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Needham Reiterates its ‘Buy’ Rating on The Walt Disney Company (DIS) with a $125 Price Target

Sat, September 27, 2025 at 9:46 AM CDT 1 min read

The Walt Disney Company (NYSE:DIS) is one of the 13 Best Diversified Stocks to Buy According to Hedge Funds.

Needham Reiterates its ‘Buy’ Rating on The Walt Disney Company (DIS) with a $125 Price Target

On September 23, 2025, Needham reiterated its ‘Buy’ rating on The Walt Disney Company (NYSE:DIS) with a $125 price target. The investment firm cited strategic changes to Disney’s broadcast operations. Furthermore, the firm recommended that the company simulcast all ABC content on Hulu, in addition to its ABC app, to better preserve advertising revenue and reach.

Furthermore, Needham suggested that The Walt Disney Company (NYSE:DIS) should shut down ABC instead of selling it. This way, the company could minimize value destruction and bring greater investor focus to its faster-growing business segments. This could also drive valuation multiple expansion and unlock about 10% more value to shareholders. Lastly, the investment firm highlighted generative AI’s impact on time frames, making regulatory delays and distractions more costly. Thus, eliminating regulatory risks becomes more valuable.

Operating across the Americas, Europe, and the Asia Pacific, The Walt Disney Company (NYSE:DIS) functions as a diversified entertainment and media conglomerate. It offers content creation, distribution, parks, consumer products, and streaming services through multiple platforms globally. It is one of the Best Diversified Stocks.

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