Electronic Arts (EA)

• Market cap: $37.6B
• 1 day: -0.72%
• 5 days: -1.05%
• 1 month: 11.72%
• 3 months: -1.56%
• 6 months: 0.56%
• Year to date: -1.13%
• 1 year: 8.73%
• 5 years: 47.66%
• 10 years: 142.56%
• Sector: Information Technology
• Industry: Prepackaged Software

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

77% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 84

4% more funds holding

Funds holding: 962 [Q3] → 1,005 (+43) [Q4]

2.53% more ownership

Funds ownership: 92.76% [Q3] → 95.29% (+2.53%) [Q4]

4% more capital invested

Capital invested by funds: $35.3B [Q3] → $36.6B (+$1.3B) [Q4]

5% less repeat investments, than reductions

Existing positions increased: 353 | Existing positions reduced: 371

28% less call options, than puts

Call options by funds: $426M | Put options by funds: $590M

33% less funds holding in top 10

Funds holding in top 10: 6 [Q3] → 4 (-2) [Q4]

Research analyst outlook

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

• Low target: $132 8% downside
• Avg. target: $146 2% upside
• High target: $173 20% upside

11 analyst ratings

• positive: 5 45%
• neutral: 6 55%
• negative: 0 0%

Benchmark Mike Hickey 62% 1-year accuracy 58 / 93 met price target	11% upside $160	Buy Maintained	24 Mar 2025
Ascendiant Capital Edward Woo 39% 1-year accuracy 29 / 75 met price target	11% upside $160	Buy Maintained	3 Mar 2025
DA Davidson Wyatt Swanson 100% 1-year accuracy 6 / 6 met price target	3% downside $140	Neutral Initiated	18 Feb 2025
BMO Capital Brian Pitz 57% 1-year accuracy 29 / 51 met price target	2% downside $142	Market Perform Maintained	5 Feb 2025
B of A Securities Omar Dessouky 64% 1-year accuracy 7 / 11 met price target	8% downside $132	Neutral Maintained	5 Feb 2025