Electronic Arts Inc. (NASDAQ: EA) Quarterly Earnings Preview

• Robert W. Baird sets a price target of $210 for Electronic Arts (NASDAQ:EA), indicating a potential increase of 3.59%.
• The $55 billion all-cash deal led by Saudi Arabia's Public Investment Fund, Silver Lake, and Jared Kushner's Affinity Partners is the largest leveraged buyout on record.
• EA's stock surged by 4.9% following the buyout announcement, with a market capitalization increase to approximately $50.67 billion.

On September 29, 2025, Robert W. Baird set a price target of $210 for Electronic Arts (NASDAQ:EA). At the time, EA's stock was priced at $202.72, suggesting a potential increase of 3.59%. This price target aligns with the recent announcement of EA's $55 billion buyout, which will take the company private.

Electronic Arts, known for popular games like The Sims, Madden, and FIFA, is set to be acquired in a historic $55 billion all-cash deal. This acquisition, led by Saudi Arabia's Public Investment Fund, Silver Lake, and Jared Kushner's Affinity Partners, is the largest leveraged buyout on record. Shareholders will receive $210 per share, matching Robert W. Baird's price target.

Following the buyout announcement, EA's shares surged by 4.9% on Monday. The stock had already risen by about 15% the previous Friday, closing at $193.35, after news of the deal emerged. This increase boosted EA's market value from $43 billion to around $48 billion, reflecting strong investor confidence.

The Public Investment Fund, which already owns a 9.9% stake in EA, will become the majority investor. This move highlights the growing interest of major financial players in the gaming industry. The acquisition is expected to accelerate EA's growth away from Wall Street's scrutiny, as highlighted by the New York Times.

Currently, EA's stock is priced at $202.53, marking a 4.75% increase. The stock has fluctuated between $202.49 and $203.75 today, with the latter being its highest price in the past year. EA's market capitalization is approximately $50.67 billion, with a trading volume of 13.86 million shares on the NASDAQ exchange.

• Electronic Arts Inc. (NASDAQ:EA) stock reached a record high following a take-private deal valued at $55 billion.
• HSBC downgraded EA from a Buy to a Hold rating, despite the stock's recent surge to $202.85.
• The deal involves the Public Investment Fund of Saudi Arabia, Silver Lake, and Affinity Partners, offering shareholders $210 per share in cash.

Electronic Arts Inc. (NASDAQ:EA) is a leading global interactive entertainment company known for developing and publishing video games. EA's portfolio includes popular franchises like FIFA, Madden NFL, and The Sims. The company competes with other gaming giants such as Activision Blizzard and Take-Two Interactive. Recently, EA's stock has been in the spotlight due to significant market movements.

On September 29, 2025, HSBC downgraded EA from a Buy to a Hold rating, with the stock priced at approximately $202.62. This downgrade came amidst a notable rise in EA's stock, which increased by 4.9% to $202.85 following a major take-private deal. This agreement, valued at $55 billion, involves the Public Investment Fund of Saudi Arabia, Silver Lake, and Affinity Partners. Shareholders are set to receive $210 per share in cash.

The announcement of the take-private deal propelled EA's stock to a record high of $203.75. This surge followed a breakthrough past the $180 resistance level, marking EA's most substantial single-day percentage increase since 2019. The stock has seen its third consecutive weekly gain and is on track for its fifth positive session in six days, reflecting strong investor confidence.

Currently, EA's stock is priced at $202.51, showing an increase of 4.74% or $9.16. The stock has fluctuated between a low of $202.49 and a high of $203.75 today, with the latter being its highest price over the past year. The lowest price EA has reached in the past year is $115.21, indicating significant growth.

EA's market capitalization stands at approximately $50.67 billion, with a trading volume of 13.79 million shares today. Despite the recent downgrade by HSBC, the stock's performance and the take-private deal suggest a positive outlook for the company, as highlighted by Schaeffer's Research.

• Electronic Arts (NASDAQ:EA) reported a 1% increase in revenue, reaching $1.67 billion in its fiscal first quarter, surpassing Wall Street estimates.
• Despite the revenue growth, key profit metrics declined compared to the previous year, prompting UBS to reiterate a Neutral rating on the stock.
• The stock price of EA has seen fluctuations over the past year, with a current price of $154.80, reflecting a 1.51% increase or $2.31.

Electronic Arts (NASDAQ:EA) is a leading video game company known for its popular franchises like EA SPORTS FC, Madden NFL, and F1. On August 1, 2025, UBS reiterated its Neutral rating for EA, advising investors to hold the stock. At that time, EA's stock price was around $155.51, as reported by StreetInsider.

EA recently reported its fiscal first-quarter results on July 29, 2025. The company saw a 1% increase in revenue, achieving $1.67 billion in GAAP net revenue. This performance exceeded Wall Street estimates and EA's own guidance midpoint. Despite this, key profit metrics declined compared to the previous year.

The stock price of EA is currently $154.80, reflecting a 1.51% increase or $2.31. Today, the stock has traded between $151.50 and $156.62. Over the past year, EA's stock has fluctuated, reaching a high of $168.50 and a low of $115.21. The company's market capitalization is approximately $38.90 billion.

EA's core franchises have shown resilience, delivering strong quarters. The company's trading volume today is 1,646,436 shares on the NASDAQ exchange. Despite the positive revenue growth, UBS's Neutral rating suggests a cautious approach, considering the decline in key profit metrics.

Electronic Arts (NASDAQ:EA) delivered better-than-expected fiscal first-quarter results, driven by strong performance in its gaming franchises. As a result, the company's shares rose more than 5% on Wednesday.

The company posted adjusted earnings per share of $0.79, beating analyst expectations of $0.63. Net bookings reached $1.3 billion, exceeding internal guidance.

Revenue totaled $1.67 billion, up slightly from $1.66 billion a year ago, supported by higher engagement in titles like EA SPORTS FC, Apex Legends, and The Sims.

Despite the strong start, EA guided for second-quarter EPS between $0.29 and $0.46, well below the $0.79 consensus. It also forecast net bookings between $1.8 billion and $1.9 billion, falling short of the $2 billion expected.

The weaker outlook reflects a shift in revenue recognition for EA SPORTS FC 26 Ultimate Edition into Q3 and increased marketing expenses ahead of key launches, including Battlefield 6.

The company reaffirmed its full-year outlook, guiding for net bookings of $7.6 billion to $8 billion and revenue between $7.1 billion and $7.5 billion. Operating cash flow over the past year totaled $1.98 billion. Full-year EPS is expected in the range of $3.09 to $3.79.

Electronic Arts (NASDAQ:EA) is a leading video game company known for popular franchises like FIFA, Madden NFL, and The Sims. As a major player in the gaming industry, EA competes with companies like Activision Blizzard and Take-Two Interactive. On July 28, 2025, Alec Brondolo from Wells Fargo set a price target of $168 for EA, suggesting a potential increase of 10.76% from its current price of $151.68.

EA is set to release its earnings on July 29, 2025. Historically, EA's stock often sees positive one-day returns after earnings announcements, with a 55% occurrence rate. The median one-day gain is 2.2%, and the largest single-day increase has been 8%. This trend can be beneficial for event-driven traders looking to capitalize on short-term price movements.

Traders have two main strategies to consider: pre-earnings positioning and post-earnings analysis. Pre-earnings positioning involves investing ahead of the earnings announcement based on historical probabilities. Post-earnings analysis focuses on the relationship between immediate and medium-term returns after the earnings release. Analysts predict earnings of $0.64 per share on sales of $1.23 billion for the upcoming quarter.

Currently, EA's stock price is $151.68, reflecting a decrease of 0.96, or approximately -0.63%. The stock has traded between $151.47 and $153.21 today. Over the past year, EA's stock has reached a high of $168.50 and a low of $115.21. The company's market capitalization is approximately $38.11 billion, with a trading volume of 1,450,558 shares on the NASDAQ.

• Electronic Arts Inc. (NASDAQ:EA) sees insider selling by Executive VP, signaling potential market moves.
• EA's upgrade to a Zacks Rank #2 (Buy) indicates positive earnings potential and investor optimism.
• Key financial metrics such as price-to-earnings (P/E) ratio, price-to-sales ratio, and debt-to-equity ratio highlight EA's market valuation and financial health.

Electronic Arts Inc. (NASDAQ:EA) is a leading player in the video game industry, known for popular franchises like FIFA, Madden NFL, and The Sims. The company develops and publishes games across various platforms, including consoles, PCs, and mobile devices. EA competes with other major gaming companies such as Activision Blizzard and Take-Two Interactive.

On July 15, 2025, Jacob J. Schatz, EA's Executive Vice President, Global Affairs and Chief Legal Officer, sold 700 shares of EA's Common Stock at approximately $147.75 each. This transaction leaves Schatz with 29,248 shares. Such insider transactions can sometimes signal confidence or concern about the company's future performance, though they are not always indicative of broader trends.

EA's recent upgrade to a Zacks Rank #2 (Buy) reflects increased optimism about its earnings potential. This upgrade suggests that EA's stock might see upward movement soon. The Zacks rating system, which focuses on a company's evolving earnings outlook, highlights an upward trend in EA's earnings estimates, a key factor influencing stock prices.

EA's financial metrics provide insight into its market valuation. The company's price-to-earnings (P/E) ratio is approximately 34.76, indicating how the market values its earnings. The price-to-sales ratio stands at about 5.01, reflecting the market's valuation of its revenue. Additionally, EA's enterprise value to sales ratio is around 4.99, suggesting how the market values the company's sales in relation to its enterprise value.

The company's financial health is further illustrated by its debt-to-equity ratio of approximately 0.31, indicating a relatively low level of debt compared to its equity. EA's current ratio is around 0.95, showing its ability to cover short-term liabilities with short-term assets. These metrics, combined with an earnings yield of about 2.88%, provide a comprehensive view of EA's financial standing and potential for future growth.