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Nov 14, 2025 12:00 PM

Walt Disney Streams Revenue Miss, Weak Guidance: These Analysts Raise Projections

Walt Disney Co (NYSE:DIS) shares tanked in early trading on Friday after the company reported mixed fiscal fourth-quarter results on Thursday.

• Follow the breaking news on DIS stock here.

Here are some key analyst takeaways:

Rosenblatt Securities analyst Barton Crockett reiterated a Buy rating, while cutting the price target from $141 to $130.

Needham analyst Laura Martin maintained a Buy rating and price target of $125.

Guggenheim Securities analyst Michael Morris reaffirmed a Buy rating and price target of $140.

Goldman Sachs analyst Michael Ng reiterated a Buy rating and price target of $152.

Check out other analyst stock ratings.

Rosenblatt Securities: Walt Disney's revenues remained almost flat year-on-year, coming in at $22.5 billion, short of expectations, Crockett said. Pro forma earnings contracted 3% year-on-year to $1.11 per share, but were higher than Rosenblatt's estimate of nine cents per share, he added.

"The company’s core strength is durable parks," the analyst wrote. Although ...