Disney Stock Price Started 2025 at $111 — Experts Weigh in on Where It’s Headed

Core Viewpoint - Disney's stock has underperformed the market year-to-date, with shares rising slightly from $111 to $113, despite solid growth in streaming subscribers [1][3] Streaming Performance - Disney reported 180.7 million Disney+ and Hulu subscriptions in Q2 FY25, marking a 2.5 million increase from Q1 FY25, indicating strong sequential growth in streaming [1] Revenue Insights - Linear networks revenue declined by 13% year-over-year, accounting for over 10% of Disney's total revenue, while ESPN also experienced lower operating results [2] - Disney Parks revenue increased by 9% year-over-year, showcasing a strong performance in that segment [2] Analyst Sentiment - The majority of Wall Street analysts maintain a bullish outlook on Disney, with a Buy rating and an average price target of $130.73, suggesting a 16% upside from current levels [4] - Recent ratings have been optimistic, with the three most recent price targets averaging $130.33 [4] Individual Analyst Ratings - Needham analyst Laura Martin reiterated a Buy rating with a $125 price target, expecting year-over-year revenue growth despite lower income projections [5] - Rosenblatt analyst Barton Crockett also issued a Buy rating with a price target of $141, slightly up from $140 [6] - Wells Fargo recently provided a bullish note with a price target of $159 [6] Growth Potential - Analysts believe Disney's assets are growing and maturing, which could lead to increased predictability in earnings per share (EPS) and a potential rerating of the stock [7] - Despite some business segments shrinking, Disney has reported rising revenue and net income, trading at an attractive 18 P/E ratio compared to many media stocks [8]