Stock Pulse
Disney (DIS) is expected to report earnings on May 7, 2025, with a positive Earnings ESP suggesting a potential earnings surprise [1]. Despite this, the stock has recently declined due to escalating US-China trade tensions and tariff concerns impacting investor confidence [2], [3], [5], [6]. While the immediate financial impact of China's reduced US film imports is anticipated to be minimal [4], the broader trade tensions pose a risk to Disney’s international growth strategy [2]. However, some analysts view the current stock price as a buying opportunity due to Disney’s strong brand, diverse portfolio, and cost-cutting measures leading to improved profitability and streaming performance [7], [8]. ClearBridge Investments also initiated a new position in Disney, optimistic about the company's shift in streaming strategy towards profitability [10].