4 Disney Stock Predictions for 2026

Group 1 - Disney is expected to announce an internal CEO replacement for Bob Iger, who is set to step down at the end of 2026, with the announcement likely occurring in the first few months of this year [3][8] - The board's decision to publicly declare Iger's eventual replacement early is a strategic move to ensure a smoother transition compared to the abrupt handoff to Bob Chapek in 2020 [3][4] - Despite Disney shares rising only 26% since Iger's return in November 2022, compared to a 72% increase in the S&P 500, the company is likely to choose a high-ranking internal executive as the next CEO, as the business is performing better than its stock performance suggests [7][8] Group 2 - Disney's studio business is gaining momentum and is expected to be a leading draw at multiplexes this year, indicating a focus on its core business rather than engaging in external media bidding wars [8]