Electronic ArtsEA
Market Cap: 38.6B
About: EA is one of the world's largest third-party video game publishers and has transitioned from a console-based video game publisher to the one of the largest publishers on consoles, PC, and mobile. The firm owns number of large franchises, including Madden, EA Sports FC (formerly FIFA), Battlefield, Apex Legends, Mass Effect, Dragon's Age, and Need for Speed.
Employees: 13,700
Fund manager confidence
Based on 2024 Q1 SEC filings by fund managers ($100M+ AUM)
3.26% more ownership
Funds ownership: 89.73% [Q4 2023] → 92.99% (+3.26%) [Q1 2024]
3% more repeat investments, than reductions
Existing positions increased: 363 | Existing positions reduced: 351
0% less capital invested
Capital invested by funds: $33B [Q4 2023] → $32.9B (-$43.5M) [Q1 2024]
1% less funds holding
Funds holding: 961 [Q4 2023] → 953 (-8) [Q1 2024]
9% less first-time investments, than exits
New positions opened: 84 | Existing positions closed: 92
30% less funds holding in top 10
Funds holding in top 10: 10 [Q4 2023] → 7 (-3) [Q1 2024]
31% less call options, than puts
Call options by funds: $312M | Put options by funds: $455M
Research analyst outlook
19 Wall Street Analysts provided 1 year price forecasts over the past 6 months
19 analyst ratings
Morgan Stanley Brian Nowak | 3%upside $150 | Equal-Weight Maintained | 23 Jul 2024 |
Benchmark Mike Hickey | 5%upside $153 | Buy Reiterated | 18 Jul 2024 |
Stifel Drew Crum | 14%upside $165 | Buy Maintained | 17 Jul 2024 |
Oppenheimer Martin Yang | 17%upside $170 | Outperform Maintained | 16 Jul 2024 |
JP Morgan David Karnovsky | 7%upside $155 | Neutral Maintained | 15 Jul 2024 |
Financial journalist opinion
Based on 22 articles about EA published over the past 30 days