Walt Disney, the Communication Services sector company, was revisited by a Wall Street analyst yesterday. Analyst Benjamin Swinburne from Morgan Stanley maintained a Buy rating on the stock and has a $140.00 price target.
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Benjamin Swinburne has given his Buy rating due to a combination of factors that highlight Disney’s potential for sustained growth. He anticipates a strong year ahead with significant double-digit earnings growth projected for FY26, driven by the company’s experiences and streaming sectors. These areas are expected to contribute substantially to Disney’s earnings, reaching a combined high of 70%.
Furthermore, Swinburne emphasizes Disney’s ability to monetize its iconic brands and franchises effectively, resulting in long-term compounding earnings growth. He notes that Disney’s strategic investments in expanding its parks, cruise capacity, and integrating streaming brands position the company well in the competitive landscape. Additionally, Disney’s global experiences business is seen as particularly resilient, potentially benefiting from the rising influence of AI, which supports the Buy rating.
In another report released on November 1, TR | OpenAI – 4o also reiterated a Buy rating on the stock with a $127.00 price target.