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Buy Rating Reaffirmed for Electronic Arts Due to Strong Growth and Strategic Focus on Digital Games

Buy Rating Reaffirmed for Electronic Arts Due to Strong Growth and Strategic Focus on Digital Games

DBS analyst Sachin Mittal has maintained their bullish stance on EA stock, giving a Buy rating on February 5.

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Sachin Mittal has given his Buy rating due to a combination of factors such as Electronic Arts’ position as a dominant player in the sports gaming sector and its promising financial performance. The company has seen a 14% year-over-year growth in net bookings, bolstered by the successful launch of College Football 25. Although there was a decline in EPS due to the previous year’s one-time gain, management anticipates a 3% increase in net bookings for FY3/25, aligning with market expectations.
Moreover, EA’s strategic focus on digital games and live services is expected to fuel long-term growth, with significant contributions from popular titles like EA Sports College Football 25. The transition from the FIFA brand to EA Sports FC has been well-received, showing substantial sales growth. With a robust pipeline of upcoming sports games and a significant portion of revenue coming from live services, EA’s monetization and margin improvements are forecasted to continue, justifying the Buy rating with a target price of USD 207 per share.

In another report released on February 5, TD Cowen also reiterated a Buy rating on the stock with a $160.00 price target.

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