Electronic Arts Inc.

Report azionario NasdaqGS:EA

Capitalizzazione di mercato: US$50.3b

Electronic Arts Crescita futura

Criteri Future verificati 1/6

Electronic Arts prevede che gli utili e i ricavi cresceranno rispettivamente di 14.8% e 5.6% all'anno. Si prevede che l'EPS crescerà di 16.9% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 18.5% in 3 anni.

Informazioni chiave

14.8%

Tasso di crescita degli utili

16.90%

Tasso di crescita dell'EPS

Entertainment crescita degli utili22.0%
Tasso di crescita dei ricavi5.6%
Rendimento futuro del capitale proprio18.49%
Copertura analitica

Good

Ultimo aggiornamento07 May 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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...
Articolo di analisi • 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

Previsioni di crescita degli utili e dei ricavi

NasdaqGS:EA - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
3/31/20298,9391,8162,5553,0345
3/31/20288,7341,4732,5162,69713
3/31/20278,2201,4262,3172,48313
3/31/20267,5318872,3232,553N/A
12/31/20257,3066802,2992,522N/A
9/30/20257,2888851,6531,872N/A
6/30/20257,4741,0421,7501,976N/A
3/31/20257,4631,1211,8582,079N/A
12/31/20247,3471,0491,8922,110N/A
9/30/20247,4091,0461,9782,198N/A
6/30/20247,2981,1511,8552,076N/A
3/31/20247,5621,2732,1162,315N/A
12/31/20237,6571,0792,1572,352N/A
9/30/20237,5939932,0202,211N/A
6/30/20237,5838931,7941,987N/A
3/31/20237,4268021,3431,550N/A
12/31/20227,3771,0391,1641,377N/A
9/30/20227,2859011,5751,788N/A
6/30/20227,2078961,7611,964N/A
3/31/20226,9917891,7111,899N/A
12/31/20216,5126401,6601,826N/A
9/30/20216,3967851,2681,416N/A
6/30/20215,7216761,2831,413N/A
3/31/20215,6298371,8101,934N/A
12/31/20205,6701,1791,9282,061N/A
9/30/20205,5901,3141,9102,041N/A
6/30/20205,7871,9831,8842,017N/A
3/31/20205,5373,0391,6571,797N/A
12/31/20195,3882,830N/A1,898N/A
9/30/20195,0842,746N/A1,748N/A
6/30/20195,0222,147N/A1,585N/A
3/31/20194,9501,019N/A1,547N/A
12/31/20185,2941,417N/A1,563N/A
9/30/20185,165969N/A1,458N/A
6/30/20184,838692N/A1,636N/A
3/31/20185,1501,043N/A1,692N/A
12/31/20175,0951,002N/A1,514N/A
9/30/20175,0841,187N/A1,802N/A
6/30/20175,0231,171N/A1,872N/A
3/31/20174,845967N/A1,578N/A
12/31/20164,6261,300N/A1,537N/A
9/30/20164,5471,256N/A1,289N/A
6/30/20164,4641,154N/A1,176N/A
3/31/20164,3961,156N/A1,465N/A
12/31/20154,273652N/A1,025N/A
9/30/20154,329839N/A818N/A
6/30/20154,504982N/A992N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di EA ( 14.8% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di EA ( 14.8% all'anno) cresceranno più lentamente rispetto al mercato US ( 16.6% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di EA cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di EA ( 5.6% all'anno) crescerà più lentamente rispetto al mercato US ( 11.5% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di EA ( 5.6% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di EA sarà basso tra 3 anni ( 18.5 %).

Scoprire le aziende in crescita

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1Y

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/07 02:46
Prezzo dell'azione a fine giornata2026/05/07 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. 13 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