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Disney Exiting Streaming Could Spur 40% Rally, Wells Fargo Says

Disney Exiting Streaming Could Spur 40% Rally, Wells Fargo Says
Bloomberg Markets Monday 13 July 2026, 12:24 UTC 1 min read
Key Points

Disney Exiting Streaming Could Spur 40% Rally, Wells Fargo Says Walt Disney Co. shares have been in a slump for years, but Wells Fargo Securities said there’s one possible move that could reverse the trend: ditching its streaming-video business. The firm estimated that such a move could add about 40% to the stock price by tightening the company’s focus on intellectual property and experiences. While streaming is popular with consumers, especially in comparison with traditional TV and...

Disney Exiting Streaming Could Spur 40% Rally, Wells Fargo Says Walt Disney Co. shares have been in a slump for years, but Wells Fargo Securities said there’s one possible move that could reverse the trend: ditching its streaming-video business. The firm estimated that such a move could add about 40% to the stock price by tightening the company’s focus on intellectual property and experiences. While streaming is popular with consumers, especially in comparison with traditional TV and movie-theater releases, analyst Steven Cahall said it has been bad for shareholders.
Disney Exiting Streaming (ORG) Rally, Wells Fargo (ORG) Walt Disney Co. (ORG) Wells Fargo Securities (ORG) Steven Cahall (PERSON)
Originally published by Bloomberg Markets Read original →

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