Disney is closer to 'go time' hence stock rating upgrade, says Wolfe Research's Peter Supino
Peter Supino, Wolfe Research managing director, joins 'The Exchange' to discuss Supino's recent portfolio moves, if recession is inevitable at this point, and much more.
Disney: Opportunity Knocks - Upgrade To Buy
The investment case for Disney had been substantially de-risked thanks to excellent progress in Direct-to-Consumer. I remain concerned about the level of Experiences capital expenditure, but this d...
Happy Ending In H2 - Upgrading Disney To Buy
Disney reported Q1 2025 results and got a pretty mixed market reaction, with lower-than-expected Experiences revenue and a modest decline in Disney+ subscribers. I think the Disney+ subscriber decl...
LEVEL99 Expanding to Walt Disney World Resort in Florida
NATICK, Mass.--(BUSINESS WIRE)--LEVEL99, an interactive, social entertainment experience known for its challenge rooms, with locations across the East Coast, will open its newest outpost, and first...
Jim Cramer on how to play the Disney stock dip
'Mad Money' host Jim Cramer talks how to play Disney after the stock dipped.
Disney: Less Magic, More Profits - Normalization To Pre-Pandemic Levels
DIS' price hikes have had the intended accretive impact on the D2C and Experience segments' richer profit margins, with the latter's FQ1'25 slowdown likely attributed to the Hurricanes. These reaso...
Bob Iger Just Delivered Fantastic News for Disney Investors
Walt Disney (DIS -1.43%) just reported its financial results for the first quarter of fiscal 2025 (ended Dec. 28). Revenue totaled $24.7 billion (up 5% year over year), while diluted earnings per s...
Is Disney a No-Brainer Buy? 3 Things It Still Has to Prove.
Disney (DIS -1.10%) released fiscal first-quarter earnings on Wednesday morning, and the market responded with a loud "meh." After opening up with a brief pop, the stock quickly fell and was tradin...
Disney Is Spending $60 Billion on Experiences: History Says It's the Right Move That Will Pay Off Years From Now.
Investors certainly know Walt Disney (DIS -1.10%) as the media and entertainment powerhouse that owns popular cable networks including ABC, The Disney Channel, FX, and ESPN. The business also has a...
The Smartest Disney Investors Are Keeping an Eye on This 1 Massive Development
Walt Disney (DIS -1.10%) reported better-than-expected financial results for its fiscal 2025 first quarter (ended Dec. 28, 2024). Revenue and diluted earnings per share were up 5% and 35%, respecti...
Is Walt Disney Stock a Buy After Its Quarterly Report? It's Complicated.
Given the market's bearish response to its fiscal first-quarter results, it would be easy to presume the worst of The Walt Disney Company (DIS -1.10%). To be fair, there are a few red flags buried ...
Disney Stock Analysis: Buy, Hold, or Sell?
The House of Mouse is close to firing on all cylinders after being devastated by the pandemic.
Disney's Stock Is Too Good to Pass Up
Disney (DIS -1.10%) continues to report improved results on the bottom line, and this is before the company's most important product launch since Disney+. This fall, ESPN goes over the top and coul...
Buy Disney or Qualcomm Stock After Crushing EPS Expectations?
Reporting results for their fiscal first quarter on Wednesday, Disney (DIS) and Qualcomm (QCOM) impressively exceeded earnings expectations while surpassing top-line estimates as well.
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