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Should Disney’s Strong Q2 and Institutional Support Require Action From Walt Disney (DIS) Investors?
Simply Wall St.86d agoneutral
Should Disney’s Strong Q2 and Institutional Support Require Action From Walt Disney (DIS) Investors?

In the past few weeks, Walt Disney reported stronger-than-expected fiscal Q2 results and drew bullish commentary from major Wall Street analysts highlighting progress in streaming, content, and its Parks and Experiences businesses. At the same time, institutional investors such as Sound Shore Management reaffirmed Disney as a core holding, underscoring confidence in the company’s balance sheet and multi-year restructuring efforts despite broader geopolitical and consumer headwinds. We’ll now...

Geopolitical Tensions Hurt The Walt Disney Company (DIS) in Q1
Insider Monkey87d agoneutral
Geopolitical Tensions Hurt The Walt Disney Company (DIS) in Q1

Sound Shore Management, an investment management firm, has released its investor letter for the first quarter of 2026. A copy of the letter is available to download here. In Q1 2026, the Sound Shore Fund Investor Class (SSHFX) and Institutional Class (SSHVX) declined 3.45% and 3.43%, respectively, compared to the S&P 500’s -4.33% return and […]

Demand soars for Israel's battle-tested weapons tech despite global criticism of its wartime conduct
Associated Press88d agobullish
Demand soars for Israel's battle-tested weapons tech despite global criticism of its wartime conduct

When Israeli defense officials approached Massivit last year about using its unique 3D printers to make military drone parts, CEO Yossi Azarzar jumped at the chance. Although the Israeli company had been producing large set pieces and other designs for the likes of Disney, DreamWorks and Netflix, the opportunity to instead quickly churn out large drone parts for the military was too good to ignore. Business has been booming for the Israeli arms sector, despite widespread criticism of the country’s conduct in its wars in Gaza, with Hezbollah and with Iran.

Assessing Walt Disney (DIS) Valuation After Mixed Recent Share Performance And ESPN Streaming Narrative
Simply Wall St.88d agoneutral
Assessing Walt Disney (DIS) Valuation After Mixed Recent Share Performance And ESPN Streaming Narrative

Recent share performance and context for Walt Disney Walt Disney (DIS) has seen mixed share performance recently, with the stock up 1.2% over the past day but down over the past week, month and past 3 months, and lower year to date. See our latest analysis for Walt Disney. That recent 1-day share price gain to US$103.91 comes after a softer patch, with the share price down year to date and the 1-year total shareholder return also in decline. Recent momentum therefore looks more muted than the...

Buy, Sell or Hold Netflix at $90?
24/7 Wall St.88d agoneutral
Buy, Sell or Hold Netflix at $90?

At $90, Netflix (NASDAQ:NFLX) is finally cheap by its own standards. It trades below its 50-day moving average and well under its 200-day. The stock treaded water year-to-date while the broader market rallied, and the question for the next twelve months is whether that gap closes by Netflix catching up or by Netflix admitting something ... Buy, Sell or Hold Netflix at $90?

Disney (DIS) Still Has Significant Upside Potential, Says Wells Fargo
Insider Monkey89d agoneutral
Disney (DIS) Still Has Significant Upside Potential, Says Wells Fargo

The Walt Disney Company (NYSE:DIS) is included among the 10 Best “Dogs of the Dow” Stocks to Buy for the Rest of 2026. On May 8, Wells Fargo & Company lowered its price recommendation on The Walt Disney Company (NYSE:DIS) to $146 from $148. It reiterated an Overweight rating on the shares. The firm said […]

Worried About a Recession? Here’s What Appliance Makers Say Before You Buy Big-Ticket Items
24/7 Wall St.90d agobullish
Worried About a Recession? Here’s What Appliance Makers Say Before You Buy Big-Ticket Items

When the CEO of America’s largest appliance maker compares today’s demand to the 2008 financial crisis, it’s worth pausing before you swipe for that new fridge. On the latest earnings call, Whirlpool chief Marc Bitzer told investors that “this level of industry decline is similar to what we have observed during the global financial crisis ... Worried About a Recession? Here’s What Appliance Makers Say Before You Buy Big-Ticket Items

JioStar Sues Zee As Disney Tests Content Protection In India
Simply Wall St.91d agoneutral
JioStar Sues Zee As Disney Tests Content Protection In India

JioStar, the joint venture between Walt Disney (NYSE:DIS) and Reliance, has filed legal action against Zee Entertainment in India. The dispute centers on alleged unauthorized broadcasting of Bollywood films for which JioStar holds the rights. The case targets Zee Entertainment’s use of these titles on its Indian broadcast and possibly digital platforms. For you as an investor, this highlights how central India has become to NYSE:DIS, not just for theme parks and consumer products but also...

FOX Sees ‘Focus and Momentum’ as News, Sports and Tubi Gain Ground
MarketBeat91d agoneutral
FOX Sees ‘Focus and Momentum’ as News, Sports and Tubi Gain Ground

John Nallen said FOX (NASDAQ:FOX) is benefiting from a sharper strategic focus than many of its media peers, citing strength in live news, live sports and the company’s ad-supported streaming platform Tubi. Speaking with analyst Robert Fishman, Nallen said the company is in “a really good spot” and

5 Revealing Analyst Questions From Disney’s Q1 Earnings Call
StockStory91d agoneutral
5 Revealing Analyst Questions From Disney’s Q1 Earnings Call

Disney’s first quarter saw notable momentum, with revenue and non-GAAP profit both surpassing Wall Street’s expectations. Management attributed this outperformance to strength across its streaming platforms, including improvements in Disney+ user experience and double-digit advertising revenue growth. CEO Josh D’Amaro highlighted significant progress within Disney Experiences, noting robust demand for new attractions such as World of Frozen at Disneyland Paris and the launch of the Disney Advent

The Walt Disney Company (DIS) Price Target Raised Following Strong Q2 Report
Insider Monkey93d agoneutral
The Walt Disney Company (DIS) Price Target Raised Following Strong Q2 Report

The Walt Disney Company (NYSE:DIS) is included among the 10 Best US Stocks to Invest in According to Billionaires. The Walt Disney Company (NYSE:DIS) is a leading diversified international family entertainment and media enterprise that includes three core business segments: Disney Entertainment, ESPN, and Disney Experiences. On May 8, Citi raised its price target on […]

Netflix Just Raised Guidance. The Market Sold It Off. We See 283% Upside
24/7 Wall St.93d agoneutral
Netflix Just Raised Guidance. The Market Sold It Off. We See 283% Upside

Few stocks have whipsawed investors in 2026 the way Netflix (NASDAQ:NFLX) has. Shares plunged from $126.03 in July 2025 to a $77 trough in February 2026, then clawed back to $88.27 as of May 6. Our 24/7 Wall St. price target for Netflix is $338.63, implying 283.63% upside. The recommendation is buy at 90% confidence. ... Netflix Just Raised Guidance. The Market Sold It Off. We See 283% Upside