80/100BWalt Disney Company (The) stock forecast 2026–2030What is an analyst price target? A price target is the price an analyst expects a stock to reach in 12 months. Arincen shows the average, high and low targets and the upside to the average.
Analysts' average 12-month price target for Walt Disney Company (The) is 120.88, 1.7% above the current price of 118.87. Their targets range from 111.00 to 132.00.
Of the 14 firms that rated Walt Disney Company (The) in the past 12 months, 13 rate it buy or strong buy, 1 hold and 0 sell or strong sell (each firm at its latest rating): a Strong buy consensus.
Analysts' 1-year price targets range from 111.00 to 132.00, with an average of 120.88.
| Buy | 13 | |
| Hold | 1 | |
| Sell | 0 |
12-month price target
| Highest target | 132.00 |
| Average target | 120.88 |
| Lowest target | 111.00 |
| Current price | 118.87 |
Walt Disney Company (The) price target historyWhat is an analyst price target? A price target is the price an analyst expects a stock to reach in 12 months. Arincen shows the average, high and low targets and the upside to the average.
Have analysts recently raised or lowered their Walt Disney Company (The) price target and rating?
How analysts rate Walt Disney Company (The), month by monthWhat is the analyst rating? The analyst rating sums up what the analysts covering a stock recommend, from strong buy to strong sell, by the share of them rating it a buy.
13 of 14 firms rate it buy now, against 15 of 16 in December 2025.
Each month: every firm at its latest rating from the 12 months before. Strong buys count as buys, strong sells as sells.
Walt Disney Company (The) analyst upgrades, downgrades and price targets
The latest rating change came on 1 April 2026, when Raymond James upgraded Walt Disney Company (The) from Market Perform to Outperform. The most recent new target came from UBS on 24 August 2026: 115.00.
| Date | Firm | Rating | Price target | Change | Price then |
|---|---|---|---|---|---|
| 24 Aug 2026 | UBS | — | 133.00 → 115.00 | -13.5% | 109.82 |
| 6 Aug 2026 | Wells Fargo Steven Cahall | Reiterated · Overweight | 125.00 → 132.00 | +5.6% | 101.74 |
| 6 Aug 2026 | Barclays | Reiterated · Overweight | 110.00 → 115.00 | +4.5% | 101.74 |
| 3 Aug 2026 | Truist Financial | — | 115.00 | — | 97.72 |
| 30 Jul 2026 | Jefferies | — | 136.00 → 125.00 | -8.1% | 94.65 |
| 29 Jul 2026 | Morgan Stanley | — | 135.00 → 123.00 | -8.9% | 98.98 |
| 20 Jul 2026 | UBS John Hodulik | Reiterated · Buy | 138.00 → 133.00 | -3.6% | 97.67 |
| 14 Jul 2026 | Barclays Kannan Venkateshwar | Reiterated · Overweight | 110.00 | — | 96.01 |
| 13 Jul 2026 | Wells Fargo | Reiterated · Overweight | 146.00 → 125.00 | -14.4% | 95.63 |
| 2 Jul 2026 | Raymond James Ric Prentiss | Reiterated · Outperform | 119.00 → 111.00 | -6.7% | 97.09 |
| 30 Jun 2026 | Wolfe Research | — | 134.00 → 131.00 | -2.2% | 98.63 |
| 7 May 2026 | Wells Fargo | Reiterated · Overweight | 148.00 → 146.00 | -1.4% | 110.13 |
| 7 May 2026 | Raymond James | — | 119.00 | — | 110.17 |
| 6 May 2026 | Goldman Sachs | — | 151.00 → 164.00 | +8.6% | 107.99 |
| 1 Apr 2026 | Raymond James | Upgraded · Market Perform → Outperform | — | — | — |
| 27 Mar 2026 | Deutsche Bank | — | 132.00 | — | 92.42 |
| 27 Mar 2026 | Wells Fargo Steven Cahall | Reiterated · Overweight | 148.00 | — | 92.42 |
| 3 Feb 2026 | Morgan Stanley Thomas Yeh | — | 140.00 → 135.00 | -3.6% | 104.45 |
| 2 Feb 2026 | Goldman Sachs Michael Ng | — | 152.00 → 151.00 | -0.7% | 107.58 |
| 15 Dec 2025 | Wolfe Research | — | 134.00 | — | 110.61 |
| 14 Nov 2025 | UBS John Hodulik | — | 138.00 | — | 105.66 |
| 14 Nov 2025 | Jefferies James Heaney | Reiterated · Buy | 136.00 | — | 105.92 |
| 14 Nov 2025 | Evercore ISI Kutgun Maral | Reiterated · Outperform | 134.00 → 142.00 | +6.0% | 106.95 |
| 14 Nov 2025 | Goldman Sachs Michael Ng | — | 152.00 | — | 107.61 |
Walt Disney Company (The) EPS and revenue estimatesWhat are estimate revisions? Estimate revisions are the changes analysts make to their EPS and revenue forecasts for the years ahead. They show whether expectations are rising or falling.
Analysts expect Walt Disney Company (The)'s EPS to grow 7.3% a year until 2028.
Analysts expect Walt Disney Company (The)'s revenue to grow 5.5% a year until 2028, about as fast as over the last 5 years (7.6% a year) and the last 3 years (4.5%).
Revenue
EPS
Does Walt Disney Company (The) beat earnings estimates?What is an earnings surprise? An earnings surprise is how far a company's reported EPS or revenue came above or below the analysts' average estimate, in percent.
On average, analysts' EPS estimate was 12.9% off the result, either way, and their revenue estimate 1.2%, over the last 12 quarters.
- EPS beats
- 104 / 135
- Revenue beats
- 82 / 119
- Average EPS surprise, last 12What is an earnings surprise? An earnings surprise is how far a company's reported EPS or revenue came above or below the analysts' average estimate, in percent.
- +12.9%
- Since
- January 1993
| Quarter | Report date | EPS estimate | Reported EPS | Surprise | Revenue estimate | Reported revenue | Surprise |
|---|---|---|---|---|---|---|---|
| Q3 FY2026 | 5 Aug 2026 | 1.86 | 2.06 | +10.8% | 25.39B | 25.25B | -0.6% |
| Q2 FY2026 | 6 May 2026 | 1.49 | 1.57 | +5.4% | 24.87B | 25.17B | +1.2% |
| Q1 FY2026 | 2 Feb 2026 | 1.57 | 1.63 | +3.8% | 25.70B | 25.98B | +1.1% |
| Q4 FY2025 | 13 Nov 2025 | 1.05 | 1.11 | +5.7% | 22.76B | 22.46B | -1.3% |
| Q3 FY2025 | 6 Aug 2025 | 1.45 | 1.61 | +11.0% | 23.69B | 23.58B | -0.5% |
| Q2 FY2025 | 7 May 2025 | 1.19 | 1.45 | +21.8% | 23.09B | 23.62B | +2.3% |
| Q1 FY2025 | 5 Feb 2025 | 1.45 | 1.76 | +21.4% | 24.67B | 24.69B | +0.1% |
| Q4 FY2024 | 14 Nov 2024 | 1.11 | 1.14 | +2.7% | 22.49B | 22.57B | +0.4% |
| Q3 FY2024 | 7 Aug 2024 | 1.19 | 1.39 | +16.8% | 23.08B | 23.16B | +0.3% |
| Q2 FY2024 | 7 May 2024 | 1.10 | 1.21 | +10.0% | 22.12B | 22.08B | -0.2% |
| Q1 FY2024 | 7 Feb 2024 | 0.99 | 1.22 | +23.2% | 23.71B | 23.55B | -0.7% |
| Q4 FY2023 | 8 Nov 2023 | 0.67 | 0.82 | +22.4% | 20.13B | 21.24B | +5.5% |
Walt Disney Company (The) stock price 2026–2030: scenariosHow are the stock price scenarios calculated? Bear, base and bull prices for the years ahead: the analysts' EPS estimates times the lowest, average and highest P/E of the stock today and at its last five year ends, or of its peers.
If Walt Disney Company (The)'s earnings keep growing at the 12.6% a year analysts expect to FY2028, it would earn about 10.73 a share in FY2030. At the P/E it has traded at over the last five years (16.5 to 54.5) that is 176.89 to 584.81 a share, or 350.66 at its average P/E of 32.7. This is arithmetic on the analysts' estimates, not a prediction.
| Fiscal year | EPS | Bear | Base | Bull |
|---|---|---|---|---|
| FY2026 | 6.92 | 114.15 | 226.28 | 377.39 |
| FY2027 | 7.51 | 123.83 | 245.46 | 409.38 |
| FY2028 | 8.46 | 139.56 | 276.65 | 461.40 |
| FY2029 (extrapolated) | 9.53 | 157.12 | 311.46 | 519.45 |
| FY2030 (extrapolated) | 10.73 | 176.89 | 350.66 | 584.81 |
Each year's EPS is the analysts' consensus to FY2028; the years after grow 12.6% a year (the analysts' growth, at most 15%). Bear, base and bull apply the lowest, average and highest P/E of today and the last five fiscal year ends, leaving out any above 60, the mark of a year of collapsed earnings (16.5, 32.7, 54.5).
Is Walt Disney Company (The) stock undervalued or overvalued?How does Arincen work out a stock's fair value? Fair value is our estimate of a share's price at the P/E the company usually trades at, with a low to high range around it.
Walt Disney Company (The)'s P/E of 24.5 is below the middle of its 5-year range (13.6 to 256.4, median 42.9). Analysts expect slower growth than in recent years, so the low P/E may be deserved. At the median P/E of its peers (31.7 × EPS of 4.67), Walt Disney Company (The)'s fair value is 148.10; the price, 118.87, is 19.7% below it. The EPS is without 0.19 a share of one-off gains in its other income, which the business does not repeat. Its forward P/E, on the consensus for FY2027, is 15.8.
Fair value on the peers is the median P/E of the US companies of its industry closest in size times its earnings per share of the last twelve months; the ends of the bar are the same earnings at the lowest and highest peer P/E (15.7 and 84.0). The price against its P/E range
- Price to earnings ratio (TTM)What is the P/E ratio? The P/E ratio divides a share's price by its earnings per share over the last year: what you pay for each dollar of profit.
- 24.46
- Five-year median P/EWhat is the P/E ratio? The P/E ratio divides a share's price by its earnings per share over the last year: what you pay for each dollar of profit.
- 42.93
- Five-year P/E range
- 13.6 – 256.4
- Forward P/E (FY2027)What is the forward P/E ratio? Forward P/E divides a share's price by the earnings per share analysts expect in the coming year, rather than last year's actual earnings.
- 15.83
- PEG ratioWhat is the PEG ratio? The PEG ratio divides the P/E by the yearly earnings growth analysts expect, to show how much you pay for each point of growth.
- 1.94
- To the average targetWhat is an analyst price target? A price target is the price an analyst expects a stock to reach in 12 months. Arincen shows the average, high and low targets and the upside to the average.
- +1.7%
Most undervalued US stocksHow does Arincen work out a stock's fair value? Fair value is our estimate of a share's price at the P/E the company usually trades at, with a low to high range around it.
| Stock | Price | Fair value | Upside |
|---|---|---|---|
| 35.850 | 71.4258Price 35.85193 | +99.2% | |
| 29.050 | 56.2634Price 29.0596 | +93.7% | |
| 241.000 | 464.49205Price 241.00627 | +92.7% | |
| 123.590 | 237.24178Price 123.59297 | +92.0% | |
| 161.400 | 305.52159Price 161.40396 | +89.3% | |
| 157.460 | 297.58169Price 157.46471 | +89.0% | |
| 217.560 | 405.38304Price 217.56507 | +86.3% |
Furthest below the fair value on each stock's page, updated every day.