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20.06.26 - 16:36
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Our Highest Conviction Call on Disney Points to $110 on Earnings Growth (24/7 Wall St.)
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Disney (NYSE:DIS) has spent 2026 grinding sideways while the underlying business quietly accelerates. Shares are down 10.98% year to date, yet streaming margins just crossed double digits and FY26 EPS growth is guided at roughly 16%. That disconnect is the entire setup for our call. Our 24/7 Wall St. price target for Disney is $110.07, ... Our Highest Conviction Call on Disney Points to $110 on Earnings Growth...
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18.06.26 - 23:12
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Fmr. Disney Exec: Media Consolidating Around New Model (Bloomberg)
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Kevin Mayer, former Walt Disney Direct-to-Consumer & International Chair, discusses Fox's recent $22 billion acquisition of Roku, highlighting a significant strategic move from traditional media towards streaming. Fox, which previously lacked a major streaming platform, aims to strengthen its position by integrating Roku's streaming service alongside its existing ad-supported streamer, Tubi. He speaks with Romaine Bostick & Katie Greifeld on "The Close."
(Source: Bloomberg)...
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