Roth MKM analyst Eric Handler maintains $Electronic Arts Inc (EA.US)$ with a hold rating, and adjusts the target price from $154 to $158.
According to TipRanks data, the analyst has a success rate of 61.9% and a total average return of 10.7% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Electronic Arts Inc (EA.US)$'s main analysts recently are as follows:
Electronic Arts reported fiscal Q2 bookings and adjusted earnings that surpassed the upper range of their guidance, also increasing their forecast for fiscal 2025. Nevertheless, there is an anticipation for more steady performance regarding non-sports titles, with a favoring sentiment towards Take-Two leading up to the GTA VI release slated for Fall 2025.
Electronic Arts reported a robust earnings surprise and increased their guidance for Q2, surpassing high anticipations. This performance was bolstered by the success of sports titles, which compensated for the less-than-expected results from Apex Legends. Further observations suggest that American Football titles saw a significant increase in hours played, indicating that the introduction of College Football is having a synergistic effect rather than detracting from the company's broader game collection.
Second quarter results surpassed expectations, aligning with the robust initial engagement and monetization observed with College Football. The effective synergy of Madden and College Football is fostering a growing community of American football enthusiasts. This, coupled with Electronic Arts' dominance in the global football (soccer) arena, is believed to pave the way for increased recurring revenue streams.
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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Roth MKM分析師Eric Handler維持$藝電 (EA.US)$持有評級，並將目標價從154美元上調至158美元。
根據TipRanks數據顯示，該分析師近一年總勝率為61.9%，總平均回報率為10.7%。
此外，綜合報道，$藝電 (EA.US)$近期主要分析師觀點如下：
美國藝電披露了財政第二季度的預訂額和調整後收益超過了其指導範圍的上限，同時提高了對財政2025年的預測。儘管人們對非體育類遊戲的表現更加穩定有所期待，但在GTA VI於2025年秋季發佈之際，對Take-Two的青睞情緒仍在增加。
美國藝電報告了強勁的收益驚喜，並提高了第二季度的指引，超過了高度期望。這一表現得益於體育遊戲的成功，這彌補了未達預期的《Apex Legends》結果。進一步觀察表明，美國橄欖球遊戲的遊玩時間顯著增加，這表明《大學橄欖球》的推出產生了協同效應，而非削弱公司更廣泛遊戲收藏的效果。
第二季度的業績超出預期，與大學橄欖球初期互動和變現表現一致。《麥登橄欖球》和《大學橄欖球》的有效協同作用促進了一個日益壯大的美式足球愛好者社區。再加上美國藝電在全球足球領域的主導地位，有望開闢增加的可循環營業收入流。
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