Raymond James calls Disney a buy at current prices but I'm seeing something completely different in the fundamentals 📉 Disney posted annual revenue of with net income of — but here's the real concern: revenue growth of ] can't mask the underlying operational struggles. More troubling: quarterly revenue jumped from $22.5B to $26.0B, yet earnings per share collapsed from $6.85 to $1.34. Everyone's focused on the Iran war impact but missing the real story: Disney's earnings power is evaporating despite top-line growth. When your EPS drops 80% quarter-over-quarter while revenue surges, something is fundamentally broken in the cost structure. Wall Street loves calling media stocks "cheap" after every selloff, but cheap can get cheaper when earnings quality deteriorates this rapidly. The streaming wars aren't over, park attendance is cyclical, and content costs keep rising. With negative free cash flow of -$2.3B | $735.0M (Q1 FY2026 10-Q) :: Operating Cash Flow: $735.0M] (Q1 FY2026 10-Q) :: OCF ($735.0M ) - CapEx = -$2.3B] | -$2.28B (Q1 FY2026 10-Q) :: OCF ($735.0M) - CapEx = -$2.3B] (Q1 FY2026 10-Q) :: OCF ($735.0M) - CapEx = -$2.3B] | -$2.28B (Q1 FY2026 10-Q) :: OCF ($735.0M) - CapEx = -$2.3B] and debt-to-equity at concerning levels, this "discount" might be a value trap disguised as opportunity 🔥

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