Top Analyst Forecasts for Monday: Walt Disney to Rally Over 25%?

Top analysts have forecasted a 25%+ rally for Walt Disney (DIS) after Rosenblatt boosted its price target to $141 from $140 and maintained a Buy rating. Other analysts have made changes to their forecasts for companies such as Atlassian Corporation, American Public Education, Sabre Corporation, Lyft, Intellia Therapeutics, The Bancorp, Under Armour, Aflac Incorporated, DoorDash, and more.

Analysts have raised their price targets and maintained buy ratings for Walt Disney (DIS), predicting a significant rally in the stock. Rosenblatt Securities, one of the leading investment firms, boosted its price target to $141 from $140, maintaining a buy rating [1]. This move comes after Disney's fiscal third-quarter earnings report, which showed a strong financial performance, with earnings per share (EPS) exceeding expectations [1].

The analysts at Rosenblatt highlighted the resilience of Disney's theme parks and the potential of new cruise ships and ESPN streaming as key growth drivers. The new NFL deal is also expected to contribute positively to the company's financials [1]. Additionally, other analysts have made changes to their forecasts for various companies, including Atlassian Corporation, American Public Education, Sabre Corporation, Lyft, Intellia Therapeutics, The Bancorp, Under Armour, Aflac Incorporated, and DoorDash [2].

Institutional investors have also shown confidence in Disney's stock. Aigen Investment Management LP increased its stake in Disney by 130.8% during the first quarter of 2025, while other large investors like MJT & Associates Financial Advisory Group Inc., Mpwm Advisory Solutions LLC, and Kessler Investment Group LLC also made significant changes to their positions in the stock [2]. These developments underscore the strategic moves and financial achievements of Disney in recent times.

Disney's stock performance has been robust, with a 12-month low of $80.10 and a 12-month high of $124.69. The company's debt-to-equity ratio is 0.32, and its market capitalization is $202.07 billion. The stock has a price-to-earnings ratio of 17.62 and a price-to-earnings-growth ratio of 1.62, with a beta of 1.56 [2].

Analysts have set new price targets for Disney, with Citigroup, Needham & Company LLC, JPMorgan Chase & Co., Guggenheim, and Wall Street Zen all issuing updated ratings and price objectives. The average rating among analysts is a "Moderate Buy" with an average price target of $131.14 [2].

In conclusion, the combination of strong earnings reports, analyst optimism, and institutional investment suggests that Walt Disney is poised for a significant rally. Investors should closely monitor the company's performance and the broader market trends to make informed investment decisions.

References:
[1] https://za.investing.com/news/analyst-ratings/walt-disney-stock-price-target-raised-to-141-from-140-at-rosenblatt-93CH-3831516
[2] https://www.marketbeat.com/instant-alerts/filing-the-walt-disney-company-nysedis-shares-bought-by-aigen-investment-management-lp-2025-08-10/