DIS

Powerful_Time6405

Loss, DIS and META really fucked me with their issues, lost half of my earnings. My calls expire on 4/26 and 6/26. I’m hoping I at least make my money back so I can get out.

J_Dadvin

Earnings reflect the past, hiring reflects the future. Disney was ok last quarter but is forecasting tough times. All of this is bearish for DIS

Sandvicheater

DIS has fallen quite low from their high watermark of Avengers Endgame + Disney parks = printing money. Why the hell would anybody invest in DIS instead of GOOG or MSFT?

MagJack

well my DIS shares finally got called away, been selling CCs on them for a while. Don't think im gonna wheel them though, prob just put in boring VTI or VTG until something interesting comes up and write some CSPs on random tickers

BeneficialQuality899

The only DIS comment I’ve found. I agree

looking_good__

DIS - Espn got a good deal with YouTube TV

windycityinvestor

DIS

DoubleFamous5751

DIS calls

WatermelonRelishMan

Take the Star Wars franchise, use a spaghetti western soundtrack. Billions for DIS

kalakesri

DIS might be on a generational milking run with Doomsday

lee1026

Disney brought Fox a few years ago because stuff like "More content, bigger library, stronger market position" If you brought DIS stock on that news, you are probably not too happy about it. If you sold, you are probably happy.

Specialist_Pay_1510

The new avengers trailer is basically calling out that DIS messed up going WOKE and putting a DEI capt america and they will now bring back the REAL Capt America... racist AF... BUT ❤️ it!!

Expert_Context5398

DISNEY relies on old IP. Netflix is creating new content. That's why the stock isn't attractive. There's nothing to really talk about DIS. Share price is the same as it was ten years ago for a reason.

moutonbleu

Do both! Hold DIS and buy NFLX. As a fellow $DIS it's been brutal but I believe! It's one of Barrons top 2026 picks. I'm a believer in Comcast/Universal too, and will open a position in NFLX in the new year after I sell the rest of my WBD stock. >[https://www.barrons.com/articles/best-stocks-buy-2026-amazon-exxon-disney-439f8e78](https://www.barrons.com/articles/best-stocks-buy-2026-amazon-exxon-disney-439f8e78) While [Netflix](https://www.barrons.com/market-data/stocks/nflx?mod=article_chiclet) and [Paramount Skydance](https://www.barrons.com/market-data/stocks/psky?mod=article_chiclet) are prepared [to pay a stiff price](https://www.barrons.com/articles/paramount-letter-warner-bros-shareholders-superior-aa479f33?mod=article_inline) for Warner’s movie, TV and streaming business, Disney shares languish despite controlling some of the industry’s best assets. >Disney stock, at around $107, was hit after its September-quarter results due to a disappointing experiences segment, which is dominated by Disney World and other parks. The profit outlook, however, looks better, with Disney projecting double-digit earnings growth in the 2026 and 2027 fiscal years, helped by its cruise ship expansion. >The stock is valued at 16 times projected earnings in the fiscal year ending in September. That’s too cheap given its “valuable intellectual property and durable demand,” according to Wolfe Research analyst Peter Supino, who has a price target of $133. >What’s more, Disney has similar total earnings as Netflix, but only half the market value. With Netflix potentially becoming more of a traditional media company if it buys Warner, why buy Netflix at double the valuation to Disney? >Don’t overlook CEO Bob Iger, who is due to retire at the end of 2026 after his second tour as Disney’s leader. He likely wants to go out on a high note—and that’s bullish for the stock.

AntoniaFauci

Oh wow, that has to hurt. DIS has hovered around half of its pre-pandemic value for 6+ years. I’m sure someday a narrative will appear and give DIS stock a surge, the way some other big left for dead names do. Whether it’s real or temporary. I just don’t know when that surge will happen. This month? 2030? DIS board and executive has been incompetent for many years. The one opportunity they had to help shareholders with an activist, they spent a mega-ton of shareholders money to create a blockbuster smear campaign on him, and then a second mega-ton of your money to rig a proxy vote and reject him. Yes, I’m aware he’s a bit of a dick. But for shareholders, his involvement had been the only good news for the better half of a decade. Just rumors of him volunteering revived a dead stock by 50%. The day they rigged the result to flip him to a loss, the stock went straight back down and remains lower. Still, one wonders if someday even a blind and aggressively bad squirrel won’t accidentally find a nut. Maybe it will be a narrative that if WBD can triple, why can’t DIS? Maybe something else. Personally I’m accumulating NFLX here and will do so lower too. They appear to have won TV. Tapping into wrestling addicts gives them new potential and a market who is price insensitive. Similar with their clever way of leveraging micro “events” rather than draining themselves on sponsorships. The most recent hard data we have was the earnings, which were actually spectacular... but that was obscured by the decision to take a full one time charge in Brazil. Without that, the stock would have been close to $150. That inspired negative news flow, and just when that was dying out, they made the unexpected move to get into the WBD bidding war. I like buying NFLX at a 30% discount to where it was before the strong earnings. WBD will ultimately be a win whether they prevail or back out. That could however weigh on the stock for a year or more. My price target is $150, so it doesn’t bother me if it takes a year or two or three to get there.

FUWS

NFLX= TSMC while DIS= INTC NFLX = verb while DIS= noun NFLX = blows DIS content out of the park ( pun intended) and I can skip Ads and thats a big deal for me. DIS has bunch of remakes and old content. HULU puts out okay stuff and thats about it. ESPN no longer carry UFC as well. Thats just my sentiment and I have recently opened a position in NFLX.

Expert_Context5398

Disagree. DIS has been a horrible long-term play for over a decade now. You basically lost money holding onto the stock and there's nothing about it that makes me believe they will change course in the upcoming decade. Their Marvel movies are overplayed and their content is severely lacking outside of a few shows. Meanwhile, NETFLIX is actually branching further and getting involved with more 'cultural' entertainment such as putting on those boxing fights, WWE, etc., Seems like all DIS has going for them is holding onto the historic IP of Star Wars, Marvel, etc., and expecting all of it to be a success without actually having good consistent content.

BeneficialQuality899

DIS is better

_TidePodEater

I remember there was a time when you would never bet against the mouse. DIS has really fallen off lol

guzzledglizzy

Buying puts on DIS, blicky mouse can suck it

A_Stoic_Dude

Finally a company that is massively undervalued. If Netflix was willing to give $70 or 80B for WB then DIS is a steal at 200. Disney has a global monopoly on Disney. The company just is in desperate need of leadership. US government is probably more efficient and agile.

lipmanz

Avatar on pace for 2B DIS

onlywhileipoop

DIS

LoganSL550

I am 68 years old and started investing when I was 40. I was hit hard during the internet bubble in 2000, losing approximately $100,000. That experience taught me an important lesson and motivated me to educate myself about investing. So far, I am doing well. My stock holdings do not include real estate or money held in the bank. I have invested in stable companies such as BAC, WFC, DIS, GOOG, COST, AAPL, AMZN, and others. In 2021, I began reading about artificial intelligence, and in 2022 I started investing in PLTR, NVDA, AMD, and the “Magnificent Seven.” I believe AI will be a major driver of growth by 2026 and will eventually take on certain ETFs as well. As always, luck plays a role, so I am bullish.

Scared-Signature-452

YTD 59% Best stocks: PLTR, RDDT, GE, GEV, UAL, RKLB, DIS among others

BeneficialQuality899

DIS is better

thinkneo

28% on their 2025 picks is solid. Value tilt makes sense after growth ran so hard this year. AMZN as a "laggard catch-up" is interesting - it's underperformed MSFT and GOOGL but AWS is still the cloud leader. Feels like the easiest pick on this list. DIS is the real contrarian bet here. Streaming losses narrowing but ESPN/parks still question marks.

Nefarious_AI_Agent

MM's on Christmas break. PAMP DIS SHET

TJMBeav

Nothing. Just wait. I bought the following 3 weeks ago and they have popped nicely $NVS, $DIS, $TGT, $GIS and $UNH

Jeeperg84

Thanks for the Christmas present SPY....that drop just paid for our DIS park hoppers

mannheimcrescendo

This is true for the following: AMZN ADBE DIS HD META MSFT NFLX

mannheimcrescendo

DIS META NFLX TSLA PLTR all green

Burtonwurton

Still cant believe I sold DIS for NFLX last week. The moment I sold was when DIS announced partnership with OPENAI, my fucking luck

Beautifulwl_2193

Barron’s picks are always interesting to look at, especially given their more value-leaning approach this year. The 2025 list beating the S&P 500 by a decent margin does give some credibility, though it’s still a mixed bag across sectors. Curious to see whether names like AMZN and DIS really end up as catch-up trades in 2026, or if this turns into another year where select winners do most of the heavy lifting.

btoned

**BREAKING**: DIS fires all Marvel actors. Upcoming roles to be filled by Robert Downey Jr. and Chris Evans. Titles include Not Another Nostalgia-bait Movie starring Evans and Iron Man: The Rise of Stark starting Downey Jr.

PalpitationSmooth992

isnt it funny how many stocks end in .8 AMZN 222.8 AAPL 274.8 DIS 110.8 GOOGL 305.8 almost like they are crushing something on either side of this number.....

PTRBoyz

AMZN META TSLA UNH RBRK CRM PATH BA DIS were my picks. TSLA has run a lot now so I wouldn’t be a buyer at this point. CRM can’t break out of this downtrend so that’s one I would be cautious with. Same with BA. Don’t own either at the moment. Looking to establish a RBRK position and would buy PATH as a spec lower. 

Annual_Technology824

Amazon (AMZN) Bristol Myers Squibb (BMY) Comcast (CMCSA) Exxon Mobil (XOM) Fairfax Financial Holdings (FRFHF) Flutter Entertainment (FLUT) Madison Square Garden Sports (MSGS) SL Green Realty (SLG) VISA (V) Disney (DIS)

PalpitationSmooth992

DIS didnt give them a billion dollars they let them use their characters and are receiving 1b of a stake in the company everyone acting like they gave them free content and also a billion dont be naive

TJMBeav

$DIS

Burtonwurton

Still cant believe I sold DIS for NFLX.

TJMBeav

DIS, TGT, NVO, UNH and GIS? That's the port I built in my real account last two weeks. All shares

jameskwonlee

DIS Disney's moat is their content vault. Their celluloid that no AI models have access to. Not only is Iger giving their 100+ years of historic content and IP away, they are paying to do it. Also, with AI replicating humans--there is an uncanny valley. No matter how good a Tom Cruise or Elon AI video is, you will eventually know it's AI generated. Not with animation. In only a couple months to years, you will never know if the short clip of Elsa or Buzz Lightyear is from an AI creation prompted by a 10 year old, or if it was actually made by the studio's animators. DIS is stupid for doing this. They're cooked.

jameskwonlee

DIS - Disney just gave away all their rights and IP to a mass "plagiarism-as-a-service" bot. Hollywood studios should be doing everything they can (and more) to fight against generative AI companies and instead build their own foundation models as they have privileged access to film/animation data that can't be scraped off Youtube or the web. I'm a perma bull, but I get puts when companies make regarded decisions. DIS pumped on the rate cut, so I'm getting puts on this.

PalpitationSmooth992

told you guys DIS and copper stocks FCX TECK

Affectionate-Idea690

DIS cease and die

vermilli21

Anyone gonna play DIS with his bullshit deal?

AlmightyyGlooo

DIS willing to risk destroying their IP for a 1.3% pump to their share price lol

DefiantDelta

DIS long-dated poots, tourism gonna keep getting rekt and they're setting their own IP ablaze in AI delusion

moorhound

OpenAI-Disney deal feels creepy and weird, we don't need little kids thinking Elsa's really talking to them through the computer. And the pitch sounds pretty weak: >Disney said it would work with OpenAI to “build new products, tools and experiences” as part of the deal and “deploy” ChatGPT for its employees This is the kind of vague bullshit you say when you don't have a plan, and DIS shouldnt be dropping $1B without a plan.

LazerBurken

They just might if DIS keeps being a pussy

arbitraryBlue

Why doesn't GOOGL, the bigger company, simply eat DIS?

wright_on_

takeaway from the $DIS / OpenAI deal: buy some Nintendo

unsungWombat

Meh, DIS's performance has been dogshit this year.

Makingbwed

200% gain on DIS lets gooooo🚀🚀🚀🚀🚀

Burtonwurton

Lol fucking shit, I really sold DIS yesterday to buy NFLX. Fuck me man.

btoned

DIS is utter trash. There is not a single IP anymore that's engaging. Marvel has been trash since IW, star wars died when Vader died, and all their traditional DIS content is being inverted to cater to new age emos.

btoned

LMAO did DIS NOT bitch and moan over Sora videos like 2 weeks ago? Yay let's generate PS1 level graphics for the next *insert generic DIS IP sequel 12*!

HazardousRhombus

Bullish on $DIS but I am exiting my positions today. This is idiotic.

kaapooj

DIS + OpenAI welcome to AI entertainment

Metacog_Drivel

DIS and OpenAI...sure, whatever.

Burtonwurton

I sold DIS to buy NFLX. DIS staying strong as fuck right now and my NFLX falling off the highest of cliffs.

PalpitationSmooth992

i called DIS yesterday im calling NEE today buy leaps this is the ultimate energy play for 2026 covers both renewable and nat gas in one stock

PalpitationSmooth992

KEY QCOM DIS ALK KDP who fucking cares about mag 7 even AMZN will get wrecked by THETA

PalpitationSmooth992

told you DIS calls yesterday

Burtonwurton

DIS has been range bound for years. Although I bought it after latest earnings drop, NFLX looked like a better option for short term volatility and gains.

Burtonwurton

lol fuck man...cant believe I sold DIS to buy NFLX. Mistakes were made. I am not proud of them.

TJMBeav

I was looking for $DIS

Kirko_Cousins

ESPN needs a better LLM. *"The New York Knicks travel to play the New York Knicks"* DIS puts.

TJMBeav

These are actual share buys in my non option account. Give you a feel fir my strat: $GIS, $TGT, $DIS, $NVO, $UNH

TJMBeav

Sniffing $DIS calls. Possible take over target after this Warner thang. Hmmmmm

Jojo4Straight

Not sure what data you’re looking at, but NFLX’s last 5 quarters all had double-digit growth, while DIS, WBD, and PSKY were all single-digit or even negative.

HazardousRhombus

$DIS 110 this week

MitchMcConnellsJowls

DIS Apr '20: $103.33 Today: $107.63

randomme_

$DIS +2.20% is going to the moon🚀🚀

randomme_

I’m gonna sit here and watch $DIS YOLO-rocket straight to the damn moon

PalpitationSmooth992

DIS calls

culturefan

I heard DIS is probably a better buy currently, but I wouldn't snub NFLX either. As far as that goes Youtube (GOOG) either. https://youtu.be/Or4BTgIjhQI?si=He6qrgeD-dZqRtEf

kaapooj

2b movie, hope Bob Iger gives us a christmas gift with DIS > 120

SerpentRoyalty

PARA wouldn't have reached 30 or even 20 in a decade. Movie expenditures is lower than ever, even lower than the average of post-covid years. Para wasn't positioned well in the market either and lost market share to DIS and WB while incurring massive debt. They are a loser in streaming wars too as well as their cable network. That's why they tried to buy WB.

biz_student

True, it seems though that this repricing of WBD would have downstream implications for DIS as it highlights the market’s opinion on IP valuation. Interesting we haven’t seen any movement for DIS despite them having more IP, a better flywheel for exposing IP, and better profitability. Disney is very unlikely to auction themselves, but there are companies like BRK, AAPL, and AMZN that could buy Disney without financing.

rayguy231

How would this affect DIS in the long run

btoned

Didn't DIS double after buying 20th century? Oh wait...

BeneficialQuality899

DIS is better

randomme_

more DIS call

Xzlk

Can’t believe I’m saying this, but DIS looks like a screaming buy for the IRA

groovewhisperer

Pretty much all of my initial holdings during my younger and impatient years. Some of my stocks and buy points included: AAPL ($32), NFLX ($18), MSFT ($25), DIS ($45), PCLN ($18) Too many more to remember. Eventually got older and wiser...

Apprehensive-Bug1191

Same. I sold lots of covered calls (DIS, WMT, LUV, ARR, NYMT, too many to remember) and my 100 or 200 shares of NVDA got called away for $7 in 2018.

PalpitationSmooth992

Dec = DIS month look at the volume for Jan calls

LittleDennysBrekky

I tried posting a DIS DD, but it got auto removed. Z2 is a massive hit and is the first hit in a while after a string of misses. Definitely a new high-revenue franchise

AntoniaFauci

One of the best ways would be if they let AI replace their board. Doesn’t have to be a good AI either. This is the same board who was being approach by stock price repair artist Nelson Peltz - and who decided the best thing to would to be incinerate tons of shareholder money to smear him, then tons more shareholder holder money to rig the proxy vote. The stock had its only significant rally in years on his involvement. After the board clowns chased off qualified volunteer assistance, he and I cashed out around $130. The stock is flirting again with $100. Despite a couple years of arguably good film box office and a spectacular environment for cruises and vacations, they’ve managed to only shrink the stock. This, while Netflix has 3x’d and their peers in vacation have soared. AI sucks, but I rather see it or even a tic-tac-toe chicken replace the DIS board of privileged, out of touch dingbats. Stock is down 80% in six years off their high, while the rest of the market went the opposite way. Markets being what they are, I’m sure DIS will revisit $150. Just don’t know when or why or whether it does that from here or from $75.

claytonjr

Depends. When I worked at $DIS they had solid data capture for all over their theme parks and processes for machine learning models. Even other platforms like their cruises, etc. 

thalassamikra

Passive flows follow momentum and will amplify bearish momentum not reverse it. Also increasing liquidity and passive flows lifting all boats is wrong because neither INTC nor DIS went anywhere for years.

Apprehensive_Two1528

DIS has a hard year

Many_Significance_66

DIS

dbasea

He typically targets wide-moat, cash-rich compounders with a temporary overhang, so I’d handicap DIS or MA/V first, with ADBE and maybe SBUX/NKE as outside shots. You can find more on how to vet these and manage risk at mr-profit com.

BrandonLeeOfficial

It’s was fucking terrible, but buying puts on whole countries was entertaining. I remember tracking it from Europe thinking about the shitshow it was going to be once it hit the states. Everybody going in on DIS Puts waiting for them to close the parks. Wildest was when oil went negative.

deevee12

Dying millennial trends starter pack: DIS CMG SBUX TGT LULU

Burtonwurton

Lol my only position are BA and DIS. AMA.

Glam34

yep ive said it here several times. DIS is a hundred dollar stock, conduct yourself accordingly.