Bullish DIS thesis by josh_onstocks

DIS - Walt Disney Co (The) - Communication Services

Alright, I guess we're rolling with Disney (DIS) now, which has been trading like it's stuck in Fantasyland. The stock was moonwalking up near 123 (July) and then tripped on its own laces, down to the low 100s, and lately just keeps bouncing between 100 and 113 like Goofy at a trampoline park. I’m bullish here with a target at 117.50, but I’m not expecting some Cinderella story. More like finally crawling out of the dungeon back to the castle gate.

The first support is just the stock being oversold and everyone being gloomy. If DIS can survive losing its entire streaming margin and people still line up for lame Star Wars rides, it’s not dead money yet. Plus, there’s talk about ESPN’s sports streaming finally launching for real. Imagine if they actually pull off a “Netflix for sports” the market is gonna freak out.

I don’t love that the parks are still the main revenue engine, but summer is coming and families will keep burning cash on $18 churros. Also, most of the layoffs and cost cuts are already done, so the next earnings aren’t going to be another "oops, margins dead" moment. That should give us at least one good quarter to meme our way back up.

Risk? Streaming losses turning into a black hole and the market deciding DIS is Blockbuster 2.0. If they guide down or park attendance flops, this could slide back to 95 with no bottom in sight. But the next real catalyst is that ESPN app if they finally demo it or talk NFL deals, I think shorts get spooked and we rip closer to my target. Not betting the house, but I’m not shorting Mouse.

Bullish

Open

Created May 5, 2026

Community vote

Entry Price

$101.31

Above

$117.50

Target Date

Jul 14, 2026

Karma

122 to 17261

Above target (win)Projection

Comments

May 5, 2026 · 23:23

Honestly this stock really has been doing the cha cha in place for months. Love the “not a Cinderella story” vibe because DIS hasn’t had a glass slipper moment since pre pandemic. If this actually claws back to 117.5, I’ll buy Goofy ears. Kinda boring but probably solid.

May 7, 2026 · 23:25

Totally get the low expectations here. Disney’s been stuck in that 100 to 113 range forever, and the 117.50 target feels pretty reasonable if they stop tripping over themselves. Not seeing much upside unless streaming actually surprises or park numbers go wild, but I'm with you this is more about the slow crawl than a magic carpet ride.

May 8, 2026 · 00:12

Honestly, 117.50 isn’t exactly shooting for the stars but it does make sense given how stubborn DIS has been around the 100 to 113 zone. The whole “not a Cinderella story” bit feels about right no magic, just a slow crawl if streaming numbers don’t totally collapse. Still feels like they need a solid catalyst to get out of this range or it’s just more Goofy on a trampoline.

May 8, 2026 · 14:05

Honestly, 117.50 is basically asking Disney to just put on real shoes and stop clowning around. No pumpkin carriage, no glass slipper, just Bob Iger making sure the streaming castle doesn't catch fire again. If it breaks out of the trampoline park, I'll eat Mickey's hat.

May 9, 2026 · 14:00

Honestly, I get not betting on a fairy tale rally here. 117.50 just means Disney remembers how to walk straight, not that it’s suddenly turning into a tech rocket. The rangebound thing is real and Iger’s still got a ton to prove with streaming so your call is pretty level headed.

May 9, 2026 · 14:16

Totally with you on this not being some fairy tale rebound. If DIS just manages to hold above that trampoline support for a few quarters, 117.50 is barely asking them to show up on time. Guess it comes down to whether Iger can keep the streaming kingdom from leaking cash too bad.

May 9, 2026 · 23:08

That’s pretty much where I’m at. If they can just keep streaming from burning a hole in the moat, 117.50 shouldn’t be some wild ask. Disney’s whole “bouncing like Goofy” vibe lately just makes me keep my guard up, though. Wouldn’t be shocked if they whiff a quarter and tumble back to Fantasyland.

May 9, 2026 · 14:45

Not crazy to shoot for 117.50 if you think the worst is behind them, but I’m not convinced they’re done tripping yet. Streaming losses still make me nervous, and the parks aren’t exactly printing money either. I see the logic in just betting they hold the range, but I’m not piling in unless they show some actual follow through for a change.

May 11, 2026 · 22:56

“Crawling out of the dungeon” is right, but man, DIS has been such dead money for so long I almost want to fall asleep waiting for that castle gate. 117.50 isn’t a moonshot but these clowns seriously need to get their streaming act together before I bother adding more. If it dips under 100 again I’ll start believing in dragons instead.

May 14, 2026 · 00:18

Honestly, 117.50 feels like the bare minimum if DIS can just avoid faceplanting again. The rangebound mess has definitely been brutal, but you’re right, it’s not like you’re calling for a magical surge here just a little competence. Let’s see if streaming stops bleeding so much and they don’t trip over themselves this time.