Electronic Arts Inc. (EA)

In the past six months, EA's stock price has increased. As of June 27, 2025, the share price was $157.74, a 13.21% increase from June 28, 2024. Over the past 30 days, EA's stock is up 7.39%, and year-to-date, it has returned 8.12%. Recent positive events include strong quarterly results, analyst upgrades, bullish technical indicators, new game releases and updates, and partnerships. However, some analysts remain cautious due to flat performance, declining bookings, reliance on buybacks, insider selling, and a downward trend in target prices.

Electronic Arts typically sees its highest net bookings in the third fiscal quarter due to holiday demand and game launches, a trend expected to continue. The gaming industry experiences seasonality, with stock prices often dropping early in the year after the holiday season. EA's financial performance is shifting towards recurring revenue from digital products and live services, which provide a steady income stream beyond initial game sales.

Electronic Arts Inc. (EA) is a leading American video game company founded in 1982, headquartered in Redwood City, California. It operates in the interactive entertainment industry, developing, marketing, publishing, and delivering games, content, and online services for various platforms, including consoles, PCs, and mobile devices. EA's portfolio includes sports, first-person shooter, racing, action, role-playing, and simulation games. Key franchises include EA SPORTS titles like Madden NFL and EA SPORTS FC, as well as EA GAMES titles like The Sims, Battlefield, and Apex Legends. EA also offers subscription services like EA Play and live services with extra content and microtransactions.

Electronic Arts has a strong global presence in North America, Europe, Asia, and other key markets. Approximately 66% of its 13,700 global employees were located internationally as of March 31, 2024.

Electronic Arts has faced historical criticism for anti-consumer practices, including acquiring and closing studios, monetization practices like loot boxes, and perceived decline in game quality. While specific events in the past year are not detailed, these historical issues remain relevant to its brand perception. EA has introduced initiatives like EA Javelin Anticheat to improve the gaming experience, which could positively impact its reputation.

Electronic Arts Inc. is primarily owned by institutional shareholders (96.34%), with smaller percentages held by Electronic Arts insiders (1.88%) and retail investors (1.78%). As of December 31, 2024, and June 27, 2025, there are around 1996 to 2026 institutional owners and shareholders holding over 285 million shares. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., Public Investment Fund, and State Street Corp.