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Live Services And New Game Releases Will Drive Engagement

Published
06 Aug 24
Updated
04 Oct 25
AnalystConsensusTarget's Fair Value
US$194.69
2.7% overvalued intrinsic discount
04 Oct
US$200.02
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1Y
39.6%
7D
-0.8%

Author's Valuation

US$194.692.7% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on04 Oct 25
Fair value Increased 11%

Electronic Arts' fair value estimate has increased significantly from $175.53 to $194.69 per share, as analysts cite the premium offered in the company’s go-private deal and the limited likelihood of further competing bids. Analyst Commentary The agreement for Electronic Arts to go private has prompted a series of analyst reactions that reflect both optimism and caution regarding the company's future prospects and valuation.

Shared on27 Aug 25
Fair value Increased 1.88%

Upward revisions to Electronic Arts’ price target reflect much stronger-than-expected player engagement around Battlefield 6’s open beta, supportive legal developments improving digital distribution profitability, and dismissal of short-term negative feedback, resulting in a modest increase in consensus analyst fair value from $172.30 to $174.11. Analyst Commentary Bullish analysts sharply raised Battlefield 6 open beta player base estimates, expecting nearly 20 million participants versus prior forecasts of just over 5 million, indicating a much stronger franchise draw.

Shared on07 May 25
Fair value Increased 9.56%

Shared on30 Apr 25
Fair value Increased 1.30%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Increased 0.60%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 7.77%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 16%

Shared on26 Mar 25
Fair value Increased 0.59%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Decreased 14%

AnalystConsensusTarget has decreased revenue growth from 4.4% to 3.2%.