Rosenblatt Raises Disney Price Target to $126, Maintains Buy

Rosenblatt Securities raised its price target on The Walt Disney Company (NYSE:DIS) from $121 to $126, reiterating a Buy rating on the shares. The adjustment was made on June 5, 2026, according to a report from Insider Monkey.

Recommendation Change

Before the adjustment, the price target was $121 with a Buy rating. After the adjustment, the price target is $126, with the Buy rating maintained.

Analyst's Rationale

Rosenblatt noted that Disney's current movie slate looks "substantially more" promising compared to the previous period, which underpins the positive outlook. No further details were provided on specific films driving this view.

Context

This upgrade comes amid challenges for Disney in streaming and theme parks, but analysts show growing confidence in its film studios. No similar changes from other analysts have been reported yet.

What to Make of It

The raised price target reflects a positive view on Disney's film content, but it does not constitute a buy or sell recommendation. Investors are advised to weigh other risks such as streaming competition and operational costs.