Morgan Stanley analyst Benjamin Swinburne maintains $Disney (DIS.US)$ with a buy rating, and maintains the target price at $125.
According to TipRanks data, the analyst has a success rate of 61.1% and a total average return of 12.6% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Disney (DIS.US)$'s main analysts recently are as follows:
Disney's projection of achieving its guidance indicates the potential for mid-teens percentage growth in adjusted EPS for FY26 and FY27. This optimistic forecast is primarily fueled by the success anticipated in Disney's Experiences segment, leading analysts to predict adjusted EPS of $6-6.50 for the calendar year 2026.
Disney's fiscal Q4 results were described as mixed, with revenues surpassing forecasts while operating income slightly missed expectations. The significant positive reaction in share price post-earnings is believed to be driven by the projection of high single-digit adjusted EPS growth for FY25, surpassing prior expectations, along with anticipated double-digit EPS growth in FY26 and FY27.
Disney's fiscal 2025 guidance surpasses expectations, and its projections for 2026-2027 suggest sustained healthy growth across all three operating segments. This assessment follows heightened estimates after the company's recent earnings announcement.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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