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：
迪士尼對其指引的保證表明，調整後的每股收益在2026財年和2027財年有望以中十數的百分比增長。這種樂觀情緒反映在修訂後的估計中，主要受到迪士尼體驗板塊表現的影響，預計2026日曆年的調整後每股收益在6到6.50美元之間。
迪士尼的2024財年第四季度業績呈現高低錯落，營業收入超過預期，但營業收入略微低於預期。然而，值得注意的是，收益發布後，投資者情緒樂觀，初步預測2025財年調整後每股收益將出現高個位數的增長，超出之前的預期。這一前景進一步得到2026和2027財年每股收益雙位數增長預期的支持。
該公司對2025財年的指引超過預期，並且對於2026至2027年的預測顯示所有板塊都將持續 favorable 的增長趨勢。迪士尼的估計在收益公告後被上調。
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