Morgan Stanley Maintains Disney(DIS.US) With Buy Rating, Raises Target Price to $125

摩根士丹利维持迪士尼(DIS.US)买入评级，上调目标价至125美元

moomoo资讯 · 2024/11/15 09:33 · 评级/大行评级

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.

AnalystRecentRatingAutoNews_202550_20241115_726ccf0fe4ab626763d12fed90fcaa99b5586a06_1731681063773009_mm_en

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:

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.

摩根士丹利分析师Benjamin Swinburne维持$迪士尼 (DIS.US)$买入评级，并将目标价从110美元上调至125美元。

根据TipRanks数据显示，该分析师近一年总胜率为61.1%，总平均回报率为12.6%。

AnalystRecentRatingAutoNews_202550_20241115_726ccf0fe4ab626763d12fed90fcaa99b5586a06_1731681063773009_mm_sc

此外，综合报道，$迪士尼 (DIS.US)$近期主要分析师观点如下：

迪士尼对其指引的保证表明，每股收益在2026财年和2027财年可能会以中个位数的百分比增长。这种乐观情绪体现在修订的估算中，主要受到迪士尼体验板块表现的影响，预计2026日历年的调整后每股收益为6到6.50美元。
迪士尼2024财年第四季度的业绩参差不齐，营业收入超出预期，但营业收入略微低于预期。然而，更值得注意的是，财报发布后投资者的乐观情绪受到2025财年初步预测的推动，预计调整后每股收益将以高个位数增长，超出之前的预期。这个前景还受到对2026和2027财年双位数每股收益增长的预期的进一步支持。
公司对2025财年的指引超出了预期，对2026-2027年的预测表明所有板块的持续良好增长趋势。迪士尼的估算在财报发布后被上调。

提示:

TipRanks为独立第三方，提供金融分析师的分析数据，并计算分析师推荐的平均回报率和胜率。提供的信息并非投资建议，仅供参考。本文不对评级数据和报告的完整性与准确性做出认可、声明或保证。

TipRanks提供每位分析师的星级，分析师星级代表分析师所有推荐的过往表现，通过分析师的总胜率和平均回报率综合计算得出，星星越多，则该分析师过往表现越优异，最高为5颗星。

分析师总胜率为近一年分析师的评级成功次数占总评级次数的比率。评级的成功与否，取决于TipRanks的虚拟投资组合是否从该股票中产生正回报。

总平均回报率为基于分析师的初始评级创建虚拟投资组合，并根据评级变化对组合进行调整，在近一年中该投资组合所获得的回报率。

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Morgan Stanley Maintains Disney(DIS.US) With Buy Rating, Raises Target Price to $125

Morgan Stanley Maintains Disney(DIS.US) With Buy Rating, Raises Target Price to $125

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