Walt Disney Co. shares were rallying Thursday after the company reported a big first-quarter earnings beat. Disney reported fiscal first-quarter adjusted EPS of $1.06 on $21.82 billion in revenue. Both numbers exceeded consensus analyst estimates of 63 cents and $20.91 billion, respectively. Revenue was up 34 percent from a year ago. Disney reported 129.8 million Disney+ subscribers, beating analyst estimates of 125.7 million. Disney added nearly 12 million Disney+ subscribers in the quarter. Disney+ average revenue per user in the U.S. and Canada was $6.68, up from $5.80 a year ago. Disney reiterated its previous guidance for between 230 million and 260 million Disney+ subscribers by 2024. Theme Park Recovery Bank of America analyst Jessica Reif Ehrlich said Disney is “bringing back the magic” in 2022. “A big premise of our bull thesis was predicated on the recovery in Theme Parks and inherent operating leverage in the model and FY1Q results …