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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