最新ニュース Walt Disney (NYSE:DIS) 株価情報

WALT DISNEY CO/THE

Walt Disney

Disney operates in three global business segments: entertainment, sports, and experiences. Entertainment and experiences both benefit from the firm's ownership of iconic franchises and characters. Entertainment includes the ABC broadcast network, several cable television networks, and the Disney+ and Hulu streaming services. Within the segment, Disney also engages in movie and television production and distribution, with content licensed to movie theaters, other content providers, or, increasingly, kept in-house for use on Disney's own streaming platform and television networks. The sports segment houses ESPN and the ESPN+ streaming service. Experiences contains Disney's theme parks and vacation destinations, and also benefits from merchandise licensing.

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水曜日、主要な米国の指標は全て下落し、ダウ平均株価指数は38,763.45ドルから0.6％減の、S&amp;P500は5,199.50ドルから0.8％減の、ナスダックは16,195.81ドルから1.05％減の数字をそれぞれ記録した。

ロビンフッド、テスラ株が市場を牽引　米国指数下落も影響なく

Entertainment

Global

ウォルト・ディズニー（NYSE:DIS）のCEO、ボブ・アイガー氏は、同社が次の２年間で公開する映画ラインナップを発表した。今回のラインナップには、続編、実写化、さらにはマーベル シネマティック ユニバース（MCU）の新作が含まれている。

ディズニー　最新の映画ラインナップを公開

Tech

ウォルト・ディズニー（NYSE:DIS）の最高財務責任者（CFO）、Hugh Johnston氏が、水曜日に同社の2024会計年度第3四半期決算の席上、最新の価格上昇についてコメントを発表した。

ディズニー　メディア事業での値上げ検討を公表

The Walt Disney Co

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Dimensional ETF Trust Dimensional International Small Cap Value ETF

Walt Disney Co.'s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>) Marvel Studios has delayed the theatrical release of "Avengers: Doomsday" from May 1, 2026, to Dec. 18, 2026, while "Avengers: Secret Wars" will now debut on Dec. 17, 2027, instead of May 7, 2027.
What Happened: In their place, Disney will release "The Devil Wears Prada 2" on May 1, 2026, maintaining its hold on the coveted early summer blockbuster window, <a href="https://www.hollywoodreporter.com/movies/movie-news/avengers-doomsday-secret-wars-delay-release-dates-1236228047/">reported</a> The Hollywood Reporter.
Robert Downey Jr. is confirmed to return in Avengers, but Chris Evans (Captain America) and Tom Holland (Spider-Man) were notably absent from the initial cast reveal <a href="https://www.benzinga.com/general/entertainment/25/03/44518045/disney-assembles-avengers-x-men-fantastic-four-in-upcoming-marvel-movie">during a March livestream</a>.
However, Evans is expected to appear in at least one of the two films, the report noted.
See Also: <a href="https://www.benzinga.com/news/25/05/45578275/disney-taps-formula-1s-global-fanbase-to-supercharge-brand-reach-among-young-viewers">Disney Taps Formula 1&#8217;s Global Fanbase To Supercharge Brand Reach Among Young Viewers</a>
Why It&#8217;s Important: Earlier this month, it was reported that Marvel Studios' "Thunderbolts" <a href="https://www.benzinga.com/media/25/05/45199354/disney-marvels-thunderbolts-opens-to-162-million-globally">earned $76 million at the domestic openings</a> from 4,330 theaters and brought in an additional $86.1 million internationally.
In February, it was reported that "Captain America: Brave New World" pulled in<a href="https://www.benzinga.com/general/entertainment/25/02/43789321/disney-latest-captain-america-film-opens-with-100m-can-marvel-magic-happen-three-times-in-2025"> $100 million at the domestic box office</a> and $92.4 million overseas, bringing its global total to $192.4 million over the President's Day holiday weekend.
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During Disney's <a href="https://www.benzinga.com/25/05/45251203/disney-rides-strong-subscriber-growth-and-movie-hits-lifts-forecast-with-1-billion-streaming-goal">second-quarter 2025 earnings</a> call, CEO Bob Iger said that Marvel Studios had overextended itself by creating too much content for streaming. He acknowledged that the studio's intense focus on Disney+ led to creative strain and a <a href="https://www.benzinga.com/25/05/45275079/bob-iger-admits-marvel-lost-focus-by-making-too-much-content-saying-quantity-does-not-necessarily-beget-quality-heres-what-disney-plans-to-do-now">decline in content quality</a>.
Price Action: Disney shares edged down 0.08% in after-hours trading, closing at $111.04 at the time of writing, after rising 0.61% during regular trading hours on Thursday, according to <a href="http://pro.benzinga.com/">Benzinga Pro</a>.
Benzinga Edge Stock Rankings gives Disney a strong growth score of 92.49%, reflecting the company's solid market momentum.<a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"> Click here to see how it compares to other stocks</a>.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/23021303/Screenshot-2025-05-23-at-11.41.06%E2%80%AFAM.png" alt="" class="wp-image-925381" /></a></figure>
Photo Courtesy: Tinseltown on Shutterstock.com
Check out more of Benzinga&#8217;s Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Media

Marvel Delays Robert Downey Jr. Starrer 'Avengers: Doomsday' And 'Secret Wars' To December 2026, But Disney Has A Summer Blockbuster In Store

On Wednesday, Walt Disney Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>) filed a lawsuit against YouTube, a subsidiary of Alphabet Inc.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google to stop the appointment of former ESPN executive Justin Connolly as its new global head of media and sports, alleging breach of contract, unfair competition and interference with a contractual relationship.
What Happened: The lawsuit, filed in Los Angeles state court, claims Connolly signed a three-year contract in November 2024 that committed him to Disney through March 1, 2027, reported Reuters, adding that Connolly had a limited one-time termination option.
YouTube was aware of Connolly's contractual obligations, Disney alleged, seeking a court order to block his employment.
YouTube did not immediately respond to <a href="https://pro.benzinga.com/dashboard">Benzinga's</a> request for comments.
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Why It's Important: Connolly had spent over two decades at ESPN and Disney and stepped down earlier this week as head of platform distribution.
YouTube on Thursday confirmed the hire. Connolly will oversee relationships with major media companies and lead its growing live sports portfolio, the report added, citing sources familiar with the matter.
Price Movement: On Thursday, Alphabet Inc.'s Class A shares gained 1.37%, while Class C shares increased by 1.13%. During the same period, Disney shares rose 0.61%, according to <a href="https://pro.benzinga.com/dashboard">data from Benzinga Pro</a>.
As per Benzinga Edge Stock Rankings, Alphabet boasts a growth score of 88.68%. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Click here to see how it compares to other companies</a>.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/22224557/Screenshot-2025-05-23-at-8.14.58%E2%80%AFAM.png" alt="" class="wp-image-925254" /></a></figure>
Photo Courtesy: Bankrx on Shutterstock.com
Check out more of Benzinga's Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Legal

GOOG

GOOGL

Disney Sues YouTube To Block Hiring Of Former ESPN Executive Justin Connolly Amid Sports Streaming Turf War

JPMorgan analyst David Karnovsky maintained Paramount Global (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PARA#NASDAQ">PARA</a>) with an Underweight and lowered the <a href="https://www.benzinga.com/quote/PARA/analyst-ratings" target="_blank" rel="noreferrer noopener">price target from $11 to $10</a> on Wednesday.
Last week, Karnovsky held fireside chats with thirteen companies at JPMorgan&#8217;s Global TMC Conference in Boston. The analyst covered key short-term and long-term takeaways across live entertainment, ad agencies, outdoor advertising, digital publishing, and broadcasting, including some themes emerging from first-quarter earnings.
Karnovsky noted that PayTV declines continue to be a substantial headwind. While DTC execution has been solid, the analyst expected losses through 2026, which would weigh on total company OIBDA and free cash flow.
Also Read: <a href="https://www.benzinga.com/general/entertainment/25/05/45358172/paramounts-super-bowl-boost-and-studio-strength-help-offset-streaming-miss-analyst" target="_blank" rel="noreferrer noopener">Paramount&#8217;s Super Bowl Boost And Studio Strength Help Offset Streaming Miss: Analyst</a>
While Karnovsky liked Paramount&#8217;s cost-cutting efforts, focus on DTC profitability, and the decision to improve the balance sheet, he maintained his Underweight rating given the company&#8217;s valuation premium versus peers, lack of scale in DTC, linear exposure, and macro uncertainty.
Paramount&#8217;s first-quarter OIBDA exceeded the analyst&#8217;s expectations ($688 million versus Karnovsky&#8217;s $649 million). Still, he reduced fiscal 2025 consolidated OIBDA to $2.81 billion (-9.9% versus the prior 5.6%) on reductions in TV Media. The analyst reduced second-quarter TV Media advertising to $1.62 billion (-6.5% versus prior -5.0%), down from a flattish underlying trend in the first quarter, reflecting fewer sports inventory.&nbsp;&nbsp;
Given political and international true-up comps, he expected the ad decline to worsen in the third and fourth quarters, but now estimates fiscal 2025 TV Media advertising of $6.91 billion (-15.6% versus prior -17.5%) after flowing through the beat in the first quarter.
Karnovsky estimated that first-quarter TV Media OIBDA ex-Super Bowl was down ~17% and now forecasts similar declines in the second and third quarters, bringing his fiscal 2025 TV Media OIBDA estimate to $3.46 billion (-20.5% versus prior -14.8%).
At DTC, the analyst decreased his fiscal 2025 Advertising estimate to $2.06 billion (-2.6% versus prior +8.3%) after the miss in the first quarter and Paramount+ strength being offset by softness at Pluto driven by supply. Positively, Karnovsky increased his fiscal 2025 Subscription estimate to $6.46 billion (+17.3% versus prior +14.8%), reflecting prior price increases flowing through, and raised fiscal 2025 DTC OIBDA to -$96 million (prior -$158 million).
Karnovsky had an Overweight on Walt Disney Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>) with a price target of $130.
The analyst noted that the company raised EPS guidance, and management confirmed the long-term outlook of double-digit growth could be applied on a higher base. Disney+ net adds returned to growth, and Hulu net adds were above 1m for the second straight quarter, reflecting not only strong content but also platform improvements and traction on password sharing.
Disney appears to be navigating macro headwinds well, with sports advertising strong and the operating income guide for Experiences moving to the higher end, Karnovsky said. The stock has outperformed post-print, but at 17.5 times Karnovsky&#8217;s fiscal 2026 EPS, it looks attractively priced relative to the market at 20 times.
Price Action:&nbsp;PARA stock is up 0.50% by $11.88 at last check Wednesday.
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Image: Shutterstock

Price Target

Reiteration

Analyst Ratings

Trading Ideas

PARA

Paramount Ad Slump, Streaming Losses Prompt Analyst To Cut Price Forecast

On CNBC's &#8220;<a href="https://www.cnbc.com/video/2025/05/20/final-trades-3m-stifel-financial-walt-disney-and-truist-financial.html">Halftime Report Final Trades</a>,&#8221; Joshua Brown, CEO of Ritholtz Wealth Management, said 3M Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MMM#NYSE">MMM</a>) <a href="https://www.benzinga.com/quote/MMM/analyst-ratings">looks &#8220;incredible.&#8221;</a>
Supporting his view, JP Morgan analyst Stephen Tusa maintained 3M with an Overweight rating on May 16 and raised the price target from $140 to $167.
Brian Belski, BMO Capital&#8217;s chief investment strategist, named Stifel Financial Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SF#NYSE">SF</a>) as his final trade.
As per recent news, Stifel Financial reported on May 7 that its Board of Directors has declared a cash dividend of 46 cents per share on shares of its common stock.
Don't forget to check out our <a href="https://www.benzinga.com/premarket/">premarket coverage her</a>e
Jim Lebenthal of Cerity Partners picked The Walt Disney Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>) as his final trade.
Formula 1 and Walt Disney announced a new collaboration with Mickey &amp; Friends on Tuesday that will begin in 2026. Formula 1 chief commercial officer Emily Prazer said the arrangement fits perfectly with Formula 1&#8217;s strategy to step outside the world of sport and into a broader consumer market. In return, Formula 1 introduced Disney to its <a href="https://www.benzinga.com/25/05/45521309/disney-taps-formula-1s-global-fanbase-to-supercharge-brand-reach-among-young-viewers">820 million fans worldwide.</a>
Stephanie Link, CIO at Hightower, said Truist Financial Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TFC#NYSE">TFC</a>) is poised to recover.
On the earnings front, Truist Financial posted better-than-expected sales results for the first quarter on April 17.
Price Action:
<ul class="wp-block-list">
<li>3M shares gained 0.01% to close at $154.15 on Tuesday.</li>
<li>During Tuesday&#8217;s session, Stifel Financial fell 1.3% to settle at $97.22.</li>
<li>Truist Financial shares fell 1.7% to close at $40.68.</li>
<li>Disney shares declined 0.3% to close at $112.36 on Tuesday.</li>
</ul>
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Photo: Shutterstock

Long Ideas

Disney, Stifel Financial, Truist Financial And An Industrial Stock: CNBC's 'Final Trades'

CNBC Halftime Report Final Trades: 3M Company, Stifel Financial, The Walt Disney Company, Truist Financial

Formula 1 and Walt Disney Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>) <a href="https://www.benzinga.com/pressreleases/25/05/n45513155/disney-and-formula-1-unveil-collaboration-with-disneys-mickey-friends-launching-in-2026" target="_blank" rel="noreferrer noopener">announced </a><a href="https://www.benzinga.com/pressreleases/25/05/n45513155/disney-and-formula-1-unveil-collaboration-with-disneys-mickey-friends-launching-in-2026" target="_blank" rel="noopener">on Tuesday a new</a> collaboration with Mickey &amp; Friends that will begin in 2026.
Formula 1 chief commercial officer Emily Prazer said the arrangement fits perfectly with its strategy to step outside the world of sport and into a broader consumer market. In return, it introduced Disney to its 820 million fans worldwide.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/05/45266716/disneys-streaming-gains-park-strength-cash-surge-drive-analyst-optimism" rel="noreferrer noopener">Disney&#8217;s Streaming Gains, Park Strength, Cash Flow Drive Analyst Optimism</a>
In recent years, Formula 1 has seen a massive surge in growth with younger fans. Data shows that over four million children aged 8-12 actively follow the sport across the EU and US, while 54% of followers on TikTok and 40% on Instagram are now under 25 years old.&nbsp;
Walt Disney stock surged over 9% in the last 12 months.
Walt Disney&nbsp;reported&nbsp;<a target="_blank" href="https://www.benzinga.com/25/05/45251203/disney-rides-strong-subscriber-growth-and-movie-hits-lifts-forecast-with-1-billion-streaming-goal" rel="noreferrer noopener">fiscal second-quarter</a> revenue growth of 7% to $23.62 billion, beating the&nbsp;analyst consensus of $23.14 billion driven by its Entertainment and Experiences businesses. Adjusted EPS of $1.45 beat the&nbsp;analyst consensus of $1.20.
Entertainment revenue, including traditional TV networks, direct-to-consumer streaming and films, increased by 9% to $10.68 billion.
Sports revenue (mostly comprised of ESPN) rose 5% to $4.53 billion. Experiences revenue (including Disney&#8217;s theme parks and consumer products) climbed 6% to $8.89 billion.
For fiscal 2025, Disney projected an adjusted EPS&nbsp;of $5.75, an increase of 16% versus a $5.44 analyst estimate.
The company reiterated double-digit operating income growth for the Entertainment segment in fiscal 2025. Disney maintained its Experience segment to see operating income growth of 6%- 8% in fiscal 2025. The company expects its Sports segment to grow 13% in fiscal 2025.
CEO Bob Iger has said he remains optimistic about the company&#8217;s direction and outlook for the remainder of the fiscal year.
Price Actions: DIS stock is down 0.34% at $112.28 premarket at&nbsp;the last check on Tuesday.
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Photo: Shutterstock

Disney Taps Formula 1's Global Fanbase To Supercharge Brand Reach Among Young Viewers

Formula 1 And Disney Announce 2026 Global Collaboration Featuring Mickey And Friends In Experiences Content And Merchandise

Financial giants have made a conspicuous bullish move on Walt Disney. Our analysis of options history for Walt Disney (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>) revealed 19 unusual trades.
Delving into the details, we found 57% of traders were bullish, while 26% showed bearish tendencies. Out of all the trades we spotted, 9 were puts, with a value of $1,246,979, and 10 were calls, valued at $2,646,792.
<h3>Predicted Price Range</h3>
Based on the trading activity, it appears that the significant investors are aiming for a price territory stretching from $90.0 to $120.0 for Walt Disney over the recent three months. 
<h3>Volume &amp; Open Interest Development</h3>
Examining the volume and open interest provides crucial insights into stock research. This information is key in gauging liquidity and interest levels for Walt Disney's options at certain strike prices. Below, we present a snapshot of the trends in volume and open interest for calls and puts across Walt Disney's significant trades, within a strike price range of $90.0 to $120.0, over the past month.
<h3>Walt Disney Option Volume And Open Interest Over Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1747681259_0.png" alt="Options Call Chart" />
<h3>Biggest Options Spotted:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>DIS</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/15/27</td>
<td>$26.6</td>
<td>$26.3</td>
<td>$26.65</td>
<td>$100.00</td>
<td>$1.5M</td>
<td>6.8K</td>
<td>1.4K</td>
</tr>
<tr>
<td>DIS</td>
<td>PUT</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>08/15/25</td>
<td>$2.98</td>
<td>$2.84</td>
<td>$2.91</td>
<td>$105.00</td>
<td>$552.9K</td>
<td>7.6K</td>
<td>1.9K</td>
</tr>
<tr>
<td>DIS</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$8.6</td>
<td>$8.6</td>
<td>$8.6</td>
<td>$105.00</td>
<td>$430.0K</td>
<td>11.0K</td>
<td>532</td>
</tr>
<tr>
<td>DIS</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$1.88</td>
<td>$1.83</td>
<td>$1.84</td>
<td>$100.00</td>
<td>$283.0K</td>
<td>5.5K</td>
<td>1.5K</td>
</tr>
<tr>
<td>DIS</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/15/27</td>
<td>$26.65</td>
<td>$26.2</td>
<td>$26.65</td>
<td>$100.00</td>
<td>$266.5K</td>
<td>6.8K</td>
<td>801</td>
</tr>
</tbody>
</table>

<h3>About Walt Disney</h3>
Disney operates in three global business segments: entertainment, sports, and experiences. Entertainment and experiences both benefit from the firm's ownership of iconic franchises and characters. Entertainment includes the ABC broadcast network, several cable television networks, and the Disney+ and Hulu streaming services. Within the segment, Disney also engages in movie and television production and distribution, with content licensed to movie theaters, other content providers, or, increasingly, kept in-house for use on Disney's own streaming platform and television networks. The sports segment houses ESPN and the ESPN+ streaming service. Experiences contains Disney's theme parks and vacation destinations, and also benefits from merchandise licensing.
After a thorough review of the options trading surrounding Walt Disney, we move to examine the company in more detail. This includes an assessment of its current market status and performance.
<h3>Walt Disney's Current Market Status</h3>
<ul>
<li>With a volume of 4,263,572, the price of DIS is down -0.63% at $112.71. </li>
<li>RSI indicators hint that the underlying stock may be overbought.</li>
<li>Next earnings are expected to be released in 79 days.</li>
</ul>
<h3>Expert Opinions on Walt Disney</h3>
Over the past month, 5 industry analysts have shared their insights on this stock, proposing an average target price of $120.4.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; Reflecting concerns, an analyst from Needham lowers its rating to Buy with a new price target of $125. 
&#x2A; In a cautious move, an analyst from Needham downgraded its rating to Buy, setting a price target of $125. 
&#x2A; An analyst from Wolfe Research upgraded its action to Outperform with a price target of $112. 
&#x2A; Consistent in their evaluation, an analyst from Guggenheim keeps a Buy rating on Walt Disney with a target price of $120. 
&#x2A; Maintaining their stance, an analyst from UBS continues to hold a Buy rating for Walt Disney, targeting a price of $120. 
Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options traders manage this risk by educating themselves daily, scaling in and out of trades, following more than one indicator, and following the markets closely.
If you want to stay updated on the latest options trades for Walt Disney, <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> gives you real-time options trades alerts.

Options

Walt Disney Unusual Options Activity For May 19

Telsey Advisory Group analyst Joseph Feldman reiterated the Outperform rating on Target Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TGT#NYSE">TGT</a>), <a target="_blank" href="https://www.benzinga.com/quote/TGT/analyst-ratings" rel="noreferrer noopener">lowering the price forecast from $145 to $130</a>.
Target will report its first-quarter earnings on Wednesday, May 21. Analyst Feldman lowered first-quarter and full-year 2025 estimates for Target, citing weaker consumer spending, particularly in discretionary and general merchandise, along with rising costs tied to promotions, labor, tech investments, and potential tariff impacts.
While Placer.ai data showed declining traffic early in the quarter with some recovery later, likely from Easter timing and improved weather, Feldman noted that Target&#8217;s efforts in value offerings, loyalty programs, private label expansion, store upgrades, and brand partnerships (Apple Inc. (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/aapl#NASDAQ">AAPL</a>), Walt Disney Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>), Levi Strauss &amp; Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LEVI#NYSE">LEVI</a>), Ulta Beauty, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ULTA#NASDAQ">ULTA</a>)) could partially offset pressure.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/05/45468713/pentair-to-rally-more-than-15-here-are-10-top-analyst-forecasts-for-friday" rel="noreferrer noopener">Pentair To Rally More Than 15%? Here Are 10 Top Analyst Forecasts For Friday</a>
Feldman now projects total sales to fall 0.9% to $24.3 billion, with comparable sales to decline 1.5%, down from the prior forecast of 1.0% and below the FactSet consensus of a 1.2% drop.
Feldman noted that Target sources roughly 50% of its cost of goods sold from within the U.S., while reducing its reliance on China from about 60% in 2017 to about 30% in 2024, with plans to bring that below 25% by 2026. Although the company hasn&#8217;t quantified the tariff impact, it plans to mitigate risks through sourcing diversification, vendor negotiations, and price increases while preserving balance sheet flexibility.
Reflecting softer consumer demand, a weaker product mix, and added cost pressures, especially tariffs, Feldman lowered his 2025 EPS estimate to $8.80 from $9.30 (vs. FactSet&#8217;s $8.62) and 2026 EPS to $9.55 from $10.14 (vs. FactSet&#8217;s $9.20).
Price Action: TGT shares are trading higher by 1.68% to $98.62 at last check on Friday.
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Image by bluestork via Shutterstock

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Analyst Lowers Target Q1 Forecast Amid Spending Slump, Rising Consumer Tariffs

After more than a dozen seasons on the hit reality investing pitching <a href="https://www.benzinga.com/topic/shark-tank">show "Shark Tank," </a>investor Mark Cuban is saying farewell with Season 16's finale Friday night.
Here's a look back at Cuban's time on "Shark Tank" and a look at what comes next for the investor and the show.
‘Shark Tank' Finale: Cuban announced his exit from "Shark Tank" in November 2023. Over a year later, his final episode has arrived.
"My last @ABCSharkTank is this Friday. Gonna miss it. But it was time to move on. Make sure to watch!" Cuban <a href="https://x.com/mcuban/status/1923129598952321255">tweeted</a>.
The Season 16 finale airs at 8 p.m. ET Friday May 16 on ABC, which is a unit of The Walt Disney Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>). The show is produced by Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) -owned MGM Television in association with Sony Group Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SONY#NYSE">SONY</a>) unit Sony Pictures Television.
Cuban joined the show as a guest shark in season 2 before becoming a regular cast member in season 3.
&#8220;It&#8217;s not being on TV that&#8217;s made it special. It&#8217;s sending a message to everybody that watches that the American dream is alive and well,&#8221; <a href="https://www.benzinga.com/general/entertainment/24/10/41271567/mark-cuban-reflects-on-shark-tanks-enduring-success-the-american-dream-is-alive-and-well">Cuban said</a> on the &#8220;Life in Seven Songs&#8221;&nbsp;podcast.
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<li>You may not be a billionaire like Mark Cuban, but you can uncover hidden gems in the stock market using our proprietary data and pattern recognition — <a href="https://www.benzinga.com/trading-ideas/25/05/45335286/benzingas-stock-whisper-index-5-stocks-investors-secretly-monitor-but-dont-talk-about-yet-64">check out five stocks flying under the radar that deserve your attention.</a></li>
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‘Shark Tank Success': At the time of his announced departure, a report said Cuban had invested<a href="https://www.benzinga.com/news/23/11/35988212/mark-cuban-to-exit-shark-tank-reflects-on-his-worst-deal-and-surprise-success-shared-with-benzinga"> over $20 million</a> in at least 85 companies during his years on the show.
Cuban has made several winning deals, including investments in companies like Dude Wipes, BeatBox Beverages, Tower Paddle Boards, and Nuts ‘N More.
The entrepreneur has also <a href="https://www.benzinga.com/general/entertainment/25/03/44367926/mark-cuban-kevin-oleary-rejected-poppi-on-shark-tank-pepsi-just-paid-1-9-billion-to-acquire-company">missed out on </a>some investments that went on to be worth significantly more including skipping an investment in Mother Beverage, a company that went on to change its name to poppi and was acquired by PepsiCo for $1.9 billion.
In a 2022 interview, Cuban revealed he has not made back the millions he has invested in companies from "Shark Tank."
&#8220;What I said was on a cash basis for my Shark Tank companies, I hadn&#8217;t taken in more than I put out. On a market to market basis, which most VCs (venture capital) use, I&#8217;m doing great,&#8221; Cuban&nbsp;<a href="https://twitter.com/Toure/status/1551635299003940870" target="_blank" rel="noreferrer noopener">tweeted</a>.
During the interview on "Full Send Podcast," Cuban shared the memory of his worst investment from "Shark Tank."
In 2013, Cuban and four other Sharks invested in a company called Breathometer, which was pitched as &#8220;the world&#8217;s first smartphone breathalyzer.&#8221;
The pitch by&nbsp;Charles Michael Yim&nbsp;was the first in Shark Tank history to land investments from all five Sharks on the show. The five Sharks, including Cuban, invested a combined $1 million for a 30% stake in the company. Yim said Cuban invested $500,000 of the $1 million total, more than the other Sharks.
Cuban said he would text Yim and ask why he wasn&#8217;t working and get a response that he was networking. Eventually, the money the Sharks invested was gone and Yim transitioned away from the Breathometer and worked on Mint, a product that detects bad breath.
&#8220;It was a great product. But, the guy – Charles – I&#8217;d look at his Instagram and he&#8217;d be in Bora Bora,&#8221; Cuban said of Yim. &#8220;Two weeks later, he&#8217;d be in (Las) Vegas partying, and then he&#8217;d be on Necker Island with&nbsp;Richard Branson.&#8221;
&#8220;That was my biggest beating,&#8221; Cuban said.
Speaking with <a href="https://x.com/mcuban/status/1551694250613411840">Benzinga</a>, Cuban shared one of his most unexpected success stories from Shark Tank. When questioned about which Shark Tank investment yielded the most surprising return, Cuban responded, &#8220;Cycloramic had to pivot to computer vision. They did, and we killed it when we sold it to Carvana.&#8221;
Cycloramic&nbsp;was&nbsp;<a href="https://www.sharktankblog.com/business/cycloramic/" target="_blank" rel="noreferrer noopener">featured&nbsp;</a>on season 5 of Shark Tank with&nbsp;Bruno Francois&nbsp;looking for $90,000 for 5% of his company that used an iPhone to take a 3D panoramic photo. When the company was pitched, Cycloramic was selling its app for 99 cents on the&nbsp;Apple&nbsp;iTunes store and had over $175,000 in sales.
The pitch attracted offers from&nbsp;Lori Greiner,&nbsp;Cuban,&nbsp;Daymond John, Kevin O&#8217;Leary&nbsp;and guest shark&nbsp;Steve Tisch.
Cuban offered $1 million for 30% of the company and was countered by Francois with a pitch of partnering with Greiner for $500,000 for 15% of the company. Cuban and Greiner agreed to the deal.
Downloads of the app hit 8 million in the week after the company aired on Shark Tank. Francois also created Selfie 360 and Car 360, two new products that expanded the reach of the company. The success of Car 360 and its ability to create interactive 360 degree images for car sales sites led to a buyout by&nbsp;Carvana Co&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVNA#NYSE">CVNA</a>)&nbsp;for $22 million in 2018.
What's Next For Cuban: The entrepreneur and investor has signaled that he is exiting "Shark Tank" to spend more time with his family.
The announcement and move away from the show also comes after Cuban recently sold <a href="https://www.benzinga.com/general/sports/23/12/36402593/mark-cubans-slam-dunk-deal-mavericks-majority-stake-sale-clears-the-net-whats-the-next-play">his majority stake</a> in the Dallas Mavericks, an NBA team.
While Cuban is no longer the majority owner of the Mavericks, a new report suggests he could be spending more of his time away from "Shark Tank" looking to make sports deals.
Cuban is set to be a general partner of Harbinger Sports Partners Fund, a new sports-focused private equity fund, as reported by <a href="https://www.sportico.com/business/sports/2025/mark-cuban-serve-general-partner-in-new-750m-sports-fund-1234852451/">Sportico</a>. Harbinger is looking to raise $750 million by 2027 to invest in minority stakes in MLB, NBA and NFL sports teams. The group wants to make around 15 investments worth $50 to $150 million to acquire up to 5% stakes in teams, as sports leagues have changed rules to allow small private equity investments.
What's Next For ‘Shark Tank': The hit reality show could have its hands full after seeing Cuban exit. A Benzinga survey showed that Cuban ranked as the most popular judge on the show with 40% of the vote. Cuban also tied as the least favorite shark with O'Leary in another Benzinga poll.
This means that people who watch &#8220;Shark Tank&#8221; likely love Cuban or hate him. O&#8217;Leary received a similar love/hate rating in the polls ranking as the second favorite shark and tied as the least favorite shark.
Fans of &#8220;Shark Tank&#8221; will likely miss Cuban&#8217;s appearance on the series moving forward.
The outspoken billionaire often battled with other sharks for deals and tried to get answers from entrepreneurs quickly before they heard offers from the other sharks. On occasion, Cuban teamed up with other sharks for deals.
<a href="https://www.benzinga.com/general/entertainment/25/03/44505460/shark-tank-millionaire-battles-vs-stories-of-inspiration-viewers-like-this-part-of-show-best">Another Benzinga poll</a> asked readers about their favorite part of &#8220;Shark Tank.&#8221; The winning answer was "the pitch and hearing the entrepreneur's backstory" at 40%, beating out "the battle between the sharks," which received 21% of the vote.
This means that the show could see success after Cuban with viewers likely tuning in more to hear about the products and company founders than seeing the sharks battle.
Kind Snacks founder Daniel Lubetzky, who has been a guest shark in seasons 11 to 15 <a href="https://www.benzinga.com/general/entertainment/24/09/40930343/slide-over-mark-cuban-theres-a-new-shark-in-the-pool-could-this-billionaire-be-his-replacem">was announced </a>as a regular shark for Season 16.
Lubetzky is expected to be a shark again on Season 17, which has no release date, but has been confirmed for ABC in the fall with a move to Wednesdays instead of Fridays.
&#8220;Shark Tank&#8221; executive director&nbsp;Clay Newbill&nbsp;said Lubetzky is not a direct replacement for Cuban though.
&#8220;Personally, I don&#8217;t think that you can replace Mark Cuban. He&#8217;s a force on the show,&#8221; Newbill said.
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Photo: ssi77/Shutterstock
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Mark Cuban Bids Farewell To 'Shark Tank': How To Watch Finale And What's Next For Hit Show

As ValueAct Holdings, LP. buys a fresh stake in Rocket Companies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RKT#NYSE">RKT</a>), Andrew Left&#8216;s Citron Research endorses the move, calling the investment a &#8220;multi-year story.&#8221;
What Happened: The co-CEO and CIO of ValueAct, Mason Morfit, added 6.728 million shares worth $81.213 million to its portfolio during the first quarter, according to its 13F filings.
The company represented 1.8% of ValueAct&#8217;s total holdings as of the first quarter.
However, Rocket&#8217;s recent SEC filing dated May 15 showed that ValueAct held 15.125 million shares in the company, representing 9.9% of the total stake.
Citron Research cited this in an X post and lauded the co-CEO, Morfit, for being the &#8220;most strategic, long-term thinkers&#8221; and stating that he is one of the minds who reshaped Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) from the boardroom. 
&#8220;When someone like that sees $RKT as a compounder, it's not about quarterly noise—it's the start of a multi-year story,&#8221; said Citron&#8217;s post.
Highlighting Morfit&#8217;s comments, it added, &#8220;The CEO called Rocket a &#8216;sleeping giant&#8217; in its &#8216;early innings&#8217; yesterday,&#8221; the post added.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true"><a href="https://twitter.com/search?q=%24RKT&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$RKT</a> – Game on. ValueAct just filed a 10% stake. Mason Morfit isn't just any investor—he's the mind who reshaped Microsoft from the boardroom. Citron has been active on Wall Street for 25+ years, and Morfit remains one of the most strategic, long-term thinkers we've ever met.…
&mdash; Citron Research (@CitronResearch) <a href="https://twitter.com/CitronResearch/status/1923119403777786252?ref_src=twsrc%5Etfw">May 15, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
See Also: <a href="https://www.benzinga.com/general/market-summary/25/05/45399940/warren-buffett-shows-how-patience-pays-98-of-his-160-billion-wealth-came-after-turning-65-thanks-the-power-of-compound-interest">Warren Buffett Shows How Patience Pays: 98% Of His $160 Billion Wealth Came After Turning 65, Thanks The Power Of &#8216;Compound Interest&#8217;</a>
Why It Matters: Apart from Rocket Companies, ValueAct&#8217;s 13F filings showed 13 more companies that the firm held a stake in, after the first quarter. Here is a list of all its holdings.
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<tbody>
<tr>
<td>Holdings As Of Q1</td>
<td>Stake</td>
<td>Value (In Million)</td>
</tr>
<tr>
<td>Salesforce Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>)</td>
<td>17%</td>
<td>$777.84</td>
</tr>
<tr>
<td>Walt Disney Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>)</td>
<td>14%</td>
<td>$648.07</td>
</tr>
<tr>
<td>Insight Enterprises Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NSIT#NASDAQ">NSIT</a>)</td>
<td>13%</td>
<td>$609.22</td>
</tr>
<tr>
<td>Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>)</td>
<td>13%</td>
<td>$584.93</td>
</tr>
<tr>
<td>Roblox Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RBLX#NYSE">RBLX</a>)</td>
<td>11%</td>
<td>$510.91</td>
</tr>
<tr>
<td>Visa Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/V#NYSE">V</a>)</td>
<td>10%</td>
<td>$460.14</td>
</tr>
<tr>
<td>Liberty Media Corp. Series C (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LLYVK#NASDAQ">LLYVK</a>)</td>
<td>5.80%</td>
<td>$266.01</td>
</tr>
<tr>
<td>Expedia Group Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EXPE#NASDAQ">EXPE</a>)</td>
<td>4.10%</td>
<td>$187.79</td>
</tr>
<tr>
<td>Live Nation Entertainment Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LYV#NYSE">LYV</a>)</td>
<td>2.50%</td>
<td>$115.60</td>
</tr>
<tr>
<td>Liberty Media Corp. Series A (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LLYVA#NASDAQ">LLYVA</a>)</td>
<td>2.40%</td>
<td>$111.53</td>
</tr>
<tr>
<td>Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>)</td>
<td>2.30%</td>
<td>$107.14</td>
</tr>
<tr>
<td>Toast Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TOST#NYSE">TOST</a>)</td>
<td>1.90%</td>
<td>$86.15</td>
</tr>
<tr>
<td>Rocket Companies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RKT#NYSE">RKT</a>)</td>
<td>1.80%</td>
<td>$81.21</td>
</tr>
<tr>
<td>Nu Holdings Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NU#NYSE">NU</a>)</td>
<td>0.80%</td>
<td>$34.98</td>
</tr>
</tbody>
</table>
</figure>
Price Action: Shares of RKT rose 1.35% on Thursday. The stock was up 17.70% on a year-to-date basis, but 8% lower over a year. It was trading nearly 6% higher during the premarket session on Friday.
Benzinga Edge Stock Rankings shows that RKT had a stronger price trend over the short and the medium term but a weaker trend over the long term. Its momentum ranking was moderate at the 37.21th percentile. You can check the details of other metrics <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">over here</a>. 
<figure class="wp-block-image size-large"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img loading="lazy" decoding="async" width="1024" height="147" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/16064327/RKT-EDGE-1024x147.png" alt="" class="wp-image-917733" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/16064327/RKT-EDGE-1024x147.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/16064327/RKT-EDGE-300x43.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/16064327/RKT-EDGE-768x110.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/16064327/RKT-EDGE.png 1219w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
The SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) and Invesco QQQ Trust ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), which track the S&amp;P 500 index and Nasdaq 100 index, respectively, were higher in premarket on Friday. The SPY was up 0.24% to $591.85, while the QQQ advanced 0.24% to $520.50, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a> data.
Read Next:
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Image Via Shutterstock

Market Summary

Broad U.S. Equity ETFs

Futures

Hedge Funds

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EXPE

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RBLX

TOST

Rocket Companies Soars 6% In Friday Premarket As Activist Investor ValueAct Reveals New Position, Calls RKT A 'Sleeping Giant' In Early Innings

Leading sports brand ESPN is launching a new direct-to-consumer streaming platform under the flagship ESPN brand. Here's a look at what this means for Walt Disney Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>) and<a href="https://www.benzinga.com/topic/streaming"> the streaming sector.</a>
What Happened: ESPN announced this week that<a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/09/40946689/disney-faces-more-change-ahead-as-espn-dtc-launch-will-accelerate-cord-cutting-nba-"> its long-awaited DTC</a> streaming platform will debut in the fall with a $29.99 per month price point.
"We are providing everything ESPN has to offer directly to fans and all in one place," ESPN Chairman Jimmy Pitaro <a href="https://www.espn.com/espn/story/_/id/45126967/espn-direct-consumer-streaming-service-set-fall-launch">said</a>.
Pitaro said ESPN is the most "trusted, loved and recognized name in sports."
"Our straightforward approach to name and pricing will help fans cut through the clutter, and provide them compelling options to access all our content within the enhanced ESPN App."
Pitaro said the app will be "the ultimate sports destination."
ESPN announced that users can buy an annual subscription for $299 per year, saving on the monthly cost.
ESPN+, the company's already existing streaming platform, will continue to be offered for $11.99 per month or $119 per year. There is also bundling options with other Disney streaming platforms, including Disney+ and Hulu.
Consumers who subscribe to the new streaming app will get access to seven ESPN domestic linear networks, along with ESPN on ABC and other streaming options. The company said consumers will get access to over 47,000 live events a year, along with on-demand replays, studio shows and original programming.
Additional details about the service, including a launch date, will be announced this summer.
Read Also:<a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45293256/disney-stock-resilient-in-uncertain-economy-as-raised-guidance-signals-confidence"> Disney Stock &#8216;Resilient&#8217; In Uncertain Economy As Raised Guidance Signals Confidence</a>
Why It's Important: The new streaming platform could be one of the final nails in the coffin for cable television, with live sports being one of the top reasons consumers have cable over streaming platforms.
Users will now be able to secure the ESPN and ESPN family of channels on their own outside of cable, a move that LightShed Partners analyst Rich Greenfield <a href="https://lightshedtmt.com/2025/05/14/espns-direct-to-consumer-trojan-horse/">said </a>could help Disney.
Greenfield predicted earlier this year that Disney would have two million ESPN DTC subscribers by the end of 2025.
"We feel even more confident after ESPN revealed their pricing and packaging yesterday," Greenfield said.
The analyst said the goal of launching the ESPN app direct-to-consumer could be to get existing ESPN subscribers to watch via the app instead of with a multichannel video programming distributor, or MVPD.
"If ESPN can drive MVPD and vMVPD subscribers to use the ESPN app instead of watching on Comcast, DirecTV, or YouTube TV, they will finally have a direct relationship with their viewers."
Greenfield said this would give Disney more options when it comes to targeting advertising and engaging with fans in other ways, such as through fantasy sports, merchandise and sports betting.
"We believe the best way to judge ESPN's DTC effort is not by DTC subscribers at year-end 2025 or 2026, but rather how many consumers are using the ESPN app in a year to watch ESPN and how much time spent occurs on the ESPN app."
The analyst said getting a "meaningful portion" to watch through the app would be a "big win for Disney."
"If not, the ESPN DTC launch will be a relatively minor event that helps offset the continued decline in multichannel video universe subscribers."
Greenfield highlighted in the recent note that Disney CEO Bob Iger previously called the launch of the ESPN DTC app the biggest development for the sports company since landing Monday Night Football rights in 2005.
DIS Price Action: Disney stock was up 1.35% to $112.94 at market close on Wednesday versus a 52-week trading range of $80.10 to $118.63. Disney stock is up 1.9% year-to-date in 2025 and up 7.25% over the past year.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/general/education/25/05/45262536/disney-expands-to-abu-dhabi-with-new-theme-park-heres-how-the-stock-performs-after-park-openings">Disney Expands To Abu Dhabi With New Theme Park: Here&#8217;s How The Stock Performs After Park Openings</a></li>
</ul>

Sports

ESPN To Launch 'Ultimate Sports Destination' Streaming App In Fall: Why Analyst Says Disney Can 'Have A Direct Relationship With Their Viewers'

Revealing a significant insider sell on May 13, BRENT WOODFORD, EVP at Walt Disney (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>), as per the latest SEC filing.
What Happened: WOODFORD opted to sell 1,000 shares of Walt Disney, according to a Form 4 filing with the <a href="https://www.sec.gov/Archives/edgar/data/0001744489/000121169825000008//Archives/edgar/data/1744489/000121169825000008/0001211698-25-000008-index.htm">U.S. Securities and Exchange Commission</a> on Tuesday. The transaction's total worth stands at $110,845.
In the Wednesday's morning session, Walt Disney's shares are currently trading at $111.09, experiencing a down of 0.26%.
<h3>Discovering Walt Disney: A Closer Look</h3>
Disney operates in three global business segments: entertainment, sports, and experiences. Entertainment and experiences both benefit from the firm's ownership of iconic franchises and characters. Entertainment includes the ABC broadcast network, several cable television networks, and the Disney+ and Hulu streaming services. Within the segment, Disney also engages in movie and television production and distribution, with content licensed to movie theaters, other content providers, or, increasingly, kept in-house for use on Disney's own streaming platform and television networks. The sports segment houses ESPN and the ESPN+ streaming service. Experiences contains Disney's theme parks and vacation destinations, and also benefits from merchandise licensing.
<h3>Financial Milestones: Walt Disney's Journey</h3>
Revenue Growth: Walt Disney's revenue growth over a period of 3 months has been noteworthy. As of 31 March, 2025, the company achieved a revenue growth rate of approximately 6.96%. This indicates a substantial increase in the company's top-line earnings. As compared to its peers, the company achieved a growth rate higher than the average among peers in Communication Services sector.
Interpreting Earnings Metrics:
<ul>
<li>
Gross Margin: The company faces challenges with a low gross margin of 37.3%, suggesting potential difficulties in cost control and profitability compared to its peers.
</li>
<li>
Earnings per Share (EPS): Walt Disney's EPS is a standout, portraying a positive bottom-line trend that exceeds the industry average with a current EPS of 1.81.
</li>
</ul>
Debt Management: With a below-average debt-to-equity ratio of 0.41, Walt Disney adopts a prudent financial strategy, indicating a balanced approach to debt management.
Valuation Overview:
<ul>
<li>
Price to Earnings (P/E) Ratio: With a lower-than-average P/E ratio of 22.73, the stock indicates an attractive valuation, potentially presenting a buying opportunity.
</li>
<li>
Price to Sales (P/S) Ratio: The P/S ratio of 2.16 is lower than the industry average, implying a discounted valuation for Walt Disney's stock in relation to sales performance.
</li>
<li>
EV/EBITDA Analysis (Enterprise Value to its Earnings Before Interest, Taxes, Depreciation &amp; Amortization): With a lower-than-industry-average EV/EBITDA ratio of 13.26, Walt Disney presents a potential value opportunity, as investors are paying less for each unit of EBITDA.
</li>
</ul>
Market Capitalization Highlights: Above the industry average, the company's market capitalization signifies a significant scale, indicating strong confidence and market prominence.
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<h3>Unmasking the Significance of Insider Transactions</h3>
Insightful as they may be, insider transactions should be considered alongside a thorough examination of other investment criteria.
When discussing legal matters, the term "insider" refers to any officer, director, or beneficial owner holding more than ten percent of a company's equity securities, as stipulated in Section 12 of the Securities Exchange Act of 1934. This includes executives in the c-suite and significant hedge funds. Such insiders are required to report their transactions through a Form 4 filing, which must be completed within two business days of the transaction.
A new purchase by a company insider is a indication that they anticipate the stock will rise.
On the other hand, insider sells may not necessarily indicate a bearish view and can be motivated by various factors.
<h3>A Closer Look at Important Transaction Codes</h3>
Surveying the realm of stock transactions, <a href="https://www.benzinga.com/money/investing-tools">investors</a> often give prominence to those unfolding in the open market, systematically detailed in Table I of the Form 4 filing. A P in Box 3 indicates a purchase, while S signifies a sale. Transaction code C denotes the conversion of an option, and transaction code A denotes a grant, award, or other acquisition of securities from the company.
<a href="https://www.benzinga.com/sec/insider-trades/search/index?company_cik=0001744489">Check Out The Full List Of Walt Disney's Insider Trades.</a>
Insider Buying Alert: Profit from C-Suite Moves
Benzinga Edge reveals every insider trade in real-time. Don't miss the next big stock move driven by insider confidence. Unlock this ultimate sentiment indicator now. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22in8&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Click here for access</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Insider Trades

EVP Of Walt Disney Sold $110K In Stock

<a href="https://www.cnbc.com/2025/05/13/espn-streaming-app-cost-bundle.html?msockid=21c662101c496b42343370ae1de86aaa">https://www.cnbc.com/2025/05/13/espn-streaming-app-cost-bundle.html?msockid=21c662101c496b42343370ae1de86aaa</a>

'ESPN's new all-access streaming app will cost $29.99 per month'- CNBC

Investors with a lot of money to spend have taken a bullish stance on Walt Disney (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>).
And retail traders should know.
We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.
Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with DIS, it often means somebody knows something is about to happen.
So how do we know what these investors just did? 
Today, <a href="https://www.benzinga.com/pro/">Benzinga</a>'s options scanner spotted 8 uncommon options trades for Walt Disney.
This isn't normal.
The overall sentiment of these big-money traders is split between 75% bullish and 12%, bearish.
Out of all of the special options we uncovered, 4 are puts, for a total amount of $215,605, and 4 are calls, for a total amount of $121,454.
<h3>What's The Price Target?</h3>
After evaluating the trading volumes and Open Interest, it's evident that the major market movers are focusing on a price band between $90.0 and $120.0 for Walt Disney, spanning the last three months.
<h3>Insights into Volume &amp; Open Interest</h3>
In today's trading context, the average open interest for options of Walt Disney stands at 928.17, with a total volume reaching 1,128.00. The accompanying chart delineates the progression of both call and put option volume and open interest for high-value trades in Walt Disney, situated within the strike price corridor from $90.0 to $120.0, throughout the last 30 days.
<h3>Walt Disney Option Activity Analysis: Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1747144853_0.png" alt="Options Call Chart" />
<h3>Largest Options Trades Observed:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>DIS</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$11.1</td>
<td>$11.0</td>
<td>$11.06</td>
<td>$120.00</td>
<td>$77.1K</td>
<td>7</td>
<td align="right">70</td>
</tr>
<tr>
<td>DIS</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$3.65</td>
<td>$3.5</td>
<td>$3.5</td>
<td>$110.00</td>
<td>$70.0K</td>
<td>803</td>
<td align="right">306</td>
</tr>
<tr>
<td>DIS</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$4.4</td>
<td>$3.85</td>
<td>$3.85</td>
<td>$110.00</td>
<td>$38.5K</td>
<td>803</td>
<td align="right">101</td>
</tr>
<tr>
<td>DIS</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$1.18</td>
<td>$1.09</td>
<td>$1.18</td>
<td>$111.00</td>
<td>$34.6K</td>
<td>2.3K</td>
<td align="right">400</td>
</tr>
<tr>
<td>DIS</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$1.18</td>
<td>$1.09</td>
<td>$1.18</td>
<td>$111.00</td>
<td>$34.6K</td>
<td>2.3K</td>
<td align="right">400</td>
</tr>
</tbody>
</table>

<h3>About Walt Disney</h3>
Disney operates in three global business segments: entertainment, sports, and experiences. Entertainment and experiences both benefit from the firm's ownership of iconic franchises and characters. Entertainment includes the ABC broadcast network, several cable television networks, and the Disney+ and Hulu streaming services. Within the segment, Disney also engages in movie and television production and distribution, with content licensed to movie theaters, other content providers, or, increasingly, kept in-house for use on Disney's own streaming platform and television networks. The sports segment houses ESPN and the ESPN+ streaming service. Experiences contains Disney's theme parks and vacation destinations, and also benefits from merchandise licensing.
<h3>Walt Disney's Current Market Status</h3>
<ul>
<li>With a trading volume of 1,120,854, the price of DIS is up by 1.09%, reaching $111.69.</li>
<li>Current RSI values indicate that the stock is may be overbought.</li>
<li>Next earnings report is scheduled for 85 days from now.</li>
</ul>
<h3>What Analysts Are Saying About Walt Disney</h3>
5 market experts have recently issued ratings for this stock, with a consensus target price of $120.4.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; In a positive move, an analyst from Wolfe Research has upgraded their rating to Outperform and adjusted the price target to $112. 
&#x2A; In a cautious move, an analyst from Needham downgraded its rating to Buy, setting a price target of $125. 
&#x2A; Consistent in their evaluation, an analyst from Guggenheim keeps a Buy rating on Walt Disney with a target price of $120. 
&#x2A; In a cautious move, an analyst from Needham downgraded its rating to Buy, setting a price target of $125. 
&#x2A; An analyst from Morgan Stanley persists with their Overweight rating on Walt Disney, maintaining a target price of $120. 
Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options traders manage this risk by educating themselves daily, scaling in and out of trades, following more than one indicator, and following the markets closely.
If you want to stay updated on the latest options trades for Walt Disney, <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> gives you real-time options trades alerts.

Walt Disney Unusual Options Activity

WIIM

BAOS

CARG

CDLX

FENG

FUBO

GOGO

GSAT

GXAI

MGNI

NTES

PINS

RDDT

ROKU

SNAP

SPHR

VEON

WIMI

Shares of companies within the broader communication services sector are trading higher amid overall market strength after the US and China agreed to a temporary reduction in most tariffs on each other's goods.

Walt Disney's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>) short percent of float has fallen 5.56% since its last report. The company recently reported that it has 21.44 million shares sold short, which is 1.19% of all regular shares that are available for trading. Based on its trading volume, it would take traders 2.1 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>Walt Disney Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1747065623_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Walt Disney has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing Walt Disney's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, Walt Disney's peer group average for short interest as a percentage of float is 8.70%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

Is the Market Bullish or Bearish on Walt Disney?

These large-cap stocks were the best performers in the last week. Are they in your portfolio?
<ol class="wp-block-list">
<li>The Trade Desk, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TTD#NASDAQ">TTD</a>) stock jumped 31.34% after the company reported better-than-expected first-quarter financial results, and <a href="https://www.benzinga.com//node/45321575" target="_blank" rel="noreferrer noopener">analysts revised the price forecast</a>.</li>
<li>Hims &amp; Hers Health, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HIMS#NYSE">HIMS</a>) shares escalated 27.29% following strong <a href="https://www.benzinga.com//node/45321220" target="_blank" rel="noreferrer noopener">first-quarter earnings results</a>.</li>
<li>Insulet Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PODD#NASDAQ">PODD</a>) stock rose 20.88% after the company reported better-than-expected financial results and raised its FY25 sales guidance above estimates. Also, the company issued<a href="https://www.benzinga.com//node/45321429" target="_blank" rel="noreferrer noopener"> Q2 sales guidance above estimates</a>.</li>
<li>Ubiquiti Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UI#NYSE">UI</a>) shares increased 20.64% after the company reported better-<a href="https://www.benzinga.com//node/45313954" target="_blank" rel="noreferrer noopener">than-expected financial results</a>.</li>
<li>FTAI Aviation Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FTAI#NASDAQ">FTAI</a>) shares increased 19.10%. Stifel analyst Frank Galanti upgraded the company from Hold to Buy and maintained the <a href="https://www.benzinga.com/quote/ftai/analyst-ratings" target="_blank" rel="noreferrer noopener">price forecast at $123</a>.</li>
<li>UL Solutions Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ULS#NYSE">ULS</a>) stock was up 17.24% after Wells Fargo maintained an Overweight rating on the stock and raised its <a href="https://www.benzinga.com/quote/uls/analyst-ratings" target="_blank" rel="noreferrer noopener">price forecast from $65 to $77</a>.</li>
<li>Rockwell Automation, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ROK#NYSE">ROK</a>) stock grew 16.22% after the company reported better-than-expected <a href="https://www.benzinga.com//node/45251607" target="_blank" rel="noreferrer noopener">second-quarter results</a>. Analysts boosted <a href="https://www.benzinga.com/quote/rok/analyst-ratings" target="_blank" rel="noreferrer noopener">the company&#8217;s price forecast</a>.</li>
<li>Microchip Technology Incorporated (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MCHP#NASDAQ">MCHP</a>) shares rose 15.49% after the company <a href="https://www.benzinga.com//node/45316027" target="_blank" rel="noreferrer noopener">reported fourth-quarter results</a>. <a href="https://www.benzinga.com/quote/mchp/analyst-ratings" target="_blank" rel="noreferrer noopener">Analysts revised the price forecast</a>.</li>
<li>Walt Disney Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>) stock jumped 14.54% after better-than-expected second-quarter financial results and the announcement of a new international <a href="https://www.benzinga.com//node/45263841" target="_blank" rel="noreferrer noopener">theme park project in Abu Dhabi</a>. Analysts raised <a href="https://www.benzinga.com//node/45293256" target="_blank" rel="noreferrer noopener">the stock&#8217;s price forecast</a>.</li>
<li>Aramark (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ARMK#NYSE">ARMK</a>) stock escalated 14.06% <a href="https://www.benzinga.com//node/45224441" target="_blank" rel="noreferrer noopener">after the second-quarter FY25 earnings</a>.</li>
<li>Toast, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TOST#NYSE">TOST</a>) shares increased 13.41% after the company reported first-quarter results and <a href="https://www.benzinga.com//node/45324198" target="_blank" rel="noreferrer noopener">analysts revised the price forecast</a>.</li>
</ol>
Photo via Shutterstock

Earnings

Large Cap

Movers

ARMK

FTAI

Hims & Hers Health, Inc. Class A Common Stock

HIMS

MCHP

PODD

The Trade Desk, Walt Disney, And Hims & Hers Health Are Among Top 11 Large-Cap Gainers Last Week (May 5-May 9): Are The Others In Your Portfolio?

Global markets digested a week packed with trade breakthroughs, monetary policy signals, <a href="https://www.benzinga.com/topic/digital-assets">and digital asset milestones</a>.
Wall Street remains cautiously optimistic as the Trump administration intensifies efforts to strike favorable trade deals. Hopes were buoyed by a high-level summit between U.S. and Chinese officials in Switzerland over the upcoming weekend. Investors view the meeting as a <a href="https://www.benzinga.com/25/05/45294428/wall-street-rallies-after-us-seals-first-trade-deal-you-better-go-out-and-buy-stock-trump-says">step toward de-escalation.</a>
Meanwhile, the Trump administration unveiled a trade agreement with the U.K. A 10% baseline tariff remains, but the U.S. intends to cut duties on U.K. car imports <a href="https://www.benzinga.com/politics/25/05/45293839/trump-starmer-strike-us-uk-trade-deal-steel-cars-beef">from 25% to 15%.</a> 
In return, the U.K. reduced tariffs on U.S. vehicles and slashed agricultural duties, bringing levies on American beef and other key exports near zero. In addition, British Airways placed a $13 billion order for Boeing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>) aircraft.
On the macro front, the Federal Reserve held its policy rate steady at 4.25%-4.50% for a third consecutive meeting, underscoring concerns over lingering inflationary pressures and labor market damage <a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45263291/fed-keeps-rates-steady-warns-of-rising-uncertainty-about-the-economic-outlook">amid trade-related risks.</a>
Fed Chair Jerome Powell struck a cautious tone and resisted expectations of imminent rate cuts, reiterating that monetary policy <a href="https://www.benzinga.com/government/regulations/25/05/45266366/powell-flags-sharp-tariff-shock-elevated-uncertainty-fed-sticks-to-wait-and-see-mode">will remain data-dependent.</a> Powell dismissed recession fears, attributing the weakness in first-quarter economic data to distortions in trade flows.
Still, a growing number of economists now warn that stagflation—a toxic mix of high inflation and stagnant growth—could be around the corner, straining the Fed's <a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45269703/stagflation-emerges-as-key-economic-risk-to-federal-reserve-policy-economists-warn">dual mandate.</a>
Market pricing for rate cuts has shifted accordingly. As of now, futures imply just a 20% probability of a 25-basis-point cut in June.
In equities, The Walt Disney Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>) reached the top of the mega-cap leaderboard. This follows robust earnings and a new theme <a href="https://www.benzinga.com/markets/equities/25/05/45276805/disneys-30-billion-theme-park-bet-pays-off-as-bob-iger-touts-all-time-high-returns-stock-rallies-10-after-q2-earnings">park announcement for Abu Dhabi.</a>
Eli Lilly &amp; Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LLY#NYSE">LLY</a>) extended last week's decline following disappointing guidance, weighing heavily on <a href="https://www.benzinga.com/content/45261458/is-eli-lilly-a-buy-after-weak-earnings-and-cvs-novo-partnership">the broader healthcare sector.</a>
Cryptocurrencies staged a dramatic comeback. Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) breached the $100,000 threshold. The top digital asset hit levels last seen in February as optimism around trade <a href="https://www.benzinga.com/markets/cryptocurrency/25/05/45295626/bitcoin-breaks-100000-ethereum-xrp-dogecoin-roar-10-higher-what-do-experts-predict-next">diplomacy lifted risk sentiment</a>.
The rally was broad-based, with Ethereum (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/eth/usd">ETH</a>) jumping over 25% on the week following <a href="https://www.benzinga.com/markets/cryptocurrency/25/05/45314930/ethereum-explodes-higher-largest-gain-in-four-years">a major network upgrade.</a>
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Image: Shutterstock

Government

Macro Economic Events

Regulations

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$BTC

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Fed Stays Put, Trump Touts UK Trade Deal, Bitcoin Booms Past $100K, Stagflation Fears Rise: This Week In Markets

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Below are some instances of options activity happening in the Communication Services sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>GOOG</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>05/16/25</td>
<td>$155.00</td>
<td>$41.1K</td>
<td>6.0K</td>
<td>4.6K</td>
</tr>
<tr>
<td>DIS</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$105.00</td>
<td>$37.2K</td>
<td>5.6K</td>
<td>2.2K</td>
</tr>
<tr>
<td>AMCX</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>09/19/25</td>
<td>$5.00</td>
<td>$25.2K</td>
<td>6.8K</td>
<td>1.8K</td>
</tr>
<tr>
<td>TTD</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$70.00</td>
<td>$64.3K</td>
<td>1.6K</td>
<td>1.3K</td>
</tr>
<tr>
<td>BIDU</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$85.00</td>
<td>$37.7K</td>
<td>1.3K</td>
<td>98</td>
</tr>
<tr>
<td>GOOGL</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>12/17/27</td>
<td>$150.00</td>
<td>$144.0K</td>
<td>2.5K</td>
<td>93</td>
</tr>
<tr>
<td>SE</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>11/21/25</td>
<td>$135.00</td>
<td>$40.9K</td>
<td>1.8K</td>
<td>52</td>
</tr>
<tr>
<td>META</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$520.00</td>
<td>$98.7K</td>
<td>742</td>
<td>51</td>
</tr>
<tr>
<td>RDDT</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/18/26</td>
<td>$55.00</td>
<td>$49.0K</td>
<td>13</td>
<td>24</td>
</tr>
<tr>
<td>NFLX</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$930.00</td>
<td>$145.1K</td>
<td>134</td>
<td>5</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These itemized elaborations have been created using the accompanying table. 
• For GOOG (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>), we notice a call option trade that happens to be bearish, expiring in 7 day(s) on May 16, 2025. This event was a transfer of 168 contract(s) at a $155.00 strike. The total cost received by the writing party (or parties) was $41.1K, with a price of $245.0 per contract. There were 6040 open contracts at this strike prior to today, and today 4618 contract(s) were bought and sold. 
• For DIS (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>), we notice a call option sweep that happens to be bearish, expiring in 98 day(s) on August 15, 2025. This event was a transfer of 56 contract(s) at a $105.00 strike. This particular call needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $37.2K, with a price of $665.0 per contract. There were 5605 open contracts at this strike prior to today, and today 2298 contract(s) were bought and sold. 
• Regarding AMCX (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMCX#NASDAQ">AMCX</a>), we observe a put option trade with bullish sentiment. It expires in 133 day(s) on September 19, 2025. Parties traded 459 contract(s) at a $5.00 strike. The total cost received by the writing party (or parties) was $25.2K, with a price of $55.0 per contract. There were 6855 open contracts at this strike prior to today, and today 1856 contract(s) were bought and sold. 
• Regarding TTD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TTD#NASDAQ">TTD</a>), we observe a put option sweep with bullish sentiment. It expires in 42 day(s) on June 20, 2025. Parties traded 159 contract(s) at a $70.00 strike. This particular put needed to be split into 9 different trades to become filled. The total cost received by the writing party (or parties) was $64.3K, with a price of $405.0 per contract. There were 1661 open contracts at this strike prior to today, and today 1364 contract(s) were bought and sold. 
• For BIDU (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>), we notice a call option sweep that happens to be bearish, expiring in 70 day(s) on July 18, 2025. This event was a transfer of 50 contract(s) at a $85.00 strike. This particular call needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $37.7K, with a price of $755.0 per contract. There were 1350 open contracts at this strike prior to today, and today 98 contract(s) were bought and sold. 
• Regarding GOOGL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>), we observe a put option trade with bullish sentiment. It expires in 952 day(s) on December 17, 2027. Parties traded 60 contract(s) at a $150.00 strike. The total cost received by the writing party (or parties) was $144.0K, with a price of $2400.0 per contract. There were 2561 open contracts at this strike prior to today, and today 93 contract(s) were bought and sold. 
• Regarding SE (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SE#NYSE">SE</a>), we observe a put option trade with bullish sentiment. It expires in 196 day(s) on November 21, 2025. Parties traded 26 contract(s) at a $135.00 strike. The total cost received by the writing party (or parties) was $40.9K, with a price of $1575.0 per contract. There were 1842 open contracts at this strike prior to today, and today 52 contract(s) were bought and sold. 
• For META (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), we notice a call option trade that happens to be bullish, expiring in 98 day(s) on August 15, 2025. This event was a transfer of 10 contract(s) at a $520.00 strike. The total cost received by the writing party (or parties) was $98.7K, with a price of $9878.0 per contract. There were 742 open contracts at this strike prior to today, and today 51 contract(s) were bought and sold. 
• For RDDT (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RDDT#NYSE">RDDT</a>), we notice a call option trade that happens to be bullish, expiring in 405 day(s) on June 18, 2026. This event was a transfer of 8 contract(s) at a $55.00 strike. The total cost received by the writing party (or parties) was $49.0K, with a price of $6130.0 per contract. There were 13 open contracts at this strike prior to today, and today 24 contract(s) were bought and sold. 
• For NFLX (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>), we notice a call option trade that happens to be bullish, expiring in 252 day(s) on January 16, 2026. This event was a transfer of 5 contract(s) at a $930.00 strike. The total cost received by the writing party (or parties) was $145.1K, with a price of $29025.0 per contract. There were 134 open contracts at this strike prior to today, and today 5 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

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