| Date | Action | Conf | Host / episode | Summary | 7d | 30d | 90d |
|---|---|---|---|---|---|---|---|
| 2026-10-05 | MENTIONED | LOW | Rob Black Show Afternoon podcast 10-5-26 |
Disney mentioned only in passing — a family member was laid off by Disney before reaching retirement-severance age. [audio] | — | — | — |
| 2026-09-29 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-29-26 |
Disney illustrated a dividend-and-growth investment that had disappointed over the preceding five to seven years. [audio] | — | — | — |
| 2026-09-29 | MENTIONED | LOW | Rob Black Show Stocks Little Changed As Traders Watch Yield Moves |
Disney appeared in a comparison of rising streaming bills and competition for viewers' attention. [audio] | — | — | — |
| 2026-09-23 | MENTIONED | LOW | Rob Black Show Stocks Fall As Yields Shoot Higher |
Disney traded fractionally lower and was reportedly raising streaming prices by about 13%, prompting questions about peak streaming demand. [audio] | +1.7% | — | — |
| 2026-08-06 | BUY | MEDIUM | Rob Black Show Traders Keep An Eye On The Middle East |
Struck a deal giving TikTok creators access to Lucasfilm, Marvel, Pixar and FX IP, which could feed Disney+ engagement; Toy Story 5 doing well on merchandising and subscriptions. [audio] | +0.1% | +0.6% | — |
| 2026-07-31 | SELL | MEDIUM | Rob Black Show An Earnings Season Summer |
Host says the streaming wars have been very damaging to the stock and calls the $71B Fox, $7.4B Pixar, $4.1B Lucasfilm and $4B Marvel acquisitions a misuse of money; the YouTube distribution shift further erodes bargaining power. [audio] | +9.1% | +12.4% | — |
| 2026-07-27 | MENTIONED | MEDIUM | Rob Black Show Markets Meander As Oil Falls |
Disney's market cap discussed; spent more acquiring studios than current market cap; regrets acquisitions; stock down greatly over last five years. [audio] | +1.5% | +13.4% | — |
| 2026-07-14 | SELL | HIGH | Rob Black Show June Inflation Data Came In Weaker Than Expected |
Disney's price target was lowered to $110 from $135 at Barclays ahead of earnings; speculation Disney may give up on streaming and license content. [audio] | +0.3% | +9.3% | — |
| 2026-07-13 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 7-13-26 |
Disney discussed as a winner today, with commentary on movie performance, streaming business, and analyst price target. [audio] | +0.4% | +7.5% | — |
| 2026-07-13 | BUY | HIGH | Rob Black Show Oil Gains After Trump Reimposes Blockade |
Disney is initiated with a buy rating and a price target of $115, despite recent box office disappointments. [audio] | +0.4% | +7.5% | — |
| 2026-07-10 | BUY | HIGH | Rob Black Show Rules For Financial Freedom |
Host lists Disney as a favorite brand and investment for its global reach and recurring revenue. [audio] | +2.1% | +9.7% | — |
| 2026-07-08 | MENTIONED | LOW | Rob Black Show Markets Tumble As Oil Rises Due To End Of Ceasefire |
Mentioned as interested in FIFA World Cup media rights. [audio] | +0.5% | +8.5% | — |
| 2026-07-08 | MENTIONED | LOW | Rob Black Show Afternoon podcast 7-7-26 |
Disney discussed as a potential bidder for FIFA World Cup U.S. rights; ESPN and Disney+ mentioned. [audio] | +0.5% | +8.5% | — |
| 2026-07-07 | MENTIONED | MEDIUM | Rob Black Show The Rules of Wall Street |
Host lists Disney among companies with large total addressable markets, notes owning it in S&P 500 funds, and references Disney as a past investment for teens. [audio] | -1.7% | +7.4% | — |
| 2026-06-22 | MENTIONED | MEDIUM | Rob Black Show Declines In Technology Stocks |
Disney is discussed for box office performance, streaming growth, and monetization of intellectual property. [audio] | -3.7% | -5.7% | +1.0% |
| 2026-06-19 | MENTIONED | HIGH | Rob Black Show Afternoon podcast 6-19-26 |
Disney is discussed extensively regarding Toy Story 5's box office prospects and marketing efforts. [audio] | -4.9% | -5.3% | +2.2% |
| 2026-06-16 | MENTIONED | LOW | Rob Black Show Strategies For June So Far |
Disney is mentioned as a stock for teens who love Disney princesses. [audio] | +2.2% | -0.8% | +8.0% |
| 2026-06-05 | MENTIONED | LOW | Rob Black Show Job Growth Surged |
YouTube is now frequently the most watched streaming service on television screens in America, surpassing Netflix, Disney+, and Amazon Prime Video. [audio] | +0.3% | +0.6% | +8.3% |
| 2026-05-28 | MENTIONED | LOW | Rob Black Show Negotiators Have Reached Deal To Extend Ceasefire |
Host mentions Disney is up $3 and discusses their plan for AI coding. [audio] | -4.2% | -4.8% | +6.5% |
| 2026-05-26 | MENTIONED | LOW | Rob Black Show Hope Over A Potential Deal With Iran |
Host mentions Disney's AI being a major competitor to Google. [audio] | -1.8% | -5.1% | +7.9% |
| 2026-05-21 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-21-26 |
Host casually mentions wanting to see a Chewbacca movie, addressing Disney directly ('you listening disney make that movie'). [audio] | +0.1% | +0.3% | +4.0% |
| 2026-05-20 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-20-26 |
Host mentions Disney in the context of lower oil prices benefiting cruise lines. [audio] | +0.1% | -0.2% | +0.6% |
| 2026-05-19 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-19-26 |
Host lists Disney as one of the top 10 stocks today. [audio] | +1.0% | +1.6% | +2.0% |
| 2026-05-11 | BUY | MEDIUM | Rob Black Show Fresh Record Bolstered By Key Tech Stocks |
Disney became the first studio to gross $2 billion at the box office in 2026 and is on a roll with hits like Avatar. [audio] | -0.8% | -5.8% | +1.0% |
| 2026-05-07 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 5-7-26 |
Disney is mentioned in relation to the NFL deal and media competition with Netflix and other streaming services. [audio] | -3.0% | -8.2% | -5.6% |
| 2026-05-07 | BUY | HIGH | Rob Black Show Oil Continues Pullback |
Part of 'Live 5' list; expected to benefit from streaming market repair and has experiential entertainment assets insulated from AI disruption. [audio] | -3.0% | -8.2% | -5.6% |
| 2026-05-06 | SELL | HIGH | Rob Black Show Afternoon podcast 5-6-26 |
Host criticizes Disney stock for doing 'nothing in 10 years' and states he doesn't want to own their TV business, preferring they spin off parks/cruise lines. [audio] | -2.9% | -7.7% | -8.4% |
| 2026-05-06 | MENTIONED | MEDIUM | Rob Black Show Earnings Jump |
Host notes reassuring guidance from Disney regarding the consumer sector. [audio] | -2.9% | -7.7% | -8.4% |
| 2026-05-05 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-5-26 |
Host notes Disney was up 12% to an all-time high. [audio] | +5.6% | -1.1% | -1.6% |
| 2026-05-05 | MENTIONED | MEDIUM | Rob Black Show Stocks Get Boost From Oil Pullback |
Mentioned as not doing so well, down 60 cents to $100 a share, with upcoming earnings. [audio] | +5.6% | -1.1% | -1.6% |