DIS Stock Forecast: Rapid Growth In Streaming Validates Disney’s High Valuation

motek 1The DIS stock forecast was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary

  • Congratulations to those who heeded my April 12, 2020 buy recommendation for Disney’s stock. You can cash out the +72% return of DIS since that day.
  • DIS now touts higher valuation ratios than NFLX. The rapid growth of Disney+ is making investors supremely optimistic.
  • Disney+ was launched in November 2019. It now has 116 million subscribers. Disney-owned Hulu and Hulu + Live TT have 42.7 million subscribers. ESPN+ has 14.9 million subscribers.
  • The ongoing pandemic will further accelerate Disney’s growth in paid streaming. It could end 2021 with 190 million streaming customers.
  • Disney has a decent balance sheet and net operating cash flow. It can certainly produce more original content for Disney+ and Hulu.

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DIS Stock Forecast: Theme Park Closures and Disney Plus Launch Expenses Weigh on Disney

This DIS stock forecast article was written by Erica McGillicuddy, Analyst at I Know First.

Summary

  • Disney theme parks are beginning to reopen with social distancing measures in place
  • ESPN and ESPN+ viewership has been at a low, but will increase as sports seasons start back up
  • Disney Plus is experiencing a rapid increase in subscribers, but not enough to produce a profit
  • I give DIS stock a mild buy rating as Disney starts to overcome the worst of COVID-19

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Disney Stock Forecast: Why You Should Buy The Cheap Stock Of Disney

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary

  • I Know First has a bearish one-year forecast for Disney’s stock. This is likely due to the pandemic-related shutdown of Disneyland & Disney World parks.
  • Another headwind is the postponement of movie releases. No major movie franchise title releases mean lower merchandise licensing revenue.
  • My takeaway is the pandemic-induced negative YTD performance of DIS gave us a cheap buy-in window.
  • Yes, sir, DIS a strong buy right now for long-term investing purposes. Content is king and Disney is the king of entertainment content.
  • The success of Disney+ streaming service is another reason why we should keep our faith on Disney.

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Disney Stock Forecast: Raise Your Bets On Disney

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary:

  • My last buy recommendation for Disney’s stock was in April 2018. The stock now has a 1-year price return of +35.47%.
  • I reiterate DIS as a buy. Going forward, the Marvel and Star Wars assets remain infinite gold mines. Disney is the no.1 player in the $200 billion global IP licensing business.
  • The latest Avengers movie will break global theater gross sales. Further, this Marvel franchise movie will generate more sales from IP licensing.
  • Disney’s stock has a P/E valuation higher than the average ratio of its peers. Going forward, Disney’s library of movies, brands, TV shows, makes it the King of Entertainment.
  • The upcoming launch of Disney Plus paid streaming service is another inspiring tailwind for Disney. Maybe two years from now, investors will value DIS like NFLX.

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NFLX Stock Forecast: Netflix Is Keeping Up Through Content Creation

 

This article was written by Julia Masch, a Financial Analyst at I Know First.

 

Highlights

  • A Phenomenal Recovery In The Third Quarter
  • Content Creation To Combat A Saturated Streaming Landscape
  • Current I Know First Bullish Forecast For NFLX

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DIS Stock Forecast: Clash of the Media Titans

The article was written by Isabelle Tao, a Financial Analyst at I Know First.

 

 

 

    Highlights

    • Disney will be a strong competitor to Netflix in the long term after Fox acquisition

    • Disney movies are not easily replaceable and will continue to drive its growth

    • Hulu and ESPN’s losses should caution investors, but Disney is shifting itself strategically to the streaming service.

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Disney and Comcast’s Expensive, Never Ending Battle Over 21st Century Fox

 

This article was written by Grant Goldstein, a Financial Analyst at I Know First

 

 

Highlights:

  • Disney and Comcast Bid for FOXA
  • Why FOXA is so Desiarable
  • Bullish Forecast for FOXA

I Know First.

 

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Disney Stock Forecast (NYSE: DIS): Marvel Is Disney’s Infinite Gold Mine

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology  – Senior Analyst at I Know First

Disney Stock Forecast

Summary:

  • Disney’s movie ticket sales and merchandise licensing business has a strong tailwind from its Marvel Cinematic Universe franchise. Licensing its intellectual property is a $3.2 billion/year business for Disney.
  • After the massive $1.33 billion success of Black Panther, Disney’s Avengers: Infinity War is another giant blockbuster movie.
  • Avengers: Infinity War posted a new record in U.S. domestic opening weekend box office revenue with $250 million in estimated ticket sales.
  • Avengers: Infinity War is also a big hit in foreign markets. Its 3-day opening weekend gross is $380 million. This international gross is without China’s contribution.
  • Disney’s stock has a neutral signal from I Know First. However, I rate DIS as a buy because I know hit Marvel movies also leads to increased merchandise licensing.

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