DIS Stock Forecast: Rewriting the Magic Playbook for the Streaming Era

June 4, 2025
Milana LedovaThis DIS Stock Forecast article was written by Milana Ledova – Financial Analyst at I Know First

Highlights

  • Disney is shifting from legacy TV to a streaming-first, profit-focused media powerhouse..
  • A leaner structure and bold ESPN strategy are laying the groundwork for long-term growth.
  • Valuation remains attractive versus peers like Netflix and Warner Bros. Discovery.

premiumRead The Full Premium Article

Subscribe to receive exclusive PREMIUM content here
Premium Articles

Netflix Stock Forecast: Navigating Competition, Growth, and Profitability in the Streaming Wars

November 18, 2024
Miles GrauberdThis NFLX Stock Forecast article was written by Miles Grauberd – Financial Analyst at I Know First.

Summary

  • Netflix achieved 24.18% net margin in Q3 of 2024
  • NFLX EPS achieved 5.40 EPS in Q3 of 2024 but expected to drop an EPS of 4.20 in the next quarter.
  • Total annual Revenue hit $33.7 billion and expected to reach $38.91 billion total revenue in 2024. 
  • Netflix Stock is up 70.5% since January 1st.

premiumRead The Full Premium Article

Subscribe to receive exclusive PREMIUM content here
Premium Articles

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

August 16, 2021

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.

New forecasting serviceRead The Full Premium Article

Subscribe to receive exclusive PREMIUM content Here
Premium Articles

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

July 22, 2020

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

Read Full Article

Premium Articles

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

April 12, 2020
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.

TSMC stock forecastRead The Full Premium Article

Subscribe to receive exclusive PREMIUM content Here
Premium Articles

Disney Stock Forecast: Raise Your Bets On Disney

April 24, 2019
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.

premiumRead The Full Premium Article

Subscribe to receive exclusive PREMIUM content here
Premium Articles

NFLX Stock Forecast: Netflix Is Keeping Up Through Content Creation

November 8, 2018

 

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

premiumRead The Full Premium Article

Subscribe to receive exclusive PREMIUM content here

Premium Articles Tech Giants Stocks Forecast
Pages:1234»