Electronic Arts (EA)

• Market cap: $43.4B
• 1 day: 0.88%
• 5 days: 1.46%
• 1 month: 2.62%
• 3 months: 15.47%
• 6 months: 21.48%
• Year to date: 18.98%
• 1 year: 21.74%
• 5 years: 38.58%
• 10 years: 144.29%
• Sector: Communication Services
• Industry: Electronic Gaming & Multimedia

About: Electronic Arts is one of the largest global developers and publishers of video games. Its most important franchises are the Madden NFL and FC soccer games, which it releases annually. In 2024, it also relaunched its American college football game. Other major franchises include Apex Legends, Battlefield, and The Sims. Typically, about three quarters of the firm's sales are from in-game spending, with the remainder coming from initial game sales.

Employees: 14,500

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

64% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 81

25% more funds holding in top 10

Funds holding in top 10: 4 [Q1] → 5 (+1) [Q2]

18% more call options, than puts

Call options by funds: $484M | Put options by funds: $409M

12% more capital invested

Capital invested by funds: $34.9B [Q1] → $39B (+$4.11B) [Q2]

4.57% more ownership

Funds ownership: 92.7% [Q1] → 97.26% (+4.57%) [Q2]

4% more funds holding

Funds holding: 952 [Q1] → 986 (+34) [Q2]

2% less repeat investments, than reductions

Existing positions increased: 353 | Existing positions reduced: 360

Research analyst outlook

6 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $160
• Avg. target: $177
• High target: $210

6 analyst ratings

• positive: 3 50%
• neutral: 3 50%
• negative: 0 0%

Wedbush Alicia Reese	$210	Outperform Reiterated	25 Aug 2025
DA Davidson Wyatt Swanson	$160	Neutral Maintained	11 Aug 2025
Baird Colin Sebastian	$170	Outperform Maintained	30 Jul 2025
B of A Securities Omar Dessouky	$168	Neutral Maintained	30 Jul 2025
Wells Fargo Conor Fitzgerald	$168	Equal-Weight Initiated	28 Jul 2025