Can Disney's Experiences Segment Truly Bring The Magic Back For Investors?
1. BofA maintains a Buy rating for Disney with a $140 price target. 2. Disney’s Experiences segment projected to improve sequentially and meet fiscal 2025 expectations. 3. Minor revisions to revenue and EPS due to Pixar’s low box office performance. 4. DTC subscriber additions expected to be modestly positive in Q3. 5. Disney raised fiscal 2025 EPS guidance to $5.75 following strong earnings.