Electronic Arts (NASDAQ:EA) Issues Q4 2025 Earnings Guidance

Electronic Arts (NASDAQ:EA) updated its fourth quarter 2025 earnings guidance on Tuesday. The company provided earnings per share guidance of 0.760-1.170 for the period, compared to the consensus earnings per share estimate of 1.440. The company issued revenue guidance of $1.4 billion-$1.6 billion, compared to the consensus revenue estimate of $1.7 billion. Electronic Arts also updated its FY 2025 guidance to 6.250-6.650 EPS.

Electronic Arts Price Performance

Shares of NASDAQ:EA traded down $1.66 during trading on Tuesday, reaching $121.25. 7,142,868 shares of the company traded hands, compared to its average volume of 4,252,824. The firm has a market capitalization of $31.80 billion, a PE ratio of 31.17, a PEG ratio of 2.50 and a beta of 0.79. Electronic Arts has a 52 week low of $115.21 and a 52 week high of $168.50. The company has a quick ratio of 1.43, a current ratio of 1.43 and a debt-to-equity ratio of 0.25. The company’s 50 day moving average is $146.84 and its two-hundred day moving average is $147.79.

Electronic Arts (NASDAQ:EA) last posted its quarterly earnings data on Tuesday, February 4th. The game software company reported $2.34 earnings per share for the quarter, missing the consensus estimate of $3.41 by ($1.07). Electronic Arts had a return on equity of 18.56% and a net margin of 14.12%. As a group, sell-side analysts predict that Electronic Arts will post 5.02 earnings per share for the current year.

Analyst Ratings Changes

Several research analysts have commented on EA shares. BNP Paribas downgraded shares of Electronic Arts from an “outperform” rating to a “neutral” rating and set a $125.00 price objective for the company. in a research report on Monday, January 27th. Oppenheimer lowered their price target on Electronic Arts from $170.00 to $165.00 and set an “outperform” rating for the company in a report on Tuesday, January 21st. UBS Group upped their price objective on Electronic Arts from $155.00 to $160.00 and gave the stock a “neutral” rating in a research report on Wednesday, October 30th. Moffett Nathanson upgraded Electronic Arts from a “neutral” rating to a “buy” rating and set a $145.00 target price on the stock in a research report on Friday. Finally, Argus increased their target price on shares of Electronic Arts from $161.00 to $183.00 and gave the stock a “buy” rating in a report on Thursday, November 7th. Twelve analysts have rated the stock with a hold rating, nine have assigned a buy rating and one has given a strong buy rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $156.38.

Insiders Place Their Bets

In related news, CEO Andrew Wilson sold 5,000 shares of Electronic Arts stock in a transaction on Tuesday, January 21st. The shares were sold at an average price of $142.68, for a total transaction of $713,400.00. Following the completion of the transaction, the chief executive officer now owns 42,615 shares of the company’s stock, valued at $6,080,308.20. This trade represents a 10.50 % decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Jacob J. Schatz sold 1,500 shares of the company’s stock in a transaction on Wednesday, January 15th. The shares were sold at an average price of $143.45, for a total transaction of $215,175.00. Following the sale, the executive vice president now directly owns 23,386 shares in the company, valued at $3,354,721.70. This trade represents a 6.03 % decrease in their position. The disclosure for this sale can be found here. In the last three months, insiders have sold 25,000 shares of company stock valued at $3,835,555. 0.22% of the stock is currently owned by company insiders.

About Electronic Arts

Electronic Arts Inc develops, markets, publishes, and distributes games, content, and services for game consoles, PCs, mobile phones, and tablets worldwide. It develops and publishes games and services across various genres, such as sports, racing, first-person shooter, action, role-playing, and simulation primarily under the Battlefield, The Sims, Apex Legends, Need for Speed, and license games from others, including FIFA, Madden NFL, UFC, and Star Wars brands.