Disney Sitting at 'Very Attractive' Entry Point, Raymond James Says -- Market Talk

Dow Jones04-01

0822 ET - Raymond James analysts have stress-tested their models for Disney, examining several bear cases with varying levels of severity, and they believe the company's stock remains historically cheap even in some of the more draconian scenarios. The analysts' conclusion: Investors currently have an opportunity to invest "at a very attractive valuation." Despite Disney operating amid a volatile macroeconomic backdrop and seeing depressed international visitation trends, the analysts maintain that tailwinds will support earnings growth in the back half of its fiscal 2026. "We are excited to see what Josh D'Amaro brings to the table as the new CEO," the analysts add, noting they are encouraged by D'Amaro's enthusiasm around technology and interactive entertainment. Raymond James upgrades Disney to outperform from market perform, with a price target of $115. (connor.hart@wsj.com)

(END) Dow Jones Newswires

April 01, 2026 08:22 ET (12:22 GMT)

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The analysts' conclusion: Investors currently have an opportunity to invest \"at a very attractive valuation.\" Despite Disney operating amid a volatile macroeconomic backdrop and seeing depressed international visitation trends, the analysts maintain that tailwinds will support earnings growth in the back half of its fiscal 2026. \"We are excited to see what Josh D'Amaro brings to the table as the new CEO,\" the analysts add, noting they are encouraged by D'Amaro's enthusiasm around technology and interactive entertainment. Raymond James upgrades Disney to outperform from market perform, with a price target of $115. (connor.hart@wsj.com) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 01, 2026 08:22 ET (12:22 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Disney Sitting at 'Very Attractive' Entry Point, Raymond James Says -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDisney Sitting at 'Very Attractive' Entry Point, Raymond James Says -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-04-01 20:22</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0822 ET - Raymond James analysts have stress-tested their models for Disney, examining several bear cases with varying levels of severity, and they believe the company's stock remains historically cheap even in some of the more draconian scenarios. The analysts' conclusion: Investors currently have an opportunity to invest \"at a very attractive valuation.\" Despite Disney operating amid a volatile macroeconomic backdrop and seeing depressed international visitation trends, the analysts maintain that tailwinds will support earnings growth in the back half of its fiscal 2026. \"We are excited to see what Josh D'Amaro brings to the table as the new CEO,\" the analysts add, noting they are encouraged by D'Amaro's enthusiasm around technology and interactive entertainment. Raymond James upgrades Disney to outperform from market perform, with a price target of $115. (connor.hart@wsj.com) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 01, 2026 08:22 ET (12:22 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1894683264.USD","symbol_name":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2624153835","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2624153835","pubTimestamp":1775046120,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0822 ET - Raymond James analysts have stress-tested their models for Disney, examining several bear cases with varying levels of severity, and they believe the company's stock remains historically cheap even in some of the more draconian scenarios. 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The analysts' conclusion: Investors currently have an opportunity to invest \"at a very attractive valuation.\" Despite Disney operating amid a volatile macroeconomic backdrop and seeing depressed international visitation trends, the analysts maintain that tailwinds will support earnings growth in the back half of its fiscal 2026. \"We are excited to see what Josh D'Amaro brings to the table as the new CEO,\" the analysts add, noting they are encouraged by D'Amaro's enthusiasm around technology and interactive entertainment. Raymond James upgrades Disney to outperform from market perform, with a price target of $115. 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