Disney's Leadership Change Is Exciting, But Think Very Long-Term On The Shares

Disney (DIS) appoints Josh D'Amaro as CEO and Dana Walden as CCO, signaling a complementary leadership duo to drive business and creative strategy. I remain long-term bullish on DIS, but anticipate continued muted price action and recommend patience as value realization may take over five years. Key forward strategies include cost-cutting, disciplined IP licensing, AI and interactivity initiatives, and capital allocation focused on parks/experiences.

Seeking Alpha • 4 hours ago

Can Disney Stock Outperform Its Peers In 2026?

Disney's stock has primarily lagged behind many of its competitors over the past year. But how does this media titan genuinely compare amidst the changing streaming and content environment?

Forbes • Feb 17, 2026

The Walt Disney Company (DIS) is Attracting Investor Attention: Here is What You Should Know

Disney (DIS) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Zacks Investment Research • Feb 17, 2026

Disney Fights Against TikTok Parent's AI Video Model. Big Money Is at Stake.

Seedance 2.0 has flooded the internet with AI-generated videos of beloved actors and characters. Disney is taking aim at its owner ByteDance.

Barrons • Feb 16, 2026

ByteDance says it will add safeguards to Seedance 2.0 following Hollywood backlash

ByteDance faced legal threats over its AI video tool's alleged copyright violations. Hollywood studios accused ByteDance's Seedance 2.0 of widespread unauthorized use of content.

CNBC • Feb 16, 2026

Disney sends cease-and-desist to ByteDance over AI-generated videos

Disney has sent a cease-and-desist letter to ByteDance accusing the Chinese company of using Disney characters to train and power its Seedance 2.0 AI video generator without permission, a source familiar with the matter told Reuters.

Reuters • Feb 16, 2026

Disney's $4 Billion Borrowing Drives Stock Down To Almost $100

Disney's stock price has plummeted to its lowest level since May last year after it raised $4 billion in its first bond sale since the depths of the pandemic in 2020.

Forbes • Feb 12, 2026

Disney Has Its Next CEO

In this podcast, Motley Fool contributors Travis Hoium, Lou Whiteman, and Rachel Warren discuss:

The Motley Fool • Feb 11, 2026

Disney's No. 2 exec to earn higher base pay than CEO as part of $27M package

Dana Walden, who served as co-chair of Disney Entertainment prior to the company's succession announcement, will earn a base salary of $3.75 million.

New York Post • Feb 9, 2026

Is Disney Doing Enough to Compete Against Comcast and Epic Universe?

The competition in the theme park business has intensified in recent years, and the opening of Universal Studios' much-anticipated Epic Universe in Orlando is a great example of it. In this video, longtime Motley Fool analysts Rick Munarriz and Matt Frankel discuss whether Disney (DIS 1.32%) is doing a good job of staying competitive.

The Motley Fool • Feb 9, 2026