Vandita Jadeja
Thu, April 16, 2026 astatine 11:49 AM CDT 5 min read
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Disney (DIS) trades astatine $101.10 with a 24/7 Wall St. terms people of $116.32 (15% upside) backed by 84% bullish expert ratings.
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Streaming operating income surged 72% to $450 cardinal successful Q1 FY2026 and the Experiences conception posted grounds quarterly gross of $10 cardinal with grounds operating income of $3.3 billion.
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Streaming profitability inflection and grounds taxable parkland show are converting Disney’s past subscriber concern into existent operating income, supported by double-digit EPS maturation guidance for FY2026 and FY2027.
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Walt Disney Company (NYSE:DIS) trades astatine $101.10 arsenic of writing, sitting 4% beneath its 52-week precocious of $123.85 and good disconnected the highest levels of 2021. Our terms people for Disney is $116.32, implying meaningful upside from existent levels. The 24/7 Wall St. standing is buy.
| Current Price | $101.10 |
| 24/7 Wall St. Price Target | $116.32 |
| Upside | 15.06% |
| Recommendation | BUY |
| Confidence Level | 90% |
With 84% of covering analysts rated bullish and absorption guiding for double-digit EPS maturation successful some FY2026 and FY2027, the setup is constructive. Our 90% assurance level reflects beardown cardinal visibility and wide organization support.
READ: The expert who called NVIDIA successful 2010 just named his apical 10 AI stocks
Disney shares bottomed adjacent $82.77 successful April 2025 earlier rallying to $119.48 successful June 2025. Since that peak, shares person drifted lower, falling 12.83% year-to-date done April 10, 2026. Over the trailing 1 year, DIS has gained 17.64%.
The astir caller net report, filed successful February, delivered a 3.44% adjusted EPS bushed ($1.63 vs. $1.58 estimate) and a 1.49% gross bushed ($25.98 cardinal vs. $25.60 cardinal estimate). Despite the beat, shares fell 7.4% connected net day, accordant with anterior quarters wherever beardown results faced archetypal selling earlier recovery.
The sell-off was amplified by a 77.07% plunge successful operating currency travel to $735 million, driven mostly by accelerated taxation payments tied to California wildfire catastrophe relief, reflecting a one-time timing point alternatively than immoderate alteration successful underlying concern performance.
Disney's maturation rests connected converging catalysts. Management guided for double-digit adjusted EPS maturation successful some FY2026 and FY2027, with FY2025 adjusted EPS of $5.93 arsenic the base.
Streaming profitability is inflecting: SVOD operating income surged 72% to $450 cardinal successful Q1 FY2026, with absorption targeting a 10% SVOD operating borderline for the afloat year. Combined Disney+ and Hulu subscriptions reached 196 cardinal successful Q4 FY2025, supporting pricing power.

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