Key takes
- Disney is planning to report the first quarter revenue before the bell on Wednesday, and analysts expect to increase profits and profits since last year.
- Analysts are almost bullish in the stock of entertainment Konglomarit.
- Disney's streaming and the profitability of the experience business are the focus of recent analyst comments.
Walt Dizney (DIS) is planning to report the results of the first quarter of FY2025 on Wednesday morning, and analysts expect to increase profits and net income as the profitability of the streaming business of a major entertainment.
Most of the analysts are bullish on Disney stocks, and analysts are tracked by visible Alpha and are divided into seven “buying” and four “holding” evaluation. The average price target is $ 127.27, with a premium of 12 % or more from Tuesday's closing price.
Disney's revenue is expected to increase by nearly 5 % year -on -year to $ 24.63 billion, with a profit of about 25 % to $ 2.38 billion, or $ 1.31 per share.
Streaming, focus experience
The Disney streaming business, which consists of Hulu, Disney+, and ESPN+, was earlier than expected in the third quarter, and the profit increased in the fourth quarter. Citi and UBS analysts have recently been expecting streaming profitability to improve profitability after Q1.
In early January, Disney, Warner Brothers Discovery (WBD), and Fox (FOX) have abandoned the streaming service Venu Sports, which has not yet been announced. This announcement is a legal task of Venu Sports by Disney and Fubotv (FUBO), in which the streaming competitors FUBO, which appealed to block the launch of the service, integrates the FUBO of Disney's Hulu + Live TV service. A few days after saying that it would solve it.
UBS analysts also have a new cruise ship -related cost and the impact of attending a park from a hurricane in the latter half of last year, and the profitability of Disney's “experience” segment is a quarter. I wrote that I am expecting it.
Disney stocks have risen about 14 % in the last 12 months and are $ 113.30 at the end of Tuesday.
Update -Feb. 4, 2025: This article has been updated to reflect the recent analyst estimated value and stock value.
