Walt Disney Co (NYSE:DIS) stock is 1.6% higher to trade at $123.61 at last check, after Jefferies upgraded it to "buy" from "hold," and hiked its price objective to $144 from $100. The firm cited two new cruise ships that may contribute over $1 billion in revenue, limited risk of a park slowdown in the second half of 2025, a solid six-month content and sports slate, and direct-to-consumer margin expansion.DIS surged to a two-year high of $124.69 right out of the gate, and is on track for its sixth-straight ...

I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the ...

智通财经6月30日电，杰富瑞将迪斯尼评级从"持有"上调至"买入"，目标价从100美元上调至144美元。 ...

Core Insights - The Walt Disney Company is recognized as one of the world's most iconic companies, having faced significant challenges in recent years [1]. Group 1: Company Overview - The company has a long history and has been through various difficulties over the past decade [1]. - It is characterized by a focus on high-quality companies, disciplined valuation approaches, and identifying underappreciated opportunities [1]. Group 2: Investment Strategy - The investment strategy emphasizes finding cash-rich companies with strong balance sheets and shareholder-friendly policies [1]. - A mix of quantitative and qualitative measures is utilized to identify stock opportunities, with a long-only approach and long-term investment focus [1].

潮玩系列 4：全球 IP 生命周期复盘启示录 20260629 摘要 IP 成功具偶然性，但运营策略可延长生命周期，不存在绝对老化。潮玩 IP 可通过人群、品类、地域延展实现多元变现，单一 IP 贡献上限较高， 为企业增长提供空间。 全球 IP 衍生品市场规模庞大，2024 年达 1.4 万亿元，IP 玩具市场 5,251 亿元，预计 2024-2029 年复合增速 8%，中国和东南亚市场增 速领跑全球，分别为 17.2%和 20%。 中国 IP 玩具市场预计未来五年保持 17.2%的复合增速，2029 年达 1,675 亿元。拼搭和组装玩具、静态玩偶、毛绒玩具为主要细分品类， 人均支出仍有 5-7 倍成长空间。 中国公司在 IP 玩具市场快速崛起，前十名中已占据六席，如泡泡玛特、 布鲁可等。产业链采用保底加分成模式，GMV 口径分成比例 5%-8%， 上市公司报表收入层面授权金占比 10%-15%。 全球 IP 授权市场集中度高，前五大授权商市占率约 40%，前十大约 50%。迪士尼凭借丰富 IP 储备和稳定内容输出，长期占据榜首，华纳兄 弟和海之宝排名稳定。 Q&A 潮玩系列报告的第四篇《全球 IP 生命 ...

The media giant shares are up 35% since the start of last year. It's putting the magic back in the kingdom.Some upticks sneak up on you. Shares of Walt Disney (DIS 0.77%) notched a fresh 52-week high on Thursday and again on Friday this week. This follows the media giant scoring a 23% jump last year, matching the S&P 500's return after falling short in each of the three previous years. The media giant is actually winning so far in 2025.Disney stock's 11% ascent this year heading into the weekend may not see ...

Core Viewpoint - Bank of America Securities analyst Jessica Reif Ehrlich maintains a Buy rating on Walt Disney with a price forecast of $140, indicating confidence in the company's recovery, particularly in the Experiences segment [1] Group 1: Experiences Segment Performance - The Experiences segment, a key driver of Disney's overall operating income, is expected to show sequential improvement in operating income for the fiscal third quarter, with further acceleration anticipated in the fiscal fourth quarter due to easier year-over-year comparisons [1][4] - Recent challenges for the Experiences segment included tough comparables, wage inflation, and significant pre-opening costs related to new cruise ships [2] - Despite broader macroeconomic concerns and competition from Universal's Epic Universe, the Experiences segment is now performing in line with fiscal 2025 expectations, supported by a strong pipeline of new cruise ships [3][4] Group 2: Advertising and Direct-to-Consumer (DTC) Insights - The Sports category remains a strong performer for Disney in the advertising landscape, showing sustained strength compared to other categories [5] - DTC net subscriber additions are expected to be modestly positive in the fiscal third quarter, aligning with the company's guidance [5] Group 3: Financial Guidance and Adjustments - Following a strong earnings beat, Disney raised its fiscal 2025 EPS guidance to $5.75, which is considered highly achievable due to improved visibility post-earnings report [6] - Adjustments for the fiscal third quarter include a slight decrease in revenue to $24.0 billion, operating income to $4.33 billion, and EPS to $1.39, primarily due to the disappointing box office performance of Pixar's Elio [7][8] - Despite these near-term adjustments, the full fiscal 2025 operating income estimate remains at $17.6 billion and EPS at $5.75, consistent with company guidance [8]

Core Viewpoint - Disney is currently producing an animated film titled "Lilo & Stitch 2" [1] Group 1 - The film "Lilo & Stitch 2" is a sequel to the original animated movie [1]

Core Viewpoint - Disney is producing an animated film titled "Lilo & Stitch 2" [1] Group 1 - The film "Lilo & Stitch 2" is a sequel to the original animated movie [1]

Core Insights - Charter Communications and The Walt Disney Company have announced an expanded distribution agreement that includes Hulu (With Ads) for all Spectrum TV Select customers at no additional cost, enhancing the value of the TV Select package [1][7] - The agreement also reinstates eight Disney-owned linear networks to Spectrum's channel lineup, which will increase the overall entertainment offering and advertising reach for both companies [2][7] - The deal is expected to improve subscriber retention and is supported by marketing efforts, reflecting a commitment to innovative distribution models that combine linear and streaming services [3][7] Company and Industry Summary - The addition of Hulu and the return of Disney's networks will elevate the retail streaming value for TV Select customers to over $100 per month, showcasing the competitive advantage of bundled services [1][7] - Charter Communications serves over 57 million homes and businesses across 41 states, providing a range of services including broadband and cable under the Spectrum brand [5] - The Walt Disney Company reported annual revenue of $91.4 billion in its Fiscal Year 2024, indicating its strong position in the entertainment and media industry [8]