Analyst Mike Hickey from Benchmark Co. reiterated a Buy rating on Electronic Arts (EA – Research Report) and increased the price target to $160.00 from $140.00.
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Mike Hickey has given his Buy rating due to a combination of factors that position Electronic Arts (EA) favorably in the market. One significant factor is the potential delay of Grand Theft Auto VI, which could shift its release to early 2026. This delay would allow EA’s Battlefield series to capitalize on the Q4 2025 holiday season without direct competition from Rockstar, enhancing its market visibility and sales potential.
Additionally, EA’s innovative ‘Battlefield Labs’ strategy, which integrates community feedback into game development, is expected to generate early interest and improve game quality. This approach, combined with the absence of a major competitor like GTA VI, could position Battlefield as a standout title during the holiday season. Furthermore, Hickey’s valuation model estimates a favorable future earnings per share for EA, justifying the increased price target and supporting the Buy recommendation.