RRevBench
/ Board/DIS
Today
$0.00/ $1.00

DIS

Communication Services
Walt Disney
$96.41
−1.29% today
RecommendationNot advice
23%confidence
HOLD
Conviction
Low
Score
+0.12
ML prob
60%
Risk sizingModerate risk
Max position
4%
Stop loss
10%
elevated volatilitynegative short-term momentumlarge max drawdown
Strategist thesis

DIS presents a near-term Hold with a thin +0.12 edge, as positive news sentiment is offset by weak fundamentals and technical headwinds. Elevated volatility and mixed signals suggest no clear directional advantage, making it prudent to wait for stronger conviction before acting.

Counterarguments

News-driven optimism could fade quickly, removing the main support for the score.

Fundamental weakness may intensify, adding downside pressure.

Negative short-term momentum and large drawdown risk could accelerate selling.

The combined score is barely positive; even minor negative developments could flip the view.

Price

6 months · daily candles

Signal contribution

Signed push toward the recommendation, by source.

← sell · buy →
ML model
+0.19
News
+0.40
Technical
−0.15
Fundamentals
−0.20

Agent insights

newsBullish
conf 65%

Disney's upcoming Q3 earnings are the focal point, with UBS projecting a beat driven by Experiences and Entertainment. The company's cruise segment is a standout, with $3B in revenue and plans to invest $60B in fleet expansion. Offsetting this are concerns about park affordability and streaming competition, including a potential move to a free ad-supported tier. Overall sentiment leans positive, but earnings results will be the decisive factor.

technicalNeutral
conf 50%

Long-term momentum is negative (ret_252_21=-16.9%) and price remains below both 50- and 200-day MAs, indicating a persistent downtrend. Short-term bounce (ret_5 positive, MACD histogram slightly bullish) and neutral RSI suggest limited upside, keeping the signal slightly bearish with moderate confidence due to conflicting near-term signals.

Regime downtrend
fundamentalsBearish
conf 50%

Revenue growth has been modestly positive, but net income and EPS experienced a sharp decline in the latest quarter. No valuation data is provided, making valuation assessment impossible. The earnings drop warrants caution despite steady revenue.

Valuation unclearGrowth unclear

Scored news

+0.40
60%

Disney streaming margins and parks business in focus ahead of earnings

2026-07-20earnings
+0.00
10%

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2026-07-20other
+0.10
30%

Netflix's Weak Outlook Overshadows Q2 Earnings Beat: Time to Hold?

2026-07-20other
+0.60
70%

Disney Poised for Third-Quarter Earnings Beat on Experiences, Entertainment Strength, UBS Says

2026-07-20analyst
+0.00
10%

Goldman Flags 3 AI-Resistant Investment Themes to Watch

2026-07-20analyst
+0.00
10%

The Walt Disney Company (DIS) is Attracting Investor Attention: Here is What You Should Know

2026-07-20other
−0.20
40%

Universal’s ‘The Odyssey’ Shatters Expectations in Quest to Top of the Global Box Office

2026-07-19product
−0.10
20%

Price Prediction: Netflix Has 140% Upside Despite the Post-Earnings Dip

2026-07-19other
+0.40
60%

Disney (DIS) Moves Marvel To Burbank And Backs Five New Cruise Ships

2026-07-18product
−0.20
30%

That $6,000 Disney Trip Actually Costs $9,000. Here’s the Math Nobody Shows You.

2026-07-17other
−0.10
30%

Why Trump’s Threat to Revoke ABC, NBC Licenses Isn’t Rattling Media Stocks

2026-07-17legal
+0.20
30%

Stock Market Today, July 17: Netflix Plunges, but Are Investors Missing the Point?

2026-07-17other

Fundamentals

FQ 2024-06-29
Metric
Value
YoY
revenue
$23.2B
+3.69%
revenue
$24.7B
+4.85%
revenue
$23.6B
+6.96%
revenue
$23.6B
+2.14%
revenue
$26.0B
+5.23%
revenue
$25.2B
+6.55%
net_income
$2.6B
−669.78%
net_income
$2.6B
+33.65%
net_income
$3.3B
−16475.00%
net_income
$5.3B
+100.76%
net_income
$2.4B
−5.95%
net_income
$2.2B
−31.39%
eps_diluted
$1.43
−672.00%
eps_diluted
$1.40
+34.62%
eps_diluted
$1.81
−18200.00%
eps_diluted
$2.92
+104.20%
eps_diluted
$1.34
−4.29%
eps_diluted
$1.27
−29.83%