EA/$EA

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About EA

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.

Ticker

$EA

Sector

Communication Services
Primary listing

Industry

Entertainment

Employees

14,500

ISIN

US2855121099
Website

EA Metrics

BasicAdvanced
$38B
35.60
$4.25
0.75
$0.76
0.50%

What the Analysts think about EA

Analyst ratings (Buy, Hold, Sell) for EA stock.

Bulls say / Bears say

Electronic Arts (EA) has raised its fiscal 2025 bookings forecast, buoyed by the robust performance of its American football titles 'Madden NFL 25' and 'College Football 25.' The company now anticipates full-year bookings between $7.50 billion and $7.80 billion, up from the previous projection of $7.30 billion to $7.70 billion. This optimistic outlook comes despite an environment of cautious consumer spending and higher inflation. EA's sports titles have demonstrated strong engagement, with 'College Football 25' emerging as the top-selling game of the year in the U.S. EA has also introduced the 'EA Sports MVP Bundle,' featuring both football games, which has been well-received. The company's second-quarter net bookings reached $2.08 billion, surpassing analysts' expectations, and it has adjusted its annual net income forecast to between $1.02 billion and $1.16 billion. EA's focus on college football has provided stability amidst industry challenges, with experts predicting continued success for its American football titles. (reuters.com)
Electronic Arts (EA) shares rose over 2% following a strong fiscal forecast and the announcement of its upcoming game, 'Battlefield.' This optimism alleviated investor concerns about slowing performance in its FC sports franchise, formerly known as FIFA, which had shown signs of market fatigue. EA reported a double-digit increase in FC monetization after a recent update, reinforcing confidence in its portfolio that also includes American Football titles. Analysts believe the delay of 'Grand Theft Auto VI' by competitor Take Two Interactive could ease market competition, creating an opportunity window for EA's 'Battlefield' launch in fiscal year 2026. The company projects fiscal 2026 bookings between $7.60 billion and $8 billion, surpassing market expectations. Following the announcement, at least 10 brokerages raised their price targets for EA, with a median target of $158. Despite this positive momentum, EA’s stock has only gained 5.6% year-to-date, compared to Take Two’s 26% increase, though EA maintains a lower earnings multiple of 19.96 versus Take Two’s 31.47. (reuters.com)
Electronic Arts (EA) has been actively expanding its presence in the mobile gaming sector, acquiring mobile developers and experimenting with mobile-first versions of its popular franchises. As mobile gaming generates more global revenue than consoles or PC, this strategy positions EA to capitalize on the growing mobile gaming market. Additionally, EA is diving deeper into cloud gaming and artificial intelligence, using AI to animate lifelike behaviors and exploring streaming partnerships, indicating its preparation to stay relevant in the next evolution of gaming. These developments play a significant role in shaping EA's future growth prospects. (cleverence.com)
Electronic Arts (EA) has reduced its forecast for fiscal 2025 bookings due to weaker performance in its established soccer franchise, particularly impacting the 'Global Football' business. This development has raised concerns over a slowdown in EA's key sports division and resulted in an 11% drop in the company's shares. The net bookings for EA Sports FC 25 and Dragon Age fell short of expectations in the third quarter, reflecting sluggish demand. This comes amid a broader trend of gamers with tighter budgets preferring long-standing online games. EA revised its fiscal 2025 net bookings estimate to between $7 billion and $7.15 billion, down from the previous $7.5 billion to $7.8 billion, while analysts anticipated $7.69 billion. The downturn also follows EA's first 'FC' soccer game release without the FIFA tag, ending a nearly three-decade-long partnership with FIFA. Additionally, EA's foray into college football is perceived to have impacted Madden NFL sales. Preliminary third-quarter net bookings of $2.22 billion were below the anticipated range, with expected earnings aligning with forecasts at $1.11 per share. EA's full third-quarter financial results will be disclosed on February 4. (reuters.com)
In April 2025, EA laid off around 300 employees as part of a company-wide restructuring. Roughly 100 roles were cut from Respawn Entertainment following the cancellation of two early-stage projects, including a Titanfall universe extraction shooter. This significant reduction in workforce and project cancellations may indicate internal challenges and could potentially impact the company's future game development pipeline. (wikipedia.org)
Electronic Arts (EA) has forecasted fourth-quarter bookings that fall below Wall Street estimates, attributing the shortfall to reduced spending on its popular soccer franchise and underperformance of its new Dragon Age title amidst high inflation and an uncertain economic environment. EA's shares rose by about 3% in extended trading following the announcement of a $1 billion share repurchase plan. Despite a robust launch for 'FC 25,' sales momentum waned during the holiday season. EA's sports portfolio, including its highly successful American football titles, remains a strong asset, with net bookings expected to exceed $1 billion for the year. The company has also recently acquired TRACAB Technologies to enhance the quality of its sports gaming experience. CEO Andrew Wilson expressed confidence in a return to growth in FY26, fueled by new game developments including the next installment of 'Battlefield.' EA reported third-quarter bookings of $2.22 billion, missing the expected $2.32 billion, but maintained its annual bookings forecast with diluted earnings per share rising slightly to $1.11 from the previous year's $1.07. (reuters.com)
Data summarised monthly by Lightyear AI. Last updated on 8 Jul 2025.

EA Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

EA Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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