Always remember that every analyst opinion influences stock price. If they come out positively stocks react up, if they come out negatively stocks go down. Sometimes their impact is the intended purpose of the report more than accurate reporting and forecasting. They all have a bias and agenda.
Nobody knows when Disney will be able to successfully reopen. Not Iger, not Chapek, not DeSantis, not trump, and certainly not this guy.
What make January 1 2021 and better than august 1, 2020. There still won’t be a vaccine. So what changes between now and that arbitrary date?