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分析师Eric Handler维持$艺电 (EA.US)$持有评级,并将目标价从154美元上调至158美元。
根据TipRanks数据显示,该分析师近一年总胜率为61.9%,总平均回报率为10.7%。
此外,综合报道,$艺电 (EA.US)$近期主要分析师观点如下:
艺电报告了其财政第二季度业绩和调整后盈利,超过了他们指引的上限,还提高了对2025财政年度的预测。尽管对非体育类游戏的稳定表现预期更多,但对Take-Two在GTA VI于2025年秋季发布之际的青睐情绪升温。
艺电报告了强劲的盈利意外,并提高了第二季度的指引,超越了高期望值。这一表现得益于体育类游戏的成功,弥补了《Apex Legends》产生的低于预期的结果。进一步观察表明,美式橄榄球类游戏的游玩时间显著增加,表明《大学橄榄球》的推出产生了协同效应,而非削弱公司整体游戏系列。
第二季度业绩超出预期,与《大学橄榄球》初始强劲的参与度和货币化一致。《马登橄榄球》和《大学橄榄球》有效的协同作用正在培育一批日益增长的美式橄榄球爱好者社区。这一点,加上艺电在全球足球领域的主导地位,被认为将为增加的可循环营收流提供奠定基础。
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