Wedbush Has Pessimistic View of Electronic Arts Q3 Earnings

Electronic Arts Inc. (NASDAQ:EA) – Analysts at Wedbush lowered their Q3 2025 earnings estimates for shares of Electronic Arts in a note issued to investors on Wednesday, January 22nd. Wedbush analyst M. Pachter now anticipates that the game software company will post earnings per share of $2.03 for the quarter, down from their previous forecast of $2.88. Wedbush currently has a “Outperform” rating and a $173.00 target price on the stock. The consensus estimate for Electronic Arts’ current full-year earnings is $5.81 per share. Wedbush also issued estimates for Electronic Arts’ Q4 2025 earnings at $0.68 EPS and FY2025 earnings at $4.41 EPS.

A number of other analysts also recently issued reports on the company. Raymond James downgraded Electronic Arts from an “outperform” rating to a “market perform” rating in a research report on Thursday, January 23rd. DZ Bank raised Electronic Arts from a “hold” rating to a “buy” rating and boosted their price target for the stock from $135.00 to $177.00 in a research report on Thursday, October 31st. Stifel Nicolaus cut their price objective on Electronic Arts from $167.00 to $159.00 and set a “hold” rating for the company in a report on Tuesday, January 21st. BMO Capital Markets cut shares of Electronic Arts from an “outperform” rating to a “market perform” rating and decreased their target price for the company from $160.00 to $145.00 in a research note on Thursday, January 23rd. Finally, Argus increased their price target on shares of Electronic Arts from $161.00 to $183.00 and gave the company a “buy” rating in a research note on Thursday, November 7th. Twelve investment analysts have rated the stock with a hold rating, eight have assigned a buy rating and one has assigned a strong buy rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus price target of $158.05.

Electronic Arts Stock Down 1.2 %

Shares of EA stock opened at $116.53 on Monday. The firm’s fifty day moving average price is $150.52 and its two-hundred day moving average price is $148.52. The company has a current ratio of 1.43, a quick ratio of 1.43 and a debt-to-equity ratio of 0.25. Electronic Arts has a 1 year low of $115.21 and a 1 year high of $168.50. The firm has a market capitalization of $30.56 billion, a P/E ratio of 29.96, a PEG ratio of 1.87 and a beta of 0.80.

Hedge Funds Weigh In On Electronic Arts

Several hedge funds and other institutional investors have recently modified their holdings of the business. Robeco Institutional Asset Management B.V. lifted its position in shares of Electronic Arts by 51.5% during the 4th quarter. Robeco Institutional Asset Management B.V. now owns 1,099,746 shares of the game software company’s stock worth $160,893,000 after buying an additional 373,730 shares during the last quarter. abrdn plc lifted its holdings in shares of Electronic Arts by 59.2% in the third quarter. abrdn plc now owns 858,840 shares of the game software company’s stock worth $123,484,000 after acquiring an additional 319,335 shares during the last quarter. Caisse DE Depot ET Placement DU Quebec boosted its stake in shares of Electronic Arts by 8,503.9% in the 3rd quarter. Caisse DE Depot ET Placement DU Quebec now owns 318,085 shares of the game software company’s stock valued at $45,626,000 after purchasing an additional 314,388 shares in the last quarter. Los Angeles Capital Management LLC acquired a new stake in shares of Electronic Arts in the 3rd quarter valued at approximately $40,154,000. Finally, Huntington National Bank grew its holdings in shares of Electronic Arts by 983.4% during the 3rd quarter. Huntington National Bank now owns 257,902 shares of the game software company’s stock valued at $36,993,000 after purchasing an additional 234,098 shares during the last quarter. Institutional investors own 90.23% of the company’s stock.

Insider Buying and Selling at Electronic Arts

In related news, EVP Jacob J. Schatz sold 1,500 shares of the stock in a transaction that occurred on Wednesday, January 15th. The shares were sold at an average price of $143.45, for a total transaction of $215,175.00. Following the sale, the executive vice president now owns 23,386 shares in the company, valued at approximately $3,354,721.70. This trade represents a 6.03 % decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO Andrew Wilson sold 5,000 shares of the business’s stock in a transaction that occurred on Wednesday, November 20th. The shares were sold at an average price of $166.47, for a total transaction of $832,350.00. Following the transaction, the chief executive officer now owns 52,615 shares of the company’s stock, valued at approximately $8,758,819.05. This represents a 8.68 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 26,000 shares of company stock valued at $3,986,385 in the last quarter. Company insiders own 0.22% of the company’s stock.

About Electronic Arts

Electronic Arts Inc develops, markets, publishes, and distributes games, content, and services for game consoles, PCs, mobile phones, and tablets worldwide. It develops and publishes games and services across various genres, such as sports, racing, first-person shooter, action, role-playing, and simulation primarily under the Battlefield, The Sims, Apex Legends, Need for Speed, and license games from others, including FIFA, Madden NFL, UFC, and Star Wars brands.