Tuesday, September 22, 2026

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Via News Knowledge File

The Walt Disney Company

organization80% conf.·synced Aug 13, 2026

Entertainment and media conglomerate

57

sourced metrics

370

relationships

20

stated objectives

8

Via News reports

Every fact below is drawn from Via News's knowledge graph and linked to the source document it came from. Nothing here is unsourced. How we source →

Key metrics · each point sourced

Fair Value Estimate Previous

129.23USD

Streaming Operating Income Growth

72percent

Company Age

102years

Consensus Price Target

134.13USD

Direct To Consumer Operating Income

1.3billion_USD

Streaming Advertising Revenue

922million_USD

Direct To Consumer Operating Income Growth

1.2billion_USD

Fair Value Estimate

128.42USD

Stock Price

101.10USD

Apr 10, 2026source

Free Cash Flow

8.6USD

Apr 1, 2026source

Stock Return 5y

-45.8percent

Apr 1, 2026source

Intrinsic Value Per Share

101.97USD

Apr 1, 2026source

Stock Return 1y

9.7percent

Apr 1, 2026source

Stock Return 7d

2.7percent

Apr 1, 2026source

Rsi

29.74index

Mar 24, 2026source

Cost Reduction

5.5billion_USD

Feb 4, 2026source

Interest Expense Net

275000000USD

Feb 2, 2026⚠ sources conflictsource

Income Before Taxes

3700000000USD

Feb 2, 2026source

Stated objectives

Grow earnings at double digit pace

target: double digit earnings growth by 2026-01-01 00:00:00stated

Entertainment segment operating income double-digit growth (2H weighted)

by 2026-09-30 00:00:00stated

Sports segment operating income low-single digit growth

by 2026-09-30 00:00:00stated

Experiences segment operating income high-single digit growth (2H weighted)

by 2026-09-30 00:00:00stated

Adjusted EPS double-digit growth

by 2026-09-30 00:00:00stated

Cash from operations target of $19B

target: 19000000000 by 2026-09-30 00:00:00stated

Stock repurchase program of $7B

target: 7000000000 by 2026-09-30 00:00:00stated

Beat market performance in 2026

target: outperform S&P 500 by 2026-01-01 00:00:00stated

Direct-to-consumer margin expansion and operational efficiencies

target: double-digit EPS growth stated

Fiscal year adjusted EPS target

target: 5.85 by 2025-01-01 00:00:00stated

Relationship graph · 370 connections

Developed by

55

subsidiary of

54

Employs

49

Competes with

46

Covered by

25

Owns

15

Invested in

15

licensed from

13

Via News coverage

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Artificial Intelligence Successfully Predicts Price Trend Of Walt Disney And Banco Santander

This Knowledge File is assembled from Via News's source-traceable knowledge graph. Metrics, objectives and relationships are extracted from primary and credible secondary documents and refreshed on a schedule. Read our methodology →

What we know · the intelligence behind this page

Live from the substrate

What we're seeing

Frontier AI Slowdown Call Splits Industry, Rattles Capex-Sensitive Markets

Anthropic's Dario Amodei publicly called for a coordinated global slowdown in frontier AI development, a stance Microsoft echoed with a 'humanist' AI code of conduct, but Nvidia and Meta's CEOs rejected any coordinated pause days later, exposing a widening rift between safety-focused and growth-focused AI leaders. The dispute landed amid growing financial scrutiny of AI infrastructure spending — a hyperscaler capex analysis, FTC warnings against antitrust waivers for AI firms, and an 8.6% single-day stock drop in GE Vernova tied directly to the slowdown remarks — signaling investors are newly nervous about whether the AI capex boom (including Alphabet's projected $701B revenue narrative) can be justified if the pace of development itself becomes contested.

Our read on the data ›

Signals we're tracking

EPKINLY Regulatory-Clinical Success Cascade

High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.

Patterns we're watching ›

Where sources disagree

Berkshire Hathaway

Both facts report Berkshire Hathaway's cash position on 2026-01-01 with identical observation timestamps, but claim vastly different values: 380 billion USD vs 400 USD. These cannot both be true for the same entity at the same point in time. The magnitude of the discrepancy (a factor of ~10^9) rules out rounding, unit conversion, or methodological differences.

We flag conflicts openly ›

Recently verified

✓ Checked against the original source

4,983

facts traced to their source — and we flag the ones that don't hold up.

101 entities tracked4,983 facts checked against source5,304 source documents archived

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