Disney's fourth quarter is expected to be strong, but planning for its 2027 movies will be tougher, says an analyst.

Sep 29, 2026, 12:51 PM ETOpinionRead the original at Benzinga

Neutral

The analyst sees support from parks and sports, but weaker films and a tougher 2027 entertainment slate. Those opposing points leave Disney's outlook unchanged by this report.

DIS · Walt Disney Co

AI read · Neutral

The AI's read

Parks, cruise ships, and sports could help Disney, and savings may support streaming. Weaker film results and a lighter 2027 film slate point the other way. The analyst kept revenue and profit forecasts for 2027, with only a small increase to the operating profit estimate. Together, these points leave the picture mixed.

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