On the heels of Disney’s FQ1 show, GBH Insights’ Daniel Ives sees promising strides forward for the House of Mouse into the streaming arena.
Bernstein’s Todd Juenger pinpoints a 9% downside for DIS shares, believing it will take a long road ahead before hitting 100 million subscribers.
RBC Capital’s Steven Cahall continues to see Disney as a Top Pick stock of the media sector, especially after commentary from the CEO and CFO in California.
GBH Insights’ Daniel Ives anticipates that with the Fox takeover in Disney’s “back pocket,” the House of Mouse will be poised to capture market/mind share against its competitors.
NVDA and DIS could experience volatility after today’s reports.
