The Walt Disney Co

DIS: XNYS (USA)

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Disney: Reducing Our Valuation to $115 From $125 on Near-Term Macroeconomic Challenges

Matthew Dolgin

Apr 9, 2025

Disney's stock has gotten punished amid US tariff announcements and strained relations with foreign countries. Tariffs shouldn't have much of a direct impact on Disney, but Disney would be especially sensitive to a resulting economic slowdown and chilled US tourism.

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The Walt Disney Co

Disney: Reducing Our Valuation to $115 From $125 on Near-Term Macroeconomic Challenges

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