Barclays upgraded Walt Disney's stock, raising the target price to $135 from $95, citing a 'narrative reset' and anticipating positive estimate revisions. The upgrade comes amid a proxy fight for more influence on Disney's board, including calls for more aggressive strategies, particularly regarding ESPN. The stock has seen a significant increase this year, with sentiment turning positive and reaching new yearly highs. James Gorman, a new Disney board member and Morgan Stanley executive chairman, has joined discussions on the company's succession plan and outlook, emphasizing the importance of a thorough and disciplined process in decision-making.
Analysts adjust their Disney stock price targets ahead of proxy fight https://t.co/DNsChs0gdN
$DIS +32% ytd... what happened to all the "go woke, go broke" bears https://t.co/eEuBQVqsIq
Any scrutiny of $DIS is "backward-looking," according to board member James Gorman. The Morgan Stanley Executive Chairman discusses what he's seeing from the boardroom and the company's outlook with @SaraEisen & @WilfredFrost. $DIS https://t.co/CoTkuwqMkS
"These are judgment calls based on the facts." $DIS board member James Gorman discusses succession with @SaraEisen — which follows a "thorough and disciplined" process. "When the judgments are made, that'll matter. But you won't get there without a good process." https://t.co/XIwquxzhkj
James Gorman, Morgan Stanley executive chairman and new Disney board member, joined "Squawk on the Street" to discuss Disney's succession plan. https://t.co/2Ac2i1PPwT https://t.co/3Ky2XEFtDP
$DIS sentiment is swinging wildly to the upside today as its stock price makes new yearly highs Are you buying this turnaround story? https://t.co/YguEi3PMfG
TODAY: tune in at 10am ET to catch our exclusive interview with Disney’s newest board member, James Gorman, on the $DIS proxy battle. https://t.co/Sy8c7jkwuA
Tune into @CNBC this morning for our exclusive interview with James Gorman to break down the @Disney board battle and what he's seeing in the boardroom. $DIS @SaraEisen @CarlQuintanilla @WilfredFrost https://t.co/5xfaF794hE
Tuesday’s analyst upgrades and downgrades https://t.co/x7diuryveB
The Briefing: Nelson Peltz’s new tactic in his activist campaign is supporting Bob Iger. Plus, BuzzFeed’s money-losing complex. https://t.co/ctnSuHrivM From @mvpeers.
LISTEN NOW: Disney’s boardroom battle is nearing a head as investors look to the company’s annual shareholder meeting next week. Listen to the @CNBCFastMoney podcast here: https://t.co/2KdGymzp3L https://t.co/fsLNXdOA5b
Inside the Proxy Fight for the Future of Disney (and ESPN) MORE: https://t.co/aPK0cG0uC2 https://t.co/jD2kzkfZ3S
$DIS at a crossroads as shareholders fight over control of the boardroom. The stock is now above the average analyst price target. Where does it go from here as the Magic Kingdom's shake-up continues? @TimSeymour, @GuyAdami, @Bonawyn, and @RiskReversal debate: https://t.co/AFyH4JzZM4
A billionaire Disney activist investor has launched a proxy fight for more influence on the company's board, insisting $DIS needs to be more aggressive on several fronts—including ESPN. The battle for the future of Disney could have big effects on the Worldwide Leader in Sports.
Disney stock upgraded by Barclays as turnaround plan takes shape https://t.co/IPU5fE81KK by @allie_canal
Disney’s stock has soared this year. Why this new bull says the rally has legs. https://t.co/olqkdVdcFl
Disney Board Drama Heats Up. The Stock Gets an Upgrade. https://t.co/YTxaTjlH9M
Barclays upgrades Walt Disney $DIS, sees positive estimate revisions ahead https://t.co/cxjizvELr8 https://t.co/hhGRyLIFvL
$DIS Barclays upgrades Disney to overweight from equal weight Barclays said in its upgrade of Disney that it sees a “narrative reset.”
Here are Monday's biggest analyst calls: Nvidia, Apple, Tesla, Super Micro Computer, Disney, Netflix, Meta, Amazon & more https://t.co/IxIgKjVyTt
$DIS: Barclays Upgrades to Overweight from Equalweight - PT $135 (from $95) "The recent narrative reset is likely to be followed by positive estimate revisions, which is still early in the cycle and should further support valuation."
$NFLX | Netflix: Citigroup Raises Target Price To $660 From $555
$DIS | Barclays Raises Disney's Target Price To $135 From $95
Monday's analyst calls: Disney upgrade, Goldman trims Boeing price target https://t.co/2Kj81FdHwW