What Happened?
Shares of global entertainment and media company Disney (NYSE: DIS) jumped 1.9% in the afternoon session after investor optimism grew following the opening of a major new attraction at Disneyland Paris and reports of soaring streaming revenue.
The company debuted its $2.2-billion "World of Frozen" expansion at the park, the largest in its 34-year history. This major investment is part of a global build-out for its parks division.
After the initial pop the shares cooled down to $94.12, up 1.8% from previous close.
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What Is The Market Telling Us
Disney’s shares are not very volatile and have only had 8 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful, although it might not be something that would fundamentally change its perception of the business.
The biggest move we wrote about over the last year was 11 months ago when the stock gained 10.7% on the news that the company reported strong first quarter 2025 results which beat analysts' revenue and EPS expectations, included positive Disney+ net adds that exceeded estimates, and featured full-year adjusted EPS guidance that handily topped expectations. Sales rose 7%, with solid performance from its theme parks and movie content more than offsetting weaker results in sports. Zooming out, we think this was a very good print.
Disney is down 15.8% since the beginning of the year, and at $94.12 per share, it is trading 24.1% below its 52-week high of $124.01 from June 2025. Investors who bought $1,000 worth of Disney’s shares 5 years ago would now be looking at only $507.32.
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