Electronic Arts Inc.
$209.700.0%YTD+2.6%1Y+30.3%
Mentions · last 7 days
180
Price updated 1m ago·X counts updated 2d ago
AI verdict & sentimentAI analysisGenerated by AI from underlying data
Today's AI verdict on what's driving $EA, plus how loud the X conversation is and which way it's leaning.
What it does
Plain-English summary of the business — what they sell and how they make money.
Industry overviewAI analysisGenerated by AI from underlying data
Where Electronic Gaming & Multimedia sits in its cycle right now — and what that implies for $EA.
Electronic Gaming & Multimedia
No material change from last week — Roblox's user safety restrictions are suppressing engagement and bookings while TTWO's weak GTA VI monetization timeline guidance depresses sector sentiment.
Top industry ETF
$HEROGlobal X Video Games & Esports ETF
-9.1%YTD
-19.0%1Y
Fundamentals & catalyst
Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.
Key ratios
P/E
48.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.ROIC
10.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.Op margin
17.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.FCF yield
3.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).P/S
6.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.ROE
16.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.Gross margin
79.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.D/E
0.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.Past earnings
QuarterReportedActualEstimateSurprise
Q2 2026Aug 3, 2026$0.20$0.78-74.2%
Q1 2026May 5, 2026$1.50$2.39-37.2%
Q4 2025Feb 3, 2026$4.82$4.72+2.1%
Q3 2025Oct 28, 2025$1.21$1.30-6.9%
Next earningsTue, Nov 3·consensus EPS $2.04
Quarterly trend
QuarterRevenueYoYGrossOpEPSFCF
Q1 FY27$2.0B+18.9%86.2%25.8%$1.58$-318.0M
Q4 FY26$2.1B+11.1%83.9%25.7%$1.85$519.0M
Q3 FY26$1.9B+1.8%73.2%7.4%$0.35$1.8B
Q2 FY26$1.8B-9.2%75.5%11.4%$0.55$87.0M
Forward consensus
FYRevenueRangeEPSRangeAnalysts
FY26$8.1B$8.0B – $8.2B$8.59$7.96 – $9.7411
FY27$8.2B$8.0B – $8.4B$8.76$8.36 – $9.4310
FY28$8.6B$7.5B – $9.6B$9.44$8.66 – $10.639
FY29$8.8B$8.1B – $9.5B$9.71$7.67 – $10.825
FY30$10.5B$9.9B – $11.3B$14.38$13.26 – $15.832
Setup & momentum
Volume, range, and moving-average position — the technical setup driving short-term moves.
Right now
Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.19.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.99%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+2.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+3.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.
Float & profile
FloatHigh float · 213.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today22.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.645-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.
Insider activity
Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
Saudi wealth fund and Jared Kushner's Affinity finalize $55 billion EA Sports dealEA DCF Analysis: Intrinsic Value $40 vs Price $210Video game maker EA bought by Saudi-led group for $55bnEA Announces Completion of Acquisition by PIF, Silver Lake, and Affinity PartnersElectronic Arts misses quarterly bookings estimates ahead of Saudi-backed buyout
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