Company · Updated
What investors are saying about The Walt Disney Company (DIS)
Summary
In the past 30 days, 5 people on 4 investor and market shows discussed The Walt Disney Company (DIS) in 5 views. Going by each speaker's latest call, 4 are bullish and 1 is bearish. Chorus has followed The Walt Disney Company since October 14, 2026.
Who talks about it most
The latest views
Newest first. Every quote is checked against the episode's transcript.
Tim Seymour · Seymour Asset ManagementBullish
Likes Disney here; new CEO D'Amaro's efficiency push and cyclical parks recovery make it investable.
Disney has been in the penalty box for a long time. Its parks business is cyclical, but that cycle is rolling forward. The media business needs to be as efficient as it has to be. Under CEO Josh D'Amaro, Disney is cutting costs, which he sees as something the company lacked in the past. Disney promised double-digit growth in the current fiscal year, and it needs to show it is serious about getting there. He calls the new CEO the right person to lead the company.
“I like the stock here. I've been very patient. I think Josh D'Amaro, not just because he's from Georgetown, is the right guy.”at 27:15
CNBC Fast Money: Cracks In The AI Trade… And AMD Reports Results 11/3/26 ·
Jim Cramer · CNBCBullish
Disney's CEO is doing a great job; Cramer expects investors to make money in the stock.
Cramer says the Disney CEO is steady, good and doing a great job. He thinks the cruise line business could be good, and lower gasoline prices should lead to better numbers for travel-exposed businesses. He tells a caller who held through a decline that he expects investors to make money in the stock.
“I think he's steady. I think he's good. I think he's doing a great job, and I think you're gonna make money with the stock of the Walt Disney Company.”at 31:30
Mad Money with Jim Cramer: Mad Money w/ Jim Cramer 11/2/26 ·
Jim Lebenthal · Cerity PartnersBullish
Disney has shown early signs of life; he owns it, but it must keep improving on the next earnings report.
He nearly sold before the last earnings report and is glad he didn't, because Disney has shown signs of life. He is candid that it needs to show a lot more, so the next earnings report is the test. He says he is in the stock.
“I almost threw in the towel before the last earnings report. I'm glad I didn't. It has shown signs of life. It needs to show a lot more signs of life. Let's see if it can follow through on the next earnings report. I'm in it.”at 38:13
CNBC Halftime Report: Amazon in Focus as the Nasdaq Slides 10/3026 ·
Joe Terranova · Virtus Investment PartnersBearish
Streamers including Disney face content and cost challenges; he would avoid them all.
Netflix's growth has reversed and he sees the same pressures across the streaming group. He thinks every streamer, including Disney, faces significant challenges related to content and costs in front of them, so he would avoid all of them.
“I think you avoid all of them [including Disney] because I think they have significant challenges in front of them related to content and related to costs.”at 24:43
CNBC Halftime Report: Will the AI Trade Resume? The Investment Committee Weighs in 10/21/26 ·
Michael Batnick · Ritholtz Wealth ManagementBullish
Disney's pricing of holding entry tickets flat while raising premium prices makes sense; he backs raising prices.
Disney is keeping ticket types, passes and add-ons at Disneyland flat this time, while premium products such as the top skip-the-line service at Walt Disney World now cost close to $500. Michael says this makes a lot of sense: entry prices stay stable and high-end buyers pay more. He agrees with continuing to raise premium prices, which points to pricing power at the top end.
“Many ticket types, passes and add ons at Disneyland are not increasing at all this time... Premium products are getting more expensive.”at 56:11
Animal Spirits: Are Higher Rates Worse Than ZIRP? (EP. 486) ·
Ask your AI about The Walt Disney Company (DIS)
Chorus gives Claude, ChatGPT and other assistants every view on The Walt Disney Company (DIS) from the people Chorus follows. Ask who's bullish, who's bearish, who changed their mind, and why.
Chorus reports what speakers said. It isn't investment advice.