-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：我们基于更高的股权风险溢价和10.8倍的预期TEV/EBITDA（低于三年历史平均水平12.2倍和五年平均水平19.1倍），将迪士尼12个月目标价上调15美元至130美元。我们预计2026财年（9月）和2027财年的每股收益分别为1016.5亿美元和1052亿美元，上调0.10美元至6.80美元和7.40美元。我们认为，在今天公布的稳健业绩和展望之后，市场对推动内生性收入增长和提高利润率的担忧可能会有所缓解。我们相信，迪士尼可以通过提高各业务部门资本投资的效率以及在体育赛事版权和娱乐（院线电影）方面的严格支出，实现更高的利润率。我们对新任首席执行官的领导充满信心，相信他将为公司注入活力，引领公司拥抱先进技术，从而推动长期增长和提高生产力。管理层专注于实现盈利增长和利润率提升。我们相信，如果宏观经济环境保持良好，DIS不仅能够完成这一基本计划，而且还有提升空间。
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