Walt Disney

DIS

Market cap $188B

Jim Cramer made a bold call this week: Walt Disney ( NYSE:DIS ) should acquire Norwegian Cruise Line Holdings ( NYSE:NCLH ) valued roughly around $11 billion right now, pointing to what he called a “big ship shortage” driving demand across the cruise industry.

Josh D'Amaro will officially be CEO on March 18. The latest cruise ship in Disney's fast-growing fleet has its maiden voyage on March 10.

The Federal Communications Commission said on Wednesday it is reviewing the growing shift of live sports to pay TV and subscription services away from broadcast networks.

BURBANK, Calif.--(BUSINESS WIRE)--Hugh Johnston, Senior Executive Vice President & Chief Financial Officer, The Walt Disney Company (NYSE: DIS) will participate in a question-and-answer session at the Morgan Stanley Technology, Media & Telecom Conference on Monday, March 2, 2026 at approximately 4:05 p.m. ET/ 1:05 p.m. PT. To stream live, please visit www.disney.com/investors. A recording of the question-and-answer session will be archived on our website.

BURBANK, Calif.--(BUSINESS WIRE)--The Walt Disney Company (NYSE: DIS) today announced that Kristina Schake, Senior Executive Vice President and Chief Communications Officer, will depart the company after March 18, 2026, coinciding with the end of Bob Iger's tenure as Chief Executive Officer. Schake, who joined Disney in 2022, has served as a member of the company's senior management team and advisor to the CEO and Board of Directors, helping to advance Disney's business and strategic objectives.

The Walt Disney Company (DIS 2.03%) may be entering a pivotal year. With Avengers: Doomsday, Toy Story 5, and Moana lined up, 2026 could deliver multiple billion-dollar films.

Disney is rated a buy, driven by broad-based revenue growth across all segments and attractive valuation multiples. Despite near-term earnings pressure from higher expenses, DIS expects double-digit operating income and EPS growth in fiscal 2026. Management forecasts $19B in fiscal 2026 operating cash flow, supporting $7B in buybacks and a $1.5/share annual dividend.

Disney (DIS) appoints Josh D'Amaro as CEO and Dana Walden as CCO, signaling a complementary leadership duo to drive business and creative strategy. I remain long-term bullish on DIS, but anticipate continued muted price action and recommend patience as value realization may take over five years. Key forward strategies include cost-cutting, disciplined IP licensing, AI and interactivity initiatives, and capital allocation focused on parks/experiences.

Disney (DIS) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Disney's stock has primarily lagged behind many of its competitors over the past year. But how does this media titan genuinely compare amidst the changing streaming and content environment?