Jefferies analyst James Heaney upgraded Disney (DIS) to Buy from Hold with a price target of $144, up from $100. The firm now sees limited risk of a second half of 2025 Parks slowdown from Epic Universe and macro factors and is more positive on FY26 Cruise upside, the analyst tells investors. In addition, the firm views the content and sports slate for the next six months favorably, highlighting the ESPN DTC launch, Zootopia 2 and Avatar 3 and expects continued DTC margin expansion.
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