-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下：我們基於更高的股權風險溢價和10.8倍的預期TEV/EBITDA（低於三年歷史平均水平12.2倍和五年平均水平19.1倍），將迪士尼12個月目標價上調15美元至130美元。我們預計2026財年（9月）和2027財年的每股盈餘分別為1016.5億美元和1052億美元，調高0.10美元至6.80美元和7.40美元。我們認為，在今天公佈的穩健業績和展望之後，市場對推動內生性收入成長和提高利潤率的擔憂可能會有所緩解。我們相信，迪士尼可以透過提高各業務部門資本投資的效率以及在體育賽事版權和娛樂（院線電影）方面的嚴格支出，實現更高的利潤率。我們對新任執行長的領導充滿信心，相信他將為公司注入活力，引領公司擁抱先進技術，從而推動長期成長和提高生產力。管理層專注於實現獲利成長和利潤率提升。我們相信，如果宏觀經濟環境保持良好，DIS不僅能夠完成這項基本計劃，還有提升空間。
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