Goldman Sachs sees USD 140 for Walt Disney stock

Published on 10/06/2026 at 13:30 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Fiscal third-quarter revenue hit USD 25.25 billion, up 6.80 percent. Walt Disney stock costs EUR 92.34 on October 6, 2026 versus EUR 92.19.

Generischer Filmstudio-Komplex mit Produktionstrucks bei Sonnenuntergang — Disney (Walt) Co. US2546871060 Filmstudio-Campus mit Produktionsfahrzeugen und Satellitenschüsseln im goldenen Abendlicht, Illustration mit AI erstellt.

Walt Disney (ISIN US2546871060) was trading at EUR 92.34 at Lang & Schwarz on October 6, 2026 at 1:22 p.m. CEST, plus 0.16 percent versus the prior close of EUR 92.19. According to Benzinga on October 4, 2026, Goldman Sachs placed a USD 140 target on the stock. The target gives the latest analyst view a concrete benchmark while the euro quote remains nearly unchanged on the session.

Goldman Sachs sets a USD 140 benchmark

The Benzinga report says Goldman Sachs remains bullish on Disney's earnings potential across theme parks, sports and other businesses. The same report names a USD 120 target from Guggenheim, while Wells Fargo raised its target from USD 125 to USD 132, giving investors several reference points rather than a single valuation signal.

The analyst case rests on a multi-year earnings-compounding view and an investment cycle in Disney's Experiences business. That argument faces a measurable operating counterweight: fiscal third-quarter revenue came in below the consensus estimate even as earnings per share exceeded expectations.

Fiscal third-quarter revenue rose 6.80 percent

MarketBeat reported that Disney generated USD 25.25 billion of revenue in fiscal third-quarter 2026, up 6.80 percent from the prior year. Earnings per share reached USD 2.06 against a USD 1.86 consensus estimate, a USD 0.20 advantage, while revenue compared with a USD 25.39 billion consensus estimate.

The combination matters because the revenue comparison was weaker than the earnings comparison. For the next scheduled checkpoint, Finance Calendar lists Disney's fiscal fourth-quarter and full-year 2026 results for November 11, 2026.

Disney stock stays below its yearly high

On the NYSE, Walt Disney was last at USD 103.61 on October 5, 2026 at 4:00 p.m. ET. Its 52-week range was USD 92.19 to USD 117.09, while market capitalization stood at USD 179.9 billion, placing the current market value below the year's upper trading level.

For investors, the key tension is the gap between the USD 140 analyst benchmark and the recent revenue miss against consensus. The next earnings report will test whether Disney can turn its earnings-per-share performance into broader top-line momentum.