JPMorgan Reaffirms Bullish Stance on Disney, Highl…

From Financial Modeling Prep: 2025-03-12 12:11:00

JPMorgan analysts reaffirmed an Overweight rating on Walt Disney (DIS) with a $130 price target, highlighting the strength of the Parks & Experiences division. Disney’s theme parks are the main revenue and profit driver, expected to maintain this trend even as the DTC streaming segment grows. The parks offer unique experiences tied to Disney’s IP.

The bank is bullish on Disney’s parks business, citing earnings potential from new attractions, cruise line expansion, and pricing strategies. Despite macroeconomic challenges, Disney has control over operational levers to navigate market shifts effectively. JPMorgan sees Disney’s parks as a key differentiator in the media landscape, providing real-world experiences tied to its popular intellectual property.



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