** Walt Disney's DIS.N new CEO Josh D'Amaro laid out his strategy for the entertainment company on Wednesday, saying it would remain committed to creative excellence, strengthen its streaming business, capitalize on the power of live sports, and continue to invest in its theme parks and cruise lines

** Co's posted Q2 adj. EPS of $1.57 vs. estimates of $1.49

** Thirty-three analysts rate the stock "buy" on average; median PT $132 - data compiled by LSEG

THE HOUSE OF MOUSE RELOADS

** Bernstein ("Outperform," PT: $129) says the summer outlook is improving, supported by continued Parks momentum and newly launched ships that should contribute more meaningfully as pre-launch costs roll off

** Jefferies ("Buy," PT: $132) says Q2 results ease pressure on the second‑half‑weighted experiences outlook, even as the back half still requires strong growth, helped by easier comparisons and contributions from the new cruise ship

** Raymond James ("Outperform," PT: $119) says cruise occupancy remains steady despite higher capacity, underscoring strong demand, while margins were pressured by pre‑opening costs for new attractions and ships, moving past these expenses in the second half supports a stronger company‑wide outlook

** Morningstar (Fair Value: $125) says beyond experiences, expects the streaming business to boost profitability while continuing to grow at a healthy pace, while sports performance is likely to remain stable