$Walt Disney(DIS)$ I added to

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I added to my Disney (DIS) position following Jefferies' upgrade to Buy with a raised price target of $144. The analyst sees minimal downside from park competition or macro headwinds in 2025, and points to upside in FY26 from cruise growth. I’m also bullish on Disney’s strong upcoming content pipeline—Avatar 3, Zootopia 2, and the ESPN DTC launch—all of which could drive engagement and revenue. With DTC margins expected to expand further, I believe Disney is poised for a strong multi-year rebound.

DIS

07-12 01:38

USWalt Disney

Side	Price \| Filled	Realized P&L
Buy Open	120.27 0	-- Closed

Walt Disney

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flipzy
·07-14
Sounds like a solid strategy
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Kristina_
·07-14
Upcoming content seems strong![Smart]
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snixxx
·07-14
Exciting journey
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