Bank of America maintains a 'Buy' rating on Disney with a $125 price target, anticipating fiscal 2026 earnings to improve in the year's second half. The bank notes Q2 may face headwinds from lower international park attendance and cruise ship pre-opening costs, but fuel price rises are mitigated by Disney's hedging and efficient fleet. Sports operations are expected to strengthen later in the year, aided by a new NBA media rights deal. New leadership under CEO Josh D’Amaro and Chief Creative Officer Dana Walden is expected to outline strategic priorities in May, with storytelling and creative excellence remaining central to Disney's brand.
Capital Link has published its Q2 2026 Quarterly Shipping Insights report, featuring exclusive interviews with senior executives from major shipping sectors including Container, Dry Bulk, LNG, LPG, and Tankers. The 132-page report covers critical the...
Disney continues to leverage its strong intellectual property portfolio, with steady revenue growth and robust cash generation despite operational and debt challenges. The success of Toy Story 5, which earned $780 million at the box office, highlight...
