- Stock Market Today: Dow Firm, Moderna Eyes Entry Amid Virus Pop; Intel Gain Reaches 260% (Live Coverage)
May 11, 2026
The Dow Jones index is steady on the stock market today after President Trump rejects an Iran proposal. Intel and Micron are winners.
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- Investors Heavily Search The Walt Disney Company (DIS): Here is What You Need to Know
May 11, 2026
Walt Disney (DIS) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.
Shares of this entertainment company have returned +8.9% over the past month versus the Zacks S&P 500 composite's +9.1% change. The Zacks Media Conglomerates industry, to which Disney belongs, has gained 7.8% over this period. Now the key question is: Where could the stock be headed in the near term?
While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.
Revisions to Earnings Estimates
Here at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.
Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.
For the current quarter, Disney is expected to post earnings of $1.86 per share, indicating a change of +15.5% from the year-ago quarter. The Zacks Consensus Estimate has changed +0.1% over the last 30 days.
For the current fiscal year, the consensus earnings estimate of $6.8 points to a change of +14.7% from the prior year. Over the last 30 days, this estimate has changed +3.2%.
For the next fiscal year, the consensus earnings estimate of $7.32 indicates a change of +7.6% from what Disney is expected to report a year ago. Over the past month, the estimate has changed +1.1%.
Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, Disney is rated Zacks Rank #3 (Hold).
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The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS12-month consensus EPS estimate for DIS
Revenue Growth Forecast
While earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.
In the case of Disney, the consensus sales estimate of $25.42 billion for the current quarter points to a year-over-year change of +7.5%. The $101.76 billion and $105.82 billion estimates for the current and next fiscal years indicate changes of +7.8% and +4%, respectively.
Last Reported Results and Surprise History
Disney reported revenues of $25.17 billion in the last reported quarter, representing a year-over-year change of +6.5%. EPS of $1.57 for the same period compares with $1.45 a year ago.
Compared to the Zacks Consensus Estimate of $25.06 billion, the reported revenues represent a surprise of +0.41%. The EPS surprise was +5.37%.
The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates just once over this period.
Valuation
Without considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.
Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.
As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Disney is graded B on this front, indicating that it is trading at a discount to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Conclusion
The facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Disney. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
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This article originally published on Zacks Investment Research (zacks.com).
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- Disney Cruise Setback Contrasts With Streaming Push And Production Shifts
May 11, 2026
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St.
Disney (NYSE:DIS) abruptly cancelled a high profile sailing on its newest cruise ship after an engine issue created a mechanical failure. The company is shifting production of the TV series "Tracker" to California to access state tax incentives for film and television projects. Disney is expanding its streaming reach in Canada through a new CIBC partnership tied to Disney+ access and benefits.
The cancelled cruise highlights operational risk inside Disney's Experiences segment, where cruise guests interact directly with the brand and service issues are highly visible. At the same time, the move to bring "Tracker" production to California connects its content pipeline with regional incentives that can influence where and how shows are made. Together, these developments underline how Disney manages both physical assets and media production choices across its global footprint.
For investors watching NYSE:DIS, the CIBC Disney+ partnership in Canada points to ways the company is trying to widen streaming distribution and perceived value for subscribers. The mix of cruise disruption, production relocation, and a new streaming tie up offers a more complete picture of the practical decisions shaping Disney's travel, content, and direct to consumer businesses at this time.
Stay updated on the most important news stories for Walt Disney by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Walt Disney.NYSE:DIS Earnings & Revenue Growth as at May 2026
We've flagged 0 risks for Walt Disney. See which could impact your investment.
The cancelled Disney Adventure sailing and the fresh media and streaming partnerships sit on opposite sides of Disney’s current story. The cruise issue shows how dependent the Experiences segment is on reliable operations and guest satisfaction, especially when premium pricing meets high expectations. By contrast, the CIBC Disney+ collaboration and the decision to move Tracker production to California show Disney working to widen distribution and trim content costs through tax credits. Paired with recent Q2 results, where revenue was US$25.17b and net income was US$2.25b for the quarter and the company continued to repurchase shares, this mix of events illustrates how management is trying to balance capital-intensive physical assets with capital-light media and streaming tie ups.
How This Fits Into The Walt Disney Narrative
The CIBC Disney+ partnership and production shift support the existing narrative that Disney is leaning into digital integration and international reach for streaming, consistent with its focus on unified apps and recurring revenue. The mechanical failure on the new cruise ship challenges the assumption of smooth Experiences expansion, because it highlights execution and reputational risk around large cruise investments that the narrative treats as a growth driver. The specific impact of new banking-linked streaming bundles in Canada, and how often operational issues might interrupt cruise growth, may not be fully reflected in the narrative’s high level focus on cruises, parks, and digital integration.
Story Continues
Knowing what a company is worth starts with understanding its story. Check out one of the top narratives in the Simply Wall St Community for Walt Disney to help decide what it's worth to you.
The Risks and Rewards Investors Should Consider
Operational setbacks in cruises can hurt guest perception and potentially weigh on Experiences profitability if issues recur or lead to higher maintenance and compensation costs. Greater reliance on partnerships and subsidies, such as tax credits for Tracker and bank-linked streaming bundles, could reduce flexibility if government policies or partner priorities change. New streaming collaborations like the CIBC deal may widen Disney+ reach and perceived value, useful in competition with Netflix, Amazon, and Warner Bros. Discovery. International production shifts and tax incentives can lower net content costs over time, which matters given analysts have flagged 5 key rewards and no important risks in the current risk and reward snapshot.
What To Watch Going Forward
From here, keep an eye on how Disney handles guest recovery efforts around the Disney Adventure and whether any follow up disclosures mention higher cruise costs or insurance claims. On the media side, watch subscriber and engagement trends for Disney+ as bank partnerships roll out and as production of Tracker settles into its new California base. Competitive responses from other streaming platforms, as well as any updates on share repurchases or Experiences openings like Six Ravens, can help you judge whether news like this is feeding into steadier earnings or creating new pressure points.
To ensure you're always in the loop on how the latest news impacts the investment narrative for Walt Disney, head to the community page for Walt Disney to never miss an update on the top community narratives.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include DIS.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
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- Is It Too Late To Consider Disney (DIS) After Recent Share Price Rebound?
May 11, 2026
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Wondering if Walt Disney stock is offering good value right now, or if the recent excitement has already been priced in? The stock last closed at US$108.66, with returns of 4.7% over the past week and 13.4% over the past month. The return over the past year sits at 4.5%, and the return over five years reflects a decline of 37.6%. These moves sit against a longer backdrop that includes a 20.5% return over three years and a year-to-date return that is down 2.9%, giving a mixed picture for long-term shareholders. This context makes it especially important to look past recent swings and focus on what the current price implies about the value of the business. Currently, Walt Disney has a valuation score of 5 out of 6 based on a set of value checks. Next up is a closer look at how different valuation methods assess the stock and how a broader framework can help you interpret those results.
Walt Disney delivered 4.5% returns over the last year. See how this stacks up to the rest of the Entertainment industry.
Approach 1: Walt Disney Discounted Cash Flow (DCF) Analysis
A Discounted Cash Flow model estimates what a stock could be worth by projecting future cash flows that the business may generate and discounting them back to today using a required rate of return.
For Walt Disney, the DCF model used here is a 2 Stage Free Cash Flow to Equity approach based on cash flow projections. The company’s latest twelve month Free Cash Flow is about $8.53b. Analyst and extrapolated estimates suggest Free Cash Flow of $10.16b in 2026, rising to a projected $15.55b in 2035, with Simply Wall St extrapolating beyond the initial analyst horizon.
When all these projected cash flows are discounted back to today and added together, the model estimates an intrinsic value of about $110.33 per share. Compared with the recent share price of $108.66, the DCF output implies the stock is around 1.5% undervalued. This is a very small gap and well within a normal margin of error for this kind of model.
Result: ABOUT RIGHT
Walt Disney is fairly valued according to our Discounted Cash Flow (DCF), but this can change at a moment's notice. Track the value in your watchlist or portfolio and be alerted on when to act.DIS Discounted Cash Flow as at May 2026
Head to the Valuation section of our Company Report for more details on how we arrive at this Fair Value for Walt Disney.
Approach 2: Walt Disney Price vs Earnings
For profitable companies, the P/E ratio is a way to check how much you are paying for each dollar of earnings. It links directly to what the business currently earns, which many investors find easier to relate to than cash flow models or asset values.
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What counts as a “normal” P/E depends on how quickly earnings are expected to grow and how risky those earnings appear. Higher growth or lower perceived risk can be associated with a higher P/E, while slower growth or higher risk usually points to a lower, more cautious multiple.
Walt Disney currently trades at about 16.8x earnings. This is below the Entertainment industry average P/E of roughly 27.2x and below the broader peer group average of about 39.2x. Simply Wall St also calculates a “Fair Ratio” for the stock of about 25.0x, which is the P/E level suggested after considering factors such as earnings growth, industry, profit margin, market cap and company specific risks.
This Fair Ratio is more tailored than a simple comparison with peers or the industry because it adjusts for those fundamentals rather than assuming all companies deserve the same multiple. Since Walt Disney’s current P/E of 16.8x is below the Fair Ratio of 25.0x, the stock appears undervalued on this measure.
Result: UNDERVALUED on a P/E basisNYSE:DIS P/E Ratio as at May 2026
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Upgrade Your Decision Making: Choose your Walt Disney Narrative
Earlier the focus was on DCF and the P/E ratio, but there is a more intuitive way to think about valuation, which is through Narratives. With this approach, you combine your view of Walt Disney’s future revenue, earnings and margins with an assumed fair value, and then see how that story stacks up against the current share price.
A Narrative is simply your story for the company, written down in clear assumptions rather than kept in your head. This way, you link what you believe about ESPN, streaming, parks or IP to a financial forecast and then to a single fair value estimate.
On Simply Wall St’s Community page, Narratives are set up as an accessible tool that anyone can use. The platform, which is used by millions of investors, continuously updates each Narrative when new information such as earnings releases, news on ESPN or changes around AI partnerships is added.
These Narratives give you a practical decision rule, because you can compare each fair value to the current price and decide for yourself whether Walt Disney looks expensive or cheap under that particular story, whether it is a more optimistic view that assumes US$134.63 per share, a more cautious one closer to US$95.94, or something in between like US$131.50.
For Walt Disney however we will make it really easy for you with previews of two leading Walt Disney Narratives:
🐂 Walt Disney Bull Case
Fair value in this Narrative: US$112.22 per share
Gap to current price: about 3.2% below this fair value, using the US$108.66 last close
Revenue growth assumption: 4.3% a year
This bullish view sees Disney leaning heavily into Parks, resorts and cruises as the main profit engine, backed by large planned investment in these hard asset experiences. Streaming is expected to remain more challenged, with profitability harder to achieve, but still contributing alongside ESPN rather than carrying the whole business. Margins are assumed to settle at a solid level as cost cuts flow through and less reinvestment is needed. This supports a higher earnings base and a mid range P/E multiple.
🐻 Walt Disney Bear Case
Fair value in this Narrative: US$95.94 per share
Gap to current price: about 13.3% above this fair value, using the US$108.66 last close
Revenue growth assumption: 4.6% a year
This cautious view focuses on rising production and sports rights costs at Disney+, Hulu and ESPN that could keep pressure on cash flows even if subscriber numbers hold up. Competition from other streaming platforms and short form video services is treated as a real risk for both audience attention and advertising income. Linear TV softness and only moderate long term growth from Parks and consumer products are assumed to limit margin expansion. This keeps the implied fair value closer to US$96.
Do you think there's more to the story for Walt Disney? Head over to our Community to see what others are saying!NYSE:DIS 1-Year Stock Price Chart
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include DIS.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
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- Kevin O'Leary says AI absorbed the tariffs — but families are already $1,700 poorer
May 10, 2026
On May 7, Shark Tank businessman Kevin O'Leary took to X to proclaim some good news: Half of S&P 500 companies have "absorbed the tariffs themselves by using AI." (1)
"The full weight of tariffs hasn't even affected the consumer yet because of this incredible productivity enhancement, this serendipitous tool that Trump never saw coming, called AI," O'Leary says.
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As proof, he points to a recent Disney earnings call: He says that, despite the increasing costs of park tickets and travel, Disney's new CEO reported "zero change in traffic," adding that, "in fact, it's up."
But not all of O'Leary's statements ring true. Here's what he gets right — and wrong — about AI, tariffs, and the economy.
Is the economy doing as well as O'Leary says?
Much of O'Leary's argument hinges on Disney park attendance, which can be a good indicator of how Americans are feeling about the economy. If park attendance was up, that would indicate that Americans feel optimistic about economic recovery.
The only problem is that park attendance isn't up. Disney park attendance is down by one percent as of a May 6 earnings call (2).
This is despite Disney offering discounts to encourage ticket sales, such as an offer that lets young children visit Disneyland for only $50. They would normally have to pay as much as $279 for a similar ticket.
A one-percent drop in attendance isn't a huge drop, but it could still indicate that Americans are feeling pessimistic about the economy.
O'Leary also has a rosier outlook on the impacts that tariffs and the Iran War are having on the economy than many others.
"You would think, given all of this volatility, that somehow it would affect something in America, and the answer is: nothing yet," he said in a CNN video he included in his post.
But the CNN anchor rebuttals that National Economic Council Director Kevin Hassett says otherwise. She's likely referring to Hassett's recent statement that "credit card spending is through the roof" in America, something he took to be a good sign for the economy (3).
"They're spending more on gasoline, but they're spending more on everything else, too," Hassett said.
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High credit card spending could mean that people are having to utilize debt more just to meet their basic needs — it doesn't necessarily indicate a strong economy. (4) By the end of 2025, household debt reached a 20-year high, indicating that people could be struggling to pay debts off.
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What does it mean for S&P 500 companies to absorb tariffs?
O'Leary says that S&P 500 companies have used AI to "increase their margins and productivity" and offset rising costs caused by tariffs. (1) How much has that sheltered regular households from tariff costs, and what does that absorption actually look like in practice?
The Joint Economic Committee – Minority estimates that tariffs have cost the average American family around $1,700 so far as of February 2026. (1) It used U.S. Treasury Department tariff revenue and estimates from the Congressional Budget Office to do so.
Companies are using AI as a way to cut costs — but their methods aren't always consumer friendly.
For example, AI was the biggest cause of layoffs in April 2026. It was listed as the cause for over one in four job cuts. (5) Job growth has also been down in the U.S. since Liberation day, with several months showing a contracting job market. (6)
All this means that, even if companies are absorbing tariff costs, consumers could still be paying the price.
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Article Sources
We rely only on vetted sources and credible third-party reporting. For details, see ourethics and guidelines.
X (1); The New York Times (2); The Independent (3); U.S. News & World Report (4); CBS News (5); CNBC (6)
This article originally appeared on Moneywise.com under the title: Kevin O'Leary says AI absorbed the tariffs — but families are already $1,700 poorer
This article provides information only and should not be construed as advice. It is provided without warranty of any kind.
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- Five Below Bets On Viral Brands Technology And Ex Party City Stores
May 10, 2026
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Five Below (NasdaqGS:FIVE) has launched two influencer-driven product lines, the Love Island Golden Spray Tan Collection and a Disney-themed vacation essentials range, at low price points. Both lines are gaining traction on social media, highlighting customer interest in branded, trend-focused merchandise. The company is also renovating former Party City locations as part of its store expansion efforts. Five Below has received external recognition for its use of retail technology, including advanced analytics and AI in supply chain operations.
For you as an investor, Five Below sits at the intersection of discount retail and branded pop culture, aiming to attract younger shoppers with fast-moving trends and accessible pricing. The current wave of influencer-backed offerings and Disney-branded vacation items aligns with a broader pattern across retail, where social media attention and recognizable franchises can influence store traffic and online engagement.
In the context of these developments, the product launches, store remodels, and technology accolades provide more data points on how management is positioning NasdaqGS:FIVE across merchandising, real estate, and operations. A key factor to monitor is whether customer interest in these viral and branded lines, together with the buildout of former party stores, supports ongoing relevance for the concept over time.
Stay updated on the most important news stories for Five Below by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Five Below.NasdaqGS:FIVE Earnings & Revenue Growth as at May 2026
2 things going right for Five Below that this headline doesn't cover.
For investors, the key takeaway from these launches is how tightly Five Below is tying its merchandising to social media behavior and well-known franchises. The Love Island tanning kit and Disney vacation essentials show the company leaning into limited-time, trend-focused ranges at price points that fit its value positioning. That sits alongside smaller seasonal items, such as the Pineapple Pet Waste Bag Dispenser, which keep baskets filled with impulse purchases. Renovating former Party City stores extends this model into more locations while potentially benefiting from attractive lease terms on already retail-ready space. Recognition for AI-powered replenishment and supply chain analytics suggests the company is trying to keep these fast-moving items in stock, which matters if viral products are selling out quickly.
Story Continues
How This Fits Into The Five Below Narrative
The viral product launches and Disney tie-ins align with the narrative focus on trend-right, value products that attract younger shoppers and support store-traffic growth. Rapid roll-out of new ranges and store additions could test the narrative assumption that aggressive expansion will not dilute store productivity or margins. The specific impact of influencer-driven collections and social media buzz on long-term customer retention is not fully captured in the broad growth and margin themes of the narrative.
Knowing what a company is worth starts with understanding its story. Check out one of the top narratives in the Simply Wall St Community for Five Below to help decide what it's worth to you.
The Risks and Rewards Investors Should Consider
⚠️ Heavy reliance on low-cost, discretionary products leaves Five Below exposed if consumer interest in viral or branded collections cools quickly. ⚠️ Analysts have identified tariff and cost pressures, and layering rapid store expansion on top of that could challenge profitability if new locations underperform. 🎁 Analysts flag earnings growth as a reward, which this type of trend-led merchandising and store roll-out is intended to support if demand holds up. 🎁 External recognition for AI and advanced analytics in the supply chain could help Five Below manage inventory more efficiently across a growing store base.
What To Watch Going Forward
From here, focus on how durable demand is for the Love Island and Disney lines, not just early sell-outs. Pay attention to whether similar influencer or franchise-based ranges appear regularly and how quickly they turn over in stores. Monitor updates on store openings in ex-Party City locations to see how well these sites are absorbed into the network. Finally, keep an eye on any commentary about inventory availability and markdown activity, which can show how effectively the company is using its AI-powered tools to match fast-changing trends with the right stock levels.
To ensure you're always in the loop on how the latest news impacts the investment narrative for Five Below, head to the community page for Five Below to never miss an update on the top community narratives.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include FIVE.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
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- Disney CFO Hugh Johnston Says Relationship With NFL Remains 'Broad And Deep' Even As ESPN Yet To Engage In NFL Renewal Talks
May 9, 2026
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On Wednesday, Walt Disney Co. said ESPN has not yet entered discussions with the NFL about renewing its media rights agreement early, though the company expects its relationship with the league to continue well into the future.
Disney Says NFL Relationship Remains Strong
Speaking during Disney's fiscal second-quarter 2026 earnings call on Wednesday, Disney CFO Hugh Johnston addressed questions about whether ESPN would pursue an early renewal as the NFL reportedly explores reopening media rights deals before existing agreements expire.
Johnston said Disney's relationship with the NFL is "as broad and deep as it's ever been," pointing to ESPN's expanding NFL footprint, including "Monday Night Football," broader league coverage and the addition of NFL Network and RedZone to its distribution portfolio.
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"We haven't yet engaged with the league on early renewal conversations," Johnston said during the call. Still, he noted that Disney is not ruling out future discussions.
"We're not dogmatic about the process, and we're always willing to have a conversation with the NFL in an effort to find new opportunities for growth," he added.
ESPN NFL Rights Deal In Focus
The comments came in response to a question from JPMorgan analyst David Karnovsky, who asked how Disney is weighing the possibility of negotiating with the NFL now versus waiting for opt-out windows tied to ESPN's current deal, which runs through the 2030 season.
Earlier in February, NFL Media chief Hans Schroeder said that the league plans to speak with non-traditional media companies about potentially licensing rights to a live NFL game.
Johnston said Disney expects to remain partnered with the NFL "for years to come" and would approach any future agreement with "discipline" while keeping shareholder value in mind.
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The executive also highlighted Disney's upcoming Super Bowl year as a major opportunity for both fans and investors.
"We're really looking forward to our year of the Super Bowl and all that it can bring to both all fans and Disney shareholders in the coming year," Johnston said.
Disney Q2 2026 Earnings Beat Estimates
Disney posted adjusted earnings of $1.57 per share for the quarter, topping Wall Street estimates of $1.49 per share. Revenue rose 7% from a year earlier to $25.17 billion, surpassing analyst expectations of $24.76 billion.
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Looking ahead to fiscal 2026, Disney said it expects adjusted earnings per share to grow roughly 12%, excluding the impact of a 53rd week. Including the extra week, the company forecasts adjusted EPS growth of approximately 16%.
Photo Courtesy: Bankrx on Shutterstock.com
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Direxion specializes in leveraged and inverse ETFs designed to help active traders express short-term market views during periods of volatility and major market events. Rather than long-term investing, these products are built for tactical use—allowing investors to take magnified bullish or bearish positions across indices, sectors, and single stocks. For experienced traders, Direxion offers a way to respond quickly to changing market conditions and act on high-conviction views with greater flexibility.
Immersed
Immersed is a spatial computing company building immersive productivity software that enables users to work across multiple virtual screens inside VR and mixed-reality environments. Its platform is used by remote workers and enterprises to create virtual workspaces that reduce reliance on traditional physical hardware while improving focus and collaboration. The company is also developing its own lightweight VR headset and AI productivity tools, positioning itself in the future-of-work and spatial computing space. Through its pre-IPO offering, Immersed is opening access to early-stage investors looking to diversify beyond traditional assets and gain exposure to emerging technologies shaping how people work.
Arrived
Backed by Jeff Bezos, Arrived Homes makes real estate investing accessible with a low barrier to entry. Investors can buy fractional shares of single-family rentals and vacation homes starting with as little as $100. This allows everyday investors to diversify into real estate, collect rental income, and build long-term wealth without needing to manage properties directly.
Masterworks
Masterworks enables investors to diversify into blue-chip art, an alternative asset class with historically low correlation to stocks and bonds. Through fractional ownership of museum-quality works by artists like Banksy, Basquiat, and Picasso, investors gain access without the high costs or complexities of owning art outright. With hundreds of offerings and strong historical exits on select works, Masterworks adds a scarce, globally traded asset to portfolios seeking long-term diversification.
Public
Public is a multi-asset investing platform built for long-term investors who want more control, transparency, and innovation in how they grow wealth. Founded in 2019 as the first broker-dealer to offer commission-free, real-time fractional investing, Public now lets users invest in stocks, bonds, options, crypto, and more—all in one place. Its latest feature, Generated Assets, uses AI to turn a single idea into a fully customized, investable index that can be explained and backtested before committing capital. Combined with AI-powered research tools, clear explanations of market moves, and an uncapped 1% match for transferring an existing portfolio, Public positions itself as a modern platform designed to help serious investors make more informed decisions with context.
AdviserMatch
AdviserMatch is a free online tool that helps individuals connect with financial advisors based on their goals, financial situation, and investment needs. Instead of spending hours researching advisors on your own, the platform asks a few quick questions and matches you with professionals who can assist with areas like retirement planning, investment strategy, and overall financial guidance. Consultations are no-obligation, and services vary by advisor, giving investors a chance to explore whether professional advice could help improve their long-term financial plan.
Accredited Debt Relief
Accredited Debt Relief is a debt consolidation company focused on helping consumers reduce and manage unsecured debt through structured programs and personalized solutions. Having supported more than 1 million clients and helped resolve over $3 billion in debt, the company operates within the growing consumer debt relief industry, where demand continues to rise alongside record household debt levels. Its process includes a quick qualification survey, personalized program matching, and ongoing support, with eligible clients potentially reducing monthly payments by 40% or more. With industry recognition, an A+ BBB rating, and multiple customer service awards, Accredited Debt Relief positions itself as a data-driven, client-focused option for individuals seeking a more manageable path toward becoming debt-free.
Finance Advisors
Finance Advisors helps Americans approach retirement with greater clarity by connecting them to vetted, fiduciary financial advisors who specialize in tax-aware retirement planning. Rather than focusing on products or investment performance alone, the platform emphasizes strategies that account for after-tax income, withdrawal sequencing, and long-term tax efficiency—factors that can materially impact retirement outcomes. Free to use, Finance Advisors gives individuals with meaningful savings access to a level of planning sophistication historically reserved for high-net-worth households, helping reduce hidden tax risk and improve long-term financial confidence.
© 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.
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- Walt Disney Insiders Added US$2.11m Of Stock To Their Holdings
May 9, 2026
Quite a few insiders have dramatically grown their holdings in The Walt Disney Company (NYSE:DIS) over the past 12 months. An insider's optimism about the company's prospects is a positive sign.
Although we don't think shareholders should simply follow insider transactions, logic dictates you should pay some attention to whether insiders are buying or selling shares.
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The Last 12 Months Of Insider Transactions At Walt Disney
The Independent Chairman of the Board James Gorman made the biggest insider purchase in the last 12 months. That single transaction was for US$2.0m worth of shares at a price of US$112 each. That means that an insider was happy to buy shares at above the current price of US$109. While their view may have changed since the purchase was made, this does at least suggest they have had confidence in the company's future. We always take careful note of the price insiders pay when purchasing shares. As a general rule, we feel more positive about a stock if insiders have bought shares at above current prices, because that suggests they viewed the stock as good value, even at a higher price.
Happily, we note that in the last year insiders paid US$2.1m for 18.92k shares. But they sold 1.00k shares for US$111k. Overall, Walt Disney insiders were net buyers during the last year. You can see a visual depiction of insider transactions (by companies and individuals) over the last 12 months, below. By clicking on the graph below, you can see the precise details of each insider transaction!
See our latest analysis for Walt Disney NYSE:DIS Insider Trading Volume May 9th 2026
Walt Disney is not the only stock that insiders are buying. For those who like to find small cap companies at attractive valuations, this freelist of growing companies with recent insider purchasing, could be just the ticket.
Insiders At Walt Disney Have Bought Stock Recently
It's good to see that Walt Disney insiders have made notable investments in the company's shares. Independent Director Amy Chang spent US$99k on stock, and there wasn't any selling. This makes one think the business has some good points.
Insider Ownership Of Walt Disney
I like to look at how many shares insiders own in a company, to help inform my view of how aligned they are with insiders. A high insider ownership often makes company leadership more mindful of shareholder interests. Insiders own 0.04% of Walt Disney shares, worth about US$67m. We've certainly seen higher levels of insider ownership elsewhere, but these holdings are enough to suggest alignment between insiders and the other shareholders.
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So What Do The Walt Disney Insider Transactions Indicate?
It is good to see the recent insider purchase. And an analysis of the transactions over the last year also gives us confidence. Given that insiders also own a fair bit of Walt Disney we think they are probably pretty confident of a bright future. If you are like me, you may want to think about whether this company will grow or shrink. Luckily, you can check this freereport showing analyst forecasts for its future.
Of course Walt Disney may not be the best stock to buy. So you may wish to see this freecollection of high quality companies.
For the purposes of this article, insiders are those individuals who report their transactions to the relevant regulatory body. We currently account for open market transactions and private dispositions of direct interests only, but not derivative transactions or indirect interests.
Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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- CIBC delivers added value for clients with new Disney+ collaboration
May 8, 2026
TORONTO, May 8, 2026 /CNW/ - CIBC announced today a new collaboration with Disney+, offering clients additional savings on their monthly streaming subscription. In addition, the collaboration will see CIBC sponsoring select Canadian premieres for The Walt Disney Studios' upcoming theatrical releases and participating in select Disney+ Perks offers.logo Banque CIBC (CNW Group/CIBC)
Eligible CIBC cardholders can receive a statement credit of up to 50% off of their Disney+ subscription for up to six months. In addition, clients who subscribe will get access to Disney+ Perks, which feature exclusive monthly rewards and benefits along with discounts at major retailers and access to unique Disney experiences.
"So many of our clients are fans of Disney properties and experiences, and we're excited to be able to offer them even more value through this program," said Diane Ferri, Senior Vice-President, Day-to-Day Banking, CIBC. "Our Disney+ offer provides subscribers with access to unique savings to stream their favourite content and exclusive benefits through the Disney+ Perks program."
Today, eligible Disney+ subscribers can enjoy the CIBC featured Disney+ Perk to earn up to $400 in value when they are approved for a CIBC Dividend Visa Infinite Card.
"We are always looking for new ways to bring beloved Disney stories to fans across Canada," said Shawn Praskey, Vice President, Content Sales & Distribution, Disney Platform Distribution Canada. "Working with CIBC, clients are now able to access their favourite content on Disney+ and tap into the many Disney+ Perks available."
To learn more, visit: www.cibc.com/disney
About CIBC
CIBC is a leading North American financial institution with 15 million personal banking, business, public sector and institutional clients. Across Personal and Business Banking, Commercial Banking and Wealth Management, and Capital Markets, CIBC offers a full range of advice, solutions and services through its leading digital banking network, and locations across Canada, in the United States and around the world. Ongoing news releases and more information about CIBC can be found at www.cibc.com/ca/media-centre.
About Disney+
Disney+ is the dedicated streaming home for movies and shows from Disney, Pixar, Marvel, Star Wars, and National Geographic, along with The Simpsons and outside the U.S., general entertainment brand Hulu. As the flagship direct-to-consumer streaming service from The Walt Disney Company, Disney+ serves as a connection point for audiences around the world with an unmatched collection of award-winning general entertainment and gold-standard family programming the most trusted news and global sports programming. With unprecedented access to Disney's long history of incredible film and television entertainment, it is also the exclusive streaming home for the newest releases from The Walt Disney Studios. Subscriptions also include access to the Disney+ Perks loyalty program including special discounts, everyday savings, and early access to exclusive experiences that only Disney can offer. For more, visit disneyplus.com, or find the Disney+ app on most mobile and connected TV devices.
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Must be 18+ or the age of majority in your jurisdiction of residence to subscribe to Disney+. Disney+ Perks requires an active Disney+ subscription and enrollment in the program. Disney+ Perks is currently unavailable in Quebec.Cision
View original content to download multimedia: http://www.newswire.ca/en/releases/archive/May2026/08/c3896.html
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- Netflix (NFLX) Is Down 5.7% After Cautious Q2 Guide And $25 Billion Buyback Plan - Has The Bull Case Changed?
May 8, 2026
In recent days, Netflix reported Q1 results that beat expectations but were accompanied by softer Q2 guidance, while also authorizing a US$25.00 billion share repurchase plan and preparing for co‑founder Reed Hastings to leave the board in June. These moves highlight Netflix’s shift from subscriber-led expansion to monetizing a large user base through advertising, pricing power, and capital returns at a time when rivals like Disney are showing strong streaming profitability. Next, we’ll examine how this cautious guidance and large buyback authorization interact with Netflix’s existing investment narrative around monetization and efficiency.
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Netflix Investment Narrative Recap
To own Netflix today, you need to believe that its pivot from chasing raw subscriber growth to monetizing a very large audience through advertising, pricing and content efficiency can sustain healthy profits even as streaming competition tightens. The latest Q1 beat, softer Q2 guidance and leadership transition do not fundamentally change that story, but they refocus near term attention on whether ad growth and pricing can offset any slowdown in membership or viewing time, which remains the key catalyst and risk right now.
The new US$25.00 billion buyback authorization stands out as the most relevant announcement, because it directly intersects with the monetization and efficiency narrative. It signals that management is prioritizing capital returns alongside reinvestment at a time when peers like Disney are showing strong streaming profitability. For investors focused on the ad tier and margin expansion as drivers of value, the scale and timing of these repurchases could meaningfully influence per share outcomes and how the market weighs execution risks.
Yet while the monetization story is appealing, rising content costs and intensifying competition are pressures investors should be aware of as they weigh whether Netflix can truly offset...
Read the full narrative on Netflix (it's free!)
Netflix's narrative projects $59.4 billion revenue and $17.7 billion earnings by 2028. This requires 12.5% yearly revenue growth and a $7.5 billion earnings increase from $10.2 billion today.
Uncover how Netflix's forecasts yield a $113.17 fair value, a 28% upside to its current price.
Exploring Other PerspectivesNFLX 1-Year Stock Price Chart
Some of the most optimistic analysts were assuming revenue could reach about US$68.7 billion and earnings US$22.5 billion by 2029, which is far more bullish than consensus and leans heavily on rapid ad growth and margin expansion that could be tested by any slowdown in engagement or resistance to higher pricing after this guidance reset.
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Explore 26 other fair value estimates on Netflix - why the stock might be worth just $90.80!
Reach Your Own Conclusion
Don't just follow the ticker - dig into the data and build a conviction that's truly your own.
A great starting point for your Netflix research is our analysis highlighting 5 key rewards and 2 important warning signs that could impact your investment decision. Our free Netflix research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Netflix's overall financial health at a glance.
Searching For A Fresh Perspective?
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include NFLX.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
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