Jefferies analyst James Heaney CFA maintains $Electronic Arts Inc (EA.US)$ with a buy rating, and maintains the target price at $175.
According to TipRanks data, the analyst has a success rate of 54.2% and a total average return of 7.5% 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 high-end of guidance, and the company has increased its fiscal 2025 outlook. Nevertheless, there is a focus on the need for more consistent execution on non-sports titles, and a comparative preference is noted for Take-Two's shares leading up to the GTA VI launch slated for Fall 2025.
Electronic Arts achieved a robust earnings outperformance and raised its projections for Q2, even as expectations were already high. This was propelled by the robust performance of its sports titles, which balanced out the less-than-anticipated results from Apex Legends. Additionally, an increase of 140% in time spent on American Football games indicates that the inclusion of College Football is likely serving to enhance rather than detract from the company's comprehensive suite of offerings.
The firm noted that 2Q results surpassed expectations, aligning with robust initial engagement and monetization of College Football. Further observations indicated that the fusion of Madden and College Football is cultivating a broader American football gaming community. This expansion, coupled with the company's dominant position in global football (soccer), is believed to pave the way 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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富瑞集团分析师James Heaney CFA维持$艺电 (EA.US)$买入评级，维持目标价175美元。
根据TipRanks数据显示，该分析师近一年总胜率为54.2%，总平均回报率为7.5%。
此外，综合报道，$艺电 (EA.US)$近期主要分析师观点如下：
Electronic Arts公布的第二财季预订量和调整后的收益超过了预期的最高水平，该公司提高了2025财年的展望。尽管如此，人们仍然关注非体育类游戏需要更稳定的执行，在定于2025年秋季发布GTA VI之前，Take-Two的股票比较偏好。
尽管预期已经很高，但Electronic Arts仍实现了强劲的盈利跑赢大盘，并上调了对第二季度的预测。这是由其体育游戏的强劲表现推动的，这平衡了Apex Legends意想不到的业绩。此外，在美式橄榄球比赛上花费的时间增加了140％，这表明加入大学橄榄球可能会增强而不是减损该公司的全面产品组合。
该公司指出，第二季度的业绩超出了预期，这与大学橄榄球的强劲初始参与度和盈利能力相吻合。进一步的观察表明，Madden和College Football的融合正在培育更广泛的美式足球游戏社区。这种扩张，加上该公司在全球足球（足球）中的主导地位，被认为为经常性收入的增加铺平了道路。
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