Electronic Arts Inc (EA) Buy, Sell or Hold

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Electronic Arts Inc (EA)

203.00

-0.40 (0.20%)

as of Jun 5, 2026, 8:00:00 pm Market Open.

86 watching

Investor Insights

Jun 5, 2026, 12:00 am

This summary was created by AI, based on 4 opinions in the last 12 months.

Electronic Arts Inc. has received multiple positive reviews recently, indicating a strong position within the gaming industry, particularly due to its extensive portfolio of sports franchises and promising financial outlook. Despite lacking a singular hit title, experts note the company's predictable performance and suggest potential for a lucrative buyout, expected to finalize in the second quarter with a takeover bid of $210. The gaming market is thriving, with EA's financial metrics indicating impressive growth coupled with robust margins, making it an attractive investment. Analysts appreciated EA's utility-like characteristics in the gaming sector, even as they pointed out some weaknesses in its mobile ventures.

Consensus

Positive

Valuation

Undervalued

Similar

TakeTwo,TW

PAST TOP PICK

(A Top Pick Jan 22/21, Down 12.6%) Revenues are still growing at a healthy pace. Good franchises. A major player. A core holding for him. More of a mature gaming company than a high growth stock. Good, solid, secular grower.

PAST TOP PICK

(A Top Pick Jan 22/21, Down 9%) Hit by tech selloff and the reopening. Revenues still growing at 10% per year. Compelling purchase here. In growth mode. Improving online margins.

BUY

Allan Tong’s Discover Picks With Activision Blizzard reeling from a recent sexual harassment lawsuit based on several claims and a report slamming it for incompetence in designing a key video game last year, shareholders of video game stocks are looking kindly upon names like Electronic Arts. Two weeks ago, EA reported and beat its guidance in Q1 revenues, bookings and EPS. On top of that, management raised its full-year outlook. EA bought back $325 million of shares in that quarter, bringing the 12-month total to $976 million (all figures in USD). The company continues to swim in cash at $1.413 billion for the trailing 12 months. Read 3 Growing Tech Stocks for our full analysis.

WEAK BUY

The videogame space is exciting and it's changing rapidly. ATVI and Take Two are also good. These names can be lumpy because of release dates, but he prefers ATVI because of their titles like Call of Duty and for their eco-system. The next generation won't slow down on videogames (he has a 9-year-old who's good at games).

TOP PICK

A secular growth story. One of the best in the space with amazing franchises. They have Madden, Fifa, Star Wars among others. They use their massive cashflow to buy back shares and increase their offering. They initiated a dividend during covid, which is compelling. The dividend should grow at a high rate for a long time. (Analysts’ price target is $149.08)

BUY

Allan Tong’s Discover Picks EA stock remains profitable at 23.5%, though lower than ATVI's. Also like ATVI, EA's managing is betting on mobile gaming to grow the company. CFO Blake Jorgenson said that the company is “increasing the number of mobile titles we have in development.” Meanwhile, mobile games enjoyed a rise of 32% in bookings in Q1. Meanwhile, franchises like Madden saw a 140% spike in players YOY in fiscal Q1. Read 3 Epic Video Game Stocks to Play! for our full analysis.

DON'T BUY

He owns Activision instead because it has a longer runway of growth due to its forthcoming games. It's traditionally been a toss-up between this and EA. It comes down to runway.

COMMENT

He follows the gaming and e-sports space. He owns Take-Two instead of EA, thanks to the longer runway on the publishing side.

COMMENT

This company has had a massive run from 2014 to where it is today. After 2008 the company was focusing on squeezing as much money as possible out of their games. About 2012 they got voted worst company in America by consumers. Then again in 2013 so it got management's attention. They changed the CEO and then the company took off. It pulled off recently because they are competing with some big players in the world.

DON'T BUY

Sideways chart. Pretty low growth rate. Lots of competition. Transitioned well to mobile games, but stock's been lacklustre.

COMMENT

EA or ATVI? He has owned several, but owns Activision now. There is a seasonal component ahead of Christmas. He would add to his current holding before getting into Electronic Arts, who has some internal management restructuring going on. (Analysts’ price target is $111.00)

COMMENT

Video game companies? When video game companies found the advantage to after sales revenues, he got interested. Gaming is a growth industry now. Now that membership revenues have been introduced, it has made earnings less predictable. This is a structural change in the industry, which will create some investor anxiety. He would prefer IGV -A as an ETF basket of gaming companies for now.

COMMENT

EA vs ATVI? He does not own either at the moment. On value, he would prefer EA-Q with a lower PEG ratio. Over half the world gamers come out of China. He has a price target of $110 for EA-Q. His target for ATVI-Q is $57.

COMMENT

Got out in early fall last year. They had a great run. There has been a movement in the game industry from consoles to mobile.

PAST TOP PICK

(A Top Pick Dec 01/17, Down 26%) They got hammered in the fall because of a delay in the release of one of their games. He looks for stocks that got hammered earlier in the year. It is a great company and has gone on sale. He is going to look at it again.

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Electronic Arts Inc (EA)