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EA 
Electronic Arts Inc (EA)
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Upturn Advisory Summary
02/20/2026: EA (5-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Number of Analysts
28 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $205.59
1 Year Target Price $205.59
| 10 | Strong Buy |
| 0 | Buy |
| 18 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 50.15B USD | Price to earnings Ratio 75.06 | 1Y Target Price 205.59 |
Price to earnings Ratio 75.06 | 1Y Target Price 205.59 | ||
Volume (30-day avg) 28 | Beta 0.74 | 52 Weeks Range 127.59 - 204.88 | Updated Date 02/21/2026 |
52 Weeks Range 127.59 - 204.88 | Updated Date 02/21/2026 | ||
Dividends yield (FY) 0.38% | Basic EPS (TTM) 2.67 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-02-02 | When Before Market | Estimate 4.75 | Actual 0.35 |
Profitability
Profit Margin 9.31% | Operating Margin (TTM) 8.57% |
Management Effectiveness
Return on Assets (TTM) 4.81% | Return on Equity (TTM) 10.03% |
Valuation
Trailing PE 75.06 | Forward PE 24.27 | Enterprise Value 49071712154 | Price to Sales(TTM) 6.86 |
Enterprise Value 49071712154 | Price to Sales(TTM) 6.86 | ||
Enterprise Value to Revenue 6.72 | Enterprise Value to EBITDA 35.46 | Shares Outstanding 250253713 | Shares Floating 224737844 |
Shares Outstanding 250253713 | Shares Floating 224737844 | ||
Percent Insiders 0.21 | Percent Institutions 95.54 |
Upturn AI SWOT
Electronic Arts Inc
Company Overview
History and Background
Electronic Arts Inc. (EA) was founded in 1982 by Trip Hawkins. It initially focused on publishing software for home computers and later expanded into game development. EA became a publicly traded company in 1989. Key milestones include the acquisition of numerous studios, the development of major franchises like FIFA (now EA Sports FC), Madden NFL, and The Sims, and its pioneering role in online gaming with services like EA.com and later EA Origin (now EA App). EA has evolved from a publisher to a comprehensive interactive entertainment company with a strong focus on live services and digital distribution.
Core Business Areas
- Segment Name 1: Live Services: This segment focuses on games that generate recurring revenue through in-game purchases, subscriptions, and digital content. Key titles include EA Sports FC (formerly FIFA), Madden NFL, Apex Legends, and The Sims.
- Segment Name 2: Content and Services: This segment encompasses the sale of full game downloads, downloadable content (DLC), and subscription services for its gaming platforms.
- Segment Name 3: Platform and Other: This segment includes revenue from licensing, mobile games, and other ventures.
Leadership and Structure
Electronic Arts Inc. is led by a board of directors and executive management team. Key figures include Andrew Wilson (CEO) and Blake Jorgensen (Former CFO, now Strategic Advisor). The company is structured around its major game franchises and development studios, with a focus on product development, marketing, and live services.
Top Products and Market Share
Key Offerings
- Product Name 1: EA Sports FC (formerly FIFA): The premier football (soccer) simulation game, consistently one of the best-selling video games globally. It commands a significant market share in the sports simulation genre, facing competition from games like eFootball (Konami) and Football Manager (Sega).
- Product Name 2: Madden NFL: The dominant American football simulation game in North America. Its primary competitor is the NFL 2K series, though Madden has held a near-monopoly for extended periods.
- Product Name 3: Apex Legends: A free-to-play battle royale game that has achieved significant success and player engagement, competing with titles like Fortnite (Epic Games), Call of Duty: Warzone (Activision Blizzard), and PUBG (Krafton).
- Product Name 4: The Sims: A life simulation game franchise with a dedicated player base, known for its creativity and customization. It faces limited direct competition in its specific niche.
Market Dynamics
Industry Overview
The video game industry is a massive and rapidly growing sector, driven by advancements in technology, the rise of esports, and the increasing popularity of digital distribution and live services. Key trends include the growth of mobile gaming, cloud gaming, and the continued demand for high-quality AAA titles and engaging free-to-play experiences.
Positioning
Electronic Arts Inc. is one of the largest and most established publishers in the global video game industry. Its competitive advantages lie in its strong portfolio of perennial sports franchises, its success in free-to-play live service games, and its extensive global distribution network. The company benefits from strong brand recognition and a loyal player base.
Total Addressable Market (TAM)
The global video game market is projected to reach hundreds of billions of dollars in the coming years, with diverse segments including console, PC, mobile, and emerging cloud gaming. Electronic Arts Inc. is positioned to capture a significant portion of this TAM through its diverse offerings, particularly in the console and PC segments, and its growing presence in live services.
Upturn SWOT Analysis
Strengths
- Strong portfolio of perennial sports franchises (EA Sports FC, Madden NFL).
- Successful live service games with recurring revenue streams (Apex Legends).
- Extensive global reach and established brand recognition.
- Significant intellectual property and established IPs (The Sims).
- Robust digital distribution platform (EA App).
Weaknesses
- Dependence on a few major franchises, making them vulnerable to market shifts.
- Occasional criticism regarding monetization strategies and game quality.
- Intense competition in certain genres.
- Integration challenges with acquired studios.
Opportunities
- Growth in emerging markets and new gaming platforms (cloud gaming, VR/AR).
- Expansion of esports initiatives and competitive gaming.
- Leveraging AI and emerging technologies for game development and player engagement.
- Developing new IPs and diversifying its product portfolio.
- Further growth in mobile gaming.
Threats
- Intensifying competition from established players and new entrants.
- Changes in consumer preferences and gaming trends.
- Economic downturns impacting consumer discretionary spending.
- Regulatory scrutiny on gaming practices and monetization.
- Cybersecurity risks and data breaches.
Competitors and Market Share
Key Competitors
- Activision Blizzard, Inc. (ATVI)
- Take-Two Interactive Software, Inc. (TTWO)
- Ubisoft Entertainment SA (UBSFY)
- Epic Games, Inc. (Private)
Competitive Landscape
EA holds a strong position due to its dominant sports franchises and successful live service games. Its advantages include established IPs and a large player base. However, it faces intense competition in the broader gaming market, particularly from companies with strong multiplayer and free-to-play offerings. Competitors like Activision Blizzard have strong franchises like Call of Duty, while Take-Two Interactive is known for Grand Theft Auto and Red Dead Redemption. Ubisoft has a diverse portfolio of established IPs.
Major Acquisitions
Codemasters
- Year: 2021
- Acquisition Price (USD millions): 1200
- Strategic Rationale: To bolster EA's racing game portfolio with the acquisition of a highly respected and successful racing game developer, known for titles like F1 and Dirt.
Respawn Entertainment
- Year: 2017
- Acquisition Price (USD millions): 455
- Strategic Rationale: To acquire a talented development studio behind the critically acclaimed Titanfall franchise and to leverage their expertise for future live service games, which led to the success of Apex Legends.
Growth Trajectory and Initiatives
Historical Growth: EA has demonstrated a consistent upward trajectory in revenue and profitability over the past decade, driven by the transition to digital distribution and the success of its live service games. Strategic acquisitions have also played a role in expanding its IP portfolio and development capabilities.
Future Projections: Analyst projections for EA's future growth are generally positive, anticipating continued strength in its core franchises and expansion into new gaming segments. Key drivers include the ongoing monetization of live service games, potential new IP launches, and the continued adoption of cloud gaming.
Recent Initiatives: Recent initiatives include the rebranding of its popular soccer game to EA Sports FC, continued investment in its live service titles like Apex Legends, potential expansion into new genres, and ongoing efforts to optimize its digital distribution platform.
Summary
Electronic Arts Inc. is a dominant force in the video game industry, leveraging strong sports franchises and successful live service titles. Its primary strengths lie in its established IPs and global reach, while its growth is fueled by recurring revenue models. However, the company must remain agile to navigate intense competition and evolving consumer preferences, as well as potential challenges related to monetization strategies and the launch of new IPs.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Electronic Arts Inc. Investor Relations
- SEC Filings (10-K, 10-Q)
- Industry research reports (e.g., Newzoo, Statista)
- Financial news outlets (e.g., Bloomberg, Reuters, Wall Street Journal)
Disclaimers:
This JSON output is for informational purposes only and does not constitute financial advice. Data accuracy is subject to the availability and timeliness of public information. Past performance is not indicative of future results. Investing in the stock market involves risks, and readers should consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Electronic Arts Inc
Exchange NASDAQ | Headquaters Redwood City, CA, United States | ||
IPO Launch date 1990-03-26 | Chairman & CEO Mr. Andrew Wilson | ||
Sector Communication Services | Industry Electronic Gaming & Multimedia | Full time employees 14500 | Website https://www.ea.com |
Full time employees 14500 | Website https://www.ea.com | ||
Electronic Arts Inc. develops, markets, publishes, and delivers games, content, and services for game consoles, PCs, and mobile phones worldwide. It develops and publishes games and services across various genres, such as sports, racing, first-person shooter, action, role-playing, and simulation; and live services offerings, including extra content and subscription offerings through its global football and American football franchises, such as EA SPORTS College Football and EA SPORTS Madden NFL, as well as based on its IP comprising The Sims, Apex Legends, and Battlefield. The company markets and sells its games and services through digital distribution and retail channels; and directly to mass market retailers, specialty stores, and distribution arrangements. Electronic Arts Inc. was incorporated in 1982 and is headquartered in Redwood City, California.
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