Goldman Sachs Remains a Buy on Walt Disney Company (DIS)

​The Walt Disney Company (NYSE:DIS) is one of the Ridiculously Cheap Stocks to Buy According to Wall Street Analysts. On March 24, Goldman Sachs reiterated a Buy rating on The Walt Disney Company (NYSE:DIS) with a $151 price target.

​The rating comes ahead of the company’s fiscal Q2 2026 earnings, expected to be released on May 6, 2026. The firm expects the company to post an EPS of $1.49 versus a Visible Alpha consensus of $1.52, while the EBIT is expected at $4.48 billion versus a consensus of $4.45 billion, implying slightly better operating profitability than the street.

Moreover, Goldman also expects continued operating leverage in the Direct to Consumer segment, driven by the launch of Zootopia 2 and an increase in subscription prices, which the firm notes help margins without needing large new subscriber growth. Goldman said in a research note that they see streaming becoming incrementally more profitable as fixed costs are spread over a larger, more engaged user base.

​​The Walt Disney Company (NYSE:DIS) is a premier global entertainment conglomerate that produces and distributes film and television content, operates theme parks, resorts, and cruise lines, and manages direct-to-consumer streaming services like Disney+, Hulu, and ESPN+.

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