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View narrativeUS$146.82
FV
36.5% 割高 内在価値ディスカウント5.33%
Revenue growth p.a.
25
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Electronic Arts Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$200.44 |
| 52週高値 | US$204.89 |
| 52週安値 | US$141.19 |
| ベータ | 0.66 |
| 1ヶ月の変化 | -1.13% |
| 3ヶ月変化 | -1.06% |
| 1年変化 | 34.28% |
| 3年間の変化 | 60.56% |
| 5年間の変化 | 45.74% |
| IPOからの変化 | 39,988.00% |
最新ニュース
ナラティブ更新 • 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.ナラティブ更新 • 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
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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株主還元
| EA | US Entertainment | US 市場 | |
|---|---|---|---|
| 7D | -0.7% | -1.0% | 2.2% |
| 1Y | 34.3% | -9.3% | 31.1% |
業界別リターン: EA過去 1 年間で-9.3 % の収益を上げたUS Entertainment業界を上回りました。
リターン対市場: EA過去 1 年間で31.1 % の収益を上げたUS市場を上回りました。
価格変動
| EA volatility | |
|---|---|
| EA Average Weekly Movement | 0.8% |
| Entertainment Industry Average Movement | 9.0% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: EA 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: EAの 週次ボラティリティ ( 1% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1982 | 14,500 | Andrew Wilson | www.ea.com |
エレクトロニック・アーツは、世界中のゲーム機、PC、携帯電話向けにゲーム、コンテンツ、サービスを開発、販売、出版、提供しています。スポーツ、レース、ファーストパーソン・シューティング、アクション、ロールプレイング、シミュレーションなど、さまざまなジャンルのゲームやサービスを開発・出版しているほか、「EA SPORTS College Football」や「EA SPORTS Madden NFL」といった世界的なフットボールおよびアメリカンフットボールのフランチャイズや、「The Sims」、「Apex Legends」、「Battlefield」などのIPに基づく追加コンテンツやサブスクリプションを含むライブサービスを提供している。同社は、デジタル配信および小売チャネルを通じて、また量販店、専門店、流通手配業者に対して直接、ゲームおよびサービスを販売し、マーケティングを行っている。エレクトロニック・アーツは1982年に設立され、カリフォルニア州レッドウッドシティに本社を置いている。
Electronic Arts Inc. 基礎のまとめ
| EA 基礎統計学 | |
|---|---|
| 時価総額 | US$50.16b |
| 収益（TTM） | US$887.00m |
| 売上高(TTM) | US$7.53b |
56.6x
PER（株価収益率6.7x
P/SレシオEA は割高か？
公正価値と評価分析を参照収益と収入
| EA 損益計算書（TTM） | |
|---|---|
| 収益 | US$7.53b |
| 売上原価 | US$1.58b |
| 売上総利益 | US$5.95b |
| その他の費用 | US$5.06b |
| 収益 | US$887.00m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 3.54 |
| グロス・マージン | 78.97% |
| 純利益率 | 11.78% |
| 有利子負債／自己資本比率 | 22.0% |
EA の長期的なパフォーマンスは？
過去の実績と比較を見る| Electronic Arts 配当日 | |
|---|---|
| 配当落ち日 | May 27 2026 |
| 配当支払日 | Jun 17 2026 |
| 配当落ちまでの日数 | 15 days |
| 配当支払日までの日数 | 36 days |
EA 配当は確実ですか？
EA 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/11 15:11 |
| 終値 | 2026/05/08 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2026/03/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Electronic Arts Inc. 13 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。51
| アナリスト | 機関 |
|---|---|
| David Mak | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |
| Edward Woo | Ascendiant Capital Markets LLC |