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‘The Mandalorian and Grogu’ Returns Star Wars to Theaters
The Wall Street Journal73d agoneutral
‘The Mandalorian and Grogu’ Returns Star Wars to Theaters

Star Wars returned to theaters at the top of the box-office charts after a seven-year absence, but it didn’t quite hit lightspeed. While hardly a flop, the movie will virtually match 2018’s “Solo: A Star Wars Story,” the least-successful film since Disney acquired George Lucas’s science-fiction franchise in 2012. Expectations for “The Mandalorian” were more muted given its lower budget and roots on the small screen.

Disney Facial Recognition Lawsuit Puts Privacy And Valuation In Focus
Simply Wall St.73d agobearish
Disney Facial Recognition Lawsuit Puts Privacy And Valuation In Focus

Disney is facing a $5 million lawsuit over the use of facial recognition technology at Disneyland and Disney California Adventure Park in California. The complaint focuses on how biometric data, including information on children, is collected, disclosed, stored, and whether guests can opt out. The case raises fresh questions about privacy practices and regulatory compliance tied to Disney's theme park operations. Walt Disney (NYSE:DIS) is under legal pressure at the same time its stock...

Raymond James Lifts PT on The Walt Disney Company (DIS) on Q2 Results
Insider Monkey74d agoneutral
Raymond James Lifts PT on The Walt Disney Company (DIS) on Q2 Results

The Walt Disney Company (NYSE:DIS) is one of the best communication stocks to invest in. Raymond James lifted the price target on The Walt Disney Company (NYSE:DIS) to $119 from $115 on May 7, reaffirming an Outperform rating on the shares and stating that the company delivered better-than-expected Q2 results and slightly raised FY26 EPS guidance […]

Should Disney’s Strong Q2 and Institutional Support Require Action From Walt Disney (DIS) Investors?
Simply Wall St.76d agoneutral
Should Disney’s Strong Q2 and Institutional Support Require Action From Walt Disney (DIS) Investors?

In the past few weeks, Walt Disney reported stronger-than-expected fiscal Q2 results and drew bullish commentary from major Wall Street analysts highlighting progress in streaming, content, and its Parks and Experiences businesses. At the same time, institutional investors such as Sound Shore Management reaffirmed Disney as a core holding, underscoring confidence in the company’s balance sheet and multi-year restructuring efforts despite broader geopolitical and consumer headwinds. We’ll now...

Geopolitical Tensions Hurt The Walt Disney Company (DIS) in Q1
Insider Monkey77d agoneutral
Geopolitical Tensions Hurt The Walt Disney Company (DIS) in Q1

Sound Shore Management, an investment management firm, has released its investor letter for the first quarter of 2026. A copy of the letter is available to download here. In Q1 2026, the Sound Shore Fund Investor Class (SSHFX) and Institutional Class (SSHVX) declined 3.45% and 3.43%, respectively, compared to the S&P 500’s -4.33% return and […]

Demand soars for Israel's battle-tested weapons tech despite global criticism of its wartime conduct
Associated Press77d agobullish
Demand soars for Israel's battle-tested weapons tech despite global criticism of its wartime conduct

When Israeli defense officials approached Massivit last year about using its unique 3D printers to make military drone parts, CEO Yossi Azarzar jumped at the chance. Although the Israeli company had been producing large set pieces and other designs for the likes of Disney, DreamWorks and Netflix, the opportunity to instead quickly churn out large drone parts for the military was too good to ignore. Business has been booming for the Israeli arms sector, despite widespread criticism of the country’s conduct in its wars in Gaza, with Hezbollah and with Iran.

Assessing Walt Disney (DIS) Valuation After Mixed Recent Share Performance And ESPN Streaming Narrative
Simply Wall St.78d agoneutral
Assessing Walt Disney (DIS) Valuation After Mixed Recent Share Performance And ESPN Streaming Narrative

Recent share performance and context for Walt Disney Walt Disney (DIS) has seen mixed share performance recently, with the stock up 1.2% over the past day but down over the past week, month and past 3 months, and lower year to date. See our latest analysis for Walt Disney. That recent 1-day share price gain to US$103.91 comes after a softer patch, with the share price down year to date and the 1-year total shareholder return also in decline. Recent momentum therefore looks more muted than the...

Buy, Sell or Hold Netflix at $90?
24/7 Wall St.78d agoneutral
Buy, Sell or Hold Netflix at $90?

At $90, Netflix (NASDAQ:NFLX) is finally cheap by its own standards. It trades below its 50-day moving average and well under its 200-day. The stock treaded water year-to-date while the broader market rallied, and the question for the next twelve months is whether that gap closes by Netflix catching up or by Netflix admitting something ... Buy, Sell or Hold Netflix at $90?

Disney (DIS) Still Has Significant Upside Potential, Says Wells Fargo
Insider Monkey79d agoneutral
Disney (DIS) Still Has Significant Upside Potential, Says Wells Fargo

The Walt Disney Company (NYSE:DIS) is included among the 10 Best “Dogs of the Dow” Stocks to Buy for the Rest of 2026. On May 8, Wells Fargo & Company lowered its price recommendation on The Walt Disney Company (NYSE:DIS) to $146 from $148. It reiterated an Overweight rating on the shares. The firm said […]

Worried About a Recession? Here’s What Appliance Makers Say Before You Buy Big-Ticket Items
24/7 Wall St.80d agobullish
Worried About a Recession? Here’s What Appliance Makers Say Before You Buy Big-Ticket Items

When the CEO of America’s largest appliance maker compares today’s demand to the 2008 financial crisis, it’s worth pausing before you swipe for that new fridge. On the latest earnings call, Whirlpool chief Marc Bitzer told investors that “this level of industry decline is similar to what we have observed during the global financial crisis ... Worried About a Recession? Here’s What Appliance Makers Say Before You Buy Big-Ticket Items

JioStar Sues Zee As Disney Tests Content Protection In India
Simply Wall St.80d agoneutral
JioStar Sues Zee As Disney Tests Content Protection In India

JioStar, the joint venture between Walt Disney (NYSE:DIS) and Reliance, has filed legal action against Zee Entertainment in India. The dispute centers on alleged unauthorized broadcasting of Bollywood films for which JioStar holds the rights. The case targets Zee Entertainment’s use of these titles on its Indian broadcast and possibly digital platforms. For you as an investor, this highlights how central India has become to NYSE:DIS, not just for theme parks and consumer products but also...

FOX Sees ‘Focus and Momentum’ as News, Sports and Tubi Gain Ground
MarketBeat81d agoneutral
FOX Sees ‘Focus and Momentum’ as News, Sports and Tubi Gain Ground

John Nallen said FOX (NASDAQ:FOX) is benefiting from a sharper strategic focus than many of its media peers, citing strength in live news, live sports and the company’s ad-supported streaming platform Tubi. Speaking with analyst Robert Fishman, Nallen said the company is in “a really good spot” and

5 Revealing Analyst Questions From Disney’s Q1 Earnings Call
StockStory81d agoneutral
5 Revealing Analyst Questions From Disney’s Q1 Earnings Call

Disney’s first quarter saw notable momentum, with revenue and non-GAAP profit both surpassing Wall Street’s expectations. Management attributed this outperformance to strength across its streaming platforms, including improvements in Disney+ user experience and double-digit advertising revenue growth. CEO Josh D’Amaro highlighted significant progress within Disney Experiences, noting robust demand for new attractions such as World of Frozen at Disneyland Paris and the launch of the Disney Advent