Electronic Arts (EA)

• Market cap: $37.6B
• 1 day: 0.90%
• 5 days: 0.90%
• 1 month: -2.73%
• 3 months: -1.67%
• 6 months: 0.02%
• Year to date: -1.80%
• 1 year: 4.15%
• 5 years: 27.46%
• 10 years: 198.07%
• Sector: Information Technology
• Industry: Prepackaged Software

About: Electronic Arts is one of the largest global developers and publishers of video games. Its most important franchises are the Madden NFL and FC soccer games, which it releases annually. In 2024, it also relaunched its American college football game. Other major franchises include Apex Legends, Battlefield, and The Sims. Typically, about three quarters of the firm's sales are from in-game spending, with the remainder coming from initial game sales.

Employees: 13,700

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

75% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 65

4% more funds holding

Funds holding: 923 [Q2] → 959 (+36) [Q3]

1% more capital invested

Capital invested by funds: $34.9B [Q2] → $35.3B (+$326M) [Q3]

6% less repeat investments, than reductions

Existing positions increased: 341 | Existing positions reduced: 362

1.57% less ownership

Funds ownership: 94.34% [Q2] → 92.77% (-1.57%) [Q3]

25% less funds holding in top 10

Funds holding in top 10: 8 [Q2] → 6 (-2) [Q3]

26% less call options, than puts

Call options by funds: $437M | Put options by funds: $592M

Research analyst outlook

10 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $150 5% upside
• Avg. target: $164 15% upside
• High target: $183 28% upside

10 analyst ratings

• positive: 6 60%
• neutral: 4 40%
• negative: 0 0%

Oppenheimer Martin Yang 71% 1-year accuracy 24 / 34 met price target	15% upside $165	Outperform Maintained	21 Jan 2025
Stifel Drew Crum 39% 1-year accuracy 12 / 31 met price target	11% upside $159	Hold Maintained	21 Jan 2025
Argus Research Joseph Bonner 84% 1-year accuracy 16 / 19 met price target	28% upside $183	Buy Maintained	7 Nov 2024
Roth MKM Eric Handler 79% 1-year accuracy 19 / 24 met price target	10% upside $158	Neutral Maintained	30 Oct 2024
JP Morgan David Karnovsky 56% 1-year accuracy 14 / 25 met price target	5% upside $150	Neutral Maintained	30 Oct 2024