Walt Disney Trending With Analysts on StrongBuy Outlook

(DIS) stock has risen 5.54% over the past 12 months, adding 2.11% in the last month but slipping 1.53% over the past week. Despite this recent short-term pullback, Wall Street’s analysts are strongly positive on the name, with a “StrongBuy” consensus for the next 12 months. On average, they see the stock reaching a price target of $137.75, compared with a last closing price of $112.82.

Wall Street’s optimism reflects growing confidence in Disney’s ability to turn its vast entertainment empire into steady, scalable cash flows. The company spans film and TV content, live sports, streaming platforms, iconic theme parks and resorts, and cruise lines. It monetizes this global brand and intellectual property through subscriptions, advertising, affiliate fees, content licensing, and consumer products. With nearly unmatched IP scale anchored by Disney Animation, Pixar, Marvel, and Star Wars, Disney remains one of the world’s largest and most recognizable media and entertainment groups.

A key driver behind the bullish 12‑month view is the ongoing strength of Disney’s Experiences segment, which now accounts for about 45% of revenue. This business – covering theme parks, resorts, and cruises – has been delivering high single- to low double-digit year-on-year growth. Analysts highlight resilient attendance, higher per‑capita spending, and effective yield management as reasons why this segment continues to grow, even amid competitive pressures. Experiences are also the company’s largest profit engine, contributing an estimated 57% of total earnings in FY25 with a five‑year compound annual growth rate of 16%.

Streaming is another pillar supporting the positive outlook. Disney has shifted its focus from traditional linear television to direct‑to‑consumer services, and its DTC business turned profitable in the second half of 2024 after years of investment. According to analyst commentary, this turnaround has been driven by price increases, the rollout and scaling of ad‑supported tiers, tighter content cost discipline, and improved bundling across Disney+, Hulu, and ESPN+. These moves have lifted average revenue per user to around $8.00 in 4Q25 from $7.30 in 4Q24 and helped reduce customer churn, reinforcing confidence in the sustainability of the streaming model.

Among recent expert calls, Helena Wang of Phillip Securities Research (Singapore) initiated coverage on Disney with a Buy rating on January 13, 2026 and a price target of $130.00. Her target implies meaningful upside from the current share price and is based on a discounted cash‑flow valuation using a 7.7% weighted average cost of capital and a 3.5% growth rate. Wang argues that Disney’s powerful IP “flywheel,” strong licensing revenues, profitable Experiences segment, and stable Sports earnings together position the company well for long‑term value creation. This 4‑star analyst ranks 4,007 out of 11,984 on TipRanks, with a 54.55% success rate and an average return of 11.40% per rating. Never miss a stock rating. Find all the latest ratings on TipRanks’ Top Wall Street Analysts page.