Disney's 'I'll Be Back' Moment: Analysts Believe the Mouse Will Roar Again!

No Fate But What We Make: Disney Defies the Machines

Alright listen up. The world thinks they know Disney. Family fun cartoons overpriced churros... But I've seen things. I know what's coming. Or what *could* come. But maybe just maybe this Disney thing...it's got a fighting chance. Apparently their fiscal second quarter earnings blew past expectations with a boost from streaming subscribers. And the stock? It's going up faster than a T 1000 chasing John Connor. More than 10%! Someone call Kyle Reese; maybe we can use this to our advantage.

Theme Parks Still Standing: Not a Trap!

Analysts were expecting the theme parks to crumble under the weight of… well everything. Inflation economic doom the usual apocalypse starter kit. But no they actually posted revenue growth across all segments. It seems people are still willing to drop serious cash to meet Mickey Mouse. Maybe humanity isn't doomed after all. Or maybe Disney is just really really good at brainwashing. I’ll keep an eye on that.

Analysts Gone Wild: The Thumbs Up Heard 'Round the World

So these analyst types? They’re all suddenly singing Disney’s praises. Barclays is all like "They have the least structural risks!" Bank of America is seeing a 52% upside! 52%! That’s almost enough to buy a used time machine. I'm serious. They're all talking about Disney's growth and potential especially in streaming. It's like these guys found a secret stash of Skynet blueprints… only for a happy family friendly robot takeover.

Hasta la Vista Macro Concerns!

Bank of America's Jessica Reif Ehrlich is all about those catalysts profitability in DTC reacceleration in the Parks business and strong film slate which drives other businesses (DTC Parks and Consumer Products). UBS highlights Disney's "resilient results," and year over year growth in advertising across its sports segment. Color me impressed or terrified can't tell the difference anymore.

Goldman's Got Game: It's All About the Benjamins Baby

Goldman Sachs well they're seeing that outperformance in the company's experiences division which was driven by better than expected domestic theme park attendance. Improved studio costs and theme park growth? Yeah they’re practically drooling over the profits. "We are Buy rated on DIS as we believe the company is a high quality EPS compounder supported by 1) continued progression to scaled long term DTC profitability made possible by wholesale arrangements bundled offerings password sharing restrictions and other initiatives; 2) studio performance improvement (from a period of under earning) enabled by cost rationalization and organizational restructuring." The money men are seeing green and that can either be good or extremely bad news...for everyone.

Warning Signs and Silver Linings: Judgement Day Averted...For Now

Look I'm not saying Disney is going to save the world. But if they can keep those streaming numbers up keep the parks running and churn out movies that don't completely suck maybe we've got a shot. Maybe the future isn't set in stone. But I'll be watching. Always watching. Because even if this Disney thing is a good thing there's always a T 1000 lurking around the corner ready to ruin everything. And I'll be ready. Are you?