BofA Is Bullish on Disney While Moffett Nathanson Is a Tad Defensive: Read Why

BofA Is Bullish on Disney While Moffett Nathanson Is a Tad Defensive: Read Why
The Disney+ logo is seen at El Capitan theatre in Hollywood, Los Angeles on Nov. 13, 2019. Nick Agro/AFP via Getty Images
Benzinga
Updated:

Two analysts have different stances on The Walt Disney Co..

With Disney’s earnings in the rear-view mirror, BofA says that a rampaging recovery in the Parks unit combined with an upcoming ramp to significantly higher content output has Disney “firing on all cylinders” in its new fiscal year. Disney’s parks division, in particular, is encouraging for multiple drivers, analyst Jessica Reif Ehrlich notes.