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
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
13 analyst ratings
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









