金吾财讯 | Redburn-Atlantic分析指出，“经过多年的用户流失压力，迪士尼(DIS)终于达到了一个点，流媒体利润增长将超过传统电视的下降。这是一个重要时刻，标志着限制迪士尼股价在过去十年仅上涨20%而标准普尔500指数上涨190%的结构性逆风的结束。”随着内容表现和流媒体的复兴更加稳固，管理层决定发布三年的指导意见看起来是有根据的。
该行表示，唯一的担忧是FY26公园的前景，由于康卡斯特的新Epic Universe主题公园的竞争，这看起来过于乐观。然而，随着结构性问题的消退和运营势头的强劲，股票回升，预计迪士尼将以比标准普尔500指数高出10%的溢价交易。该行将新的24倍目标倍数(之前为19倍)应用于2026财年的每股收益，评级从中性上调至买入，目标价从100美元上调至147美元。
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