Electronic Arts Earnings Preview: What to Expect

Company Overview - Electronic Arts Inc. (EA) has a market cap of $51.1 billion and is a leading global video game company known for franchises like EA SPORTS Madden NFL, The Sims, Apex Legends, and Battlefield [1] Financial Performance - EA is expected to report a profit of $4.33 per share for fiscal Q3 2026, representing an 85% increase from $2.34 per share in the same quarter last year [2] - For fiscal 2026, analysts predict EA will report an EPS of $6.51, which is a 34.2% increase from $4.85 in fiscal 2025 [3] Stock Performance - EA's stock has increased by 39.7% over the past 52 weeks, outperforming the S&P 500 Index's gain of 16.2% and the State Street Communication Services Select Sector SPDR ETF's increase of 20.3% during the same period [4] Recent Results - Following the Q2 2026 results released on October 28, EA's shares fell slightly as net bookings decreased by 13% to $1.82 billion and total net revenue fell to $1.84 billion, primarily due to the strong performance of College Football 25 in the previous year [5] Analyst Ratings - The consensus view among analysts on EA stock is cautious, with a "Hold" rating. Out of 24 analysts, three recommend a "Strong Buy," one has a "Moderate Buy," 19 give a "Hold," and one suggests a "Strong Sell" [6]