Company Overview - Disney operates as a multifaceted entertainment giant, with major divisions including Disney Experiences and Disney Entertainment, which encompass theme parks, resorts, film studios, and streaming services [1][2][3] - The company is valued at approximately $200 billion, making it a significant player in the entertainment industry [1] Financial Performance - In fiscal Q3 2025, Disney reported revenue of $23.7 billion, which was $103.23 million below expectations but represented a 2% year-over-year increase [7] - The non-GAAP EPS for the same quarter was $1.61, up from $1.39 year-over-year, exceeding estimates by 16 cents [7] - Disney Experiences led the company with an operating income of $2.5 billion, an increase of $294 million compared to the previous year [7] Analyst Insights - Wells Fargo analyst Steven Cahall highlights the growth and maturation of Disney's assets, predicting increased predictability in EPS growth and a potential rerating of the stock [8] - Cahall rates Disney shares as Overweight (Buy) with a price target of $159, suggesting a 43% upside potential [8] - The stock has a Strong Buy consensus rating based on 20 recent reviews, with 17 Buys and 3 Holds, and an average price target of $139.06, indicating a potential 25% gain in the next 12 months [8]