The low valuation multiples for value stocks provide a margin of safety that growth stocks rarely offer. However, the challenge lies in determining whether these cheap assets are genuinely undervalued or simply on sale due to their potentially deteriorating business models.

Walt Disney (DIS) has been in focus after appointing Andy Shu as director and head of commerce for Disney+ Asia Pacific, a move that highlights the company’s ongoing push in streaming and regional growth. See our latest analysis for Walt Disney. Recent news around Disney+ leadership, stronger parks commentary and a settlement with Comcast has come alongside a 30 day share price return of 11.63% and a 3 year total shareholder return of 34.22%, while the 1 year total shareholder return declined...

While the stock is flat over the past five years, it has quadrupled from its April 2025 lows. Its Wall Street fan base is also growing:

On August 14, 2026, The Walt Disney Company (NYSE:DIS) CEO Josh D’Amaro, in his first CNBC interview since succeeding Bob Iger in March 2026, told “Squawk on the Street” that the company’s parks division was a “big surprise” last quarter. Days earlier, on August 11, 2026, Disney and Comcast Corporation (NASDAQ:CMCSA) reached a deal ending […]

Both of these entertainment giants have lost money for their shareholders in 2026.

DIS stock is on track to clock gains this month, after three straight months of losses, if the gains hold.

Investment firm Arctos Partners agrees to buy a minority stake in the Atlanta Falcons at a $10.6 billion valuation, CNBC reports.

New park and cruise capacity is filling up while guests spend more per visit, and that pairing is the clearest upside case for Walt Disney stock.

From Monte Carlo to Milan, the world of F1 has long been dripping with glamour, making stars out of drivers like Michael Schumacher and Lewis Hamilton, who are outshone only by the supercars themselves. “From 1950 until about 2016, it was pretty badly run,” says Markus Hansen, a portfolio manager at Vontobel Asset Management, which owns Liberty Media Series C Liberty Formula One shares. “In 2017, when Liberty Media took over Formula One, they brought a proper approach to running the business…to turning sports assets into viable financial businesses.”

Netflix has shed more than a third of its value over the past year, yet a billionaire who once lost $400 million betting on this exact stock just bought back in, and the reasoning behind his conviction is harder to dismiss than you might expect.

Netflix's ad business is scaling fast, with billions in ad revenue targeted as live programming and new ad tools fuel demand.

Plus: Disney sues FCC over license review, and Europe’s rivers are drying up, threatening its economy.

Convertible bonds boosted by AI craze, Meta faces landmark trial, why streaming matters, and more news to start your day.

(Updates with Federal Communications Commission response in the fourth paragraph.) Walt Disney (D

Earlier this month, Bath & Body Works declared a regular quarterly dividend of US$0.20 per share, payable on September 4, 2026, to shareholders of record as of August 21, 2026. At the same time, the company is leaning into brand partnerships like Disney’s The Nightmare Before Christmas collection, extending its reach across themed body care and home fragrance products. Now we’ll explore how Citi’s favorable reassessment ahead of earnings, alongside Disney collaborations, may influence Bath &...

Consumer stocks were higher late Tuesday afternoon, with the State Street Consumer Staples Select Se

Chairman Brendan Carr says ABC’s early review is about DEI, not Kimmel or “The View”... but the timeline says otherwise

Consumer stocks were higher Tuesday afternoon, with the State Street Consumer Staples Select Sector

MEDIA & MARKETING Tensions between Disney and the Trump administration have been brewing for more than a year. Here’s a timeline of the major moments: This explanatory article may be updated periodically.

Bill Ackman just bought back into Netflix after losing hundreds of millions on the same trade in 2022, and streaming rivals are barely flinching while one major hedge fund makes its biggest portfolio bet in years.

All three major US stock indexes were down in late-morning trading Tuesday, as the yield on the US 3

The agency has launched probes into the company’s DEI practices and equal-time rules in the wake of criticism of President Trump by Jimmy Kimmel and “The View.”

Disney alleges the FCC retaliated against its ABC network by forcing eight stations to seek early license renewals.

According to NBC News, the lawsuit asks a federal court in Washington, D.C., to block the FCC from taking action against the Disney and ABC stations over the early renewals.

The agency has launched probes into the company’s DEI practices and equal-time rules in the wake of criticism of President Trump by Jimmy Kimmel and “The View.”

The 30-year Treasury yield hits highest level since 2007, Micron stock retakes key level, SpaceX makes $60 billion AI acquisition, and more news to start your day.

Disney, Parker-Hannifin and Occidental Petroleum show varied growth drivers, with streaming, industrial demand and energy execution shaping their outlooks.

Another quiet day on Wall Street led to a rally in chips and energy stocks, but the rest of market languished in the August sun. The Dow Jones Industrial Average fell 272 points, or 0.5%, on Monday. The S&P 500 dropped 0.5%.

Disney faces near-term pressure from softer SVOD ads, mixed theaters and Asia parks weakness, but IP and streaming support growth.

Walt Disney stock needs a box-office boost. The entertainment giant’s D23 event gave the new CEO a chance to detail his plans for doing just that.

Former Disney CEO Bob Igner and investment manager Josh Kushner paid $12.5 billion for the NBA’s Lakers. They could write off $800 million a year from their taxes.

Walt Disney (NYSE:DIS) gained fresh attention as Marvel Studios released the new Avengers: Doomsday trailer, signaling the next major chapter in its superhero film franchise. The trailer reveal positions Disney to engage fans across theatrical releases, Disney+ streaming, consumer products and theme park tie ins linked to the Avengers brand. Investors often watch major Marvel content drops as indicators of audience interest that can influence Disney's broader media and entertainment...

Netflix's revenue growth is cooling, and the line that actually compounds for shareholders has been running far ahead of it.

Daniel Loeb just made Warner Bros. Discovery his largest new position, exiting Nvidia and Broadcom to fund it. Here is what billionaires see that most analysts are still missing.

As the Q2 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the consumer discretionary - media industry, including Disney (NYSE:DIS) and its peers.

It’s the second-fastest movie to reach that milestone, according to Rentrak’s Paul Dergarabedian, who sees a $10 billion year at the box office within reach.

The Dow Jones (^DJI) is home to corporate giants, but size alone doesn’t guarantee success. A few of these companies are struggling with weak fundamentals, paradigm shifts, or poor execution.

Bob Iger and Josh Kushner’s record $12.5 billion Los Angeles Lakers takeover could usher in a new era for the franchise, with questions already swirling over whether Jeanie Buss and Rob Pelinka will remain in place. Lakers Sale Sets New...

Investing.com -- Walt Disney (NYSE:DIS) must rebuild its franchise pipeline and become a larger content aggregator if it wants to regain the valuation premium it historically commanded, Barclays analysts said.

Disney stock rose 1.96% on Friday as Marvel Studios unveiled a new Avengers Doomsday trailer for December.

Find insight on Disney, Workday, Nvidia and more in the latest Market Talks covering technology, media and telecom.

Disney's flat revenue masks a 22% operating margin, while Roku's steady growth comes at just 11% — a profitability gap that reframes the growth story.

The stock is down more than 8% over twelve months despite growth in parks and streaming

Josh D'Amaro said Disney stock is down more than 8% over the past year and that he is unhappy with where it stands

During an interview with CNBC, D’Amaro said that he is “feeling pretty good” about where Disney is right now, nearly six months into his role as the company’s CEO.

DIS' gaming business tops $4 billion in annual consumer spending, but can its licensing model turn gaming into a major growth engine?

Disney’s Q2 results were marked by a positive market reaction, despite missing Wall Street’s revenue and profit expectations. Management attributed the quarter’s momentum to strong performance from the Disney Experiences segment, which saw record revenue and operating income growth driven by increased attendance and higher per capita spending at domestic parks and cruise lines. CEO Josh D’Amaro emphasized that the company’s strategy of integrating creative content, technology, and fan engagement

The Walt Disney Company recently reported fiscal third-quarter 2026 results, with revenue rising to US$25,248 million while net income fell to US$2,638 million, and also appointed former HBO Max architect Andy Shu as director and head of commerce for Disney+ Asia Pacific, relocating him to Tokyo. Together, the Experiences segment’s record performance and Shu’s streaming expertise highlight how Disney is pulling both physical and digital levers to deepen global monetization. Next, we’ll...

NFLX's resilient revenues, rising margins and $3B ad opportunity support a hold despite its 20.9% YTD drop and premium valuation.

Irwin Raij, Sidley Partner & Entertainment, Sports and Media Co-Chair, joins Yahoo Finance Executive Editor Brian Sozzi to analyze the record-breaking $12.5 billion LA Lakers valuation, explaining how live sports assets defy broader market risks and what former Disney (DIS) CEO Bob Iger brings to NBA franchise ownership.