UnitedHealth and Disney Trending as Analysts Turn Bullish

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

UnitedHealth is back in the spotlight as analyst John Ransom upgrades the stock to Buy with a fresh $330 target, arguing that the market is underestimating how much profits could rise over the next few years. He points to new AI initiatives that could cut general expenses and to a cleaner, more focused Optum Health business that is shedding loss-making clinics and sharpening its margins.

The numbers behind the call are striking, with his 2027 and 2028 earnings forecasts now 7.5% to 8% above consensus and implying UnitedHealth trades at a discount to its own history. Ransom sees every small improvement in costs and margins translating directly into dollars per share, suggesting that even modest execution could unlock meaningful upside for patient investors.

Disney is also trending with analysts as Ric Prentiss upgrades the entertainment giant to Buy, setting a $115 target and calling today’s macro worries a chance to buy at a historically cheap valuation. He notes that while parks and international travel are facing real headwinds, the stock trades at earnings and cash flow multiples well below its 10-year norms.

The real engine of Disney’s next leg, according to Prentiss, will be streaming rather than theme parks, with the direct-to-consumer business expected to drive more profit growth than Experiences between 2025 and 2028. He stresses that this is a longer-term, back-half-of-2026 story, but believes Disney can still deliver double-digit earnings growth even if some of that momentum slips into later years.