“Disney (DIS)’s got good cruises,” Says Jim Cramer

Group 1 - The Walt Disney Company (NYSE:DIS) shares have increased by 2% year-to-date, with a notable investment of $1 billion into OpenAI reported on December 11th [2] - Goldman Sachs has reiterated a Buy rating for Disney, setting a price target of $152, citing expected double-digit earnings per share growth for fiscal years 2026 and 2027 [2] - Disney's fiscal fourth quarter earnings report showed $22.46 billion in revenue and $1.11 in adjusted earnings per share, beating analyst estimates for earnings but missing revenue expectations [2] Group 2 - Jim Cramer described the share price movement following the earnings report as an "overreaction," emphasizing the strength of Disney's experiences business, particularly its cruise ship operations [2][3] - Despite the potential of Disney as an investment, there is a belief that some AI stocks may offer higher returns with limited downside risk [3]