New York, June 6, 2026, 12:10 (EDT)
- Disney finished Friday at $99.71, gaining 0.37% on the day, though shares dropped around 2.1% over the week.
- Rosenblatt lifted its price target on Disney to $126, up from $120, pointing to profit upside from the movie lineup in 2026.
- S&P 500 dropped 2.64% Friday after a strong jobs report triggered rate worries. The broader market took a hit.
Disney shares finished the week just under $100, with investors sizing up a new Wall Street view on its film slate alongside a weaker market. The stock gained 0.37% on Friday to close at $99.71, lagging last week’s $101.83 finish.
Disney’s next key for the stock isn’t just the next quarter, but whether its studios can make money from franchises at the box office, on streaming, in products and parks. Late Friday, Rosenblatt Securities analyst Barton Crockett lifted his price target to $126 from $120, giving shares a boost.
Disney’s film lineup could be a lot more profitable in fiscal 2026 than in 2025, Crockett wrote. He put estimated lifetime profits from 14 modeled movies at $1.9 billion and said that a string of strong Disney films may set up a “constructive backdrop” for the shares. Barron’s
Disney told investors June 4 that its summer slate will feature Toy Story 5 in theaters June 19, a live-action Moana July 10, Super Troopers 3 August 7, and The Dog Stars August 28. Disney also reported Walt Disney Studios has topped $2 billion in global box office so far this year on the back of five releases.
Disney’s film lineup matches up with what CEO Josh D’Amaro told investors early on. D’Amaro said during Disney’s May earnings call that the company wants its streaming strategy to “improve the consumer experience, deepen engagement” and create a more durable growth business. The Walt Disney Company
Disney’s May earnings beat is still the main story. The company put up adjusted earnings per share of $1.57 and revenue of $25.2 billion for January to March, both topping LSEG analyst estimates, according to Reuters. The Experiences division, which covers parks and cruises, saw operating income up 5%. Entertainment operating income climbed 6%.
S&P 500 slipped 2.64% Friday, while the Nasdaq tumbled 4.18% and the Dow shed 1.35%. Fresh U.S. jobs numbers came in strong, trimming chances for Fed rate cuts. “The dam just broke today,” said Carson Group’s Ryan Detrick to Reuters. Reuters
Mixed signals for Disney. Barron’s, using Dow Jones Market Data, said Disney shares gained only 0.8% in the last 10 years. That compares to Netflix, which jumped 716% in the same stretch and is the streaming benchmark for many investors. Over at Disney’s parks, Reuters said domestic attendance has slipped, blaming fewer international visitors and new competition from Universal Epic Universe in Orlando.
But there are still big risks. Disney CFO Hugh Johnston said the company is “not immune” to higher gas prices. He warned that if gas goes up more, people might spend less. ESPN’s operating income also took a hit from rising sports rights costs. If travel budgets get squeezed or summer movies can’t drive streaming or merchandise sales, the film-based case for the stock weakens. Reuters
Disney stuck near $100 with traders eyeing how last Friday’s rate move hangs over consumer and media stocks this week. Toy Story 5 lands June 19, which is a market holiday for Juneteenth, so any pre-release bets will settle before a full session can reflect its launch.
