Disney Q4: Targeting Double-Digit EPS Growth For FY2026 And FY2027
Portfolio Pulse from
The Walt Disney Company is experiencing strong growth in its direct-to-consumer segment and margin expansion, leading to a 'Strong Buy' rating with a fair value of $130 per share. The company reported a 21.3% growth in adjusted operating profits for FY24, driven by Disney+ subscriber growth and improved cash flow margins. Disney expects double-digit EPS growth for FY26 and FY27, supported by investments in parks and cruise lines.

November 14, 2024 | 11:00 pm
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Disney's strong DTC growth and margin expansion have led to a 'Strong Buy' rating with a fair value of $130 per share. The company reported 21.3% growth in adjusted operating profits for FY24, driven by Disney+ subscriber growth and improved cash flow margins. Disney anticipates double-digit EPS growth for FY26 and FY27, supported by investments in parks and cruise lines.
The article highlights Disney's strong financial performance and growth prospects, particularly in its direct-to-consumer segment and margin expansion. The 'Strong Buy' rating and fair value of $130 per share suggest positive investor sentiment. The reported 21.3% growth in adjusted operating profits for FY24, driven by Disney+ subscriber growth and improved cash flow margins, indicates robust business performance. Additionally, the expectation of double-digit EPS growth for FY26 and FY27, supported by investments in parks and cruise lines, further strengthens the positive outlook for Disney's stock price in the short term.
CONFIDENCE 95
IMPORTANCE 90
RELEVANCE 100