Disney Is Down 15% in 2026. With Netflix Stumbling, Is the House of Mouse a Contrarian Streaming Buy?
The entertainment giant's streaming business is finally making money. The market doesn't seem to care yet.
Overview
Netflix gave streaming investors a jolt last week. The industry leader reported second-quarter results that were fine on their own, but its forecast called for revenue growth to slow again in the third quarter, and the stock, already deep in a yearlong slide, fell further on Friday.
Walt Disney (NYSE: DIS) shareholders know the feeling. Shares of the entertainment giant have fallen about 15% in 2026, to roughly $96 as of this writing, and they trade about 22% off their 52-week high.
Details
But there's an irony in the timing. While the market frets over the streaming leader's slowing growth, Disney's own streaming business has been moving the other direction -- toward faster growth and higher profits.
Source
Originally published at www.fool.com.