Needham reiterates Buy on Walt Disney stock with USD 125.00 target
Published on 10/09/2026 at 16:05 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSKey points in brief
- Needham reiterated a Buy rating and set a USD 125.00 target for Walt Disney on October 9, 2026.
- Fiscal third-quarter revenue rose 7.00 percent to USD 25.25 billion, while adjusted earnings per share reached USD 2.06.
- Walt Disney stock was trading at EUR 96.20 at Lang & Schwarz on October 9, 2026, plus 0.72 percent versus the prior close.
Needham reiterated its Buy rating on Walt Disney stock and set a USD 125.00 price target in a research note dated October 9, 2026, according to MarketBeat. The stock was trading at EUR 96.20 at Lang & Schwarz at 4:02 p.m. CEST on October 9, 2026, up 0.72 percent from the prior close of EUR 95.51.
Three events shaped the stock
On August 5, 2026, Disney reported fiscal third-quarter revenue of USD 25.25 billion and adjusted earnings per share of USD 2.06, according to TradingView. On October 7, 2026, Disney announced that Disney+ would stream Super Bowl LXI alongside ESPN and ABC, per The Walt Disney Company. On October 9, 2026, Needham set its USD 125.00 target and reiterated Buy, as reported by MarketBeat.
What supports the USD 125.00 target?
Disney's fiscal third-quarter operating picture included USD 5.56 billion of total segment operating income, up 21.00 percent year over year, while free cash flow reached USD 3.07 billion, according to TradingView. Experiences revenue increased 10.00 percent in that quarter, and the company said Disney+ delivered a 13.00 percent SVOD operating margin in fiscal third quarter 2026, according to Fortune.
The market context is supportive but not risk-free. Walt Disney's market capitalization was USD 186.5 billion and its 52-week range was USD 92.19 to USD 117.09 as of October 9, 2026. Needham's USD 125.00 target sits above the upper end of that range, making the next results and the execution of the streaming and Experiences strategy important tests for the valuation.
When are the next results due?
Finance Calendar lists November 11, 2026, for Disney's fiscal fourth-quarter results, while Ticker Terminal lists November 10, 2026. The differing calendar entries give investors a defined November reporting window for the next revenue, adjusted earnings and fiscal 2027 outlook update.
Stock price and investor perspective
Walt Disney stock was trading at EUR 96.20 at Lang & Schwarz on October 9, 2026 at 4:02 p.m. CEST, plus 0.72 percent versus the Lang & Schwarz prior close of EUR 95.51 on October 8, 2026. The further course of trading is shown by the continuously updated real-time quote of Walt Disney stock.
Walt Disney stock facts
- Company: The Walt Disney Company
- ISIN: US2546871060
- Ticker: DIS
- Primary exchange: NYSE
- Price Lang & Schwarz (as of October 9, 2026, 4:02 p.m. CEST): EUR 96.20
- Change versus prior close: plus 0.72 percent
- Prior close Lang & Schwarz (October 8, 2026): EUR 95.51
- Market capitalization: USD 186.5 billion (as of October 9, 2026)
- 52-week range: USD 92.19-117.09 (as of October 9, 2026)
- Sector / Industry: Communication Services / Entertainment
Market context: Market report S&P 500.
