Electronic Arts (EA)

• Market cap: $37.7B
• 1 day: 0.17%
• 5 days: 1.71%
• 1 month: 7.83%
• 3 months: -3.10%
• 6 months: 2.05%
• Year to date: -0.93%
• 1 year: 10.75%
• 5 years: 53.29%
• 10 years: 149.40%
• Sector: Information Technology
• Industry: Prepackaged Software

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: 13,700

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

77% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 84

4% more funds holding

Funds holding: 962 [Q3] → 1,005 (+43) [Q4]

2.53% more ownership

Funds ownership: 92.76% [Q3] → 95.29% (+2.53%) [Q4]

4% more capital invested

Capital invested by funds: $35.3B [Q3] → $36.6B (+$1.3B) [Q4]

5% less repeat investments, than reductions

Existing positions increased: 353 | Existing positions reduced: 371

28% less call options, than puts

Call options by funds: $426M | Put options by funds: $590M

33% less funds holding in top 10

Funds holding in top 10: 6 [Q3] → 4 (-2) [Q4]

Research analyst outlook

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

• Low target: $132 9% downside
• Avg. target: $146 1% upside
• High target: $173 20% upside

11 analyst ratings

• positive: 5 45%
• neutral: 6 55%
• negative: 0 0%

Benchmark Mike Hickey 61% 1-year accuracy 57 / 94 met price target	11% upside $160	Buy Maintained	24 Mar 2025
Ascendiant Capital Edward Woo 36% 1-year accuracy 27 / 75 met price target	11% upside $160	Buy Maintained	3 Mar 2025
DA Davidson Wyatt Swanson 40% 1-year accuracy 2 / 5 met price target	3% downside $140	Neutral Initiated	18 Feb 2025
BMO Capital Brian Pitz 49% 1-year accuracy 25 / 51 met price target	2% downside $142	Market Perform Maintained	5 Feb 2025
B of A Securities Omar Dessouky 50% 1-year accuracy 5 / 10 met price target	9% downside $132	Neutral Maintained	5 Feb 2025