24/7 Wall Street
20 Jun 2026, 14:30 UTC · 1h ago
Our Highest Conviction Call on Disney Points to $110 on Earnings Growth
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
24/7 Wall Street
20 Jun 2026, 14:30 UTC · 1h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
5 claims · each scored for market impact
Disney's Entertainment SVOD operating margins have crossed double digits, reaching 10.6%. — Achieving profitability in streaming is a critical pivot point for the company's long-term valuation and risk appetite.
+0.60Disney has provided FY26 EPS growth guidance of 12% to 16%. — Strong double-digit earnings growth guidance typically drives price appreciation in a value-recovery play.
+0.50Management has increased the share buyback target to at least $8 billion. — Increased buybacks provide a direct floor for the stock price and signal management confidence.
+0.40The Experiences segment posted record Q2 revenue of $9.487 billion. — Confirms that the core theme park and experience engine remains a powerful growth driver.
Continue reading
6 related stories
Top 1 mover · tap to explore
Q3 Sports operating income is guided down approximately 14% due to higher programming costs. — Highlights the ongoing struggle with sports rights inflation which could offset streaming gains.
-0.30Which stocks this story touches
Strong Q2 EPS beat, surging streaming margins, record experiences revenue, and a 'Buy' rating with a price target above current levels.
Described as having transformed from a value name into an AI infrastructure powerhouse.
Mentioned as one of the Dow's worst performers this year.
Free · No account
Get a free daily PDF briefing — the last 24 hours of news, with summaries and the market-impact score for each story, delivered an hour before the open.
We’ll watch
Pre-filled from this story — remove any you don’t want. Add more tickers & tags or fine-tune your watchlist anytime — every email has an edit link, no account needed.
Free forever · one email a day, max · unsubscribe in one click.How it works
How the impact breaks down
Where the story's weight lands
Stocks most exposed
Modeled from each name's sensitivity to this story
No stock impact ranking available yet.
24/7 Wall Street
39m ago
