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Electronic Arts initiated with an Equal Weight at Wells Fargo

Wells Fargo analyst Alec Brondolo initiated coverage of Electronic Arts (EA) with an Equal Weight rating and $168 price target The firm sees near-term catalysts for EA in the Battlefield launch in fiscal Q3 of 2026 and the World Cup in fiscal Q1 of 2027. However, consensus estimates already appreciate the World Cup benefit in fiscal 2027, the analyst tells investors in a research note. Wells’ estimates for EA are inline with the consensus.

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