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

Electronic Arts (NASDAQ:EA) issued an update on its fourth quarter 2025 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 0.760-1.170 for the period, compared to the consensus earnings per share 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 Price Performance

EA stock opened at $121.25 on Wednesday. Electronic Arts has a 1 year low of $115.21 and a 1 year high of $168.50. The company has a market cap of $31.80 billion, a P/E ratio of 31.17, a PEG ratio of 2.50 and a beta of 0.79. The firm has a 50-day moving average of $145.96 and a 200 day moving average of $147.66. The company has a debt-to-equity ratio of 0.25, a current ratio of 1.43 and a quick ratio of 1.43.

Electronic Arts (NASDAQ:EA) last announced its quarterly earnings data on Tuesday, February 4th. The game software company reported $2.34 earnings per share 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%. On average, sell-side analysts forecast that Electronic Arts will post 5.02 EPS for the current year.

Analyst Ratings Changes

A number of equities research analysts have recently commented on the stock. Raymond James cut shares of Electronic Arts from an “outperform” rating to a “market perform” rating in a report on Thursday, January 23rd. Oppenheimer cut their price target 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. Argus increased their price target on shares of Electronic Arts from $161.00 to $183.00 and gave the company a “buy” rating in a report on Thursday, November 7th. JPMorgan Chase & Co. cut their price target on shares of Electronic Arts from $155.00 to $150.00 and set a “neutral” rating on the stock in a report on Wednesday, October 30th. Finally, BMO Capital Markets downgraded shares of Electronic Arts from an “outperform” rating to a “market perform” rating and lowered their price objective for the company from $160.00 to $145.00 in a research report on Thursday, January 23rd. Twelve analysts have rated the stock with a hold rating, nine have issued a buy rating and one has given a strong buy rating to the stock. Based on data from MarketBeat.com, Electronic Arts presently has a consensus rating of “Moderate Buy” and a consensus price target of $156.48.

Insiders Place Their Bets

In related news, insider Vijayanthimala Singh sold 1,000 shares of Electronic Arts stock in a transaction dated Monday, February 3rd. The shares were sold at an average price of $122.03, for a total transaction of $122,030.00. Following the completion of the transaction, the insider now directly owns 28,216 shares of the company’s stock, valued at approximately $3,443,198.48. The trade was a 3.42 % decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Andrew Wilson sold 5,000 shares of Electronic Arts stock in a transaction dated Wednesday, November 20th. The stock was sold at an average price of $166.47, for a total transaction of $832,350.00. Following the transaction, the chief executive officer now directly owns 52,615 shares of the company’s stock, valued at approximately $8,758,819.05. This represents a 8.68 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 23,500 shares of company stock valued at $3,562,510 in the last three months. Corporate 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.