Walt Disney Co. (DIS) stock has fallen 2.3% over the past week, 6.2% over the past month, and 1.1% over the past year, leaving some investors wondering if the magic is fading. Yet Wall Street’s analysts are strongly bullish, with a 12‑month consensus price target of $133.94, implying meaningful upside from the last close at $97.95.
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Analysts collectively rate Disney as a StrongBuy, signaling confidence that the current weakness is more of a pause than a long-term problem. The Street is effectively forecasting robust gains in $DIS over the next twelve months as earnings improve and key growth engines, especially streaming and parks, continue to deliver.
Mike Ng of Goldman Sachs reiterated his Buy rating on Disney on March 24, 2026, lifting attention to a price target of $151 per share, well above the consensus. That target suggests substantial upside from current levels, reflecting his view that Disney’s diversified media, streaming, and parks portfolio remains a powerful driver of future profits.
Ng expects fiscal Q2 2026 EPS of $1.49, slightly below the $1.52 consensus, and non‑GAAP EBIT of $4.48 billion, roughly in line with expectations. He sees continued operating leverage in Disney’s streaming business, helped by hit content like Zootopia 2 on Disney+ and recent price increases, along with steady growth in Parks where revenue is forecast to rise 5% year over year.
Looking ahead, Ng anticipates Disney will reiterate its 2026 guidance, with double‑digit EPS growth and solid EBIT gains across Entertainment, Experiences, and Sports despite headwinds from a canceled season of The Bachelorette, potential softening in theme park demand later in the year, and rising sports rights costs. He highlights new CEO Josh D’Amaro and a refreshed leadership structure focused on technology and innovation at Disney+ as key supports for an expected 11% EPS CAGR from 2025 to 2028. Never miss a stock rating. Find all the latest ratings on TipRanks’ Top Wall Street Analysts page.