EACommunication Services · Electronic Gaming & MultimediaThe 18 Wall Street analysts covering Electronic Arts, Inc. hold a median 12-month price target of $210 — +0.0% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 82 of 100 as at 1 Aug 2026 — inside the top quartile. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores Electronic Arts, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Volatility (100): The share price has been relatively steady.
Growth (30): Sales and profits are flat, shrinking, or growing more slowly than they were.
Size (5): Larger than most of the companies we track — more scrutinised, less often mispriced.
The rank is the raw material. Whether the rules would actually own Electronic Arts, Inc. — and when they’d sell — is the membership.
The bullish and bearish analyst opinions on EA, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
The green dot is the last close — the median target sits +0.0% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 28 May 2026 | Argus Research | Downgrade | Hold | — |
| 7 May 2026 | Citigroup | Maintains | Neutral | — |
| 4 Feb 2026 | Citigroup | Maintains | Neutral | — |
| 30 Oct 2025 | Citigroup | Maintains | Neutral | — |
| 20 Oct 2025 | Morgan Stanley | Maintains | Equal-Weight | — |
| 2 Oct 2025 | Roth Capital | Downgrade | Neutral | — |
| 30 Sept 2025 | Argus Research | Maintains | Buy | — |
| 30 Sept 2025 | BMO Capital | Maintains | Market Perform | — |
| 30 Sept 2025 | Jefferies | Downgrade | Hold | — |
| 30 Sept 2025 | Wedbush | Maintains | Neutral | — |
| 29 Sept 2025 | Baird | Downgrade | Neutral | — |
| 29 Sept 2025 | Freedom Capital Markets | Downgrade | Hold | — |
| 29 Sept 2025 | HSBC | Downgrade | Hold | — |
| 29 Sept 2025 | Wedbush | Downgrade | Neutral | — |
| 25 Aug 2025 | Wedbush | Reiterates | Outperform | — |
| 11 Aug 2025 | DA Davidson | Maintains | Neutral | — |
| 30 July 2025 | B of A Securities | Maintains | Neutral | — |
| 30 July 2025 | Baird | Maintains | Outperform | — |
| 28 July 2025 | Wells Fargo | Initiates | Equal-Weight | — |
| 22 July 2025 | Wedbush | Reiterates | Outperform | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 13% of US stocks
Cheaper than 18% of US stocks
Cheaper than 13% of US stocks
Cheaper than 8% of US stocks
Higher than 59% of US stocks
Higher than 84% of US stocks
Higher than 93% of US stocks
Higher than 84% of US stocks
Higher than 73% of US stocks
Higher than 72% of US stocks
Higher than 80% of US stocks
Higher than 7% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The nearest names by industry and size, scored by the same model — like for like.
| Company | Market cap | TKN rank |
|---|---|---|
| EAElectronic Arts, Inc. | $53.0B | 82 |
| TTWOTake-Two Interactive Software, Inc. | $45.1B | 73 |
| RBLXRoblox Corp. | $25.5B | 29 |
| NBISNebius Group NV* | $47.8B | 27 |
| WBDWarner Bros. Discovery, Inc.* | $65.9B | 45 |
| LYVLive Nation Entertainment, Inc.* | $40.4B | 42 |
| TKOTKO Group Holdings, Inc.* | $35.3B | 39 |
* Nearest Communication Services names by size — few electronic gaming & multimedia companies of this scale trade in the US universe.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. EA appears on the weeks it earns a place.
Electronic Arts missed first-quarter bookings estimates, hurt by falling engagement with its "Battlefield" franchise following a post-launch decline. This news comes ahead of the company's Saudi-backed acquisition.
Why it matters — The miss on bookings suggests weakening performance in a key franchise at a critical juncture just before the company changes ownership.
The European Commission approved Saudi Arabia's Public Investment Fund and a group of investors' $55 billion acquisition of Electronic Arts under the EU's subsidy rules, as shown in a Friday filing.
Why it matters — The EU clearance removes a key regulatory hurdle for the acquisition, bringing the deal one step closer to completion.
Electronic Arts' Chief People Officer sold 1,200 shares at $206.98 per share for approximately $248,400 on July 15, 2026, reducing their total direct and indirect equity holdings by 3%. The transaction occurred as the company prepares to go private.
Why it matters — An insider stock sale ahead of a planned transition to private ownership may be watched by investors for signals about management's view of the company's value.
Market Watch reported that most software companies are expected to show slowing sales growth over the next two years, though Oracle and DigitalOcean are cited as exceptions. The article notes that software stocks are broadly rising and identifies six companies expected to withstand the AI threat.
Why it matters — As a software company, EA could be affected by the broader trend of slowing sales growth across the software sector.
The 18 Wall Street analysts covering Electronic Arts, Inc. have a median 12-month price target of $210, with estimates ranging from $168 to $210. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 18 analysts covering Electronic Arts, Inc., 1 rate it a Buy, 17 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Electronic Arts, Inc. 82 out of 100 across roughly 4,600 US stocks as at 1 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 1 Aug 2026, Electronic Arts, Inc. ranks 82 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Volatility (100 of 100).
No one can know that. What the data says: the median 12-month target from 18 analysts implies +0.0% from the last close, and Ticker Nerd's factor model ranks Electronic Arts, Inc. 82 out of 100 as at 1 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Electronic Arts, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for EA are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $168 to $210 over the next 12 months.
Electronic Arts, Inc. returned +34.2% over the 12 months to 3 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
Electronic Arts Inc. is a global digital interactive entertainment company that develops, markets, publishes, and distributes video games, content, and online services for consoles, PCs, and mobile devices.
The most recent item we track (Reuters, 3 Aug 2026): "Electronic Arts misses quarterly bookings estimates ahead of Saudi-backed buyout". Electronic Arts missed first-quarter bookings estimates, hurt by falling engagement with its "Battlefield" franchise following a post-launch decline. This news comes ahead of the company's Saudi-backed acquisition.
Electronic Arts Inc. is a global digital interactive entertainment company that develops, markets, publishes, and distributes video games, content, and online services for consoles, PCs, and mobile devices. The company focuses on a broad portfolio of game genres, including sports, first-person shooters, action, role-playing, and simulation. Its portfolio features prominent franchises such as Madden NFL, EA SPORTS FC, Apex Legends, Battlefield, and The Sims, which are distributed digitally and through retail partners worldwide. Electronic Arts Inc. generates a significant share of its revenue from live services and in-game content, reflecting its emphasis on ongoing player engagement and online connectivity across platforms. The company serves a large global player base with games and services tailored for both casual and competitive audiences. Headquartered in Redwood City, California, and founded in 1982, Electronic Arts Inc. occupies a central position in the electronic gaming and multimedia industry, acting as a key content provider for major game platforms and digital distribution ecosystems.
CEO Mr. Andrew Wilson · 14,600 employees · United States · https://www.ea.com