---
title: "Disney shares slip despite record earnings and streaming milestone"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/286358045.md"
description: "Disney reported record earnings with an adjusted EPS of $1.57 and $25.2 billion in revenue, exceeding expectations and showing an 88% increase in streaming operating income. However, shares fell 1.19% to $104.90 post-report, indicating investor caution despite strong Experiences revenue and a double-digit streaming margin. Analysts suggest a potential 20% upside if streaming margins and Experiences growth continue, but caution against risks like sports rights inflation and cash flow issues."
datetime: "2026-05-14T04:45:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286358045.md)
  - [en](https://longbridge.com/en/news/286358045.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286358045.md)
---

# Disney shares slip despite record earnings and streaming milestone

Earnings beat expectations: Disney’s adjusted EPS rose to $1.57 on $25.2 billion revenue, surpassing analyst forecasts and marking an 88% jump in streaming operating income. Stock drops post-report: Shares fell 1.19% to $104.90 despite record Experiences revenue and the first double-digit streaming margin, reflecting investor caution. Analysts see upside: Wall Street targets suggest up to 20% upside if streaming margins hold and Experiences growth continues, though risks include sports rights inflation and cash flow weakness.

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- [DIS.US](https://longbridge.com/en/quote/DIS.US.md)

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