Even with Bob Iger back as CEO, Disney faces headwinds—but the stock is a bargain for patient investors.
Our Disney stock fair value estimate of $170 expected to be slightly lowered.
Expect to slightly lower stock’s fair value estimate of $170.
Stock’s fair value estimate cut to $45 from $58 on lower advertising, subscription growth.
As Netflix’s ad-supported plan launches, here’s what Morningstar’s analyst thinks of the stock today.
Raising Netflix stock fair value estimate to $290.
We maintain our $280 fair value estimate and await more details about the new service.
Reducing Roblox stock fair value estimate to $75 from $80, but shares are significantly undervalued.
Maintaining $170 fair value estimate for Disney stock; shares undervalued.
We expect a modest cut to Warner Bros. Discovery fair value estimate, but we still think the stock is undervalued.
Shares fell on news that streaming losses widened; Paramount’s stock is now significantly undervalued.
Maintaining $92 fair value estimate on Activision stock.
Increasing competition for streaming ad dollars could lead to lower revenues for the next five years.
Cost-cutting efforts are expected to negate potential ad sales declines for the year.
Price increases may be only lever for U.S. revenue growth; Netflix stock remains undervalued with fair value estimate of $280.
Stock undervalued even as the wireless provider slashes its free cash flow target for the year to $14 billion.
Warren Buffett’s Berkshire Hathaway has taken a stake. Here’s what Morningstar’s analyst thinks of the stock today.
Investors can gain exposure to the firm’s unique model with a large margin of safety.
Operating losses for the direct-to-consumer segment continue to widen.
Recently spun out from AT&T, WBD joins the streaming wars with Netflix and Disney—and the stock is undervalued.
Paramount posted a decent start to an already turbulent 2022 as Paramount+ and Pluto delivered strong growth, with 6.8 million net subscriber additions and a 3.1 million increase in monthly active users, respectively. We maintain our fair value estimate of $58.
We are maintaining our narrow moat and our fair value estimate.
We maintain our narrow moat but lower our fair value estimate to $280 from $305, due to much lower subscriber growth in 2022 and slower margin expansion.
With a $40 fair value estimate, we think the stock is substantially undervalued
Lower top-line growth and much slower margin expansion dim the stock's outlook
We think the gaming company’s stock is cheap, but investors should expect volatility.
Investment in streaming will limit margins, but shares remain undervalued.
Disney kicked off fiscal 2022 on a strong note as Disney+ added 11.8 million customers in the quarter versus 8.3 million for Netflix.
We are maintaining our narrow moat rating and $200 fair value estimate.
Sirius XM posted a slightly stronger than expected end to 2021 as revenue met and EBITDA exceeded FactSet consensus expectations. We are maintaining our narrow moat and raising our fair value estimate to $8 from $7.50.
Netflix’s stock drops on slowing subscriber growth.
For shareholders, we view the $95 price as fair, and we expect that regulators will heavily scrutinize the deal.
Our long-term pricing assumptions remain intact as we await further details from management on the Jan. 21 earnings call.
The combination will supercharge mobile transformation, Morningstar's analyst says.
The firm's share price has fallen dramatically since July when a wide-ranging workplace discrimination and harassment lawsuit was filed.
Even with the slower-than-expected subscriber growth this quarter, we still project robust long-term growth for the service.
We are maintaining our narrow moat and raising our fair value estimate to account for slightly stronger margin expansion expectations due to lower marketing costs.
We maintain our wide moat and raise our fair value estimate due to the lower-than-expected streaming losses and stronger subscriber growth.
We maintain our narrow-moat rating and fair value estimate.
We don’t expect to materially change our $170 fair value estimate and we view the shares as materially overvalued.
We see the new mobile games offering as a distraction at best from the core business.
We maintain that Netflix is overvalued but see potential in ViacomCBS.
It's poised to capitalize on streaming trends and is trading well below what we think it's worth.
Revenue fell short of FactSet consensus but operating income came in well ahead of Street expectations.
We continue to think that the expansion of Disney+, HBO Max, and other services will increase churn and pressure gross adds for Netflix over the near future. We maintain our narrow moat and fair value estimate of $250.
We are maintaining our moat rating and fair value estimate for the media company after a tumultuous week.
Lockdowns and next-generation consoles are supercharging growth.
Disney posted a strong start to fiscal 2021 as first-quarter revenue beat FactSet consensus. We are maintaining our wide moat and plan to modestly increase our $140 fair value estimate.
Despite the subscriber beat, revenue was in line with our projections for the quarter.
Music streaming companies have seen stellar growth in user numbers. We ask Morningstar equity analyst Neil Macker if the trend can continue.