Walt Disney (DIS) is set to release its fourth quarter FY25 results today, November 13. The stock is up about 5% in 2025, helped by signs of improvement in its streaming segment and ongoing cost-cutting efforts aimed at boosting margins. Investor sentiment has also improved as Disney+ and Hulu subscriptions continue to rise and the company guides for stronger full-year earnings. Still, softness in traditional TV and moderation in park spending remain key pressure points heading into the print.
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Wall Street projects Q4 earnings of $1.04 per share, down from $1.14 a year ago, while revenue is expected to rise to $22.76 billion from $22.45 billion.
Investors will be looking for management’s updates on streaming profitability, content spending plans, and the outlook for park demand heading into 2026.
Bernstein Analyst Weighs in on Disney’s Upcoming Earnings
Ahead of Disney’s Q4 FY25 results, Bernstein analyst Laurent Yoon kept his Outperform rating and $129 price target on Walt Disney. Yoon expects a steady quarter, with a focus on streaming subscriber trends, margin progress, and the performance of the Parks segment. He noted that Disney has made clear progress this year, with stronger earnings and improving cost discipline helping set up a more stable backdrop for today’s report.
Yoon also noted that TV remains soft, but stronger streaming margins, steady park results, and lower content costs should help Disney as it moves into FY26. He added that the stock still trades below the market even though full-year earnings are set to grow at a solid pace.
Options Traders See 6.8% Price Swing in DIS Stock on Q4 Earnings
Using TipRanks’ Options tool, we can see what options traders are expecting from the stock immediately after its earnings report. The expected earnings move is determined by calculating the at-the-money straddle of the options closest to expiration after the earnings announcement. If this sounds complicated, don’t worry, the Options tool does this for you.
Indeed, it currently says that options traders are expecting about a 6.8% move in either direction in Disney stock in reaction to Q4 results.
Is Walt Disney a Buy or Sell?
Turning to Wall Street, DIS stock has a Strong Buy consensus rating based on 14 Buys and one Hold assigned in the last three months. At $141.38, the average Walt Disney stock price target implies a 21.20% upside potential.
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