Zacks Investment Ideas feature highlights: Walt Disney, Amazon and Netflix

For Immediate ReleaseChicago, IL – November 13, 2025– Today, Zacks Investment Ideas feature highlights The Walt Disney Co. DIS, Amazon AMZN and Netflix NFLX.Does Disney Stock Have More Upside as Q4 Results Approach?Set to report results for its fiscal fourth quarter on Thursday, November 13, momentum in The Walt Disney Co. shares have wavered for much of the year. Ahead of its Q4 report, the media giant's stock is up a subpar +3% in 2025 despite being less than 9% away from a 52-week high of $124 a share.This somewhat stagnant stock performance comes as Disney has moved past the aggressive cost-cutting measures that long-term CEO Bob Iger implemented when returning to the helm in 2022 after previously leading the company for 15 years.Although Disney has shown signs of a turnaround since Iger's return, investors are anxious to see if the company's new prioritization of long-term growth over short-term cost savings is paying off.To that point, after achieving a $7.5 billion cost-cutting initiative as part of leadership's efforts to save money and refocus on profitability, it's noteworthy that Disney plans to spend $8 billion on capital expenditures this year, compared to $5 billion in 2024.Disney's Q4 ExpectationsZacks' projections call for Disney's Q4 sales to be up 1% to $22.88 billion. That said, Q4 EPS is expected to dip 9% to $1.03 due to pressure on traditional TV and sports broadcasting despite strong performance in streaming and theme parks.Overall, Disney is still slated to round out fiscal 2025 with annual earnings spiking 18% to $5.87 per share and total sales increasing 4% to $94.84 billion.What Wall Street will be looking for: With Disney's streaming segment becoming profitable in Q2 2025, Wall Street will be watching for what is hopefully increased profitability. Last quarter, Disney's streaming segment generated $346 million in operating income after posting its first profit of $293 million in Q2.Disney's Strategic Refocus & ExpansionReallocating resources toward high-growth areas, Disney is aggressively investing in streaming and global theme parks while still cutting costs in corporate overhead and underperforming assets, such as its legacy TV business (ABC, FX, and other linear networks).Furthermore, Disney is tapping into the growing tourism market in the Middle East, with plans to open a new theme park resort in Abu Dhabi as part of its international expansion strategy. Notably, Disney is investing $6 billion into its Experiences segment, which includes theme parks, cruises, and immersive attractions.Regarding streaming, Disney has remained focused on content-led growth, along with unifying its platforms for a better user experience and operational efficiency. Disney's latest move was launching a new direct-to-consumer app for ESPN in August, offering fans unified access to its full suite of sports content without needing a traditional cable subscription.Disney's Consolidated Streaming SubscribersWhen including Disney+, which is now being merged with Hulu, Disney's combined 200+ million streamers are in close competition with Amazon's Prime Video for the most global streaming subscribers behind Netflix.Disney's Attractive P/E ValuationAttractive to the potential for more long-term upside, especially if its probability begins to increase, is that Disney stock is trading at a reasonable 17X forward earnings multiple.This offers a pleasant discount to the benchmark S&P 500's 25X and its Zacks Media Conglomerates Industry average of 22X forward earnings. In regard to its major streaming competitors, DIS trades well beneath Amazon and Netflix's forward P/E multiples of 34X and 44X, respectively.It's also important to note that DIS is trading far below its decade-long high of 134X forward earnings and offers a slight discount to the median of 20X during this period.Bottom LineDisney stock is certainly making the argument for a move higher, and the Average Zacks Price Target of $135 a share does suggest 20% upside from current levels. Still, Disney's Q4 results and guidance will be crucial to showing that the company's refocused strategic expansion will be rewarding.For now, DIS lands a Zacks Rank #3 (Hold) and has started to regain the notion of being a very viable long-term investment.Free: Instant Access to Zacks' Market-Crushing StrategiesSince 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.Today you can tap into those powerful strategies – and the high-potential stocks they uncover – free. No strings attached.Get all the details here >>Media ContactZacks Investment Research800-767-3771 ext. 9339support@zacks.comhttps://www.zacks.comPast performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performancefor information about the performance numbers displayed in this press release.#1 Semiconductor Stock to Buy (Not NVDA)The incredible demand for data is fueling the market's next digital gold rush. As data centers continue to be built and constantly upgraded, the companies that provide the hardware for these behemoths will become the NVIDIAs of tomorrow.One under-the-radar chipmaker is uniquely positioned to take advantage of the next growth stage of this market. It specializes in semiconductor products that titans like NVIDIA don't build. It's just beginning to enter the spotlight, which is exactly where you want to be.See This Stock Now for Free >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Amazon.com, Inc. (AMZN): Free Stock Analysis Report Netflix, Inc. (NFLX): Free Stock Analysis Report The Walt Disney Company (DIS): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks