The Walt Disney Company — Wall Street Analyst Estimates & Price Targets

DIS

NYSECommunication ServicesEntertainmentCIK 0001744489thewaltdisneycompany.comAbout DIS

Last close · Oct 16, 2026110.55−0.13 (−0.12%)

Market cap$190.9B

6 firms' latest targets, last 90 days: median $119.00 ($115.00–$132.00), 8% above the last close.

Price and published targets

daily close, 12 months · each dot a target, a firm's latest darker

Each firm's latest target

last 90 days · 6 firms

Date	Firm	Target	Previous	Change	Vs price then	Vs price now
2026-08-24	UBS	$115.00	$133.00	▼ 14%	+5%	+4%
2026-08-06	Wells Fargo	$132.00	$125.00	▲ 6%	+30%	+19%
2026-08-06	Barclays	$115.00	$110.00	▲ 5%	+13%	+4%
2026-08-03	Truist	$115.00	—	—	+18%	+4%
2026-07-30	Jefferies	$125.00	$136.00	▼ 8%	+32%	+13%
2026-07-29	Morgan Stanley	$123.00	$135.00	▼ 9%	+24%	+11%

Consensus estimates

revenue and EPS by fiscal year · reported years marked

FY	Revenue	YoY	EPS	YoY	Revenue range	EPS range	Analysts
2023reported	$88.9B	+7%	$1.29	-25%	est. $89.0B+0%	est. $3.66	17
2024reported	$91.4B	+3%	$2.72	+111%	est. $94.0B-3%	est. $4.91	13
2025reported	$94.4B	+3%	$6.85	+152%	est. $94.7B+0%	est. $5.87	17
2026	$101.5B	+8%	$6.92	+18%	$100.9B–$102.3B	$6.72–$7.07	22
2027	$106.3B	+5%	$7.50	+8%	$104.2B–$108.2B	$7.19–$7.64	22
2028	$111.0B	+4%	$8.43	+12%	$107.3B–$113.5B	$6.61–$10.00	21
2029	$115.5B	+4%	$9.62	+14%	$114.2B–$117.5B	$8.96–$10.81	4
2030	$121.2B	+5%	$10.71	+11%	$118.2B–$123.7B	$10.37–$11.00	2

A reported year shows the company's figures, with the consensus beside it (revenue against it in %). Reported EPS is GAAP diluted; the analysts' EPS usually leaves items such as stock compensation out, so the two are not like for like. Faded: a year the valuation models do not read — they read the first 3, and a later one only while 10 or more analysts cover every year up to it — or one under 5 analysts.

The analysts at a glance

$119.00median target, 8% above the last close

Firms with a target · last 90 days: 6
Lowest – highest target: $115.00 – $132.00
Current grades of 14 firms: positive / neutral / negative: 13 / 1 / 0
Upgrades / downgrades · 12 months: 1 / 0
Consensus revenue growth · next 3 FY: +6% a year

Current grades

each firm's latest · 14 firms

As of	Firm	Grade
2026-10-09	Needham	“Buy”
2026-10-05	Raymond James	“Outperform”
2026-09-28	Guggenheim	“Buy”
2026-08-06	Argus Research	“Buy”
2026-08-06	Benchmark	“Buy”
2026-08-06	Barclays	“Overweight”
2026-08-06	Rosenblatt	“Buy”
2026-08-06	Wells Fargo	“Overweight”
2026-07-29	Citigroup	“Buy”
2026-07-20	UBS	“Buy”

4 more

2026-06-30	J.P. Morgan	“Overweight”
2026-02-03	TD Cowen	“Hold”
2026-02-03	Jefferies	“Buy”
2025-11-14	Evercore ISI	“Outperform”

Grade changes

last 24 months · 4

Date	Firm	Grade
2026-04-01	Raymond James	“Market Perform” → “Outperform” upgrade
2025-06-30	Jefferies	“Hold” → “Buy” upgrade
2025-04-21	Wolfe Research	“Peer Perform” → “Outperform” upgrade
2025-01-07	Rothschild & Co Redburn	“Neutral” → “Buy” upgrade

56 older than 24 months

2024-10-01	Raymond James	“Outperform” → “Market Perform” downgrade
2024-09-30	Seaport Global	“Neutral” → “Buy” upgrade
2024-08-08	Seaport Global	“Buy” → “Neutral” downgrade
2024-05-21	Rothschild & Co Redburn	“Sell” → “Neutral” upgrade
2024-03-25	Barclays	“Equal Weight” → “Overweight” upgrade
2024-02-08	Needham	“Hold” → “Buy” upgrade
2023-07-25	Atlantic Equities	“Neutral” → “Underweight” downgrade
2023-06-29	Keybanc	“Overweight” → “Sector Weight” downgrade
2023-05-19	Macquarie	“Outperform” → “Neutral” downgrade
2023-05-12	Wolfe Research	“Outperform” → “Peer Perform” downgrade
2022-11-21	MoffettNathanson	“Market Perform” → “Outperform” upgrade
2022-08-11	Guggenheim	“Neutral” → “Buy” upgrade
2022-07-06	Vertical Research	“Positive” → “Perform” downgrade
2022-07-05	Vertical Research	“Positive” → “Mixed” downgrade
2022-01-14	Guggenheim	“Buy” → “Neutral” downgrade
2021-11-11	Atlantic Equities	“Overweight” → “Neutral” downgrade
2021-10-18	Barclays	“Overweight” → “Equal Weight” downgrade
2021-01-22	UBS	“Neutral” → “Buy” upgrade
2020-12-14	BMO Capital	“Outperform” → “Market Perform” downgrade
2020-12-09	Wells Fargo	“Equal Weight” → “Overweight” upgrade
2020-11-13	RBC Capital	“Sector Perform” → “Outperform” upgrade
2020-09-08	Deutsche Bank	“Hold” → “Buy” upgrade
2020-08-05	Credit Suisse	“Neutral” → “Outperform” upgrade
2020-07-16	TD Cowen	“Outperform” → “Market Perform” downgrade
2020-06-09	Consumer Edge Research	“Overweight” → “Equal Weight” downgrade
2020-05-28	Imperial Capital	“In Line” → “Underperform” downgrade
2020-05-19	Loop Capital	“Buy” → “Hold” downgrade
2020-05-05	LightShed Partners	“Neutral” → “Sell” downgrade
2020-05-04	MoffettNathanson	“Buy” → “Neutral” downgrade
2020-04-20	UBS	“Buy” → “Neutral” downgrade
2020-04-08	Wells Fargo	“Overweight” → “Equal Weight” downgrade
2020-04-02	Guggenheim	“Buy” → “Neutral” downgrade
2020-04-02	Atlantic Equities	“Neutral” → “Overweight” upgrade
2019-08-08	Credit Suisse	“Neutral” → “Outperform” upgrade
2019-06-17	Imperial Capital	“Outperform” → “In Line” downgrade
2019-04-15	BTIG	“Sell” → “Neutral” upgrade
2019-04-10	BMO Capital	“Market Perform” → “Outperform” upgrade
2019-04-09	TD Cowen	“Market Perform” → “Outperform” upgrade
2018-11-27	Imperial Capital	“In Line” → “Outperform” upgrade
2018-10-19	Barclays	“Equal Weight” → “Overweight” upgrade
2018-06-18	Pivotal Research	“Hold” → “Sell” downgrade
2018-05-05	B. Riley	“Neutral” → “Buy” upgrade
2018-04-25	BMO Capital	“Underperform” → “Market Perform” upgrade
2018-04-17	Pivotal Research	“Sell” → “Hold” upgrade
2018-01-03	Rosenblatt	“Neutral” → “Buy” upgrade
2018-01-02	Macquarie	“Neutral” → “Outperform” upgrade
2017-10-12	Guggenheim	“Buy” → “Neutral” downgrade
2017-10-09	RBC Capital	“Outperform” → “Top Pick” upgrade
2017-09-05	Wells Fargo	“Market Perform” → “Outperform” upgrade
2017-05-17	Macquarie	“Outperform” → “Neutral” downgrade
2017-04-24	Loop Capital	“Buy” → “Hold” downgrade
2017-03-14	Guggenheim	“Neutral” → “Buy” upgrade
2017-01-30	Morgan Stanley	“Equal Weight” → “Overweight” upgrade
2017-01-18	BMO Capital	“Market Perform” → “Underperform” downgrade
2017-01-17	Goldman Sachs	“Neutral” → “Buy” upgrade
2017-01-12	Pivotal Research	“Hold” → “Sell” downgrade

Targets, grades and estimates are quoted from third parties (via Financial Modeling Prep) and are theirs, not ours; each target links to the report it was published in. A firm counts once, at its latest target or grade.