Disney Ups FY 2025 Guidance Amid Strong Parks And NFL Deal (Upgrade)

Summary
Disney raised FY 2025 EPS guidance to $5.85 (+18% YoY), implying a FWD P/E under 20. The pending NFL Network deal and ES...
Disney raised FY 2025 EPS guidance to $5.85 (+18% YoY), implying a FWD P/E under 20. The pending NFL Network deal and ESPN streaming launch are set to enhance Disney's streaming and sports media positioning. Experiences segment delivered robust growth and margins, withstanding macro concerns and travel boycotts, supporting a return to a Buy rating.
Tags
DIS