Are Wall Street Analysts Bullish on Electronic Arts Stock?

Company Overview - Electronic Arts Inc. (EA) has a market cap of $50.7 billion and is a leading interactive entertainment company that develops, markets, publishes, and distributes video games and live services across console, PC, and mobile platforms [1] Stock Performance - EA shares have outperformed the broader market over the past 52 weeks, increasing by 51.7%, while the S&P 500 Index has rallied by 14.4% [2] - Year-to-date, EA shares are down 1%, compared to a 1.4% gain in the S&P 500 Index [2] - EA has also exceeded the State Street Communication Services Select Sector SPDR ETF Fund's (XLC) return of 12.9% over the past 52 weeks [3] Revenue Drivers - The strong performance of EA's core sports franchises, including EA Sports FC and Madden NFL, has driven high-margin recurring revenue through live services and in-game monetization [5] - The company benefits from stable cash flows, disciplined cost management, and a strong digital mix, which supports profitability despite uneven industry-wide game release cycles [5] Earnings Forecast - For the fiscal year ending in March 2026, analysts expect EA's EPS to grow by 31.6% year over year to $6.38 [6] - EA's earnings surprise history is mixed, with three beats and one miss in the last four quarters [6] Analyst Ratings - Among 25 analysts covering EA, the consensus rating is a "Hold," with three "Strong Buy" ratings, one "Moderate Buy," 20 "Holds," and one "Strong Sell" [6] - The current configuration is more bearish than three months ago, with four "Strong Buy" ratings previously [7] - Citi analyst Jason Bazinet reduced the price target on EA to $202 from $207 while maintaining a "Neutral" rating [7] - The mean price target of $203.19 represents a marginal premium to EA's current price levels, while the Street-high price target of $250 suggests a potential upside of 23.6% [7]