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.

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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.

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