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Morgan Stanley's Ben Swinburne raised Disney's price target to $140. Here's why
DisneyDisney(US:DIS) CNBC Televisionยท2025-08-04 19:38

Joining us now to discuss all the details is the author of that note, Ben Swinburn, the head of US media research at Morgan Stanley. Good to see you. So, the two big questions for me are Disney Plus costs and theme park pricing.Have they got each of those things in the right balance and that's why you think it can keep running. >> Well, thanks for having me. I would say yes to both of those uh questions.On the cost side for Disney Plus, you know, Disney's really been rationalizing their spending across the ...