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）報告財政Q2的營業額和調整後的盈利超出了其指導範圍的最高端，並提高了其2025財年的預測。然而，分析師表示需要在非體育類遊戲上提供更一致的表現，並表達了對Take-Two（TTWO）的偏好，因爲《俠盜獵車手VI》將於2025年秋季推出。
在預期較高的情況下，該公司在Q2實現了強勁的盈利表現和盈利預期的提升，這一成績得益於體育遊戲的表現，彌補了《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，大學橄欖球的推出很可能會爲整體產品組合增加價值，而不是減少價值。
該公司表示，美國藝電第二季度的業績超出了預期，與大學橄欖球的強勁初步參與和盈利情況相吻合。《馬登》和《大學橄欖球》的成功組合似乎正在培育更廣泛的美式橄欖球遊戲社區。這與美國藝電在全球足球領域的建立存在的基礎，均表明了增加重複收入的基礎。
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