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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德国中央合作银行分析师Markus Leistner上调$艺电 (EA.US)$至买入评级，并将目标价从135美元上调至177美元。
根据TipRanks数据显示，该分析师近一年总胜率为70.0%，总平均回报率为21.6%。
此外，综合报道，$艺电 (EA.US)$近期主要分析师观点如下：
美国艺电（EA）报告财季Q2的预订额和调整后的盈利超过了他们指引的上限，并提高了他们2025财年的预测。然而，分析师表示有必要在非体育题材上提供更加一致的作品，并表达了对Take-Two（TTWO）的偏好，因为《侠盗猎车手VI》将于2025年秋季推出。
该公司在Q2取得了强劲的盈利超额增长，并提高了盈利预期，这是在体育游戏表现强势的背景下实现的，弥补了《Apex Legends》表现疲软的结果。此外，美式橄榄球类游戏的游戏时间显著增加，表明《大学橄榄球》的推出很可能会给整体产品组合增加价值，而不是削弱价值。
该公司表示，美国艺电的第二季度业绩超过预期，与《大学橄榄球》初期引发的强劲参与度和货币化相一致。《马登》和《大学橄榄球》的成功配合似乎正在培养更广泛的美式橄榄球游戏社区。这个与美国艺电在全球足球领域的建立的存在，为增加的经常性收入打下了基础。
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