Bernstein Affirms Outperform on Walt Disney (DIS) Despite Mixed Earnings

1 day ago 5

Sheryar Siddiq

Sat, November 29, 2025 astatine 12:08 PM CST 1 min read

The Walt Disney Company (NYSE:DIS) ranks among the champion dilatory maturation stocks to put in. The Walt Disney Company (NYSE:DIS) secured an Outperform standing by Bernstein SocGen Group connected November 14, with a terms people of $129. The affirmation came pursuing Disney’s net reports, which the steadfast admitted “weren’t clean,” portion highlighting that the company’s semipermanent concern thesis remains consistent.

Disney’s amusement unit’s gross declined 6% from the erstwhile twelvemonth to $10.21 billion, led by linear TV channels and theatrical releases. However, streaming emerged arsenic the company’s agleam airy arsenic consumers shifted distant from the wage TV bundle. Operating income for linear networks fell 21% to $391 million, though it jumped 39% to $352 cardinal for streaming. As Disney’s streaming work pricing rose, truthful did its operating income.

Bernstein emphasized Disney’s quality to make double-digit maturation successful net per share, which it characterized arsenic “still not casual to find” for an entity of Disney’s size, particularly without depending connected trends successful AI.

The Walt Disney Company (NYSE:DIS) is simply a planetary person successful household amusement and media, operating done 5 main concern segments and iconic brands similar Disney.

While we admit the imaginable of DIS arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

READ NEXT: 10 Best Magic Formula Stocks for 2025 and 10 Best Retirement Stocks to Buy According to Hedge Funds.

Disclosure: None. This nonfiction is primitively published at Insider Monkey.


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