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 $6-6.50 in adjusted EPS for the calendar year 2026.
Disney's fiscal Q4 results were described as mixed, with revenue surpassing estimates, yet operating income fell slightly short of expectations. Significantly, the post-earnings positive reaction in the shares is believed to be driven by the initial FY25 forecast of high single-digit adjusted EPS growth, exceeding prior forecasts, and expected double-digit EPS growth in FY26 and FY27.
Disney's fiscal 2025 guidance surpasses expectations, and its projections for 2026-2027 suggest sustained healthy growth across all three operational segments. The company's estimates were revised upwards following the earnings report.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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派杰投资分析师Matthew Farrell CFA维持$迪士尼 (DIS.US)$持有评级，并将目标价从95美元上调至115美元。
根据TipRanks数据显示，该分析师近一年总胜率为45.9%，总平均回报率为-1.0%。
此外，综合报道，$迪士尼 (DIS.US)$近期主要分析师观点如下：
迪士尼预计在2026财年和2027财年调整后的每股收益增长将在中位数十几的百分比，反映出强烈的信恳智能以满足未来的指导。对此乐观情绪主要是由迪士尼的体验板块的表现支持，预计2026日历年调整后每股收益将在6到6.50美元之间。
迪士尼2023财年第4季度的结果被形容为混合，营业收入超过预期，但营业利润略低于预期。值得注意的是，财报发布后的积极反应被认为是由于对2025财年高个位数调整后每股收益增长的初步预测超出之前预期，以及对2026财年和2027财年双位数每股收益增长的预期。
迪士尼2025财年的指导超出预期，针对2026年至2027年的预测表明所有三个运营板块将持续健康增长。公司在财报发布后上调了其估计。
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