EA

Electronic Arts Inc.

Communication ServicesElectronic Gaming & MultimediaNASDAQ

$202.15

+$1.55 (0.77%)today

Conviction

0/ 10

Fair Value$207.94

Upside+2.86%

Signal0

Market Cap$50.7B

52W Range$131.15–$204.89

Next EarningsMay 6

Price History

FAIR VALUE ANALYSISMonte Carlo · 5,000 runs · 99% valid

Fair Value$94.50

Current Price$202.01

Upside / Down-53.2%

P(Undervalued)0.0%

P(20%+ Up)0.0%

P(15%+ Down)100.0%

Fair Value Distribution — percentile bands

0.0% of simulations place fair value above current price

WHAT IS PRICED IN

Revenue-Based Reverse DCF

20.4%/yr

±6.2% · revenue growth to justify current price

FCF-Based Reverse DCF

10.2%/yr

±3.2% · FCF growth to justify current price

THE GAP

Market pricing margin expansion or capex normalization

KEY VALUE DRIVERS

Spearman correlation — what moves this valuation most

Quick Take

Electronic Arts Inc.

Trailing P/E75.9x

Forward P/E21.9x

P/S6.9x

EPS (TTM)$2.67

Analyst Target$207.94

Analyst Upside2.9%

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Bull Case

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Bear Case

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Research Feed

sec_10qMar 2

Conviction: unchanged

Q3 FY2026 10-Q: Revenue Pressure, Execution Risks, Merger Overhang

EA Q3 FY2026: Revenue stalled (+1% YoY despite Battlefield 6), live services organic decline -3% 9M, gross margin compressed 200 bps. Merger at /share creating governance vacuum. Estimated Offering Pe...