Disney’s Next Act: Streaming Overhaul and Park Boom Fuel Bullish Outlook, Analysts See 20% Stock Upside
Disney shares traded at $110.70 on Oct. 17, 2025, flat year-to-date. Fiscal Q3 earnings beat forecasts with EPS of $1.61 and revenue of $23.7 billion; Disney raised full-year EPS guidance. The company ended Q3 with 183 million Disney+/Hulu subscribers and its streaming segment posted a $346 million profit. Parks operating income rose 13% to $2.5 billion, with domestic parks profits up 22%.