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Electronic Arts Inc.Informe acción NasdaqGS:EA

Capitalización bursátil US$50.3b
Precio de las acciones
US$200.44
US$202.67
1.1% infravalorado descuento intrínseco
1Y29.0%
7D-0.8%
Valor de la cartera
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Electronic Arts Inc.

Informe acción NasdaqGS:EA

Capitalización de mercado: US$50.3b

Electronic Arts (EA) Resumen de Acciones

Electronic Arts Inc. desarrolla, comercializa, publica y distribuye juegos, contenidos y servicios para videoconsolas, PC y teléfonos móviles en todo el mundo. Saber más

Análisis fundamental de EA
Puntuación del snowflake
Valoración0/6
Crecimiento futuro1/6
Rendimiento pasado2/6
Salud financiera6/6
Dividendos0/6

Recompensas

Análisis de riesgos

No se han detectado riesgos en EA a partir de nuestros controles de riesgos.

EA Community Fair Values

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Analyst Price Targets

Top Community Narratives

US$146.82
FV
36.8% sobrevalorado descuento intrínseco
5.33%
Revenue growth p.a.
25
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Competidores de Electronic Arts Inc.

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Electronic Arts
Precios históricos de las acciones
Precio actual de la acciónUS$200.85
Máximo en las últimas 52 semanasUS$204.89
Mínimo de 52 semanasUS$141.19
Beta0.66
Cambio en 1 mes-1.52%
Variación en 3 meses0.43%
Cambio de 1 año29.03%
Variación en 3 años60.27%
Variación en 5 años44.36%
Variación desde la OPV40,070.00%

Noticias y actualizaciones recientes

Actualización del análisis May 02

EA: Debt Package And Cost Cuts Will Shape Future Risk Reward

Analysts have trimmed their price target for Electronic Arts by about $2.92, reflecting updated assumptions for slightly lower revenue growth, a modestly adjusted discount rate, and a somewhat higher profit margin outlook, alongside a similar future P/E expectation. What's in the News Christopher McQuarrie and Michael B.
Actualización del análisis Apr 17

EA: Debt Package And Cost Realignment Will Shape Future Risk Reward

Analysts have slightly adjusted their price target for Electronic Arts. This reflects a refined view on the discount rate, revenue growth, profit margin, and future P/E assumptions, resulting in a modestly updated valuation in dollar terms for the stock.

Recent updates

Actualización del análisis May 02

EA: Debt Package And Cost Cuts Will Shape Future Risk Reward

Analysts have trimmed their price target for Electronic Arts by about $2.92, reflecting updated assumptions for slightly lower revenue growth, a modestly adjusted discount rate, and a somewhat higher profit margin outlook, alongside a similar future P/E expectation. What's in the News Christopher McQuarrie and Michael B.
Actualización del análisis Apr 17

EA: Debt Package And Cost Realignment Will Shape Future Risk Reward

Analysts have slightly adjusted their price target for Electronic Arts. This reflects a refined view on the discount rate, revenue growth, profit margin, and future P/E assumptions, resulting in a modestly updated valuation in dollar terms for the stock.
Actualización del análisis Apr 03

EA: Debt Package, Cost Cuts And Player Engagement Will Shape Future Returns

Analysts maintained the fair value estimate for Electronic Arts at $205.59. Slight adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions form the basis for this updated price target view.
Actualización del análisis Mar 20

EA: Job Cuts And Player Retention Trends Will Shape Future Returns

Analysts have kept their price target on Electronic Arts steady at $205.59, citing only very small tweaks to assumptions for discount rate, revenue growth, profit margin and future P/E that do not materially change their valuation view. What's in the News EA is cutting an unspecified number of roles across its Battlefield studios, including Criterion, Dice, Ripple Effect and Motive, as part of a broader realignment while continuing live service support for Battlefield 6 following its 2025 launch (IGN).
Actualización del análisis Mar 05

EA: Take Private Deal And Player Retention Trends Will Shape Future Returns

Analysts have kept their fair value estimate for Electronic Arts steady at $205.59 per share, with only slight adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions explaining the unchanged price target despite updated inputs. What's in the News Multiplayer shooter "ARC Raiders," from Nexon owned Embark Studios, is reported to have retained 91% of its peak Steam player base since launch.
Actualización del análisis Feb 18

EA: Take Private Deal And Player Retention Headwinds Will Shape Returns

Analysts have nudged their fair value estimate for Electronic Arts higher to about $206 from roughly $204, pointing to slightly stronger projected revenue growth and a higher future P/E multiple, partly offset by a small shift in expected profit margins and discount rate assumptions. What's in the News EA has scheduled a special shareholder meeting for December 22, 2025, to vote on a proposed merger that would take the company private, including approval of the merger agreement, an advisory vote on executive compensation tied to the deal, and a potential adjournment to solicit additional proxies if needed.
Seeking Alpha Feb 05

Electronic Arts: 5% Upside From Merger Arbitrage

Summary Electronic Arts is expected to merge with Silver Lake and the Public Investment Fund, offering $210 per share in cash by Q1 2027. With EA trading just under $200, the merger arbitrage spread is about 5%, which I view as unattractive for the holding period. EA's recent earnings show declining revenue and profit, rising operating expenses, and shrinking Live Services, raising concerns about capital allocation. The market sees the merger as highly probable, reflected in the narrow spread, but risks remain if the deal fails or is delayed. Read the full article on Seeking Alpha
Actualización del análisis Feb 04

EA: Take Private Deal And Player Engagement Trends Will Shape Returns

Analysts have raised their fair value estimate for Electronic Arts by about $2 per share. The change reflects updated assumptions that include slightly higher revenue growth, modestly stronger profit margins, a lower discount rate, and a somewhat reduced future P/E multiple.
Actualización del análisis Jan 21

EA: Take Private Proposal And Game Engagement Trends Will Shape Future Returns

Analysts have nudged their price target on Electronic Arts slightly higher to US$202.36, citing small tweaks to discount rate, revenue growth, profit margin, and future P/E assumptions that leave their overall valuation framework largely unchanged. What's in the News EA agreed to be acquired by an investor consortium for US$210.00 per share in cash, a deal that would take the company private if completed, and has drawn a shareholder class action lawsuit focused on valuation, process, potential conflicts of interest, and disclosure around the buyout terms (Kaskela Law LLC).
Actualización del análisis Jan 07

EA: Buyout Offer And Mixed Engagement Trends Will Shape Balanced Return Outlook

Analysts have kept their fair value estimate for Electronic Arts steady at about US$202.36 per share. A slightly lower discount rate and marginally adjusted long term revenue growth, profit margin and future P/E assumptions have guided this unchanged price target.
Actualización del análisis Dec 14

EA: Go-Private Deal Will Limit Near-Term Upside Yet Support Franchise Leadership

Analysts have modestly lifted their price target on Electronic Arts to align more closely with the proposed $210 per share take private valuation. This reflects the view that the all cash offer provides limited upside from current levels while effectively setting a ceiling on near term market appreciation.
Actualización del análisis Nov 30

EA: Go-Private Deal Will Cap Upside While Supporting Industry Leadership

Electronic Arts' analyst price target has been raised to $210 per share. This change reflects the recently announced go-private deal, which analysts say establishes a clear valuation benchmark for the company, given the limited expectations of additional bids or obstacles to closing.
Actualización del análisis Nov 16

EA: Go-Private Deal Will Limit Upside While Backing Future Execution

Electronic Arts’ analyst price target has increased to $210 as a result of the company’s agreement to be taken private. Analysts cite the acquisition premium and strong deal terms as the rationale for the upward revision.
Actualización del análisis Nov 01

EA: A Pending Buyout And New Releases Will Shape The Outlook

Electronic Arts' analyst price target has increased from approximately $193.88 to $202.36 per share. Analysts cite higher projected revenue growth, improved profit margins, and a pending go-private deal valued at $210 per share as reasons for the increase.
Actualización del análisis Oct 18

Live Services And New Game Releases Will Drive Engagement

Electronic Arts' analyst price target has edged down slightly to $193.88. This reflects the prevailing view among analysts that the pending $210 per share buyout limits further upside for the stock under current market fundamentals.
Actualización del análisis Oct 04

Live Services And New Game Releases Will Drive Engagement

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.
Actualización del análisis Aug 27

Live Services And New Game Releases Will Drive Engagement

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.
Artículo de análisis Jul 20

Calculating The Fair Value Of Electronic Arts Inc. (NASDAQ:EA)

Key Insights The projected fair value for Electronic Arts is US$160 based on 2 Stage Free Cash Flow to Equity Current...
Artículo de análisis Jul 02

We Think Electronic Arts (NASDAQ:EA) Can Stay On Top Of Its Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Artículo de análisis Jun 14

The Returns At Electronic Arts (NASDAQ:EA) Aren't Growing

What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
Artículo de análisis May 14

Electronic Arts' (NASDAQ:EA) Soft Earnings Are Actually Better Than They Appear

The market for Electronic Arts Inc.'s ( NASDAQ:EA ) shares didn't move much after it posted weak earnings recently. We...
Seeking Alpha Apr 12

Electronic Arts: Stability, Digital Strategy, And Billion-Dollar Cash

Summary Electronic Arts has transitioned to a mature, strategic growth phase, focusing on digital services, recurring revenue, and efficient cash flow management. EA's strong financial position is highlighted by a 26% EBITDA margin, minimal debt, and consistent free cash flow above $1.5 billion annually. Despite steady profitability, EA's revenue growth has slowed, and its shares are fairly valued; I assign a "Hold" rating, considering buying at $105-110. Key risks include competition from platform owners, regulation of loot boxes, and dependence on external licenses, while sports games and multiplatform IP development drive growth. Read the full article on Seeking Alpha

Rentabilidad de los accionistas

EAUS EntertainmentMercado US
7D-0.8%-1.1%2.1%
1Y29.0%-9.5%30.6%

Rentabilidad vs. Industria: EA superó a la industria US Entertainment, que obtuvo un rendimiento del -9.5% el año pasado.

Rentabilidad vs. Mercado: EA obtuvo unos resultados inferiores a los del mercado US, que fueron del 30.6% el año pasado.

Volatilidad de los precios

Is EA's price volatile compared to industry and market?
EA volatility
EA Average Weekly Movement0.8%
Entertainment Industry Average Movement9.0%
Market Average Movement7.2%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

Precio estable de las acciones: EA no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.

Volatilidad a lo largo del tiempo: La volatilidad semanal de EA (1%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
198214,500Andrew Wilsonwww.ea.com

Electronic Arts Inc. desarrolla, comercializa, publica y ofrece juegos, contenidos y servicios para videoconsolas, PC y teléfonos móviles en todo el mundo. Desarrolla y publica juegos y servicios de varios géneros, como deportes, carreras, disparos en primera persona, acción, rol y simulación; y ofertas de servicios en directo, incluidos contenidos adicionales y ofertas de suscripción a través de sus franquicias mundiales de fútbol y fútbol americano, como EA SPORTS College Football y EA SPORTS Madden NFL, así como basadas en su propiedad intelectual que comprende Los Sims, Apex Legends y Battlefield. La empresa comercializa y vende sus juegos y servicios a través de canales de distribución digital y minoristas, y directamente a minoristas de gran consumo, tiendas especializadas y acuerdos de distribución.

Resumen de fundamentos de Electronic Arts Inc.

¿Cómo se comparan los beneficios e ingresos de Electronic Arts con su capitalización de mercado?
Estadísticas fundamentales de EA
Capitalización bursátilUS$50.26b
Beneficios(TTM)US$887.00m
Ingresos (TTM)US$7.53b
56.7x
Ratio precio-beneficio (PE)
6.7x
Ratio precio-ventas (PS)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de EA
IngresosUS$7.53b
Coste de los ingresosUS$1.58b
Beneficio brutoUS$5.95b
Otros gastosUS$5.06b
BeneficiosUS$887.00m

Últimos beneficios comunicados

Mar 31, 2026

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)3.54
Margen bruto78.97%
Margen de beneficio neto11.78%
Ratio deuda/patrimonio22.0%

¿Cómo se ha desempeñado EA a largo plazo?

Ver rendimiento histórico y comparativa

Dividendos

0.4%
Rentabilidad actual por dividendo
21%
Ratio de pagos

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/07 18:44
Precio de las acciones al final del día2026/05/07 00:00
Beneficios2026/03/31
Ingresos anuales2026/03/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Electronic Arts Inc. está cubierta por 51 analistas. 13 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
David MakArete Research Services LLP
Joseph BonnerArgus Research Company
Edward WooAscendiant Capital Markets LLC