Bernstein·2026-10-06CompanyOutperform$129Walt Disney Co (DIS.US) Revisiting Disney: Earnings delivered-but the narrative did not. What could change that?
Goldman Sachs·2026-09-28CompanyBuy$140Walt Disney Co. (DIS.US) F4Q26 preview: Reiterating our above-consensus F4Q26 estimates; updating quarterly cadence for F2027
Bernstein·2026-09-28SectorOutperform$129US Media & Korea Internet Global Media: What Happens When AI meets proven IP? An evergreen pipeline for big media
Goldman Sachs·2026-09-23CompanyBuy$144Walt Disney Co. (DIS.US) Price increases at Disney+ and Hulu to drive more bundling
Goldman Sachs·2026-09-09CompanyBuy$144Walt Disney Co. (DIS.US): Communacopia + Technology 2026 — Key Takeaways
Bernstein·2026-10-09SectorOutperform$129Weekend Media Blast: Synergies, Layoffs, and the Kid in Sambas-the Future Doesn't Wear a Tie
Goldman Sachs·2026-09-14SectorAMERICAS TELECOM AND MEDIA: Communacopia + Technology 2026 — Key Takeaways
Goldman Sachs·2026-09-10SectorAmericas Telecom and Media: Communacopia + Technology 2026 — Key Takeaways on Day 2