• Michael Morris from Guggenheim sets a price target of $120 for Disney stock, indicating a potential upside of about 14.13%.
• Bank of America analyst Jessica Reif Ehrlich has a more optimistic view with a price target of $140, based on Disney's robust financial performance.
• Despite economic challenges, Disney's theme parks and streaming services show strong performance, with future bookings data remaining strong.

The Walt Disney Company (NYSE:DIS) is a global entertainment giant known for its theme parks, movies, and streaming services. On May 8, 2025, Michael Morris from Guggenheim set a price target of $120 for Disney stock, which was trading at around $105.15. This suggests a potential upside of about 14.13% from its current price.

Disney has shown resilience in a challenging economic climate, with strong performance in its parks and streaming services. Following its first-quarter results, Disney raised its guidance, indicating confidence in its future. Bank of America analyst Jessica Reif Ehrlich reiterated a Buy rating, setting a price target of $140, as highlighted by the company's robust financial performance.

Despite lowering the price target from $130 to $120, Guggenheim's Michael Morris maintained a Buy rating. Needham analyst Laura Martin also upheld a Buy rating with a $125 price target. Disney's recent quarter exceeded expectations in revenue, operating income, earnings per share, and free cash flow, as noted by Ehrlich.

Disney's decision to raise its full-year earnings per share is encouraging, especially amid recent macroeconomic volatility. Although the company did not increase its fiscal year 2025 guidance for its Experiences segment, future bookings data remains strong. Walt Disney World bookings are up 4% in the third quarter and 7% in the fourth quarter.

Currently, Disney's stock is priced at $105.16, reflecting a 3% increase or $3.07. The stock has fluctuated between a low of $103.86 and a high of $106.19 today. Over the past year, Disney's stock has reached a high of $118.63 and a low of $80.10. The company's market capitalization is approximately $190.1 billion, with a trading volume of 16,792,922 shares on the NYSE.