12 Best Communication and Media Stocks to Buy Now

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​5. The Walt Disney Company (NYSE:DIS)

Market Capitalization: $189.74 billion

Analyst Upside: 30.79%

Number of Hedge Fund Holders: 111

​The Walt Disney Company (NYSE:DIS) is one of the Best Communication and Media Stocks to Buy Now. On November 17, Jason Bazinet from Citi reiterated a Buy rating on The Walt Disney Company (NYSE:DIS) with a price target of $145. Earlier on November 14, Laura Martin from Needham had also reiterated a Buy rating on the stock, without disclosing any price target.

​The positive outlook on the company, despite mixed results for fiscal Q4 2025, was announced on November 13. Revenue for the quarter declined 0.49% year-over-year to $22.46 billion, falling behind the expectations by $315.20 million. However, the EPS of $1.11 topped the consensus by $0.09. The revenue was mainly impacted by a 6% year-over-year decrease in the Entertainment segment revenue, which decreased from $10.829 billion to $10.208 billion. The operating income of the segment also fell 35% during the same time. Management attributed the lower operating income of the segment to weaker content sales/licensing.

​Despite the mixed results, Laura Martin from Needham sees a positive outlook for The Walt Disney Company (NYSE:DIS) driven by the company’s investment in theme parks and new cruise ships. Earlier on November 6, management of the company participated in Wells Fargo’s TMT Summit, where it announced expanding its cruise business with two new ships, along with the Abu Dhabi park project. These initiatives are expected to enhance the company’s revenue streams and improve its overall financial performance.

​The Walt Disney Company (NYSE:DIS) is a diversified global entertainment company that operates in the Entertainment, Sports, and Experiences segments.

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