Electronic Arts (NASDAQ:EA) Issues Q4 2025 Earnings Guidance

Electronic Arts (NASDAQ:EA) issued an update on its fourth quarter 2025 earnings guidance on Tuesday morning. The company provided EPS guidance of 0.760-1.170 for the period, compared to the consensus EPS estimate of 1.440. The company issued revenue guidance of $1.4 billion-$1.6 billion, compared to the consensus revenue estimate of $1.7 billion. Electronic Arts also updated its FY 2025 guidance to 6.250-6.650 EPS.

Electronic Arts Trading Down 1.4 %

NASDAQ:EA opened at $121.25 on Wednesday. The firm has a 50-day simple moving average of $145.96 and a 200-day simple moving average of $147.66. The company has a debt-to-equity ratio of 0.25, a quick ratio of 1.43 and a current ratio of 1.43. Electronic Arts has a one year low of $115.21 and a one year high of $168.50. The firm has a market cap of $31.80 billion, a P/E ratio of 31.17, a P/E/G ratio of 2.50 and a beta of 0.79.

Electronic Arts (NASDAQ:EA) last issued its quarterly earnings data on Tuesday, February 4th. The game software company reported $2.34 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $3.41 by ($1.07). Electronic Arts had a return on equity of 18.56% and a net margin of 14.12%. Equities analysts anticipate that Electronic Arts will post 5.02 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several analysts have weighed in on the stock. JPMorgan Chase & Co. dropped their target price on shares of Electronic Arts from $155.00 to $150.00 and set a “neutral” rating on the stock in a research report on Wednesday, October 30th. Wedbush reaffirmed an “outperform” rating and issued a $173.00 price objective on shares of Electronic Arts in a report on Thursday, January 23rd. Oppenheimer dropped their price objective on shares of Electronic Arts from $170.00 to $165.00 and set an “outperform” rating on the stock in a report on Tuesday, January 21st. UBS Group upped their price objective on shares of Electronic Arts from $155.00 to $160.00 and gave the company a “neutral” rating in a report on Wednesday, October 30th. Finally, DZ Bank raised shares of Electronic Arts from a “hold” rating to a “buy” rating and upped their price objective for the company from $135.00 to $177.00 in a report on Thursday, October 31st. Twelve research analysts have rated the stock with a hold rating, nine have given a buy rating and one has issued a strong buy rating to the company. According to data from MarketBeat, Electronic Arts currently has a consensus rating of “Moderate Buy” and a consensus target price of $156.48.

Insiders Place Their Bets

In related news, insider Vijayanthimala Singh sold 1,000 shares of the company’s stock in a transaction dated Monday, December 2nd. The shares were sold at an average price of $164.45, for a total value of $164,450.00. Following the completion of the sale, the insider now owns 30,216 shares of the company’s stock, valued at approximately $4,969,021.20. This represents a 3.20 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. Also, EVP Jacob J. Schatz sold 1,500 shares of the company’s stock in a transaction dated Friday, November 15th. The shares were sold at an average price of $163.30, for a total transaction of $244,950.00. Following the completion of the sale, the executive vice president now directly owns 23,360 shares of the company’s stock, valued at $3,814,688. This represents a 6.03 % decrease in their position. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 23,500 shares of company stock worth $3,562,510. Company insiders own 0.22% of the company’s stock.

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.