Latest ideas and analyses related to Disney+

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DIS

+32 pts



$DIS - Morgan Stanley see upside to estimates from rapidly reopening parks and FY24 streaming guidance, but says 1H21 Disney Plus estimates look optimistic

By puckerman17 on July 13, 2021, 1:50 p.m.
Tagged topics: guidance , Disney+ , streaming , Morgan Stanley , upside to estimates , Parks reopening

Views: 98, Votes: 2, Responses: 0, Attachments: 23
DIS

+31 pts



$DIS - Deutsche believes Disney+ subscriber growth set to stabilize and accelerate in 2H

By puckerman17 on May 18, 2021, 11:23 a.m.
Tagged topics: Disney+ , streaming , subscriber growth , improving outlook , Deutsche Bank , analyst lowers target

Views: 92, Votes: 1, Responses: 0, Attachments: 13
DIS

+35 pts



$DIS - the streaming subs miss changes nothing...I'd buy the dip

By puckerman17 on May 14, 2021, 10:12 a.m.
Tagged topics: buying opportunity , Disney+ , streaming , Goldman Sachs , Morgan Stanley , earnings miss , buy the dip , high expectations , reopening beneficiaries

Views: 123, Votes: 2, Responses: 0, Attachments: 12
DIS

+33 pts



$DIS - JP Morgan believes theatrical movie going likely the surprise driver of better profitability this year, while investors focus on Disney+

By puckerman17 on April 22, 2021, 1:29 p.m.
Tagged topics: Disney+ , streaming , reopening , 10K review , JP Morgan , upside to estimates , Parks reopening , pent up demand

Views: 99, Votes: 2, Responses: 0, Attachments: 15
NFLX , DIS

+40 pts



Thanks

By uniqueerique on Feb. 12, 2021, 11:16 p.m.
Tagged topics: Disney+ , analyst raises estimates , analyst raises target , JP Morgan

Views: 2, Votes: 1, Responses: 0, Attachments: 0
DIS , NFLX

+45 pts



$DIS - JP Morgan raises target to $210 on Disney+ optimism

By puckerman17 on Jan. 11, 2021, 6:19 p.m.
Tagged topics: Disney+ , analyst raises estimates , analyst raises target , JP Morgan

Views: 117, Votes: 3, Responses: 1, Attachments: 5
DIS

+39 pts



$DIS - Deutsche raises target to $185 on increased optimism on Disney+ and Park recovery from vaccination progress

By mooreideas on Dec. 16, 2020, 11:33 a.m.
Tagged topics: Disney+ , post-vaccine , analyst raises target

Views: 149, Votes: 3, Responses: 0, Attachments: 9
NFLX , DIS

+31 pts



I'm holding on to DIS!

By phenphen on Dec. 15, 2020, 6:34 p.m.
Tagged topics: Disney+ , investor day , catalysts , analyst downgrade

Views: 20, Votes: 1, Responses: 0, Attachments: 0
NFLX , DIS

+39 pts



Bull You Must Remain, Young Skywalker

By adamsmith on Dec. 14, 2020, 3:23 p.m.
Tagged topics: Disney+ , investor day , catalysts , analyst downgrade

Views: 25, Votes: 3, Responses: 1, Attachments: 0
DIS , NFLX

+43 pts



$DIS, $NFLX - BMO downgrades Disney from Buy to Hold after recent run up on reopening hopes and investor day, puts Netflix back on their Top Pick

By mooreideas on Dec. 14, 2020, 11:11 a.m.
Tagged topics: Disney+ , investor day , catalysts , analyst downgrade

Views: 111, Votes: 2, Responses: 2, Attachments: 12