04

DIS: Streaming Strength And Succession Plan Will Drive Future Share Repricing

Analysts have lowered their Walt Disney fair value estimate from about $133 to roughly $130 per share, reflecting a modest increase in assumed risk, a reduced future P/E multiple, and updated views on revenue growth and profitability following recent price target cuts and new coverage on the stock. Analyst Commentary Street research on Walt Disney over the past several months reflects a mix of optimism and caution, with several firms trimming price targets while still highlighting key strengths in the business.
Articolo di analisi • Jan 31

Walt Disney (NYSE:DIS) Has Announced A Dividend Of $0.75

The board of The Walt Disney Company ( NYSE:DIS ) has announced that it will pay a dividend of $0.75 per share on the...
Aggiornamento narrativa • Jan 23

ESPN' streaming transition and monetisation are starting to prove out

A few things have moved in a positive direction for Disney’s sports business recently. Headline line: Disney is strengthening ESPN’s position from a few different angles -protecting distribution, keeping the live sports engine strong, and continuing the shift toward a bigger streaming-led future.
Articolo di analisi • Jan 17

Walt Disney (NYSE:DIS) Is Due To Pay A Dividend Of $0.75

The board of The Walt Disney Company ( NYSE:DIS ) has announced that it will pay a dividend of $0.75 per share on the...
Nuova narrativa • Sep 19

ESPN’s NFL Power Play: How Disney’s Sports Engine Could Drive the Next Leg of Stock Growth

Key Takeaways Disney is entering a new growth phase with streaming finally reaching profitability and the Experiences division expanding rapidly. ESPN is emerging as a pivotal growth engine, with its partnership potential—especially with the NFL—set to redefine sports streaming.
Aggiornamento narrativa • Sep 15

Global Cruises And Digital Integration Will Expand Market Presence

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).
Articolo di analisi • Sep 13

Subdued Growth No Barrier To The Walt Disney Company's (NYSE:DIS) Price

There wouldn't be many who think The Walt Disney Company's ( NYSE:DIS ) price-to-earnings (or "P/E") ratio of 18x is...
Seeking Alpha • Apr 21

Disney: Opportunity Knocks - Upgrade To Buy

Summary The investment case for Disney had been substantially de-risked thanks to excellent progress in Direct-to-Consumer. I remain concerned about the level of Experiences capital expenditure, but this downside risk is now acceptable when balanced against multiple medium-term earnings growth prospects. Opportunities to buy a high-quality business at a cheap multiple do not come along often, and I therefore upgrade Disney to Buy. Read the full article on Seeking Alpha
Seeking Alpha • Mar 30

Disney Stock: Growth Or Just Retreading IP?

Summary Disney stock has fluctuated between high $80s and low $100s post-COVID, far from its March 2021 peak of $196.76. Disney has made progress in simplifying its corporate structure and focusing on streaming and Experiences, but faces challenges with linear TV and ESPN. Management, particularly Iger, has yet to clarify the future of linear TV and ESPN, raising concerns about leadership stability. Speculation surrounds Iger's potential departure, with no clear signals or industry gossip suggesting a definitive exit plan. Read the full article on Seeking Alpha
Seeking Alpha • Mar 21

Disney Charts Mission To Correct Course, But Must Navigate New Obstacles In The Short Term

Summary Disney is navigating leadership succession and strategic direction amid a rapidly changing entertainment landscape, with Bob Iger set to step down next year. The company's DEI-focused initiatives have faced backlash, impacting its brand and financial performance, exemplified by the underwhelming box office of The Little Mermaid. The upcoming live-action Snow White faces controversy and uncertainty, reflecting broader challenges Disney must address to stabilize its future direction. Disney's 2026 slate looks more promising with proven franchises, but it needs a hit with Snow White to bridge the gap until then. Read the full article on Seeking Alpha
Seeking Alpha • Mar 12

Disney: Surging DTC Profitability

Summary Disney's strong Q1'25 results highlight significant growth in its streaming segment, with operating income surging 31% year-over-year due to subscriber monetization. Despite a 1% subscriber decline in Disney+, the streaming company saw net subscription growth of 0.9M due to Hulu. Disney is seeing improving subscriber monetization and long term trends in revenue, operating income and EBITDA point upwards. Disney trades at a compelling valuation, with a forward P/E ratio of 16.8X, making it ~20% cheaper than its 3-year average and more attractive than competitors. Risks include potential slowdown in Disney+ subscriber growth, but overall, Disney remains a buy due to its strong fundamentals and undervaluation. Read the full article on Seeking Alpha
Seeking Alpha • Feb 22

Happy Ending In H2 - Upgrading Disney To Buy

Summary Disney reported Q1 2025 results and got a pretty mixed market reaction, with lower-than-expected Experiences revenue and a modest decline in Disney+ subscribers. I think the Disney+ subscriber decline will be an issue in the first half of the year but not the second, and the Experience headwinds will be temporary, too. The paid sharing program should drive gains in the second half of the year, and I'm eyeing a recovery in Disney+ numbers for FY25. I think Disney is set up for much more upside because it's delivering where it matters: profitable growth. I hereon share my sentiment on Disney and why I think it's positioned to outperform in the second half of FY25. Read the full article on Seeking Alpha
Seeking Alpha • Feb 15

Disney: 2025 Deep-Dive Reveals A Wonderful Business And A Real Undervaluation

Summary Disney's has a wide economic moat that is reinforced by its powerful IPs, popular theme parks, and strategic DTC streaming initiatives. Disney's Q1 2025 earnings showed solid revenue growth and an excellent increase in operating profits. Improved financials highlight Disney's robust operational performance, despite lingering challenges from the Fox acquisition and DTC transition. Risks include market cyclicality, competitive pressures, and execution risks, but the long-term outlook appears positive at present. Shares appear 26% undervalued: rating upgrade to Buy. Read the full article on Seeking Alpha

Previsioni di crescita degli utili e dei ricavi

NYSE:DIS - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
9/30/2028110,09212,49611,48920,91020
9/30/2027105,97411,44810,63319,47230
9/30/2026101,4109,92110,20719,51829
6/27/202698,8618,6008,29316,989N/A
3/28/202697,26311,2247,11015,792N/A
12/27/202595,71612,2527,06015,631N/A
9/27/202594,42512,40410,07718,101N/A
6/28/202594,53511,55111,54819,145N/A
3/29/202594,0408,91010,89618,078N/A
12/28/202492,5025,6158,41214,991N/A
9/28/202491,3614,9728,55913,971N/A
6/29/202490,0284,7767,95813,255N/A
3/30/202489,2031,6958,35813,455N/A
12/30/202388,9352,9867,93813,025N/A
9/30/202388,8982,3544,8979,866N/A
7/1/202387,8072,2522,8457,588N/A
4/1/202386,9814,1211,3956,708N/A
12/31/202284,4153,3201065,249N/A
10/1/202282,7223,1931,0676,010N/A
7/2/202281,1063,1911,2166,121N/A
4/2/202276,6242,7051,5515,659N/A
1/1/202272,9883,1471,4715,270N/A
10/2/202167,4182,0241,9895,567N/A
7/3/202163,5911,1541,4024,599N/A
4/3/202158,348-4,4871,3324,299N/A
1/2/202160,760-4,9312,6476,091N/A
10/3/202065,388-2,8323,5967,618N/A
6/27/202069,799-1,3453,3697,971N/A
3/28/202078,2824,803N/A5,418N/A
12/28/201975,1819,765N/A6,118N/A
9/28/201969,60710,425N/A6,606N/A
6/29/201964,79511,970N/A8,439N/A
3/30/201959,76213,456N/A13,511N/A
12/29/201859,38610,963N/A14,157N/A
9/29/201859,43412,598N/A14,295N/A
6/30/201857,90712,023N/A14,012N/A
3/31/201856,91611,473N/A14,433N/A
12/30/201755,70410,924N/A13,135N/A
9/30/201755,1378,980N/A12,343N/A
7/1/201755,5009,004N/A12,294N/A
4/1/201755,5399,235N/A11,824N/A
12/31/201655,1728,990N/A12,125N/A
10/1/201655,6329,391N/A13,136N/A
7/2/201656,0029,229N/A12,943N/A
4/2/201654,8269,115N/A12,121N/A
1/2/201654,3189,080N/A11,510N/A
10/3/201552,4658,382N/A11,385N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di DIS ( 12.7% all'anno) è superiore al tasso di risparmio ( 3.7% ).

Guadagni vs Mercato: Si prevede che gli utili di DIS ( 12.7% all'anno) cresceranno più lentamente rispetto al mercato US ( 17.1% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di DIS cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di DIS ( 4.5% all'anno) crescerà più lentamente rispetto al mercato US ( 13% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di DIS ( 4.5% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di DIS sarà basso tra 3 anni ( 10.4 %).

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/08/16 04:18
Prezzo dell'azione a fine giornata2026/08/14 00:00
Utili2026/06/27
Utili annuali2025/09/27

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

The Walt Disney Company è coperta da 67 analisti. 30 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
David HeasmanAccountability Research Corporation
Andrew Charles BealeArete Research Services LLP
Hannah KleivenArete Research Services LLP