Electronic Arts
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
0
Funds holding %
of 7,323 funds
0
Analysts bullish %
of 13 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
0% more funds holding in top 10
Funds holding in top 10: 4 [Q4 2024] → 4 (+0) [Q1 2025]
5% less capital invested
Capital invested by funds: $36.6B [Q4 2024] → $34.9B (-$1.73B) [Q1 2025]
2.67% less ownership
Funds ownership: 95.37% [Q4 2024] → 92.71% (-2.67%) [Q1 2025]
6% less funds holding
Funds holding: 1,011 [Q4 2024] → 946 (-65) [Q1 2025]
12% less call options, than puts
Call options by funds: $978M | Put options by funds: $1.12B
24% less repeat investments, than reductions
Existing positions increased: 307 | Existing positions reduced: 402
29% less first-time investments, than exits
New positions opened: 107 | Existing positions closed: 150
Research analyst outlook
13 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$148
6%
downside
Avg. target
$174
10%
upside
High target
$210
34%
upside
13 analyst ratings
6 positive
46%
7 neutral
54%
0 negative
0%
Baird Colin Sebastian | 8%upside $170 | Outperform Maintained | 30 Jul 2025 |
B of A Securities Omar Dessouky | 7%upside $168 | Neutral Maintained | 30 Jul 2025 |
Wells Fargo Conor Fitzgerald | 7%upside $168 | Equal-Weight Initiated | 28 Jul 2025 |
Wedbush Alicia Reese | 34%upside $210 | Outperform Reiterated | 22 Jul 2025 |
Roth Capital Eric Handler | 18%upside $185 | Buy Upgraded | 24 Jun 2025 |
Financial journalist opinion
Based on 19 articles about EA published over the past 30 days
Neutral
Seeking Alpha
13 hours ago
Electronic Arts Inc. (EA) Q1 2026 Earnings Call Transcript
Electronic Arts Inc. (NASDAQ:EA ) Q1 2026 Earnings Conference Call July 29, 2025 5:00 PM ET Company Participants Andrew Uerkwitz - Vice President of Investor Relations Andrew Wilson - Chairman & CEO Stuart Canfield - Chief Financial Officer Conference Call Participants Andrew Jordan Marok - Raymond James & Associates, Inc., Research Division Colin Alan Sebastian - Robert W. Baird & Co. Incorporated, Research Division Cory Alan Carpenter - JPMorgan Chase & Co, Research Division Douglas Lippl Creutz - TD Cowen, Research Division Eric James Sheridan - Goldman Sachs Group, Inc., Research Division Eric Owen Handler - ROTH Capital Partners, LLC, Research Division James Edward Heaney - Jefferies LLC, Research Division Michael Joseph Hickey - The Benchmark Company, LLC, Research Division Operator Good afternoon.
Positive
Zacks Investment Research
18 hours ago
Compared to Estimates, Electronic Arts (EA) Q1 Earnings: A Look at Key Metrics
The headline numbers for Electronic Arts (EA) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Positive
Zacks Investment Research
18 hours ago
Electronic Arts (EA) Q1 Earnings and Revenues Beat Estimates
Electronic Arts (EA) came out with quarterly earnings of $0.25 per share, beating the Zacks Consensus Estimate of $0.1 per share. This compares to earnings of $0.52 per share a year ago.
Positive
Benzinga
20 hours ago
Electronic Arts Q1 Earnings Highlights: Revenue Beat, CEO Says 'Most Exciting Launch Slate' Coming
Video game publisher Electronic Arts Inc EA reported first-quarter financial results after market close Tuesday.
Negative
Reuters
21 hours ago
EA forecasts quarterly bookings below expectations on cautious gamer spending
Electronic Arts forecast net bookings below Wall Street expectations on Tuesday, pressured by uncertain consumer spending on its core sports portfolio amid a challenging economic environment.
Neutral
Business Wire
21 hours ago
Electronic Arts Reports Q1 FY26 Results
REDWOOD CITY, Calif.--(BUSINESS WIRE)--Electronic Arts Inc. (NASDAQ: EA) today announced preliminary financial results for its first quarter ended June 30, 2025. “We delivered a strong start to FY26, outperforming expectations ahead of what will be the most exciting launch slate in EA's history,” said Andrew Wilson, CEO of Electronic Arts. “From deepening player engagement in EA SPORTS to gearing up for Battlefield 6 and skate., we're scaling our global communities and continuing to shape the f.
Negative
Benzinga
1 day ago
Electronic Arts Likely To Report Lower Q1 Earnings; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
Electronic Arts Inc. EA will release earnings results for the first quarter, after the closing bell on Tuesday, July 29.
Positive
Seeking Alpha
1 day ago
Electronic Arts: AI Could Supercharge This Company's Growth
FY2025, EA reported lower net bookings due to the underperformance of its Dragon Age and EA Sports FC. EA CEO Andrew Wilson has split the company's prospects in AI into 3 vectors: Efficiency, Expansion, and Transformation. With AI, EA could mitigate the rising cost of making video games and accelerate innovation to keep its customers engaged and stimulate demand for its product.
Positive
Forbes
2 days ago
Buy or Sell EA Stock Ahead of Its Upcoming Earnings?
Electronic Arts (NASDAQ:EA) is set to release its earnings on Tuesday, July 29, 2025. Analyzing the previous five years of data, EA stock tends to have positive one-day returns following earnings announcements, occurring in 55% of cases.
Neutral
Zacks Investment Research
5 days ago
Insights Into Electronic Arts (EA) Q1: Wall Street Projections for Key Metrics
Get a deeper insight into the potential performance of Electronic Arts (EA) for the quarter ended June 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.
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