Electronic Arts Inc.

Electronic Arts Inc.

EAยทNASDAQ

$202.63

+0.31%
Communication ServicesElectronic Gaming & Multimedia

Electronic Arts Inc. develops, markets, publishes, and distributes games, content, and services for game consoles, PCs, mobile phones, and tablets worldwide. It develops and publishes games and services across various genres, such as sports, racing, first-person shooter, action, role-playing, and simulation primarily under the Battlefield, The Sims, Apex Legends, Need for Speed, and license games from others, including FIFA, Madden NFL, UFC, and Star Wars brands. The company licenses its games to third parties to distribute and host its games. It markets and sells its games and services through digital distribution and retail channels, as well as directly to mass market retailers, specialty stores, and distribution arrangements. Electronic Arts Inc. was incorporated in 1982 and is headquartered in Redwood City, California.

At a Glance

Live Snapshot
Market Cap$50.81B
EPS0.0000
P/E Ratioโ€”
Earnings Date08/04/2026
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Electronic Arts Inc. Street Expectations Map

EA ยท NASDAQ

Wall Street analysts project that EA stock may decline over the coming 12 months. The consensus 1-year price target stands at 172.65, with estimates ranging from a low of 118.00 to a high of 210.00.

Lowest Target
118.00
-41.77%
Consensus Target
172.65
-14.80%
Highest Target
210.00
3.64%

The consensus 1-year price target stands at 172.65, with estimates ranging from a low of 118.00 to a high of 210.00.

Analyst Consensus Analysis

Upside Potential

-14.8%

Downside risk. Current price above analyst targets indicates potential overvaluation. Exercise caution and review catalysts.

Analyst Agreement

53.3% spread

Mixed analyst views. Wide target range suggests differing opinions on key value drivers, growth prospects, or risk factors.

Risk-Reward Profile

0.09x

Unfavorable risk-reward. Downside risk exceeds upside potential. Consider defensive positioning or alternative opportunities.

Analyst Conviction

Low

Bearish or uncertain outlook. Limited upside or poor consensus suggests challenges ahead or fundamental concerns.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Electronic Arts Inc. Forward Estimates of Revenue

EA ยท NASDAQ
Latest Revenue
7.53B
FY 2026
Avg Estimate
8.39B
FY 2027
Estimate Range
8.18B - 8.76B
Analyst Spread

Forward Growth Analysis

Projected Growth+11.4%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage14 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread7%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Electronic Arts Inc. Forward Estimates of Net Income

EA ยท NASDAQ
Latest Net Income
887.00M
FY 2026
Avg Estimate
2.44B
FY 2027
Estimate Range
2.29B - 2.59B
Analyst Spread

Forward Growth Analysis

Projected Growth+175.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage14 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread12%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Electronic Arts Inc. Forward Estimates of EPS

EA ยท NASDAQ
Latest EPS
0.00
FY 2026
Avg Estimate
$9.31
FY 2027
Estimate Range
$8.67 - $9.80
Analyst Spread

Forward Growth Analysis

Analyst Coverage11 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread12%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Electronic Arts Inc. Forward Estimates of EBIT

EA ยท NASDAQ
Latest EBIT
0.00
FY 2026
Avg Estimate
1.64B
FY 2027
Estimate Range
1.60B - 1.72B
Analyst Spread

Forward Growth Analysis

Analyst Coverage14 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread7%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Electronic Arts Inc. Forward Estimates of EBITDA

EA ยท NASDAQ
Latest EBITDA
952.00M
FY 2026
Avg Estimate
2.10B
FY 2027
Estimate Range
2.05B - 2.20B
Analyst Spread

Forward Growth Analysis

Projected Growth+121.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage14 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread7%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Electronic Arts Inc. Forward Estimates of SG&A Expense

EA ยท NASDAQ
Latest SG&A Expense
1.89B
FY 2026
Avg Estimate
1.92B
FY 2027
Estimate Range
1.88B - 2.01B
Analyst Spread

Forward Growth Analysis

Projected Growth+1.7%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage14 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread7%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Electronic Arts Inc. Insider Positioning

EA ยท NASDAQ

During the last 12 months, insiders have sold $26.03M worth of EA shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

42.9K

8.63M

Net Activity

-8.6M

-$8.63M

3-6 Months

Bought

0

0.00

Sold

22.3K

4.53M

Net Activity

-4.5M

-$4.53M

6-9 Months

Bought

0

0.00

Sold

55.6K

10.99M

Net Activity

-11.0M

-$10.99M

9-12 Months

Bought

0

0.00

Sold

11.6K

1.88M

Net Activity

-1.9M

-$1.88M

Top Buyers

No buying activity

Top Sellers

1
WA

Wilson Andrew

Director, Officer: Chairman & Ceo

52.7K sharesโ€ข14 transactions

$10.44M

2
ML

Miele Laura

Officer: President Of Ea Entertainment

19.6K sharesโ€ข10 transactions

$3.88M

3
HJ

Huber Jeff

Director

16.8K sharesโ€ข1 transactions

$3.37M

4
SV

Singh Vijayanthimala

Officer: Chief People Officer

13.0K sharesโ€ข11 transactions

$2.51M

5
CS

Canfield Stuart

Officer: Evp & Chief Financial Officer

11.7K sharesโ€ข4 transactions

$2.32M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $26.03M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$8.63M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.