Disney (DIS) Shares Soar 5.58% to Monthly High on Streaming Strategy, Leadership Stability

The Walt Disney Co. (DIS) shares surged to their highest level so far this month on Nov. 13, climbing 1.95% intraday after a four-day rally that pushed the stock 5.58% higher in the past week. The move follows a strategic shift toward streaming and recent leadership continuity measures, with analysts noting improved investor confidence despite mixed near-term earnings expectations.

Upcoming Q4 2025 earnings, scheduled for the same day as the stock’s rally, highlight Disney’s transition to a streaming-led business model. While analysts project a 1% year-over-year revenue increase to $22.76 billion and a 8% decline in earnings per share to $1.05, the streaming segment is expected to grow 10% to $6.364 billion. Analysts at Citi and Bernstein SocGen raised price targets, citing optimism around post-October price hikes and the company’s expansion of ESPN’s live sports offerings in Asia.

Leadership stability remains a key driver, with Disney extending CFO Hugh Johnston’s contract through 2029 and increasing his equity incentives. This move, alongside plans to announce a new CEO by early 2026, underscores efforts to ensure operational continuity during strategic pivots. Meanwhile, competitive pressures persist, including a carriage fee dispute with YouTube TV and the opening of Comcast’s Epic Universe in Orlando, which could challenge theme park recovery. Analysts will closely watch Q4 results for clarity on subscriber growth metrics, which Disney has stopped disclosing, and progress in balancing content spending with profitability.