Loading...
EA logo

Electronic Arts Inc.NasdaqGS:EA Rapporto sulle azioni

Cap. di mercato US$50.4b
Prezzo delle azioni
US$200.97
US$202.67
0.8% sottovalutato sconto intrinseco
1Y36.8%
7D-0.04%
1D
Valore del portafoglio
Vista

Electronic Arts Inc.

Report azionario NasdaqGS:EA

Capitalizzazione di mercato: US$50.4b

Electronic Arts (EA) Panoramica del titolo

Electronic Arts Inc. sviluppa, commercializza, pubblica e distribuisce giochi, contenuti e servizi per console, PC e telefoni cellulari in tutto il mondo. Maggiori dettagli

EA analisi fondamentale
Punteggio fiocco di neve
Valutazione0/6
Crescita futura1/6
Prestazioni passate2/6
Salute finanziaria6/6
Dividendi0/6

Premi

Analisi del rischio

Non sono stati rilevati rischi per EA dai nostri controlli di rischio.

EA Community Fair Values

Create Narrative

See what 87 others think this stock is worth. Follow their fair value or set your own to get alerts.

Analyst Price Targets

Top Community Narratives

US$146.82
FV
36.9% sopravvalutato sconto intrinseco
5.33%
Revenue growth p.a.
26
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative

Concorrenti di Electronic Arts Inc.

Storia dei prezzi e prestazioni

Riepilogo dei massimi, dei minimi e delle variazioni dei prezzi delle azioni per Electronic Arts
Prezzi storici delle azioni
Prezzo attuale dell'azioneUS$200.97
Massimo di 52 settimaneUS$204.89
Minimo di 52 settimaneUS$141.19
Beta0.66
Variazione di 1 mese-0.84%
Variazione a 3 mesi-0.015%
Variazione di 1 anno36.82%
Variazione a 3 anni58.49%
Variazione a 5 anni40.61%
Variazione dall'IPO40,094.00%

Notizie e aggiornamenti recenti

Recent updates

Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
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

Rendimenti per gli azionisti

EAUS EntertainmentUS Mercato
7D-0.04%0.6%1.1%
1Y36.8%-10.4%28.7%

Ritorno vs Industria: EA ha superato il US Entertainment che ha restituito -10.4 % nell'ultimo anno.

Rendimento vs Mercato: EA ha superato il mercato US che ha restituito 28.7 % nell'ultimo anno.

Volatilità dei prezzi

Is EA's price volatile compared to industry and market?
EA volatility
EA Average Weekly Movement0.7%
Entertainment Industry Average Movement9.0%
Market Average Movement7.2%
10% most volatile stocks in US Market16.4%
10% least volatile stocks in US Market3.1%

Prezzo delle azioni stabile: EA non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.

Volatilità nel tempo: La volatilità settimanale ( 1% ) di EA è rimasta stabile nell'ultimo anno.

Informazioni sull'azienda

FondatoI dipendentiAMMINISTRATORE DELEGATOSito web
198214,600Andrew Wilsonwww.ea.com

Electronic Arts Inc. sviluppa, commercializza, pubblica e distribuisce giochi, contenuti e servizi per console, PC e telefoni cellulari in tutto il mondo. Sviluppa e pubblica giochi ed esperienze di vario genere, come sport, corse, sparatutto in prima persona, azione, gioco di ruolo e simulazione; e offre servizi dal vivo, tra cui contenuti extra e offerte in abbonamento attraverso le sue franchigie globali di football e football americano, come EA SPORTS College Football e EA SPORTS Madden NFL, nonché sulla base delle sue IP che comprendono The Sims, Apex Legends e Battlefield. L'azienda commercializza e vende i propri giochi e servizi attraverso canali di distribuzione digitale e al dettaglio, nonché direttamente a rivenditori di massa, negozi specializzati e accordi di distribuzione.

Electronic Arts Inc. Riepilogo dei fondamenti

Come si confrontano gli utili e i ricavi di Electronic Arts con la sua capitalizzazione di mercato?
EA statistiche fondamentali
Capitalizzazione di mercatoUS$50.39b
Utili (TTM)US$887.00m
Ricavi(TTM)US$7.53b
56.8x
Rapporto P/E
6.7x
Rapporto P/S

Utili e ricavi

Statistiche chiave sulla redditività dall'ultima relazione sugli utili (TTM)
EA Conto economico (TTM)
RicaviUS$7.53b
Costo del fatturatoUS$1.58b
Profitto lordoUS$5.95b
Altre speseUS$5.06b
UtiliUS$887.00m

Ultimi utili riportati

Mar 31, 2026

Prossima data di guadagno

n/a

Utile per azione (EPS)3.54
Margine lordo78.97%
Margine di profitto netto11.78%
Rapporto debito/patrimonio netto22.0%

Come si è comportato EA nel lungo periodo?

Vedi performance storica e confronto

Dividendi

0.4%
Rendimento attuale del dividendo
21%
Rapporto di remunerazione
Quando è necessario acquistare EA per ricevere un dividendo imminente?
Electronic Arts date dei dividendi
Data di stacco del dividendoMay 27 2026
Data di pagamento dei dividendiJun 17 2026
Giorni fino al dividendo Ex1 day
Giorni prima della data di pagamento dei dividendi22 days

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/25 23:47
Prezzo dell'azione a fine giornata2026/05/22 00:00
Utili2026/03/31
Utili annuali2026/03/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Electronic Arts Inc. è coperta da 51 analisti. 14 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

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