Piper Sandler analyst Matthew Farrell CFA maintains $Disney (DIS.US)$ with a hold rating, and adjusts the target price from $95 to $115.
According to TipRanks data, the analyst has a success rate of 45.9% and a total average return of -1.0% 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 for mid-teens percentage adjusted EPS growth in FY26 and FY27 was cited as reflecting strong confidence in meeting future guidance. This optimism is supported by performance primarily in Disney's Experiences segment, with projections adjusting to anticipate $6-6.50 in adjusted EPS for the calendar year 2026.
Disney's fiscal Q4 results were described as mixed, with revenue surpassing estimates, yet operating income fell slightly short of expectations. Significantly, the post-earnings positive reaction in the shares is believed to be driven by the initial FY25 forecast of high single-digit adjusted EPS growth, exceeding prior forecasts, and expected double-digit EPS growth in FY26 and FY27.
Disney's fiscal 2025 guidance surpasses expectations, and its projections for 2026-2027 suggest sustained healthy growth across all three operational segments. The company's estimates were revised upwards following the earnings report.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
派傑投資分析師Matthew Farrell CFA維持$迪士尼 (DIS.US)$持有評級,並將目標價從95美元上調至115美元。
根據TipRanks數據顯示,該分析師近一年總勝率為45.9%,總平均回報率為-1.0%。
此外,綜合報道,$迪士尼 (DIS.US)$近期主要分析師觀點如下:
迪士尼對2026年和2027年中青少年調整後的每股收益增長百分比預期被引用爲對未來指引的強烈信心。這種樂觀情緒主要受到迪士尼體驗業務表現的支持,預計調整後的2026年日曆年每股收益爲$6-6.50。
迪士尼財務第四季度的業績被描述爲參差不齊,營業收入超過預期,但營業利潤略低於預期。值得注意的是,股價在盈利後出現積極反應,據信主要是由於高個位數調整後每股收益增長的初步2025財年預測超過先前預測,並預計2026年和2027年實現兩位數的每股收益增長。
迪士尼2025財年指引超出預期,並且其2026年至2027年的預測表明所有三個運營部門保持健康增長。公司的估算在盈利報告後進行了上調。
提示:
TipRanks為獨立第三方,提供金融分析師的分析數據,並計算分析師推薦的平均回報率和勝率。提供的信息並非投資建議,僅供参考。本文不對評級數據和報告的完整性與準確性做出認可、聲明或保證。
TipRanks提供每位分析師的星級,分析師星級代表分析師所有推薦的過往表現,通過分析師的總勝率和平均回報率综合計算得出,星星越多,則該分析師過往表現越優異,最高爲5颗星。
分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否,取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
總平均回報率為基於分析師的初始評級創建虚擬投資組合,並根據評級變化對組合進行調整,在近一年中該投資組合所獲得的回報率。