Electronic Arts
About: Electronic Arts is one of the world's largest third-party video game publishers and has transitioned from a console-based video game publisher to the one of the largest publishers on consoles, PC, and mobile. The firm owns number of large franchises, including Madden, EA Sports FC (formerly FIFA), Battlefield, Apex Legends, Mass Effect, Dragon's Age, and Need for Speed.
Employees: 13,700
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
28% more first-time investments, than exits
New positions opened: 113 | Existing positions closed: 88
3% more funds holding
Funds holding: 921 [Q2] → 946 (+25) [Q3]
0% more capital invested
Capital invested by funds: $34.8B [Q2] → $34.9B (+$139M) [Q3]
5% less repeat investments, than reductions
Existing positions increased: 338 | Existing positions reduced: 356
2.06% less ownership
Funds ownership: 93.98% [Q2] → 91.92% (-2.06%) [Q3]
25% less call options, than puts
Call options by funds: $434M | Put options by funds: $576M
25% less funds holding in top 10
Funds holding in top 10: 8 [Q2] → 6 (-2) [Q3]
Research analyst outlook
15 Wall Street Analysts provided 1 year price targets over the past 3 months
15 analyst ratings
Argus Research Joseph Bonner 86% 1-year accuracy 12 / 14 met price target | 10%upside $183 | Buy Maintained | 7 Nov 2024 |
Roth MKM Eric Handler 92% 1-year accuracy 12 / 13 met price target | 5%downside $158 | Neutral Maintained | 30 Oct 2024 |
JP Morgan David Karnovsky 75% 1-year accuracy 9 / 12 met price target | 10%downside $150 | Neutral Maintained | 30 Oct 2024 |
Benchmark Mike Hickey 82% 1-year accuracy 46 / 56 met price target | 2%downside $163 | Buy Reiterated | 30 Oct 2024 |
BMO Capital Brian Pitz 75% 1-year accuracy 49 / 65 met price target | 4%downside $160 | Outperform Reiterated | 30 Oct 2024 |
Financial journalist opinion
Based on 21 articles about EA published over the past 30 days
