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Zacks Media Conglomerates industry players like DIS, SPHR, LION and RSVR gain from the rising demand for high-speed Internet and increased media consumption.

Sen. Bernie Sanders (I-Vt.) criticized the President Donald Trump administration’s reported threats against ABC’s broadcast licenses over The View, warning that targeting media outlets for criticism would threaten democratic values and press freedom. Sanders Defends ABC Amid Trump License Threats...

Investing.com -- Benchmark initiated coverage of Walt Disney with a Buy rating and a $115 price target, arguing the entertainment giant is evolving beyond its legacy media roots into a diversified consumer engagement platform powered by its theme parks, streaming services and sports assets.

The stocks in this article have caught Wall Street’s attention in a big way, with price targets implying returns above 20%. But investors should take these forecasts with a grain of salt because analysts typically say nice things about companies so their firms can win business in other product lines like M&A advisory.

American Express, Biogen upgraded: Wall Street's top analyst calls

Analyst Calls for Strategic ShiftWells Fargo has outlined an unconventional strategy for The Walt Disney Company (NYSE:DIS), arguing that the media giant could significantly increase shareholder value by moving away from its direct-to-consumer streaming business and refocusing on content creation and licensing. In a research note, analyst Steven Cahall suggested that stepping back from operating Disney+ and returning to a wholesale licensing model could improve earnings quality and simplify the

(Bloomberg) -- Walt Disney Co. shares have been in a slump for years, but Wells Fargo Securities said there’s one possible move that could reverse the trend: ditching its streaming-video business.Most Read from BloombergLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Hormuz Route Open Despite Iran Declaration, Maritime Group SaysOpenAI Engineer’s ‘LOL’ Moment Set Stage for Legal Fight With AppleTrump Embraces Australian Retirement System Backed by Larry FinkUS Renews Iran Strikes as Bot

Investing.com -- In a bold research note that has sent shockwaves through the media landscape, Wells Fargo analyst Steven Cahall laid out a radical, counter-cultural thesis for the future of The Walt Disney Company. Rather than doubling down on the fiercely competitive "engagement wars" against tech titans like Netflix and YouTube, Cahall suggests Disney should completely exit the direct-to-consumer (DTC) streaming market and return to its historical, highly lucrative roots: content production a

Wall Street analysts handed out surprise upgrades and painful downgrades on Monday, shifting outlooks for companies ranging from a pizza chain to a crypto-adjacent fintech as second-quarter earnings season prepares to kick off against a backdrop of Iran strikes and surging Treasury yields.

Both Disney and PayPal sit well below their multi-year highs, and both are flashing signals that tempt bargain hunters. But for a retirement portfolio, only one of these beaten-down names actually holds up under scrutiny.

The US men’s national soccer team’s World Cup performance is likely to have significant impact on broadcasters and high-flying investors.

The Emmy Award nominations have been announced and two late-night show hosts who found themselves as enemies of President Donald Trump are now getting record nominations. Kimmel, Colbert Score Big It hasn’t been that long since President Trump was celebrating...

Sports are on an impressive run in the United States with 2026 Winter Olympics and 2026 World Cup viewership setting records. Patriotism is also running high, with fans tuning in to watch Americans compete in these events and other 250th...

FuboTV’s share price has fallen around 96.9% over the past five years, yet the stock still screens as cheap on several valuation checks. This raises the question of whether the market is pricing in too much pessimism or the metrics are missing key risks. Over the last five years, FuboTV has delivered a decline of about 96.9%, which signals investors have heavily marked down the business. The appointment of former Disney+ president Alisa Bowen as CEO, following Disney taking a majority stake,...

The launch of free content would allow Disney+ to better compete with free services like YouTube and Tubi, which are capturing a growing share of consumers’ viewing time.

Disney (DIS) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

CROX's LEGO, Disney and LoveShackFancy partnerships are driving digital buzz, product innovation and demand across footwear, accessories and charms.

Most consumer discretionary businesses succeed or fail based on the broader economy. Unfortunately, the industry’s recent performance suggests demand may be slowing as discretionary stocks’ 1.6% return over the past six months has trailed the S&P 500 by 5.6 percentage points.

Netflix (NASDAQ:NFLX) heads into its July 16 earnings release with one of the cleanest setups in the market for a retirement portfolio, and the math is compelling. The stock is down more than 17% year to date and 43% off its five-year high in June 2025. Yet the operating business is guiding to its best ... Here Is the Main Reason to Buy Netflix Before July 16

Moby summary of WD-40 Company's Q3 2026 earnings call

The streamer may be exploring a pivot away from its roots in a bid to boost engagement and revive its faltering shares.

The Walt Disney Company (NYSE:DIS) is considering launching a free version of Disney+ as it seeks to broaden its streaming audience and better compete with the growing popularity of free, advertising-supported video platforms, according to a Business Insider report published on Friday. Disney shares were little changed in premarket trading.

WD-40 stock jumped 15% ahead of the open Friday after its earnings highlighted the old-fashioned value in having a good product and knowing how to sell it

Morningstar sees limited impact of SpaceX’s Starlink expansion on telecom companies.

Walt Disney stock has had a tough run over the past few years, yet both the Discounted Cash Flow (DCF) intrinsic value estimate and the market multiple checks currently point to the shares trading at a discount to those fundamentals. Walt Disney shareholders have seen the stock decline 46.1% over the past 5 years, which sets expectations low even as current valuation tools suggest more value in the business than the share price reflects. Heavy capital spending on parks and streaming can...

Live TV streaming platform Fubo has named Disney+ executive Alisa Bowen as its new CEO.

Disney partnered with smart lighting brand Govee to launch themed products tied to the new "Moana" film, giving fans a way to create at-home ambience around the release. The company also announced that creator and entrepreneur MrBeast will appear as a guest shark on "Shark Tank," an ABC series within the Disney portfolio. Both moves point to fresh efforts by Walt Disney (NYSE:DIS) to connect content, creators, and consumer products around its media franchises. These new steps arrive as Walt...

Netflix (NasdaqGS:NFLX), along with Disney and YouTube, is reportedly preparing to bid for U.S. broadcast rights to the 2030 and 2034 FIFA World Cups. Netflix is also reported to be weighing the launch of live streaming channels and bundled third-party apps, expanding beyond its traditional on demand model. For investors watching Netflix, these reports point to potential changes in how the company packages and delivers content. The core business remains subscription video streaming, but...

Bowen, who succeeds FuboTV co-founder David Gandler as CEO, has nearly three decades of experience in the media industry.

Streaming firm FuboTV on Thursday named Disney executive Alisa Bowen as CEO ‌effective July 10, while removing company veteran David ‌Gandler as top boss. Bowen, 53, joins FuboTV from Walt Disney, ​where she served as president of the media giant's streaming platform Disney+ since September 2022. Her career also includes leadership positions at News Corp Australia, Dow Jones ‌and Thomson Reuters.