Electronic Arts

EA · NASDAQ

$209.70−$0.21 (−0.10%)TodayMarket closed · Aug 4, 7:59 PM ET

No price history for this range.

EA analyst rating

HoldConsensus of 3 analysts over the last 12 months. 0% rate it a buy.

Strong buy0
Buy0
Hold3
Underperform0
Sell0

12-month price target · 22 analysts

Average $203.21 (−3.1% downside)

Low: $128.27
Now: $209.70
High: $262.50

Upgrades and downgrades

The latest rating actions, newest first

EA analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Argus Research	May 28, 2026	Downgrade	Buy → Hold	—	61%
Citigroup	May 7, 2026	Maintains	Neutral	$202.00 → $204.00	60%
Citigroup	Feb 4, 2026	Maintains	Neutral	$207.00 → $202.00	60%
Citigroup	Oct 30, 2025	Maintains	Neutral	$206.00 → $207.00	60%
Morgan Stanley	Oct 20, 2025	Maintains	Equal-Weight	$148.00 → $210.00	60%

The case for and against

Updated Mar 20, 2026

Bull case

Electronic Arts stands to significantly enhance its mobile revenue, particularly with the potential support from strategic partners like the Public Investment Fund (PIF), providing valuable expertise in this area. The firm’s business model, reliant on in-game spending, positions it well for growth, especially as it continues to engage players across its popular franchises such as Madden NFL and the relaunch of its college football game. Furthermore, the company’s established market presence and the successful execution of strategies by industry counterparts illustrate a favorable outlook for Electronic Arts as it seeks to capitalize on new revenue streams.

Bear case

Electronic Arts faces significant risks that could undermine its financial performance, primarily stemming from potential delays in game releases and greater-than-expected declines in the average selling price (ASP) of its software. Additionally, increased competition and shifts in macroeconomic conditions may negatively impact consumer demand for video game hardware, further affecting sales. The company's reliance on in-game spending, which constitutes about three-quarters of its sales, adds to its vulnerability in a market characterized by fluctuating consumer preferences and economic uncertainty.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.