DIS - Walt Disney Co (The)

NYSE · Communication Services · Entertainment

$100.04

Market Closed

End of day · Jun 12, 2026, 12:00 AM

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Resolved

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Bear

About

The Walt Disney Company, together with its subsidiaries, operates as an entertainment company worldwide. It operates through two segments, Disney Media and Entertainment Distribution; and Disney Parks, Experiences and Products. The company engages in the film and episodic television content production and distribution activities, as well as operates television networks under the ABC, Disney, ESPN, Freeform, FX, Fox, National Geographic, and Star brands; and studios that produces films under the Walt Disney Pictures, Twentieth Century Studios, Marvel, Lucasfilm, Pixar, and Searchlight Pictures banners. It also offers direct-to-consumer streaming services through Disney+, Disney+ Hotstar, ESPN+, Hulu, and Star+; sale/licensing of film and television content to third-party television and subscription video-on-demand services; theatrical, home entertainment, and music distribution services; staging and licensing of live entertainment events; and post-production services by Industrial Light & Magic and Skywalker Sound. In addition, the company operates theme parks and resorts, such as Walt Disney World Resort in Florida; Disneyland Resort in California; Disneyland Paris; Hong Kong Disneyland Resort; and Shanghai Disney Resort; Disney Cruise Line, Disney Vacation Club, National Geographic Expeditions, and Adventures by Disney, as well as Aulani, a Disney resort and spa in Hawaii. Further, it licenses its intellectual property to a third party for the operations of the Tokyo Disney Resort; provides consumer products, including licensing of trade names, characters, visual, literary, and other IP for use on merchandise, published materials, and games; operates a direct-to-home satellite distribution platform; sells branded merchandise through retail, online, and wholesale businesses; and develops and publishes books, comic books, and magazines. The Walt Disney Company was founded in 1923 and is based in Burbank, California.

https://www.thewaltdisneycompany.com

DIS - Walt Disney Co (The)

Communication Services

Alright, I guess we're rolling with Disney (DIS) now, which has been trading like it's stuck in Fantasyland. The stock was moonwalking up near 123 (July) and then tripped on its own laces, down to the low 100s, and lately just keeps bouncing between 100 and 113 like Goofy at a trampoline park. I’m bullish here with a target at 117.50, but I’m not expecting some Cinderella story. More like finally crawling out of the dungeon back to the castle gate. The first support is just the stock being oversold and everyone being gloomy. If DIS can survive losing its entire streaming margin and people still line up for lame Star Wars rides, it’s not dead money yet. Plus, there’s talk about ESPN’s sports streaming finally launching for real. Imagine if they actually pull off a “Netflix for sports” the market is gonna freak out. I don’t love that the parks are still the main revenue engine, but summer is coming and families will keep burning cash on $18 churros. Also, most of the layoffs and cost cuts are already done, so the next earnings aren’t going to be another "oops, margins dead" moment. That should give us at least one good quarter to meme our way back up. Risk? Streaming losses turning into a black hole and the market deciding DIS is Blockbuster 2.0. If they guide down or park attendance flops, this could slide back to 95 with no bottom in sight. But the next real catalyst is that ESPN app if they finally demo it or talk NFL deals, I think shorts get spooked and we rip closer to my target. Not betting the house, but I’m not shorting Mouse.

Entry

$101.31

Above

$117.50

Jul 14, 2026

Karma

122 to 17261

Bullish

Open

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