Citi Reiterates a Buy on The Walt Disney Company (DIS)

Group 1 - The Walt Disney Company (NYSE:DIS) is considered one of the best communication and media stocks to buy now, with a Buy rating and a price target of $145 from Citi [1] - Needham also reiterated a Buy rating on Disney without disclosing a price target, indicating a positive sentiment towards the stock [1] - Despite a revenue decline of 0.49% year-over-year to $22.46 billion in fiscal Q4 2025, the EPS of $1.11 exceeded consensus expectations by $0.09 [2] Group 2 - The revenue decline was primarily due to a 6% year-over-year decrease in the Entertainment segment, which fell from $10.829 billion to $10.208 billion, with operating income in this segment dropping 35% [2] - Management attributed the lower operating income to weaker content sales and licensing [2] - Positive outlook for Disney is driven by investments in theme parks and new cruise ships, with plans to expand the cruise business and develop the Abu Dhabi park project [3] Group 3 - Disney operates as a diversified global entertainment company across Entertainment, Sports, and Experiences segments [4] - While Disney shows potential as an investment, there are suggestions that certain AI stocks may offer greater upside potential with less downside risk [4]