Walt Disney Co. (NYSE:DIS) has seen renewed investor interest following its announcement of a new Disneyland theme park in Abu Dhabi and continued momentum in its streaming division. These developments are reshaping the Disney stock forecast for 2025, potentially marking the beginning of a multi-year rebound.
New Abu Dhabi Theme Park Sparks Optimism
Disney shares jumped more than 10% on May 7 after CEO Bob Iger announced the company’s plans to build a Disneyland park in Abu Dhabi. Calling the UAE “the crossroads of the world,” Iger told CNBC that this strategic location is within reach of over 500 million financially capable consumers.
The park’s placement near two major international airports ensures broad accessibility, which could supercharge visitation once the park opens. Historically, new theme parks have elevated Disney’s brand profile and driven substantial revenue growth. Iger noted that Abu Dhabi represents untapped potential, with the region having only “superficially” engaged with Disney properties so far.
This move could open up a valuable long-term revenue stream and deepen the company’s global footprint, which is a critical piece of the Disney stock forecast as the company aims to monetize its vast intellectual property across borders.
Streaming Growth Adds Momentum
Alongside the Abu Dhabi park news, Disney reported positive results in its streaming division. Disney+ gained 1.4 million new subscribers in fiscal Q2, surprising analysts and reinforcing the company’s transition to digital media dominance.
Management also guided for further modest subscriber growth in the current quarter, suggesting that Disney+ could maintain momentum despite fierce competition from rivals like Netflix (NASDAQ:NFLX) and Amazon (NASDAQ:AMZN).
This surge in subscribers prompted Citi analyst Jason Bazinet to reiterate a “Buy” rating on the stock with a $125 price target. Bazinet sees Disney emerging as a viable pay-TV alternative, especially in international markets where demand for curated streaming content is rising.
Streaming success is central to the Disney stock forecast in 2025. As Disney builds a more diversified digital portfolio, the ability to cross-promote content from its parks, films, and franchises gives it a unique edge that few can replicate.
Analyst Sentiment Supports Long-Term Upside
The broader Wall Street consensus on Disney stock remains bullish. Analysts are forecasting continued upside, with a mean target price of $124, representing approximately 23% potential growth from current levels.
Despite broader economic uncertainty and slower box office trends, Disney’s strong IP catalog, combined with efforts to rein in costs and retool its business model, has investors increasingly confident in its long-term value. The Disney stock forecast reflects this optimism, particularly as revenue diversification takes shape through new experiences, improved profitability in streaming, and potential licensing deals in emerging markets.
Should You Buy Disney Stock in 2025?
With a year-to-date rally of nearly 25%, DIS stock is staging a significant recovery from its April lows. The addition of the Abu Dhabi park could further boost sentiment and provide tangible revenue expansion. Meanwhile, Disney+ continues to grow its user base and inch closer to profitability—a key milestone for long-term investors.
Disney also benefits from its unique position as both a content creator and distributor, allowing it to control the entire media value chain. This integrated model strengthens the Disney stock forecast, particularly as the company realigns its strategy around experiences and digital consumption.
Bottom Line: A Compelling Growth Story Emerges
Between the surprise streaming growth and the announcement of a new Disneyland park in the Middle East, Walt Disney Co. is entering a new chapter. While challenges remain, including competitive pressures and global economic headwinds, the company’s renewed focus on international expansion and platform strength is enhancing its outlook.
For investors looking at the Disney stock forecast with a long-term view, DIS offers both resilience and opportunity. With new catalysts on the horizon, the stock appears well-positioned to reward patient shareholders in the years ahead.
Featured Image: Pixabay © Mirco