Electronic Arts Crecimiento futuro
Future controles de criterios 1/6
Se prevé un crecimiento anual de los beneficios y los ingresos de Electronic Arts de 14.8% y 5.6% por año respectivamente. Se prevé que el BPA crezca en un 16.9% al año. Se espera que la rentabilidad financiera sea de 18.5% en 3 años.
Información clave
14.8%
Tasa de crecimiento de los beneficios
16.90%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Entertainment | 22.0% |
| Tasa de crecimiento de los ingresos | 5.6% |
| Rentabilidad financiera futura | 18.49% |
| Cobertura de analistas | Good |
| Última actualización | 07 May 2026 |
Actualizaciones recientes sobre el crecimiento futuro
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 AlphaActualización 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 AlphaPrevisiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 3/31/2029 | 8,939 | 1,816 | 2,555 | 3,034 | 5 |
| 3/31/2028 | 8,734 | 1,473 | 2,516 | 2,697 | 13 |
| 3/31/2027 | 8,220 | 1,426 | 2,317 | 2,483 | 13 |
| 3/31/2026 | 7,531 | 887 | 2,323 | 2,553 | N/A |
| 12/31/2025 | 7,306 | 680 | 2,299 | 2,522 | N/A |
| 9/30/2025 | 7,288 | 885 | 1,653 | 1,872 | N/A |
| 6/30/2025 | 7,474 | 1,042 | 1,750 | 1,976 | N/A |
| 3/31/2025 | 7,463 | 1,121 | 1,858 | 2,079 | N/A |
| 12/31/2024 | 7,347 | 1,049 | 1,892 | 2,110 | N/A |
| 9/30/2024 | 7,409 | 1,046 | 1,978 | 2,198 | N/A |
| 6/30/2024 | 7,298 | 1,151 | 1,855 | 2,076 | N/A |
| 3/31/2024 | 7,562 | 1,273 | 2,116 | 2,315 | N/A |
| 12/31/2023 | 7,657 | 1,079 | 2,157 | 2,352 | N/A |
| 9/30/2023 | 7,593 | 993 | 2,020 | 2,211 | N/A |
| 6/30/2023 | 7,583 | 893 | 1,794 | 1,987 | N/A |
| 3/31/2023 | 7,426 | 802 | 1,343 | 1,550 | N/A |
| 12/31/2022 | 7,377 | 1,039 | 1,164 | 1,377 | N/A |
| 9/30/2022 | 7,285 | 901 | 1,575 | 1,788 | N/A |
| 6/30/2022 | 7,207 | 896 | 1,761 | 1,964 | N/A |
| 3/31/2022 | 6,991 | 789 | 1,711 | 1,899 | N/A |
| 12/31/2021 | 6,512 | 640 | 1,660 | 1,826 | N/A |
| 9/30/2021 | 6,396 | 785 | 1,268 | 1,416 | N/A |
| 6/30/2021 | 5,721 | 676 | 1,283 | 1,413 | N/A |
| 3/31/2021 | 5,629 | 837 | 1,810 | 1,934 | N/A |
| 12/31/2020 | 5,670 | 1,179 | 1,928 | 2,061 | N/A |
| 9/30/2020 | 5,590 | 1,314 | 1,910 | 2,041 | N/A |
| 6/30/2020 | 5,787 | 1,983 | 1,884 | 2,017 | N/A |
| 3/31/2020 | 5,537 | 3,039 | 1,657 | 1,797 | N/A |
| 12/31/2019 | 5,388 | 2,830 | N/A | 1,898 | N/A |
| 9/30/2019 | 5,084 | 2,746 | N/A | 1,748 | N/A |
| 6/30/2019 | 5,022 | 2,147 | N/A | 1,585 | N/A |
| 3/31/2019 | 4,950 | 1,019 | N/A | 1,547 | N/A |
| 12/31/2018 | 5,294 | 1,417 | N/A | 1,563 | N/A |
| 9/30/2018 | 5,165 | 969 | N/A | 1,458 | N/A |
| 6/30/2018 | 4,838 | 692 | N/A | 1,636 | N/A |
| 3/31/2018 | 5,150 | 1,043 | N/A | 1,692 | N/A |
| 12/31/2017 | 5,095 | 1,002 | N/A | 1,514 | N/A |
| 9/30/2017 | 5,084 | 1,187 | N/A | 1,802 | N/A |
| 6/30/2017 | 5,023 | 1,171 | N/A | 1,872 | N/A |
| 3/31/2017 | 4,845 | 967 | N/A | 1,578 | N/A |
| 12/31/2016 | 4,626 | 1,300 | N/A | 1,537 | N/A |
| 9/30/2016 | 4,547 | 1,256 | N/A | 1,289 | N/A |
| 6/30/2016 | 4,464 | 1,154 | N/A | 1,176 | N/A |
| 3/31/2016 | 4,396 | 1,156 | N/A | 1,465 | N/A |
| 12/31/2015 | 4,273 | 652 | N/A | 1,025 | N/A |
| 9/30/2015 | 4,329 | 839 | N/A | 818 | N/A |
| 6/30/2015 | 4,504 | 982 | N/A | 992 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (14.8% al año) de EA es superior a la tasa de ahorro (3.5%).
Beneficios vs. Mercado: Se prevé que los beneficios (14.8% al año) de EA crezcan menos que el mercado US (16.6% al año).
Beneficios de alto crecimiento: Se prevé que los beneficios de EA crezcan, pero no significativamente.
Ingresos vs. Mercado: Se prevé que los ingresos (5.6% al año) de EA crezcan más despacio que el mercado de US (11.5% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 5.6% al año) de EA crezcan más despacio que 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Se prevé que la rentabilidad financiera de EA sea baja dentro de 3 años (18.5%).
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/07 23:21 |
| Precio de las acciones al final del día | 2026/05/07 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2026/03/31 |
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.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
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| Propiedad | 10 años |
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| Gestión | 10 años |
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| Principales avances | 10 años |
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* 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.
| Analista | Institución |
|---|---|
| David Mak | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |
| Edward Woo | Ascendiant Capital Markets LLC |