Hold Rating Maintained for EA Amid Conservative Guidance and Modest Upside Potential

In a report released yesterday, Jason Bazinet from Citi maintained a Hold rating on Electronic Arts, with a price target of $173.00.

Jason Bazinet has given his Hold rating due to a combination of factors surrounding Electronic Arts’ upcoming release of Battlefield 6. The anticipated launch on October 10, 2025, is expected to positively impact EA’s stock, as the game could perform as well as or better than previous titles in the series. Bazinet’s analysis suggests that while there is potential for unit sales to surpass expectations, the company’s guidance remains conservative.
Despite the potential for a positive market reaction, the expected share price return is modest at 2.8%. This indicates that while there is some upside, it may not be significant enough to warrant a more aggressive rating. As a result, Bazinet maintains a Hold rating, suggesting that investors should consider other factors and remain cautious in their decision-making process.

EA’s price has also changed moderately for the past six months – from $144.500 to $168.320, which is a 16.48% increase.