It’s taken time, but Bob Iger’s magic is working on The Walt Disney Company (NYSE: DIS), setting its investors up for robust share price gains in 2026. While the Q4 results were mixed, providing excuses for selling in pre-market action, the takeaways are bullish. Headwinds for this entertainment stock include several one-off factors, such as a decline in political ads and the slate of 2025 movie releases.
Political ads are out of the company’s control, but movie releases aren’t; the company is expected to release at least 14 major movie titles in 2026, including a big-screen version of The Mandalorian, Toy Story, and Avengers: Doomsday. Evidence of Mr. Iger’s magic lies in the company’s operational quality, margin, and earnings, which are outperforming expectations and expected to grow at a double-digit pace next year.
