Electronic ArtsEA
Market Cap: $38B
About: EA 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 Q2 SEC filings by fund managers ($100M+ AUM)
14% more funds holding in top 10
Funds holding in top 10: 7 [Q1] → 8 (+1) [Q2]
3% more repeat investments, than reductions
Existing positions increased: 349 | Existing positions reduced: 339
2% more capital invested
Capital invested by funds: $33.5B [Q1] → $34.3B (+$789M) [Q2]
1.96% less ownership
Funds ownership: 94.5% [Q1] → 92.54% (-1.96%) [Q2]
5% less funds holding
Funds holding: 964 [Q1] → 916 (-48) [Q2]
21% less call options, than puts
Call options by funds: $339M | Put options by funds: $431M
34% less first-time investments, than exits
New positions opened: 95 | Existing positions closed: 143
Research analyst outlook
19 Wall Street Analysts provided 1 year price targets over the past 3 months
19 analyst ratings
TD Cowen Doug Creutz 67% 1-year accuracy 2 / 3 met price target | 27%upside $183 | Buy Maintained | 31 Jul 2024 |
B of A Securities Omar Dessouky 46% 1-year accuracy 6 / 13 met price target | 18%upside $170 | Buy Maintained | 31 Jul 2024 |
Benchmark Mike Hickey 74% 1-year accuracy 48 / 65 met price target | 13%upside $163 | Buy Maintained | 31 Jul 2024 |
Raymond James Andrew Marok 67% 1-year accuracy 14 / 21 met price target | 18%upside $170 | Outperform Maintained | 31 Jul 2024 |
Wedbush Nick McKay 87% 1-year accuracy 26 / 30 met price target | 18%upside $170 | Outperform Maintained | 31 Jul 2024 |
Financial journalist opinion
Based on 13 articles about EA published over the past 30 days