Electronic Arts (EA)
NASDAQCommunication ServicesElectronic Gaming & MultimediaSnapshot 2026-10-29
$209.700.00%
Close 2026-08-10 · 1-day change
NASDAQCommunication ServicesElectronic Gaming & MultimediaSnapshot 2026-10-29
Research Workspace
Put EA beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Primary pillar under pressure — Growth in EA SPORTS FC and Apex Legends franchises: Comparison needs review.
View ThesisRanks among the strongest in its industry on quality — around the top 22%.
View QualityManagement screens strong on capital allocation, margins, market reaction to earnings.
View ManagementExpectations look high — the market is pricing in about 201% growth a year, above the roughly 6% analysts expect, leaving little room for error.
View ValuationModerate volatility — typically moves about 0% a day.
View RiskEA’s case rests on growth from EA SPORTS FC and Apex Legends. Revenue growth accelerated to 12% in fiscal fourth-quarter 2026, yet EPS missed. The stock’s valuation bridge is omitted, so no peer multiple comparison is available. Our model puts the next-quarter miss probability near 62%. Cash does not strongly support reported profits, and EA faces capital-allocation challenges. The thesis is on watch, and this read is provisional.
Trailing returns as of 2026-08-10. EA is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 18 analysts currently covering EA (as of Aug 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
Continue this research
Compare EA with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| EA Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 0 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Interactive Home Entertainment — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put EA next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Increase net bookings through franchise momentum
Reported cuts at Skate suggest execution risk and reduced investment in a developing franchise.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-08-10. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Bondholder claims may affect capital allocation strategies.
Allegations of default could impact capital allocation strategy.
Advances: Drive growth in EA SPORTS FC and Apex Legends
EA FC 27 release countdown boosts franchise momentum.
Merger could enhance franchise momentum and growth potential.
Potential merger could disrupt EA's strategic direction.
Advances: Drive growth in EA SPORTS FC and Apex Legends
Strengthens EA SPORTS FC's position in live-services football.
Advances: Increase net bookings through franchise momentum
Bundesliga deal enhances franchise momentum and net bookings.
