Morgan Stanley analyst Benjamin Swinburne maintains $Disney (DIS.US)$ with a buy rating, and adjusts the target price from $110 to $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 assurance on meeting its guidance indicates a potential for adjusted EPS to grow by a mid-teens percentage in FY26 and FY27. This optimism is reflected in revised estimates that are largely influenced by the performance of Disney's Experiences segment, with projections of $6-6.50 in adjusted EPS for the calendar year 2026.
Disney's fiscal Q4 results were a blend of highs and lows, featuring revenue that surpassed estimates, contrasted with operating income that marginally fell short of expectations. The more notable aspect, however, is the optimistic investor sentiment post-earnings, spurred by an initial forecast for the fiscal year 2025 that projects a high single-digit rise in adjusted EPS, surpassing previous expectations. This outlook is further bolstered by anticipation of double-digit EPS growth in the fiscal years 2026 and 2027.
The company's guidance for fiscal 2025 surpasses expectations, and projections for 2026-2027 suggest sustained favorable growth trends across all three operating segments. Estimates for Disney have been revised upward following the earnings announcement.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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摩根士丹利分析師Benjamin Swinburne維持$迪士尼 (DIS.US)$買入評級，並將目標價從110美元上調至125美元。
根據TipRanks數據顯示，該分析師近一年總勝率為61.1%，總平均回報率為12.6%。
此外，綜合報道，$迪士尼 (DIS.US)$近期主要分析師觀點如下：
迪士尼對實現其指引的保證表明在2026年和2027年財年，調整後的每股收益有望增長中等百分比。這種樂觀情緒體現在修訂的預測中，主要受到迪士尼體驗板塊業績的影響，預計2026年日曆年度調整後的每股收益爲6至6.50美元。
迪士尼財季第四季度的業績結果高低參半，營業收入超過預期，但營業收入略低於預期。然而，更引人注目的是樂觀的投資者信心，受益於財年2025的初始預測，預計調整後的每股收益將高位數增長，超過先前的預期。這一展望進一步得到增強，2026年和2027年財年預計會出現兩位數的每股收益增長。
公司對財年2025的指引超出預期，並預測2026年和2027年的投影顯示所有三個運營部門都將保持有利的增長趨勢。根據盈利公告，對迪士尼的估計已經上調。
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