Baird analyst Colin Sebastian maintains $Electronic Arts Inc (EA.US)$ with a buy rating, and adjusts the target price from $170 to $175.
According to TipRanks data, the analyst has a success rate of 57.8% and a total average return of 14.0% 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 delivered fiscal Q2 bookings and adjusted earnings that surpassed the high end of their guidance and increased their fiscal 2025 projections. Nevertheless, the call for more consistent performance in non-sports titles is evident, with an inclination towards Take-Two shares as the Grand Theft Auto VI release approaches in Fall 2025.
Electronic Arts reported a robust earnings surpass in the second quarter, even with high expectations, due to the strong performance of their sports games, which made up for the less than expected results from Apex Legends. Additionally, the company pointed out a 140% increase in hours played across its American Football games, indicating that the introduction of College Football is likely to enhance rather than detract from its broad game portfolio.
The firm indicated that second quarter outcomes surpassed expectations, aligning with the robust initial engagement and monetization of College Football. The effective merging of Madden and CFB is cultivating a broader community of American football gamers. Combined with the company's dominant position in global football (soccer), this is believed to lay the groundwork for increased recurring revenues.
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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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贝雅分析师Colin Sebastian维持$艺电 (EA.US)$买入评级，并将目标价从170美元上调至175美元。
根据TipRanks数据显示，该分析师近一年总胜率为57.8%，总平均回报率为14.0%。
此外，综合报道，$艺电 (EA.US)$近期主要分析师观点如下：
艺电公布了财政第二季度的预订额和调整后的收益超过了他们指导的最高水平，并提高了他们2025财年的预测。然而，对于非体育游戏需要更加一致表现的呼声显而易见，在《侠盗猎车手VI》于2025年秋季推出之际，对Take-Two股票的偏好也越发明显。
艺电报告显示在第二季度实现了强劲的盈利超额，即使在高预期下也如此，这要归功于他们体育游戏的出色表现，弥补了《Apex Legends》成绩低于预期的情况。此外，该公司指出其美式橄榄球游戏的游戏时间增长了140%，表明《大学橄榄球》的推出很可能会提升而非削弱其广泛的游戏组合。
该公司表示第二季度的业绩超出预期，与《大学橄榄球》的强劲初期参与度和货币化相一致。《麦登》和《大学橄榄球》的有效融合正在培育更广泛的美式橄榄球玩家社区。再加上该公司在全球足球领域的主导地位，据信这将奠定增加循环收入的基础。
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