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]
3.19% less ownership
Funds ownership: 95.37% [Q4 2024] → 92.18% (-3.19%) [Q1 2025]
5% less capital invested
Capital invested by funds: $36.6B [Q4 2024] → $34.7B (-$1.93B) [Q1 2025]
7% less funds holding
Funds holding: 1,011 [Q4 2024] → 941 (-70) [Q1 2025]
12% less call options, than puts
Call options by funds: $978M | Put options by funds: $1.12B
23% less repeat investments, than reductions
Existing positions increased: 307 | Existing positions reduced: 400
30% less first-time investments, than exits
New positions opened: 105 | Existing positions closed: 150
Research analyst outlook
11 Wall Street Analysts provided 1 year price targets over the past 3 months
11 analyst ratings
Citigroup Jason Bazinet | 1%upside $153 | Neutral Maintained | 29 May 2025 |
Goldman Sachs Eric Sheridan | 3%upside $155 | Neutral Maintained | 8 May 2025 |
Wedbush Michael Pachter | 39%upside $210 | Outperform Maintained | 7 May 2025 |
Benchmark Mark Zgutowicz | 19%upside $180 | Buy Maintained | 7 May 2025 |
Baird Colin Sebastian | 11%upside $168 | Outperform Maintained | 7 May 2025 |
Financial journalist opinion
Based on 7 articles about EA published over the past 30 days
