Disney gets Wells Fargo bullish again, seeing 41% upside
Oct. 06, 2025 2:58 PM ETThe Walt Disney Company (DIS) StockBy: Jason Aycock, SA News Editor
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Wells Fargo has resumed coverage of Walt Disney (NYSE:DIS) with an Overweight rating, pointing to maturation and growth across its assets that create more predictable earnings growth.
The firm’s investment thesis points to premiumization efforts benefiting Disney’s Parks, long-term growth driven
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Key drivers include premiumization at Parks, cruise line expansion, and ESPN’s digital stabilization.
Wells Fargo expects sustained per-capita spending at parks and sees the cruise line as the largest long-term earnings growth driver.
The firm is bullish on sports streaming, views ESPN as increasingly de-risked, and isn’t concerned about linear channel cannibalization.
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Disney gets Wells Fargo bullish again, seeing 41% upside
