Zacks Investment Ideas highlight The Walt Disney Co. (DIS), Amazon (AMZN), and Netflix (NFLX). Disney’s stock performance has been lackluster in 2025 despite being close to a 52-week high. With Q4 results approaching, investors are eager to see if the company’s strategic shift towards long-term growth is paying off.

Zacks projects Disney’s Q4 sales to increase by 1% to $22.88 billion, but EPS is expected to dip by 9% due to pressure on traditional TV and sports broadcasting. Disney’s focus on streaming and theme parks, along with cost-cutting measures, reflects a shift towards high-growth areas and global expansion.

Disney’s streaming segment is now profitable, generating $346 million in operating income last quarter. With plans to open a theme park in Abu Dhabi and invest in streaming content, Disney is aggressively expanding its reach. Its attractive P/E valuation and potential for long-term growth make it a viable investment option.

The semiconductor market is experiencing a digital gold rush fueled by data demand. An under-the-radar chipmaker is poised to capitalize on this growth stage, offering unique products that major players like NVIDIA don’t produce. As data centers continue to expand, this chipmaker stands to benefit from the market’s evolution.

Read more at Nasdaq: Zacks Investment Ideas feature highlights: Walt Disney, Amazon and Netflix