Rosenblatt Cuts The Walt Disney Company (DIS) PT Despite Q1 Earnings Beat
Despite The Walt Disney Company (DIS) beating its Q1 earnings expectations, Rosenblatt analyst Barton Crockett reduced his price target from $139 to $130, maintaining a Buy rating. The analyst cited a lack of passion in management's tone and a projected short-term slowdown in growth, particularly in Q2, before a recovery in the second half of the fiscal year. Additionally, Disney issued a cease-and-desist letter to ByteDance for alleged intellectual property infringement related to its AI video generation model, Seedance 2.0.
Rosenblatt Cuts The Walt Disney Company (DIS) PT Despite Q1 Earnings Beat
Rosenblatt analyst Barton Crockett reduced his price target on Disney (DIS) to $130 from $139, despite the company exceeding Q1 earnings expectations, citing a lack of passion in management's tone. Disney reaffirmed its double-digit EPS growth forecast for the full year, with a projected slowdown in Q2 and recovery in the second half. The company also recently issued a cease-and-desist letter to ByteDance concerning alleged unauthorized use of its intellectual property for AI training.
Rosenblatt Cuts The Walt Disney Company (DIS) PT Despite Q1 Earnings Beat
Rosenblatt analyst Barton Crockett reduced his price target for Disney (DIS) to $130 from $139, despite the company exceeding Q1 earnings expectations. The analyst cited concerns about management's tone, even though Disney reaffirmed its double-digit EPS growth forecast for the year, anticipating a recovery in the second half. Separately, Disney issued a cease-and-desist letter to ByteDance for alleged copyright infringement in training its AI video model, Seedance 2.0, which ByteDance subsequently addressed by limiting certain platform features.
IWX, DIS, HON, DE: ETF Outflow Alert
The iShares Russell Top 200 Value ETF (IWX) experienced a significant outflow of approximately $121.3 million, marking a 3.2% decrease in shares outstanding week-over-week. This alert highlights the performance of underlying components like Walt Disney Co. (DIS), Honeywell International Inc (HON), and Deere & Co. (DE) amidst this outflow. The article also provides a one-year price performance chart for IWX relative to its 200-day moving average.
Host Hotels & Resorts sells 2 Four Seasons for combined $1.1B
Host Hotels & Resorts has sold the Four Seasons Resort Orlando and the Four Seasons Resort and Residences Jackson Hole for a combined $1.1 billion. The transaction is part of a broader divestment strategy by the REIT, which recently sold The St. Regis Houston and other properties to maximize liquidity and shareholder value.
Woodley Farra Manion Portfolio Management Inc. Cuts Holdings in The Walt Disney Company $DIS
Woodley Farra Manion Portfolio Management Inc. reduced its stake in The Walt Disney Company by 4.2% in the third quarter, selling over 31,903 shares but still retaining 725,210 shares valued at approximately $83.04 million, which represents 3.9% of its portfolio. Despite this reduction, analyst sentiment for Disney remains positive with a "Moderate Buy" consensus rating and a target price of $135.80. The company recently exceeded earnings estimates with EPS of $1.63 and revenue of $25.98 billion, indicating strong performance.
Jupiter Asset Management Ltd. Grows Stake in The Walt Disney Company $DIS
Jupiter Asset Management Ltd. significantly increased its stake in The Walt Disney Company (NYSE:DIS) by 1,158.2% in the third quarter, now owning over 1.2 million shares valued at $138.78 million, making it their 10th largest holding. Other institutional investors also adjusted their positions in Disney, which currently trades at $106.01, has a market cap of $187.80 billion, and recently reported quarterly EPS of $1.63, beating consensus estimates. Analysts maintain a "Moderate Buy" rating with a consensus price target of $135.80.
'China's Netflix' Looks For Stardom In New Theme Park Business
iQiyi, often called "China's Netflix," is diversifying its revenue streams by launching a series of small-scale, high-tech immersive theme parks. This move comes after several quarters of declining revenue and aims to better monetize its intellectual property, following similar strategies from companies like Pop Mart and Miniso. The first iQiyi Land in Yangzhou has seen sold-out tickets, with two more parks planned for Kaifeng and Beijing by year-end, targeting different demographics and seeking to leverage experiential consumption.
‘China’s Netflix’ looks for stardom in new theme park business
iQiyi (IQ.US), often called "China's Netflix," is diversifying its revenue streams by launching a series of small-scale, immersive theme parks based on its streaming content. This move comes after seven quarters of declining revenue and aims to leverage its intellectual property in the growing experiential consumption market, following similar ventures by companies like Pop Mart, Miniso, and Netflix. While these parks are much smaller and cheaper to operate than traditional theme parks, iQiyi hopes they will attract new customers and boost its membership services.
The Walt Disney Company (DIS) is Attracting Investor Attention: Here is What You Should Know
The Walt Disney Company (DIS) is gaining significant investor attention. This article will help investors understand the key factors contributing to this interest. Investors should review the detailed analysis to make informed decisions regarding DIS stock.
Sonos' big comeback is a streaming box
After a challenging year for Sonos, marked by a problematic app revamp, the company is reportedly planning a major new product: an Android-based streaming box codenamed Pinewood. This device, expected to launch in 2025 and priced between $200 and $400, will offer a unified streaming experience from various platforms and integrate seamlessly with Sonos' existing audio ecosystem. Despite strong competition in the streaming box market, this product is seen as Sonos' crucial step to regain user trust and enter a new growth category.
Hamilton Insurance Posts Record 2025 Results, Declares Special Dividend
Hamilton Insurance Group reported record financial results for 2025, including $576.7 million in net income, a 22.4% return on average equity, and 20.7% growth in gross written premiums. The company also declared a $2.00 per share special cash dividend, highlighting its strong capital position and commitment to shareholder returns. Spark, TipRanks' AI Analyst, rates HG stock as "Outperform" due to its strong financial performance and undervalued price.
Comfort Systems Reports Record Q4 Earnings and Backlog Surge
Comfort Systems USA (FIX) announced a significant increase in its Q4 2025 net income, revenue, and operating cash flow, with backlog nearly doubling year-on-year. For the full year 2025, net income and cash flow both exceeded $1 billion, reinforcing positive growth forecasts for 2026. Spark, TipRanks' AI Analyst, rates FIX as "Outperform" due to its strong financial performance, despite a relatively expensive valuation.
Newtek Business Completes $15 Million Private Note Offering
NewtekOne (NEWT) has successfully completed a private placement, raising $15 million through an 8.375% unsecured note due in 2033. The net proceeds of $14.9 million will be used for general corporate purposes, with the note being unsecured but subordinated to secured and subsidiary debt. TipRanks' AI Analyst "Spark" rates NEWT as "Outperform" due to its attractive valuation and bullish technical momentum, despite concerns about leverage and cash flow.
Life’s a Fairytale: A Fragrance Inspired by Disney Princesses
Bath & Body Works and Disney have expanded their Disney Princess Collection, introducing a new hero scent called "Life’s a Fairytale" alongside fragrances inspired by six Disney Princesses. The new fragrance, developed with perfumer Mathieu Nardin, features notes of berries, florals, and warm woods, aiming to evoke the wonder and dreams associated with the princesses. The expanded collection includes various product forms like body care and home fragrances, plus customized accessories.
Analysis of Insider Buying Activity in Disney Stocks
Recent insider buying activity in Disney shares, comprising 5.03% of the First Trust S-Network Streaming & Gaming ETF, indicates strong internal confidence in the company's future performance. Two Disney directors and officers have purchased shares in the past six months, signaling optimistic expectations. Wall Street analysts also project a significant increase in DIS stock price, with an average target price of $137.29.
Cumberland Partners Ltd Increases Position in The Walt Disney Company $DIS
Cumberland Partners Ltd significantly increased its stake in The Walt Disney Company by 189%, acquiring an additional 42,570 shares to a total of 65,088 shares, valued at approximately $7.45 million. Other major institutions like Norges Bank, Viking Global, and Boston Partners also made sizable investments in Disney, leading to hedge funds and institutional investors owning about 65.71% of the stock. Analysts largely maintain a "Moderate Buy" rating for Disney, with a consensus price target of $135.80, reflecting positive sentiment despite some operational and regulatory challenges.
Why is Six Flags losing visitors?
Six Flags Entertainment Corp. reported 2025 earnings and revenue slightly above analyst estimates, but attendance contracted in the fourth quarter for the first time since 2023, resulting in a 9% drop in admissions revenue. CEO John Reilly acknowledged that results fell short of expectations and highlighted investments made in park infrastructure, new attractions, technology systems, and food and beverage offerings. The company continues to face challenges with its elevated debt burden following a failed merger with Cedar Fair in 2024.
Nexstar Media Group, Inc. $NXST Shares Sold by Ontario Teachers Pension Plan Board
The Ontario Teachers Pension Plan Board reduced its stake in Nexstar Media Group (NASDAQ:NXST) by 31.3% in the third quarter, selling 6,755 shares and retaining 14,850 shares valued at $2.936 million. Despite this, institutionals and hedge funds collectively own 95.30% of the company's stock. Nexstar also announced a quarterly dividend of $1.86 per share, and analysts maintain a "Moderate Buy" consensus rating with a target price of $225.50.
King Luther Capital Management Corp Has $31.57 Million Holdings in The Walt Disney Company $DIS
King Luther Capital Management Corp decreased its stake in The Walt Disney Company by 4.4% in the third quarter, holding 275,678 shares valued at approximately $31.57 million. Despite this reduction, Disney reported strong quarterly earnings, beating analyst expectations with EPS of $1.63 and revenue of $25.98 billion. The company maintains a "Moderate Buy" consensus rating from analysts, with an average price target of $135.80, and institutional investors own 65.71% of the stock.
Nexstar Media Group (NXST) Expected to Announce Quarterly Earnings on Thursday
Nexstar Media Group (NXST) is scheduled to release its Q4 2025 earnings before the market opens on Thursday, February 26th, with analysts projecting earnings of $4.01 per share and revenue of $1.2499 billion. The company recently declared a quarterly dividend of $1.86 per share, and institutional investors have been adjusting their positions in the stock. Nexstar currently holds a "Moderate Buy" consensus rating from analysts with an average price target of $225.50.
Marvel Rivals Version 20260219 Patch Notes
Marvel Rivals is releasing a new patch on February 19th, 2026, at 09:00:00 (UTC) with no server downtime. The update introduces new events, "Faulty Dream" and "Twisted Nightmare," offering free costumes and other rewards. Additionally, new in-store bundles, character costumes, and emotes for heroes like Iron Man, Emma Frost, and Scarlet Witch will be available immediately and in the following week.
FCC Chair Backs Nexstar-Tegna Merger, Seeks to Lift Ownership Cap - News and Statistics
The FCC Chair supports Nexstar's $3.54 billion acquisition of Tegna, which would make the combined entity the largest U.S. regional TV station operator, covering 80% of TV households. The deal necessitates lifting the current 39% cap on station ownership, a move backed by President Trump and opposed by some, raising questions about competition and regulatory authority. This comes amidst declining revenues in the local media industry due to streaming services.
‘Predator: Badlands’ Lands as One of the Biggest Movies Ever on Hulu
Predator: Badlands debuted as the #1 film premiere on Hulu since Prey, attracting nearly 9 million global views in its first five days across Disney+ and Hulu. The film's streaming success follows a record-breaking theatrical run as the highest-opening and highest-grossing Predator movie in the franchise's 37-year history. The entire Predator franchise has now accumulated over 300 million hours of global viewership on Disney+ and Hulu.
Noteworthy Insider Activity: Amy Chang Invests $98K In Walt Disney Stock
Amy Chang, a Board Member at Walt Disney (NYSE: DIS), recently purchased 916 shares of the company's stock for $98,790. This insider transaction suggests confidence in the company's future performance. The article also provides a detailed financial analysis of Walt Disney, highlighting its revenue growth, debt management, market capitalization, and profitability metrics.
MFA Financial Reports Strong Q4 and Full Year 2025 Results
MFA Financial announced strong Q4 and full-year 2025 results, marked by significant investment growth in Non-QM loan and Agency MBS portfolios, and an enhanced economic return of 9.0% for the full year. The company also authorized a new $200 million stock repurchase program and declared a dividend of $0.36 per share, demonstrating commitment to shareholder value. An investor conference call is scheduled for February 18, 2026, to discuss these financial results.
Namrata Collins departs Walmart and takes on VP - Finance Products role at Walt Disney Company
Namrata Collins has been appointed as Vice President - Finance Products at The Walt Disney Company after more than 20 years at Walmart, where she held roles such as Senior Director - Finance Technology. In a LinkedIn post, Collins expressed gratitude for her time at Walmart and excitement for her new role, emphasizing the shared focus on innovation and impact between both companies. The article also mentions that finance technology will be a key focus at the 2026 RTIH Innovation Awards.
Live Nation (LYV) Q4 Earnings Report Preview: What To Look For
Live Nation Entertainment (LYV) is set to report its Q4 earnings this Thursday afternoon. Analysts anticipate a 7.4% year-on-year revenue growth to $6.10 billion, and an adjusted loss of -$1.05 per share. Despite missing revenue estimates in four of the last two years, the company's stock is up 12.5% over the last month, heading into earnings with an average analyst price target of $170.10.
California Attorney General Announces $2.75M CCPA Settlement With The Walt Disney Company (DIS)
The California Attorney General announced a $2.75 million settlement with The Walt Disney Company (DIS) for alleged violations of the California Consumer Privacy Act (CCPA). Disney was accused of failing to properly honor consumer requests to opt out of data sales and sharing across its devices and streaming services, leading to the largest CCPA settlement to date. The settlement mandates that Disney implement effective opt-out mechanisms and pay civil penalties.
ValueAct Capital's Strategic Move: BlackRock Inc. Takes Center Stage with 10.59% Portfolio Share
ValueAct Capital's Q4 2025 13F filing reveals a significant strategic shift, with BlackRock Inc. becoming its largest new buy, representing 10.59% of the portfolio. The firm also increased stakes in Rocket Companies Inc. and Meta Platforms Inc., while completely exiting Mr. Cooper Group Inc. and reducing positions in The Walt Disney Co. and MongoDB Inc.
German Court Grants InterDigital Injunction Against Disney Over HEVC Patent
A German court has granted InterDigital Inc. an injunction against The Walt Disney Co. for alleged infringement of a patent related to HEVC video compression technology. This marks the fifth injunction InterDigital has received against Disney in intellectual property disputes across Germany and Brazil, covering various video technologies. InterDigital, based in Wilmington, conducts research and licenses its wireless, video, and AI intellectual property globally.
Disney Legend Miley Cyrus Returns Home for the 'Hannah Montana 20th Anniversary Special,' Streaming March 24 on Disney+
A "Hannah Montana 20th Anniversary Special" featuring Disney Legend Miley Cyrus will premiere on Disney+ on March 24, celebrating two decades since the show's debut. The special will include an in-depth interview with Cyrus, never-before-seen archival footage, and recreated iconic sets from the series. It aims to honor the lasting impact of "Hannah Montana" on its global fanbase and pop culture, showcasing its enduring popularity with over half a billion hours streamed on Disney+.
Fox Taps Disney Veteran Aragón To Refresh Advertising And Investor Story
Fox Corporation has appointed Lucas P. Aragón, formerly of Disney, as Senior Vice President, Creative at FOX Advertising, aiming to refresh its advertising and investor narrative. This strategic hire is expected to bolster creative branding and client-facing campaigns, crucial for Fox's ad-driven business model, especially given recent declines in its stock price and lower net income. Investors are advised to watch how this leadership move impacts advertising revenue, client retention, and overall brand interest, as Fox looks to maintain advertising demand amidst evolving traditional TV usage.
JAKKS Pacific Renews Master Global Toy Partnership with Universal Products & Experiences
JAKKS Pacific has renewed its global toy partnership with Universal Products & Experiences, Illumination, and Nintendo to create a new collection of toys inspired by "The Super Mario Galaxy Movie." This collaboration follows the success of their previous toy line for "The Super Mario Bros. Movie," which saw strong sales in 2023 and 2024. The new line will include figures, playsets, and plush toys available for pre-order and will expand on the cinematic universe for fans.
KeyBanc maintains Sector Weight on American Tower stock on valuation
KeyBanc has reiterated a Sector Weight rating on American Tower (NYSE:AMT) due to valuation, lowering its 2026 adjusted funds from operations per share estimate to $10.84, accounting for DISH churn. Despite anticipating a guidance shortfall for 2026, the firm sees potential value given the low PEG ratio and support from its data center business and healthy balance sheet, though it notes a lack of near-term catalysts despite the stock rallying. Other analysts like UBS maintain a 'Buy' rating, while BMO Capital downgraded American Tower over DISH Network concerns.
NEOS Investment Management LLC Acquires 75,791 Shares of The Walt Disney Company $DIS
NEOS Investment Management LLC has significantly increased its stake in The Walt Disney Company, purchasing 75,791 additional shares to bring its total holdings to 226,240 shares valued at approximately $25.9 million. This increase comes amidst Disney's ongoing legal dispute with ByteDance over AI tool usage and strong financial performance including beating Q1 EPS estimates and a 5.2% year-over-year revenue increase. Analysts maintain a "Moderate Buy" rating for Disney, with an average target price of $135.80.
Skandinaviska Enskilda Banken AB publ Raises Stock Holdings in The Walt Disney Company $DIS
Skandinaviska Enskilda Banken AB publ significantly increased its stake in The Walt Disney Company by 43.4% in Q3, now holding 565,370 shares valued at $64.74 million. This comes as Disney navigates a cease-and-desist against ByteDance for alleged IP infringement and reports strong quarterly earnings, beating analyst estimates with EPS of $1.63 and revenue of $25.98 billion. Analysts maintain a "Moderate Buy" rating for Disney, with an average target price of $135.80.
California Attorney General Announces $2.75M CCPA Settlement With The Walt Disney Company (DIS)
The Walt Disney Company has settled with the California Attorney General for $2.75 million over violations of the California Consumer Privacy Act. The settlement addresses Disney's failure to honor consumer opt-out requests regarding data sharing and requires them to implement effective opt-out mechanisms. Additionally, the article notes recent leadership changes at Disney and updated analyst ratings.
Wedbush Lowers its Price Target on FuboTV Inc. (FUBO) to $3.50 and Maintains an Outperform Rating
Wedbush has lowered its price target for FuboTV Inc. (FUBO) to $3.50 from $5, while maintaining an Outperform rating. The downgrade comes after the company's first quarter as a combined entity with Hulu Live, citing lack of forward guidance and an announced reverse stock split. Despite acknowledging uncertainties, Wedbush remains cautiously optimistic about Fubo's ability to achieve cost, revenue, and operational synergies.
Vanguard Group Inc. Buys 620,463 Shares of The Walt Disney Company $DIS
Vanguard Group Inc. increased its stake in The Walt Disney Company by 0.4% in the third quarter, acquiring an additional 620,463 shares to hold a total of 158,121,947 shares, valued at approximately $18.1 billion. While Disney beat quarterly earnings estimates, a recent $4 billion senior notes offering has negatively impacted the stock. Analysts currently rate Disney as a "Moderate Buy" with a consensus target price of $135.80.
Mmbg Investment Advisors CO. Sells 26,285 Shares of The Walt Disney Company $DIS
Mmbg Investment Advisors CO. reduced its stake in The Walt Disney Company by 26.9% in the third quarter, selling 26,285 shares and leaving them with 71,335 shares valued at $8.168 million. Several other institutional investors also adjusted their positions in Walt Disney. The article also provides a summary of recent news impacting Disney, including positive sentiment around AI investment and park refreshes, and negative sentiment regarding a $4 billion senior notes offering and regulatory headwinds.
News Corp (NWSA) Receives a Buy from J.P. Morgan
J.P. Morgan analyst David Karnovsky maintained a Buy rating on News Corp (NWSA) with a $36.00 price target. This recommendation comes despite other firms like OpenAI reiterating a Hold rating. News Corp recently reported a quarterly revenue of $2.59 billion and a net profit of $121 million.
Disney loses $170 million with woke ‘Snow White’ live action flop
Disney's 2025 live-action remake of "Snow White" has reportedly incurred a loss of approximately $170 million, stemming from a production cost of $336.5 million. The substantial expenditures were revealed due to UK filming regulations requiring the creation of a subsidiary company, Hidden Heart Productions. Beyond financial struggles, the film also faced controversies related to its progressive casting and lead actress Rachel Zegler's critical comments about the original film and political statements.
What is streamflation? (and will prices keep rising?)
Streaming service prices, dubbed "streamflation," are rising significantly faster than general inflation, with a 19.5% increase in the "subscription and rental of video and video games" category. This surge is attributed to streaming companies shifting focus from subscriber growth to profitability and sustainability, coupled with escalating content costs, particularly for sports rights. While a 29% increase was seen in the 12 months ending December 2025, experts predict future increases will be more incremental, and subscribers retain the flexibility to downgrade or cancel services.
Disney's merger synergy kicks in as Fubo Sports Network reaches millions of new streaming viewers
Fubo Sports Network is now available to Hulu + Live TV subscribers at no extra cost, marking the first distribution synergy after Disney's acquisition of a majority stake in FuboTV in October 2025. This move gives Hulu + Live TV subscribers access to 1,200 hours of live sports content annually and expands Fubo Sports Network's reach to millions of new viewers. The integration leverages Disney's extensive streaming advertising infrastructure and capitalizes on the growing market for free ad-supported streaming television (FAST) channels.
Coronation Fund Managers Ltd. Sells 39,670 Shares of The Walt Disney Company $DIS
Coronation Fund Managers Ltd. reduced its stake in The Walt Disney Company by 17.6% in the third quarter of 2025, selling 39,670 shares and now holding 185,165 shares valued at $21.2 million. Despite this, Disney exceeded Q1 earnings estimates with $1.63 EPS and $25.98 billion in revenue, and analysts maintain a "Moderate Buy" rating with an average price target of $135.80. The company faces short-term risks from a recent $4 billion senior notes offering and regulatory settlements but has potential long-term catalysts in AI investments and park/IP refreshes.
The Super Hero Team-based PVP Shooter
NetEase Games and Marvel Games are hosting "Marvel Rivals Assemble," a one-night-only fan celebration in Hollywood on March 3, 2026. The event will feature new announcements, voice cast panels, a Q&A session, a cosplay contest, giveaways, and a live musical performance. Attendance is free but seats are limited.
Here's What the Street Thinks About FuboTV (FUBO)
Needham analyst Laura Martin reiterated a Buy rating on FuboTV (FUBO) but lowered the price target to $3 from $4.25, citing the company's suspension of guidance and loss of NBCUniversal sports content in 2026. The company reported strong Q1 2026 revenue of $1.549 billion, exceeding expectations, but missed EPS estimates with a negative $0.02. Despite losing key sports content, Needham maintained its positive outlook due to Disney's ownership stake in FuboTV.
Assetmark Inc. Buys 41,227 Shares of The Walt Disney Company $DIS
Assetmark Inc. significantly increased its stake in The Walt Disney Company (NYSE:DIS) by 17.5% in the third quarter, purchasing an additional 41,227 shares to reach a total of 277,129 shares valued at approximately $31.73 million. Other institutional investors also boosted their holdings, contributing to approximately 65.71% of DIS stock being held by hedge funds and institutional investors. Analysts currently maintain a "Moderate Buy" rating for Disney with a consensus target price of $135.80, despite recent stock pressure from a $4 billion senior notes offering.
Lucas Aragón Joins Fox Advertising As Investors Watch Valuation Gap
Fox (NasdaqGS:FOXA) has appointed Lucas P. Aragón as Senior Vice President, Creative at FOX Advertising, leading creative vision and brand strategy. His appointment is significant for investors, as leadership changes in core functions influence Fox's content positioning and advertising revenue, especially as the company focuses on digital platforms. Investors should monitor how Fox's advertising campaigns and partnerships develop under Aragón's leadership, given concerns about the company's valuation gap, weak short-term momentum, and P/E ratio compared to the industry average.
