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:
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