Track record · closed signal

Walt Disney Company (DIS) — closed signal from March 19, 2026

Target reached Published before the outcome was known, scored automatically when the window closed on June 17, 2026 — +0.4% at the close.

Predicted vs. what happened

DIS price · publication thesis → realized outcomesplit-adjusted
$100.41 Published $110.45 Target $100.86 Window close $110.48 Peak
$98.00 – $102.00Entry zone — fair-value band
$100.41Published — price the day we called it
$110.45Target — the price the thesis aimed for
$110.48Peak — highest point inside the window, not a realized return
$100.86Window close — end-of-window price, context only

What happened

Target reached

Reached its target in 49 days.

At window close
+0.4%
realized, from the publication price to the last close inside the window
Peak gain
+10%
peak, from the publication price — not a realized return
S&P 500, same window
+12.6%
SPY over the identical days, dividend-adjusted
Window close
$100.86
last close inside the window, ended June 17, 2026
Peak price
$110.48
peak on May 7, 2026 — not a realized return
Days to target
49

The thesis — published March 19, 2026

Predicted growth
+10%
over the measurement window
Target price
$110.45
the price the thesis aimed for
Entry zone
$98.00 – $102.00
the fair-value band we waited for
Price at publication
$100.41
published March 19, 2026
Confidence
68%
how strongly the data lined up
Timeframe
Short-term (0–3 months)

Disney could bounce in the short term because streaming profits are getting better and investors had low expectations. But there is a big leadership change and unclear plans for traditional TV, so this is a cautious trade idea rather than a safe long-term holding until the new leader shows a clear plan.

Primary drivers

  • Streaming is making more profit and helping results
  • Theme parks and content steady the company earnings
  • New CEO could change direction and strategy
  • Lower share price creates a short-term rebound chance

How it played out

DIS: target reached in 49 days

Lyra published a cautious short-term rebound thesis at $100.41, with 10% expected growth and a $110.45 target. The thesis pointed to improving streaming profits, steady earnings from theme parks and content, a possible change in direction under the new CEO, and a lower share price. It also flagged leadership change and unclear plans for traditional TV.

The shares reached $110.48 on May 7, a 10% peak gain, and met the target in 49 days. They later fell back and ended the window at $100.86. The published short-term thesis played out because the target was reached inside the measurement window, even though the gain did not hold through the end.

What happened during the window

On May 6, 2026, Disney released its fiscal second-quarter results for the quarter that ended March 28, 2026.

Prices are shown split- and dividend-adjusted, matching what public charts show today.

Share this receipt

A scored call, published before the outcome was known. Paste the link anywhere — it unfurls as the card above.

Lyra

Read the next call before it closes.

This is one signal, scored after the fact. Today’s picks come with the same plain-language thesis — published before anyone knows the outcome.

See today’s picks All DIS signals