Guggenheim raised Disney's price target to $140, highlighting cost efficiencies and strong performance

From Financial Modeling Prep: 2025-06-30 15:10:00

Guggenheim raised its price target on Walt Disney to $140 from $120, maintaining a Buy rating. Disney’s Linear Networks are benefiting from cost efficiencies and the Star India divestiture. Sports advertising revenue exceeded expectations due to strong NBA Finals viewership. Disney’s Experiences segment shows resilient attendance and travel trends.

Disney’s upcoming full control of Hulu will enable a unified DTC strategy, including bundling opportunities with Disney+, Hulu, and ESPN. Guggenheim expects third-quarter total segment operating income of $4.5 billion and full-year segment OI forecast of $17.7 billion. The updated outlook reflects Disney’s improving cost profile and momentum in streaming.



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