Walt Disney Earnings and Q4 Guidance Concerns
about 1 month ago
Bailey
"Walt Disney ticker DIS right now down about 8% worst performer in the S&P 500. This comes after earnings underwhelming forecast missing on revenue. Talking about expenses for their film studio weighing on the fourth quarter. Bloomberg Intelligence basically saying that guidance is going to be underwhelming given no major changes to their prior forecast. I personally, unlike John Tucker, am very excited to see Avatar. I'm going to see it in 4D and probably spend 45 on the seat, but it'll be worth the three-hour experience."
The commentary on Walt Disney points to a significant 8% decline amid disappointing earnings forecasts and concerns over high film studio expenses impacting Q4. Despite a personal note about excitement for the upcoming Avatar release, the overall tone underscores caution regarding the stock's near-term performance.
Scores
Alpha Potential
7.0/10
Novelty
6.0/10
Credibility
7.0/10
Timeliness
8.0/10
Overall
7.0/10
Sentiment
Bearish
Conviction
Medium
Tier
Company Commentary
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Episode Information
Episode:
Sealed Air Rises, Cisco Jumps, Walt Disney Falls on Guidance | Stock Movers
Source:
Stock Movers
Published:
November 13, 2025
Idea Type:
Company Opinion