3 Dates for Disney Investors to Circle in June After the Stock's 24% Jump in May
Shares of Walt Disney (NYSE: DIS) had a May to remember. The stock soared 24% last month, fueled initially by a blowout quarterly report and unexpected news about a new international theme park in the works. The media giant has now fully recovered from the downticks that it experienced during the market correction earlier this year. Where does Disney go from here?
There isn't another quarterly report coming out until August, but it doesn't mean that Disney will be standing still. There is new content coming to entertain folks at the local multiplex as well as fans streaming from home. Let's take a closer look at some dates that Disney investors will be watching in June.
June 4
Disney rolled out new shows and experiences at Disney World and Disneyland in May. The original resort in California will have some more debuts in July as it picks up the tempo on its milestone of turning 70 this summer. June will be quieter than the bookend months, but it doesn't mean that something new isn't on the way.
Disney World is opening GEO-82 at its Epcot theme park on Wednesday. The new lounge located in the rear of the iconic Spaceship Earth attraction will serve up a wide range of handcrafted beverages along with a thin but artisan menu of food offerings. It also offers a great view of the park's World Showcase, a feature that will come in handy as a way to serve up a premium viewing experience for the nightly festivities.
A new posh watering hole may not move the needle, but GEO-82 is a hot attraction before it even officially opens. The first 60 days of reservation availability have been quickly gobbled up.
June 20
It's not just Disney stock entering the month of June with momentum. Its movie studio is also on a roll. Disney's live-action reboot of Lilo & Stitch has been the top draw at theaters in back-to-back weekends. It is now the country's second-highest-grossing theatrical release this year, behind A Minecraft Movie. Marvel's Thunderbolts also debuted earlier in May. The two films are among three Disney releases currently in the top five biggest moneymakers in 2025.
Disney has another potential winner coming out this month. Elio is the latest computer-animated release from Disney's Pixar hit factory. Expectations are low despite Pixar's pedigree. Industry watchers are modeling $35 million to $45 million in domestic ticket sales during its non-holiday opening weekend. This is less than last year's Inside Out 2 or Moana 2 rang up in box office receipts in a single day, but those were sequels to established properties.
Mufasa: The Lion King opened with just $35 million domestically for its premiere weekend late last year. It wound up topping $254 million by the time it was done with its multiplex run, collecting another $468 million in admissions outside of the U.S. market. If Elio is able to score strong initial reviews, the film could have a long tail at theaters.
June 24
Disney+ has now been profitable for the past year. Can it use the platform's scalability to build on its bottom line? A new series hits the premium streaming service in three weeks. Marvel's Ironheart is spinning off a character from the successful Black Panther movie franchise, giving Dominique Thorne a chance to reprise her role as Riri Williams in the new show. Riri is the genius inventor who created her own high-tech armor in the film. In the new series, Riri will have to contend with no longer having Wakandan technology on her side.
As successful as Disney+ has been with a vault of iconic talent for younger viewers -- including the recent win to become the exclusive streaming home for Cocomelon -- it also needs magnetic content for teens and adults. The media giant has already leaned on its Marvel arm to feed hit shows to the platform including Loki and WandaVision. If Ironheart is the next hit on Disney+, it will help with retention on the service. Profitability in the cutthroat streaming space is something that even Disney can't take for granted.
Should you invest $1,000 in Walt Disney right now?
Before you buy stock in Walt Disney, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Walt Disney wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $651,049!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $828,224!*
Now, it's worth noting Stock Advisor 's total average return is979% — a market-crushing outperformance compared to171%for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor.
See the 10 stocks »
*Stock Advisor returns as of June 2, 2025
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Globe and Mail
33 minutes ago
- Globe and Mail
With Growth Poised to Explode, Is Lucid Stock Finally a Buy?
(NASDAQ: LCID) appears to be one of the benefactors of Tesla 's recent stumble and fall. Lucid management noted an uptick in customers trading in their Teslas for a possibly less politically charged ride. And while the broader U.S. electric vehicle (EV) industry is struggling to grow as many anticipated, Lucid has set itself up extremely well for growth over the coming year. But does all this make it a buy finally? Let's find out. Setting records The broader EV industry might be sputtering right now, and investors might be grappling with the impact of tariffs, but Lucid has been on fire, in a good way. Lucid delivered 3,109 vehicles during the first quarter, a solid 58% jump compared to the prior year. It marked the sixth straight quarter for record deliveries, and it comes right on the cusp of Lucid accelerating production and deliveries for its most recent launch, the Gravity SUV. Lucid had only recently become satisfied with producing all the inventory needed for employees, studios, and test driving, and can now accelerate production for mainstream consumers. For investors who have grown accustomed to Lucid's strong delivery performance after years of disappointments, the good news is that the Gravity SUV should easily drive the company's results going forward. In fact, the Gravity SUV is estimated to have a market size six times that of Lucid's Air sedan. Analysts expect Lucid sales to increase 73% in 2025 and another 96% jump in 2026 compared to prior years. That's not even taking into account the upcoming midsize platform that will underpin numerous models at a more affordable price tag. Lucid's surge also comes at a good time as once-dominant EV player Tesla is facing consumer backlash due to CEO Elon Musk's brief stint in politics, which has resulted in the downward spiral of sales in key markets. In fact, Lucid's interim CEO, Marc Winterhoff, even noted there was a dramatic uptick in recent months in orders from former Tesla drivers. Is Lucid a buy now? With momentum seemingly in Lucid's corner in the near-term, despite a stagnating U.S. EV market, it might look like a good time for long-term investors to jump in. But there are a few things to consider. The first red flag came after reporting a near $400 million fourth-quarter loss when the EV maker announced that CEO Peter Rawlinson, who led the company for 12 years, would be stepping down. Lucid did its best to downplay the situation, but analysts weren't buying it, going as far to say product development could stall, consumer demand could be dampened, and additional funding opportunities could be at risk. It's also true that one of the biggest risks facing Lucid investors is the company's access to funding. The young company is rapidly burning through cash; its shareholder dilution is accelerating; and Saudi Arabia's Public Investment Fund (PIF) owns roughly 60% of Lucid through multiple investments throughout the company's life. On one hand, this is a substantially well-funded partner that gives Lucid access to much needed capital. On the other hand, being so reliant on one investor is never a good thing. Should Saudi's PIF pull support, it would be a massive overhang on the stock and make accessing funding more challenging and expensive. Ultimately, for as much momentum and potential as Lucid has, , there's too much uncertainty facing the company right now for most investors to buy in. The company needs to find the right leadership to lead the company and reassure investors. It also needs to reduce its cash burn while improving scale and margins. Plus, it needs to navigate potential industry supply disruptions, broader EV demand decline, and potential price increases due to tariffs. Lucid needs to execute the production ramp of the Gravity SUV and have it be a hit with consumers. If Lucid does all of those things, then it might be time to buy before the company goes into its next growth phase driven by a new midsize platform and more affordable price tag of around $50,000. Should you invest $1,000 in Lucid Group right now? Before you buy stock in Lucid Group, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Lucid Group wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $664,089!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $881,731!* Now, it's worth noting Stock Advisor 's total average return is994% — a market-crushing outperformance compared to172%for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of June 9, 2025
Globe and Mail
43 minutes ago
- Globe and Mail
Has Apple Already Lost the AI Race? There's Another Concern Investors Should Have
In this video, Motley Fool contributors Jason Hall and Jeff Santoro discuss Apple 's (NASDAQ: AAPL) lack of progress with artificial intelligence (AI), along with its history of product introductions and innovation, to break down why trailing in AI may not matter, and not be the biggest thing investors should know about. *Stock prices used were from the afternoon of June 18, 2025. The video was published on June 21, 2025. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Learn More » Should you invest $1,000 in Apple right now? Before you buy stock in Apple, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Apple wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $659,171!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $891,722!* Now, it's worth noting Stock Advisor 's total average return is995% — a market-crushing outperformance compared to172%for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of June 9, 2025 Jason Hall has no position in any of the stocks mentioned. Jeff Santoro has positions in Apple. The Motley Fool has positions in and recommends Apple. The Motley Fool has a disclosure policy. Jason Hall is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.
Globe and Mail
an hour ago
- Globe and Mail
3 Best Tech Stocks for the Second Half of 2025
We're nearly halfway through 2025, and what a ride it's been for the stock market. As of this writing, the S&P 500, Nasdaq Composite, and Dow Jones Industrial Index are up 2%, up 1%, and down 1%, respectively, year to date. So, as attention turns to the second half of 2025, three contributing analysts have selected their top buys within the technology sector: Reddit (NYSE: RDDT), Advanced Micro Devices (NASDAQ: AMD), and Meta Platforms (NASDAQ: META). Here's why. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » Long-term growth investors may want to capitalize on Reddit's recent volatility Jake Lerch (Reddit): 2025 has been an up-and-down year for Reddit stock. As of this writing, it's down 13% year to date. However, the stock has been extremely volatile throughout the year. It's been up as much as 37% and down by almost 46%. So, obviously, Reddit isn't a stock for every investor or investment portfolio. That said, growth-oriented investors willing to hold for years might want to take the stock's recent volatility as an opportunity to accumulate shares. Reddit is a social media stock. It boasts more than 108 million daily average users and is growing fast. As of its most recent quarterly report (for the three months ended on March 31), the company's revenue growth stood at 61%. The company makes money through selling ad space, like its much larger social media rival, Meta Platforms. While Meta's ad ecosystem has existed for more than a decade and now draws in about a half-billion dollars per day, Reddit's ad ecosystem remains in its infancy. This creates a possibility for investors. Meta has already proven that the social media advertising model works -- and works very well. Meta has ridden that model to a staggering market capitalization of $1.7 trillion. Reddit, on the other hand, has a market cap of only $26 billion. In a move that mirrors Meta, Reddit recently announced plans to integrate artificial intelligence (AI)-powered ad tools into its network. This strategy could help marketers increase return on investment (ROI) by improving ad targeting and content. With its large, increasing user base and blistering revenue growth, there's every reason to think Reddit's long-term prospects remain bright -- and its stock price will rise. Product releases could draw buyers to this rising AI chip stock Will Healy (Advanced Micro Devices): On the surface, Advanced Micro Devices might look more like a second- quarter than a second-half stock. Since reaching an intra-day low of $76.48 per share on April 8, the stock has risen by approximately 65% over the last six weeks. However, that increase could be just the beginning of what is gearing up to be a second-half comeback. On June 12, AMD released its development pipeline for its AI accelerators through 2027. Investor interest coalesced around its MI400 GPU, which it plans to release sometime in 2026. The MI400 should significantly improve upon the recently released MI350, offering double the compute power, 50% more memory capacity, and 2.5 times the bandwidth. Such advancements are on track to close most of its competitive gap with Nvidia, though Nvidia will almost certainly counter with its own improvements. Additionally, AMD will integrate the MI400 with its Helios rack system. This rack system will combine the MI400 with AMD's upcoming Venice CPU and Pensando Vulcano NICs, providing AMD with a unified AI rack-scale infrastructure for modeling and inference. This is occurring as AMD has begun to benefit from accelerating revenue growth. In the first quarter of 2025, its data center and client (PC) segments grew revenue by 57% and 68%, respectively, while revenue for the gaming and embedded segments declined at a slower rate. Thus, the overall annual revenue growth of 36% in Q1 is significantly faster than the 14% yearly increase in 2024. Moreover, while AMD trades at a higher P/E ratio than Nvidia, improving profitability places its forward P/E ratio at 32, slightly below that of its larger rival. Furthermore, AMD's 7.5 price-to-sales (P/S) ratio is far below Nvidia's sales multiple of 24, likely making the stock more attractive to value-oriented investors. Admittedly, AMD continues to play catch-up in the AI accelerator market. Nonetheless, with the chip company closing the gap, that low P/S ratio could easily persuade investors to bid AMD stock higher as they anticipate the MI400's release. Meta's advertising model just received another boost. Justin Pope (Meta Platforms): Oftentimes, winners keep winning. Shares of social media giant Meta Platforms have primarily moved in an upward direction since 2023, but I like the stock's chances to continue its run over the second half of this year. Most investors already know that Meta Platforms is a beast in digital advertising. It makes virtually all of its revenue and profits from advertising to the 3.43 billion people who use its family of apps each day. What investors may not realize is that for years, Facebook and Instagram have carried the company's advertising water. Meta generated approximately $160.6 billion of its $164.5 billion in total revenue last year from ads placed in Facebook, Messenger, Instagram, and third-party mobile apps. Missing from that list is WhatsApp, the wildly popular communications app with over 3 billion monthly active users. But that's changing. Meta recently announced that it will finally place ads in WhatsApp statuses and channel pages. That will open up an entirely new revenue stream for the company, which, given the massive ad revenue Facebook and Instagram produce, could drive significant growth as monetization ramps up over time. Analysts anticipate that Meta's earnings will grow at an average annual rate of 18% over the next three to five years. I wouldn't be surprised if WhatsApp's incremental ad revenue helps the company meet or exceed those estimates. Meta's price-to-earnings ratio has risen to 27, but, frankly, that's still reasonable for the growth you're likely to see over the coming years. Meta waited over a decade after acquiring WhatsApp to make this move, demonstrating just how well its CEO, Mark Zuckerberg, can play the long game. Investors would probably be wise to consider partnering with Meta as buy-and-hold investors at these prices. Should you invest $1,000 in Meta Platforms right now? Before you buy stock in Meta Platforms, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Meta Platforms wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $664,089!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $881,731!* Now, it's worth noting Stock Advisor 's total average return is994% — a market-crushing outperformance compared to172%for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of June 9, 2025 Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool's board of directors. Jake Lerch has positions in Nvidia and Reddit and has the following options: long July 2025 $150 calls on Advanced Micro Devices. Justin Pope has no position in any of the stocks mentioned. Will Healy has positions in Advanced Micro Devices. The Motley Fool has positions in and recommends Advanced Micro Devices, Meta Platforms, and Nvidia. The Motley Fool has a disclosure policy.
