Disney, EPD, AppLovin, Rigetti, QUBT Trending With Analysts

Analysts are intrested in these 5 stocks: ( (DIS) ), ( (EPD) ), ( (APP) ), ( (RGTI) ) and ( (QUBT) ). Here is a breakdown of their recent ratings and the rationale behind them.

Walt Disney is back in the spotlight as Helena Wang at Phillip Securities initiates coverage with an “Accumulate”/Buy call and a target price of $130, arguing that the company’s unmatched library of brands – from Disney Animation and Pixar to Marvel and Star Wars – is now being monetized more efficiently across streaming, sports, and theme parks. The core of the bullish thesis is Disney’s Experiences division, which generates about 45% of revenue and more than half of operating income, driven by strong theme park attendance, higher guest spending and disciplined pricing. Equally important, the direct‑to‑consumer streaming operation – Disney+, Hulu and ESPN+ – has finally turned profitable in the second half of 2024, helped by price hikes, ad‑supported plans and tighter content spending, pushing average revenue per user higher and churn lower. Wang highlights Disney’s powerful “IP flywheel,” where hit films cycle into streaming, merchandise, and park attractions, supporting long‑term growth and reinforcing its status as the leading global entertainment powerhouse. With sports and parks providing steady profitability even in tougher advertising cycles, analysts see Disney as a diversified, resilient media giant positioned to deliver sustainable value creation.

Enterprise Products Partners is moving in the opposite direction with analyst Keith Stanley cutting the stock to Sell/Underperform and setting a $31 target, warning that investors have been too forgiving after a weak 2025. Despite a “solid” share price performance, consensus EBITDA for 2025 was revised down about 6% over the year and 2026 estimates fell 3–4%, the sharpest decline among the MLPs in his coverage. Stanley argues that EPD no longer deserves its historical valuation premium: leverage is now broadly similar to key peers like WES, MPLX and PAA, while its once‑defensive earnings profile looked vulnerable in a soft commodity environment. He also points to intensifying competition and overbuild risks in its core Permian NGL infrastructure, with significant exposure to third‑party volumes and large LPG and ethane export projects facing a tougher export market. Looking ahead to a potential oil and Permian gas recovery in 2026, Stanley believes EPD offers less upside than rivals and warns that investors counting on a big step‑up in share buybacks may be disappointed given management’s conservative capital allocation approach.

AppLovin is emerging as a high‑conviction growth story, with Evercore ISI’s Robert Coolbrith initiating coverage at Outperform and a bold $835 price target, implying substantial upside. He describes APP as the dominant mobile gaming ad‑tech platform, now leveraging its technology to build a new performance marketing channel for e‑commerce – a move he believes meaningfully expands its addressable market. Coolbrith forecasts that combined mobile gaming and e‑commerce ad spending running through AppLovin can sustain revenue and EBITDA growth north of 30% annually from 2025 to 2028, justifying the stock’s rich current valuation multiple of about 36x expected 2026 EV/EBITDA. Key debates include the remaining runway in mobile gaming ads, where he still expects roughly 23% annual growth through 2028, and the scalability of its e‑commerce business, which could become a credible “fourth” pillar of digital advertising alongside Google, Meta and Amazon. While he acknowledges regulatory and platform risks, particularly around Apple’s data‑tracking rules, his base case assumes APP maintains its margins (he models an 82.5% adjusted EBITDA margin in 2025) and keeps benefiting from AI‑powered conversion improvements, with the upcoming quarterly results seen as a near‑term catalyst to showcase momentum.

Rigetti Computing, by contrast, is a speculative quantum‑computing name that analyst John McPeake is willing to back early, initiating coverage with a Buy and a $40 target despite technical setbacks. McPeake likes Rigetti’s modular approach to scaling qubits, its internal quantum processor fabrication capability, and its networked multi‑chip architecture, which uses tunable couplers to connect multiple processors. The main challenge is error rates: Rigetti’s new 108‑qubit Cepheus‑1‑108Q system is delayed by a few months because its two‑qubit gate fidelity is stuck at about 99.0%, short of the 99.5% target and still behind superconducting peers like IBM and private rival IQM, which report error rates near 99.9%. Nonetheless, McPeake argues that in a field pushing the limits of physics, such delays are not unusual and gives management the benefit of the doubt after they reaffirmed their goal of fixing the issue by the end of the first quarter. With 18 quantum machines already deployed (six at customers and 12 internally and in the cloud), strong ties to research and government labs, and a roadmap aimed at eventually achieving error‑corrected quantum computing, he values the company on a long‑term growth basis, effectively paying just under 1x PEG for projected explosive earnings growth.

Quantum Computing Inc. (QUBT) is another early‑stage quantum play gaining analyst support, with John McPeake also initiating it at Buy and assigning a $22 price target, citing “a lot of ways to win” and a fortress balance sheet. QCi combines quantum and photonics technologies across computing, security and sensing, and is aggressively building out thin‑film lithium niobate (TFLN) fabrication capacity that could serve its own integrated photonics needs as well as broader industry demand for optical communications and quantum devices. While current revenues are minimal – just $0.4 million in 2024 and an estimated $1.2 million in 2025 – the planned acquisition of Luminar’s LSI fabs, at under 5x revenue, is expected to add around $25 million in annual sales and improve visibility with government agencies and commercial customers. McPeake highlights that, unusually for a pre‑revenue tech story, QCi holds about $1.6 billion in cash and no debt, earning more in interest income than it currently spends on operations, which significantly reduces financing risk. With a pipeline of commercial products already on the market, two fabs aimed at both niche and high‑volume device production, and optionality in quantum security and photonic quantum computing, he values QUBT at 10x expected revenue or 24x EPS in 2035, discounted heavily to reflect the long runway but leaving meaningful upside for investors willing to wait.