Analysts expect Disney’s fiscal first-quarter revenue to increase by nearly 4%, driven by the strong box office run of its latest releases, “Zootopia 2” and “Avatar: Fire and Ash”.
Barclays raised its price target to $800 from $770 and highlighted a sharp rebound in advertising momentum, noting that revenue growth above 30% has eased many lingering investor worries.
Analyst James Cordwell’s revised outlook stems from a belief that the current stock price does not fully reflect the company’s long-term earnings potential.
The move aims to convince WBD shareholders to vote against the Netflix transaction at a special meeting, while Paramount also extended its $30-per-share cash tender offer until Feb. 20, 2026.
Meta’s ad-driven revenue growth remains robust, but heavy AI spending, tax-related earnings volatility, and accounting concerns have weighed on investor confidence.
Disney’s $1B OpenAI partnership offers strategic AI entry and content advantages, but investor sentiment remains muted as the stock trades sideways despite potential long-term benefits.
As AI spending explodes across Big Tech, Meta is aggressively pivoting toward AI, raising questions about whether Zuckerberg has quietly shifted from the metaverse to a more attainable vision.
