Q3 EPS Estimates for Electronic Arts Cut by Roth Capital

Electronic Arts Inc. (NASDAQ:EA) – Research analysts at Roth Capital decreased their Q3 2025 EPS estimates for shares of Electronic Arts in a research report issued on Thursday, January 23rd. Roth Capital analyst E. Handler now expects that the game software company will post earnings per share of $2.16 for the quarter, down from their previous estimate of $2.92. The consensus estimate for Electronic Arts’ current full-year earnings is $5.81 per share. Roth Capital also issued estimates for Electronic Arts’ Q4 2025 earnings at $0.50 EPS, FY2025 earnings at $4.37 EPS and FY2026 earnings at $4.59 EPS.

EA has been the topic of several other reports. JPMorgan Chase & Co. dropped their price objective on Electronic Arts from $155.00 to $150.00 and set a “neutral” rating on the stock in a research note on Wednesday, October 30th. Wedbush reissued an “outperform” rating and set a $173.00 price target on shares of Electronic Arts in a research report on Thursday, January 23rd. UBS Group upped their price objective on shares of Electronic Arts from $155.00 to $160.00 and gave the stock a “neutral” rating in a research report on Wednesday, October 30th. Robert W. Baird dropped their target price on shares of Electronic Arts from $175.00 to $158.00 and set an “outperform” rating on the stock in a research report on Thursday, January 23rd. Finally, Bank of America downgraded Electronic Arts from a “buy” rating to a “neutral” rating and cut their target price for the stock from $170.00 to $130.00 in a research note on Thursday, January 23rd. Twelve research analysts have rated the stock with a hold rating, eight have assigned a buy rating and one has issued a strong buy rating to the stock. According to MarketBeat.com, Electronic Arts presently has a consensus rating of “Hold” and a consensus price target of $158.05.

Electronic Arts Stock Performance

Shares of EA opened at $116.53 on Monday. The firm has a market capitalization of $30.56 billion, a P/E ratio of 29.96, a P/E/G ratio of 1.87 and a beta of 0.80. Electronic Arts has a 52 week low of $115.21 and a 52 week high of $168.50. The stock has a 50 day moving average price of $150.52 and a two-hundred day moving average price of $148.52. The company has a debt-to-equity ratio of 0.25, a quick ratio of 1.43 and a current ratio of 1.43.

Institutional Investors Weigh In On Electronic Arts

Several hedge funds have recently bought and sold shares of EA. Kestra Private Wealth Services LLC grew its holdings in Electronic Arts by 84.6% in the 4th quarter. Kestra Private Wealth Services LLC now owns 5,805 shares of the game software company’s stock worth $849,000 after acquiring an additional 2,661 shares during the last quarter. Stephens Inc. AR raised its position in Electronic Arts by 12.3% during the 4th quarter. Stephens Inc. AR now owns 5,337 shares of the game software company’s stock valued at $781,000 after purchasing an additional 585 shares during the last quarter. Empowered Funds LLC lifted its holdings in Electronic Arts by 32.4% in the 4th quarter. Empowered Funds LLC now owns 7,230 shares of the game software company’s stock worth $1,058,000 after buying an additional 1,771 shares during the period. Apollon Wealth Management LLC grew its position in shares of Electronic Arts by 43.6% in the 4th quarter. Apollon Wealth Management LLC now owns 5,055 shares of the game software company’s stock worth $740,000 after buying an additional 1,536 shares during the last quarter. Finally, Tobam purchased a new position in shares of Electronic Arts during the fourth quarter valued at approximately $58,000. 90.23% of the stock is currently owned by institutional investors.

Insider Activity

In related news, insider Vijayanthimala Singh sold 1,000 shares of the stock in a transaction on Friday, November 1st. The stock was sold at an average price of $150.83, for a total value of $150,830.00. Following the sale, the insider now owns 28,190 shares in the company, valued at approximately $4,251,897.70. This trade represents a 3.43 % decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Jacob J. Schatz sold 1,500 shares of the business’s stock in a transaction dated Friday, November 15th. The stock was sold at an average price of $163.30, for a total value of $244,950.00. Following the transaction, the executive vice president now owns 23,360 shares of the company’s stock, valued at approximately $3,814,688. The trade was a 6.03 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last three months, insiders sold 26,000 shares of company stock worth $3,986,385. 0.22% of the stock is owned by corporate insiders.

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.