bob iger has his work cut out for him as he tries to orchestrate a turnaround of walt disney co and while some on wall street were willing to give him credit for signs of progress after wednesday’s earnings others worried iger may be overplaying his hand as he seeks to jolt the streaming business disney shares dis haven’t had an easy go of it in recent years meaningfully lagging the sp 500 spx with a 22 drop over a fiveyear span compared with a 58 increase for the index over that span disney’s stock is up only 07 so far this year as the sp 500 has logged a 16 gain but are the media giant’s fortunes about to change perhaps a pivot is in store wells fargo analyst steven cahall suggested “while it’s hardly an easy road ahead we sense a new disney defined by adaptation including cost cuts price increases content shakeups portfolio shaping etc” he wrote in a note to clients after disney’s earnings report late wednesday “everything is on the table and this could be the turning point” cahall flagged that disney is again boosting the price of its adfree hulu and disney services while eying a crackdown on password sharing in the near future additionally disney rivals netflix inc in terms of its unique us and canada subscribers when bundles are factored in he said read disney is raising prices on hulu and disney again here’s how much you’ll soon pay don’t miss disney posts smaller streaming loss will hike prices for disney and hulu “the outlook is improving” cahall wrote while keeping an overweight rating but trimming his price target by a buck to 146 evercore isi analyst vijay jayant chimed in that the various new initiatives to jolt streaming revenue “increase confidence in the path to profitability having a greater topline element to it beyond just cost management” he further noted that cruise trends and international parks performance look “robust” despite a cooling of pentup demand for us parks and he flagged that iger recently “has become increasingly vocal” about the potential for an espn strategic partner and possible alternatives for disney’s legacy tv networks “while it’s too early to underwrite what these changes might ultimately amount to we walk away encouraged by what seems to be an increased urgency to optimize the core portfolio for growth and value creation” he wrote while sticking with an outperform rating and 110 price target see also the longsimmering rumor of apple buying disney is resurfacing as bob iger looks to sell assets wolfe research analyst peter supino however still wasn’t sold on disney’s streaming developments “we are cautiously optimistic that higher retail prices  increased advertising revenue can facilitate a quicker path to directtoconsumer profit” he wrote though he’s “concerned” about struggling net additions price increases in the range of 8 to 27 and the potential for “disruption” when disney clamps down on account sharing next year “disney has a clear branded value proposition which should drive strong price power but the path for espn  hulu which are less differentiated look more challenged” he wrote opinion disney continues to ruin streaming in pursuit of the almighty dollar overall supino thought disney’s updates wednesday “improved the profit trajectory” but he said consensus expectations for streaming subscribers and linear tv earnings before interest taxes depreciation and amortization “look risky amidst cost reductions uncertainty about key franchises and a saturated video market” cowen  co analyst doug creutz further drilled down on the potential for disney’s pricing moves to meet a chilly consumer reception “we worry that consumers will respond poorly to the move given disney’s simultaneous decision to cut back on original content exacerbated by the impact of the hollywood strikes” he wrote “even if the severe pricevalue shift is accepted by consumers it’s still not clear if the rate of dtc profitability improvement will more than offset the rate of linear profitability attrition” he gave the stock a market perform rating with a 94 target price