
Today, Sept. 18, 2026, Wells Fargo cut its rating and price target, citing weaker engagement and content concerns, prompting investors to watch margin trends.
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Today, Sept. 18, 2026, Wells Fargo cut its rating and price target, citing weaker engagement and content concerns, prompting investors to watch margin trends.

The streamer desperately needs to find the next Squid Game. Weak engagement numbers are dire news for its shares, down 20% this year.

Wells Fargo just handed Netflix one of the street's most bearish ratings while a rival analyst pushed a price target nearly double that level, leaving investors to figure out which firm is reading the audience right before earnings arrive.
This week of The Dealmaking 3 with “The Sports Professor” Rick Horrow features Genius Sports Limited (NYSE: GENI) and Grupo Televisa, S.A.B. (NYSE: TV) partnering for AI-powered graphics and new sponsorship to Liga MX broadcasts, Southern Miss making Mississippi college football history with a 10-year naming rights deal, and Paramount+ becoming the exclusive streaming and service […] The post The Dealmaking 3: Genius Sports’ AI Liga MX Deal, Southern Miss Makes History, Paramount+ at Vegas appea

Netflix (NFLX) trades at about $80, and its own options put a price on how far that can travel over the twelve months ahead: a floor near $54.21 and a ceiling near $119. The options market is charging nothing unusual for that range. Ordinary, for Netflix, already means a range wide enough to take a third of your money.
Kimmel and Disney are discussing a post-2026-27 season deal as the economics of late-night television continue to deteriorate, Variety reported.

Netflix (NFLX) grew revenue faster over the past twelve months than Amazon, Apple, Comcast, or Disney and earned a wider operating margin than all of them except Apple. Its shares still finished those twelve months down 38.9%, the last of the five. The fall has not made the stock cheap. That is the mismatch worth explaining.

The most magical place on earth makes for a great vacation, but finance experts warn would-be visitors to be mindful of their finances.

Rising Treasury yields are carving a sharp divide inside the streaming sector, and not every media stock is absorbing the pressure equally. The gap between the biggest loser and the name sitting virtually unchanged tells you something important about how rate risk hides in plain sight.

Walt Disney has underperformed the Dow over the past year, but analysts are highly optimistic about the stock’s prospects.

Disney's voluntary early retirement offer targets U.S.-based executives with at least 10 years of service ahead of broader involuntary staff reductions.

Investment firm Arctos Partners agrees to buy a minority stake in the Atlanta Falcons at a $10.6 billion valuation, CNBC reports.

It’s the second-fastest movie to reach that milestone, according to Rentrak’s Paul Dergarabedian, who sees a $10 billion year at the box office within reach.

Disney stock rose 1.96% on Friday as Marvel Studios unveiled a new Avengers Doomsday trailer for December.
Warner Bros. Discovery Inc. executives on Thursday said the streaming bundle with The Walt Disney Co. is generating measurable benefits, helping reduce customer cancellations. Disney Bundle Is Driving Better Streaming Metrics During Warner Bros. Discovery’s second-quarter earnings call, an analyst...
Walt Disney has not opened a new full-size theme park at Florida's Disney World since adding Animal Kingdom in 1998. You could even argue that DAK, as it's known to fans, wasn't even a traditional full-day park until it opened the "Pandora: The World of Avatar" land in 2017. The company has not ...
Warner Bros. Discovery Inc. (NASDAQ:WBD) executives on Thursday said the streaming bundle with The Walt Disney Co. (NYSE:DIS) is generating measurable benefits, helping reduce customer cancellations. Disney Bundle Is Driving Better Streaming Metrics During Warner Bros. Discovery’s second-quarter earnings call, an analyst asked whether the company was seeing measurable benefits from the bundle, which combines Max, Disney+ and Hulu under a discounted subscription. Responding to the question, execu
Disney on Wednesday said it will move most of its consumer products business from its experiences segment to its entertainment division, bringing its expensive intellectual property closer to lucrative merchandise sales.
CEO Josh D'Amaro said a free offering could expand Disney's reach to price-sensitive consumers and funnel subscribers to Disney+
Disney said Super Bowl ad sales came from one of the "broadest advertiser and category mixes in Super Bowl history," with nine brands in the big game for the first time.
Walt Disney's (DIS) fiscal third-quarter earnings rose above Wall Street's estimates on Wednesday ev
Disney on Wednesday announced an agreement to sell its 50% stake in A+E Global Media for $1.2 billion in cash to Hearst, which would gain full ownership when the deal closes next month.
Global entertainment and media company Disney (NYSE:DIS) fell short of the market’s revenue expectations in Q2 CY2026, but sales rose 6.8% year on year to $25.25 billion. Its non-GAAP profit of $2.06 per share was 11.1% above analysts’ consensus estimates.
The deal will give Hearst full ownership of prominent brands such as Lifetime and The History Channel.
The midsized cable TV network group, including A&E Network, History Channel, Lifetime, Vice TV and others, would now be 100% owned by Hearst. The deal is expected to be finalized at the same time as Disney's quarterly earnings release on August 5.
Walt Disney’s ongoing restructuring continued as Pixar Animation Studios cut 108 positions and the refreshed Pandora jewelry shop reopened in Disneyland Resort’s Downtown Disney District with an updated exterior and a new Disney princess mural. Together, these moves highlight Disney’s push to streamline its entertainment operations while still investing in guest-facing retail experiences at its parks. Next, we’ll examine how Disney’s Pixar workforce reductions, alongside expectations for...
Most of us know Pixar as the animation studio behind some of our childhood favorites. Since releasing “Toy Story” in 1995, the studio has built major franchises around “The Incredibles,” “Finding Nemo,” “Cars,” “Inside Out,” and other films that have generated billions of dollars in box-office ...
According to a court filing from Friday, the companies have agreed to pause the transaction until five days after the court issues a final decision on the merger, or until June 1, 2027.
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