Baird analyst Colin Sebastian maintains $Electronic Arts Inc (EA.US)$ with a buy rating, and adjusts the target price from $170 to $175.
According to TipRanks data, the analyst has a success rate of 57.8% and a total average return of 14.0% 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 delivered fiscal Q2 bookings and adjusted earnings that surpassed the high end of their guidance and increased their fiscal 2025 projections. Nevertheless, the call for more consistent performance in non-sports titles is evident, with an inclination towards Take-Two shares as the Grand Theft Auto VI release approaches in Fall 2025.
Electronic Arts reported a robust earnings surpass in the second quarter, even with high expectations, due to the strong performance of their sports games, which made up for the less than expected results from Apex Legends. Additionally, the company pointed out a 140% increase in hours played across its American Football games, indicating that the introduction of College Football is likely to enhance rather than detract from its broad game portfolio.
The firm indicated that second quarter outcomes surpassed expectations, aligning with the robust initial engagement and monetization of College Football. The effective merging of Madden and CFB is cultivating a broader community of American football gamers. Combined with the company's dominant position in global football (soccer), this is believed to lay the groundwork for increased recurring revenues.
Note:
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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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貝雅分析師Colin Sebastian維持$藝電 (EA.US)$買入評級，並將目標價從170美元上調至175美元。
根據TipRanks數據顯示，該分析師近一年總勝率為57.8%，總平均回報率為14.0%。
此外，綜合報道，$藝電 (EA.US)$近期主要分析師觀點如下：
美國藝電交付了財政第二季度的營業額和調整後的盈利，超出了他們指引的高端，並增加了他們的財政2025年預測。然而，可以明顯看出對非體育類遊戲表現更加一致的呼聲，隨着《俠盜獵車手VI》在2025年秋季發佈日期臨近，對Take-Two股份的傾向也越來越明顯。
藝電報道稱，儘管對第二季度的盈利預期較高，但由於體育遊戲的強勁表現，彌補了《Apex英雄》的業績低於預期的結果。此外，公司指出美國橄欖球遊戲的遊戲時間增加了140％，表明引入大學橄欖球可能會增強而非削弱其廣泛的遊戲組合。
公司表示，第二季度的業績超出了預期，與大學橄欖球的強勁初始參與和貨幣化相一致。馬登和大學橄欖球的有效整合正在培育更廣泛的美式橄欖球玩家社區。再加上公司在全球足球領域的主導地位，據信這將奠定增加再發性收入的基礎。
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