Disney Likely Has Several Sources of Potential Earnings Upside, UBS Says

Walt Disney’s (DIS) business model has multiple sources of potential upside that could drive earnings higher over the next several quarters, UBS Securities said in a note e-mailed Wednesday.

The firm increased its per-share earnings outlooks for Disney by 3% to 6% from 2024 through 2026, with results likely driven by a better performance from the company’s parks business, with additional help from the direct-to-consumer and content segments, UBS analysts, including John Hodulik, said.

UBS raised its price target on Disney stock to $140 from $120, with a buy rating.

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