DZ BANK AG analyst Markus Leistner upgrades $Electronic Arts Inc (EA.US)$ to a buy rating, and adjusts the target price from $135 to $177.
According to TipRanks data, the analyst has a success rate of 70.0% and a total average return of 21.6% 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 (EA) reported fiscal Q2 bookings and adjusted earnings that surpassed the upper end of their guidance and increased their fiscal 2025 forecast. Nevertheless, the analyst indicates a need for more consistent delivery on non-sports titles, expressing a preference for Take-Two (TTWO) as the launch of GTA VI approaches in Fall 2025.
The company experienced a robust earnings beat-and-raise in Q2 amidst heightened expectations, driven by the performance of sports titles which balanced the weaker results from Apex Legends. Additionally, the significant increase in hours played across American Football titles indicates that the introduction of College Football is likely to add value to the overall portfolio rather than detract from it.
The firm indicated that Electronic Arts' second-quarter results surpassed expectations, aligning with the robust initial engagement and monetization seen with College Football. The effective pairing of Madden and College Football appears to be cultivating a broader American football gaming community. This, together with Electronic Arts' established presence in global football (soccer), suggests a foundation for increased recurring revenues.
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德國中央合作銀行分析師Markus Leistner上調$藝電 (EA.US)$至買入評級，並將目標價從135美元上調至177美元。
根據TipRanks數據顯示，該分析師近一年總勝率為70.0%，總平均回報率為21.6%。
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（EA）報告了財政Q2的預訂額和調整後收益，超過了他們的指導範圍的上限，並增加了他們的2025財政預測。儘管如此，分析師指出需要更加一致地提供非體育類遊戲，表明在2025年秋季《俠盜獵車手VI》推出之際更傾向於Take-Two（TTWO）。
該公司在Q2中經歷了強勁的盈利超預期以及業績提升，受到增加的預期的推動，體育類遊戲的表現強勁，平衡了《Apex 英雄》的較弱業績。此外，美式橄欖球遊戲時間的顯著增加表明，推出《大學橄欖球》可能會爲整體組合增加價值，而不是減損價值。
該公司表示，美國藝電的第二季度業績超出了預期，與學院橄欖球所見的強勁初期參與度和貨幣化情況相一致。《麥登橄欖球》和《大學橄欖球》的有效搭配似乎正在培育更廣泛的美式橄欖球遊戲社區。這，再加上美國藝電在全球足球領域的奠定地位，表明了增加可重複收入的基礎。
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