#3 - Walt Disney (NYSE:DIS)
For years, The Walt Disney Co. (NYSE: DIS) was one of the best sum-of-its-parts stocks an investor could own. And for many years, in the late 2010s, the company was firing on all cylinders. The strength of the company’s business model meant that even a global pandemic that shuttered its theme park and cruising business couldn’t slow down DIS stock.
Until it did. The initial revenue spike the company got from its Disney+ streaming service turned into a drag on earnings. That brought back a rebuild led by former CEO Bob Iger. The turnaround has been slow, but looks to be on solid footing.
But the company isn't all the way back. In its fourth-quarter 2024 earnings report, Disney reported an operating income of $1.7 billion, its lowest quarterly result in two years. This suggests the consumer is under pressure. But lower interest rates and increasing confidence in a stronger economy should provide a lift for Disney and DIS stock.
About Walt Disney
The Walt Disney Company operates as an entertainment company worldwide. It operates through three segments: Entertainment, Sports, and Experiences. The company produces and distributes film and television video streaming content under the ABC Television Network, Disney, Freeform, FX, Fox, National Geographic, and Star brand television channels, as well as ABC television stations and A+E television networks; and produces original content under the ABC Signature, Disney Branded Television, FX Productions, Lucasfilm, Marvel, National Geographic Studios, Pixar, Searchlight Pictures, Twentieth Century Studios, 20th Television, and Walt Disney Pictures banners.
Read More - Current Price
- $109.63
- Consensus Rating
- Moderate Buy
- Ratings Breakdown
- 20 Buy Ratings, 5 Hold Ratings, 0 Sell Ratings.
- Consensus Price Target
- $125.54 (14.5% Upside)
