popovaphoto/iStock Editorial via Getty Images DIS stock: Previous thesis and new developments My last article on the Walt Disney Company (NYSE:DIS) was published on Seeking Alpha back in April 2024. That article was titled "Disney Stock: I Expect More Upside." As you can already guess from the title, I argued for a bullish thesis then based on the following considerations: The Walt Disney Company stock is still a buy despite recent price rallies. Its current P/E is still reasonable and is expected to shrink ...

By clicking “Sign Up”, you accept our Terms of Service and Privacy Policy . You can opt-out at any time by visiting our Preferences page or by clicking "unsubscribe" at the bottom of the email.Access your favorite topics in a personalized feed while you're on the go. download the appSign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. Read previewThe sports-media world got a serious shock in mid-August, as a judge stopped the launch of Venu Sports, a s ...

This disappointing stock is ready to start rewarding its shareholders.In the past three years, the S&P 500 has generated a total return of 32% (as of Aug. 19). That positive outcome came about even with the troubling market drop in 2022.But not all companies have performed as well. There's one that cut investor capital in half. I'm talking about Walt Disney (DIS -0.88%), which has seen its share price drop 48% since Aug. 2021.There might be better days ahead, though. As we look to the future, where will Dis ...

As expected, Disney’s board has named director James P. Gorman to chair its Succession Planning Committee as the search for an executive to follow Bob Iger as CEO starts to heat up. Gorman joined the Disney Board earlier this year after having overseen a recent succession process at Morgan Stanley, where he serves as executive chairman following several years as the financial giant’s chairman and CEO. Given that background, it was pretty clear that he would be tapped at Disney to do the same. “James is a h ...

Group 1: Intel (NASDAQ: INTC) - Intel has faced significant competition from AMD and Nvidia, impacting its market share and stock price [2] - The company is shifting focus towards growth areas such as AI, data centers, and autonomous driving, which may lead to a turnaround [2] - In 2024, Intel's stock has dropped nearly 60% year-to-date, trading at $21 [3] Group 2: PayPal (NASDAQ: PYPL) - PayPal is under pressure from competition and concerns about future growth, yet it remains a leader in digital payments [5] - The company's ability to innovate and expand service offerings will be crucial for its future trajectory [5] - As of the latest update, PayPal was trading at $71, reflecting gains of almost 17% in 2024 [6] Group 3: Disney (NYSE: DIS) - Disney has encountered challenges due to disruptions in its streaming business and pandemic-related issues, affecting its stock price [7] - The company's diversified portfolio positions it well for long-term success as it adapts to the changing media landscape [7] - Disney's stock was valued at $89, having declined about 1% year-to-date [7]

Matt Winkelmeyer/Getty Images EntertainmentI last talked about The Walt Disney Company (NYSE:DIS) back in May, offering my opinion on the company's evolving strategies. I will do so again here, in the same context: that of the most recent earnings report, for fiscal Q3 this time. Interestingly, there seems to be even more evolution of strategy, particularly at Marvel, and it may lead to some excitement on the creative end while simultaneously pressuring the financial side (the synergy potential of the e ...

HAYKIRDI Disney Plus is turning a profit DisneyQ3 2024 Presentation Having covered Disney (NYSE:DIS) a few times now: This round trip back to deep-value territory has me adding again. The thesis was built around a modified Graham Number, substituting EBITDA per share for earnings per share while utilizing a Graham Number model to come up with a price target. This model is really only useful when an asset-heavy company is getting such low returns on assets that the market values their company at around ...

ToplineDisney has backpedaled on its controversial legal claim that a man whose wife died at its Florida theme park couldn’t sue the company for wrongful death because he’d promised not to when he signed the terms and conditions of a Disney+ free trial years before, with the company now agreeing to go to court in the case.A sign at the entrance to Disney Springs at Walt Disney World.SOPA Images/LightRocket via Getty Images Key FactsKanokporn Tangsuan, a doctor at NYU, ate at a restaurant in the Disney Sprin ...

Disney has dropped a controversial legal claim that the terms and conditions a widower agreed to when signing up for Disney+ streaming service protect it from a wrongful death lawsuit he brought over his wife’s death after she ate at a resort restaurant.On Monday night, Josh D’Amaro, the chair of Disney Experiences, released a statement announcing that Disney had decided to have the matter proceed in court, rather than through arbitration, as the company had been fighting for just last week.“At Disney, we s ...

Recent performances of "Inside Out 2" and "Deadpool and Wolverine," each surpassing the $1 billion revenue mark, not only underscore the success of Disney’s (DIS) Animation Studios or Pixar and Marvel Studios but also highlights its appeal, painting a favorable outlook for the media giant.In 2019, Disney acquired the film and TV assets held by 21st Century Fox, bringing high-grossing and notable franchises like Planet of the Apes, James Cameron’s Avatar, film and distribution rights of Marvel content like X ...