Walt Disney Co. is expected to have a strong fourth quarter due to increased theme park attendance, per-capita spending, and strategic pricing moves. Goldman Sachs analysts predict fourth-quarter EPS of $1.19, above consensus, supported by a rise in domestic park attendance and per-capita spending.

Disney+ subscriptions and new cruise offerings are boosting overall margins. Goldman Sachs maintains a Buy rating and $152 price forecast, expecting 7% year-over-year growth in Experiences’ revenue. The bank projects Sports’ EBIT at around $881 million and revenue at $3.93 billion, in line with consensus.

Disney+ will benefit from price increases and maintain its core ARPU estimate. Goldman Sachs revised estimates for CSL revenue and Linear Networks revenue down, reflecting weaker box office performance. The bank anticipates a 13% EPS CAGR from 2025-2028 driven by streaming scale and sports monetization.

Bearish investors are wary of potential U.S. travel demand slowing and recent changes to financial reporting. Disney’s shares were trading higher at $114.35. Analysts from MoffettNathanson, Citigroup, and JP Morgan have maintained their ratings on Disney. View more analyst ratings on DIS.

Read more at Yahoo Finance: Can Disney Keep Growth Momentum Despite Cruise Delays And Travel Worries?