EA Chart — Next Bullish Trade

EA Electronic Arts Inc. NMS

$203.27 +0.22 (+0.11%)

Neutral · +0.98σ Grade C

Price chart

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Financial overlay · last 12 quarters

Quarter	Revenue	Net income	Op income	FCF	Net margin	Op margin
2026-03-31	$2.1B	$0.5B	$0.6B	$0.5B	21.7%	26.6%
2025-12-31	$1.9B	$0.1B	$0.1B	$1.8B	4.6%	6.7%
2025-09-30	$1.8B	$0.1B	$0.2B	$0.1B	7.4%	10.9%
2025-06-30	$1.7B	$0.2B	$0.3B	$-0.1B	12.0%	16.2%
2025-03-31	$1.9B	$0.3B	$0.4B	$0.5B	13.4%	21.0%
2024-12-31	$nanB	$nanB	$nanB	$nanB	nan%	nan%
2024-09-30	$nanB	$nanB	$nanB	—	nan%	nan%

Earnings replay · last 20 reports

Date	EPS actual	EPS est	Surprise
2026-05-05	1.81	1.30	+39.6%
2026-02-03	4.82	4.80	+0.6%
2025-10-28	1.21	1.30	-7.0%
2025-07-29	0.25	0.13	+97.5%
2025-05-06	1.58	1.08	+45.9%
2025-02-04	2.83	3.08	-8.0%
2024-10-29	1.11	0.89	+24.9%
2024-07-30	0.52	0.42	+24.8%
2024-05-07	1.18	1.52	-21.8%
2024-01-30	2.78	2.93	-5.2%
2023-11-01	1.83	1.26	+45.3%
2023-08-01	1.01	1.02	-0.5%
2023-05-09	1.78	1.31	+35.2%
2023-01-31	2.50	3.05	-18.1%
2022-11-01	1.07	1.00	+7.2%
2022-08-02	0.41	0.28	+45.0%
2022-05-10	1.46	1.43	+2.4%
2022-02-01	0.23	0.05	+369.1%
2021-11-03	1.73	1.15	+50.4%
2021-08-04	0.64	0.64	+0.7%

Earnings markers are overlaid on the price chart above. Transcript summaries require PERPLEXITY_API_KEY (deferred to a follow-up).

Peer comparison · Communication Services

Ticker ⇅	Mkt cap ⇅	P/E ⇅	Fwd P/E ⇅	P/S ⇅	EV/EBITDA ⇅	P/B ⇅	Gross M ⇅	Rev gr ⇅	EPS gr ⇅	FCF yld ⇅
EA ★	$51B	57.7	21.2	6.8	33.6	7.5	79.0%	11.9%	85.3%	4.35%
GOOGL	$4,386B	27.5	24.8	10.4	26.8	9.1	60.4%	21.8%	82.0%	0.64%
META	$1,439B	20.6	15.6	6.7	13.2	5.9	81.9%	33.1%	62.4%	1.78%
NFLX	$338B	25.9	20.9	7.2	24.0	10.9	49.0%	16.2%	86.4%	7.68%
DIS	$174B	16.0	13.3	1.8	11.3	1.6	37.2%	6.5%	-29.8%	2.16%
T	$164B	7.8	9.3	1.3	7.4	1.5	59.4%	2.9%	-11.3%	5.40%
VZ	$201B	11.7	9.1	1.4	7.7	1.9	58.9%	2.9%	4.3%	9.76%
TMUS	$205B	20.1	13.5	2.3	9.5	3.7	63.3%	10.6%	-12.0%	5.45%

Auto-seeded from sector. Click any ticker to switch.

Ownership

Top institutional holders

Top-10 concentration: 50.19%

Holder	Shares	% out
Blackrock Inc.	25,102,510	10.01%
Public Investment Fund	24,807,932	9.89%
Vanguard Capital Management LLC	15,478,804	6.17%
State Street Corporation	14,143,686	5.64%
Pentwater Capital Management Lp	12,807,500	5.11%
Vanguard Portfolio Management LLC	11,107,312	4.43%
Geode Capital Management, LLC	7,522,237	3.00%
UBS Group AG	6,426,839	2.56%
Millennium Management Llc	4,275,528	1.71%
Ninety One UK Ltd	4,175,633	1.67%

Insider activity · 90d

0 buys / 3 sells · ratio 0.0 · Finnhub

Kelly Eric Charles SELL 8,739 @ $200.83
Wilson Andrew SELL 85,974 @ $201.66
Canfield Stuart M 0
Canfield Stuart SELL 25,991 @ $201.36
Canfield Stuart F 27,491 @ $201.70
Canfield Stuart M 42,572
Kelly Eric Charles M 0
Kelly Eric Charles F 11,739 @ $201.70
Kelly Eric Charles M 12,499
Singh Vijayanthimala M 0

Analyst estimates

Finnhub

Low

$160.0

Mean

$202.8

High

$210.0

Analysts

Recommendation distribution · period 2026-06-01

Revision trend (2026-03-01 → 2026-06-01): net 10 → 9 -1 (net = strong_buy+buy − sell−strong_sell)

SEC filings

Form	Filed	Description	Action
4	2026-05-29	PRIMARY DOCUMENT	view ·
4	2026-05-22	PRIMARY DOCUMENT	view ·
4	2026-05-22	PRIMARY DOCUMENT	view ·
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4	2026-05-20	PRIMARY DOCUMENT	view ·
4	2026-05-19	PRIMARY DOCUMENT	view ·
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4	2026-05-19	PRIMARY DOCUMENT	view ·
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4	2026-05-19	PRIMARY DOCUMENT	view ·
4	2026-05-18	PRIMARY DOCUMENT	view ·
4	2026-05-18	PRIMARY DOCUMENT	view ·
4	2026-05-18	PRIMARY DOCUMENT	view ·
10-K	2026-05-11	10-K	view ·
8-K	2026-05-05	8-K	view ·
4	2026-05-04	PRIMARY DOCUMENT	view ·
4	2026-05-04	PRIMARY DOCUMENT	view ·
4	2026-04-15	PRIMARY DOCUMENT	view ·
4	2026-04-15	PRIMARY DOCUMENT	view ·
4	2026-04-15	PRIMARY DOCUMENT	view ·
4	2026-03-17	PRIMARY DOCUMENT	view ·
4	2026-03-17	PRIMARY DOCUMENT	view ·
4	2026-03-17	PRIMARY DOCUMENT	view ·
4	2026-02-18	PRIMARY DOCUMENT	view ·
4	2026-02-18	PRIMARY DOCUMENT	view ·
4	2026-02-18	PRIMARY DOCUMENT	view ·
4	2026-02-18	PRIMARY DOCUMENT	view ·
4	2026-02-18	PRIMARY DOCUMENT	view ·
4	2026-02-18	PRIMARY DOCUMENT	view ·
8-K	2026-02-10	8-K	view ·
4	2026-02-04	PRIMARY DOCUMENT	view ·
4	2026-02-04	PRIMARY DOCUMENT	view ·
10-Q	2026-02-03	10-Q	view ·
8-K	2026-02-03	8-K	view ·
4	2026-01-16	PRIMARY DOCUMENT	view ·
4	2026-01-16	PRIMARY DOCUMENT	view ·
4	2026-01-16	PRIMARY DOCUMENT	view ·
8-K	2026-01-06	8-K	view ·
4	2025-12-29	PRIMARY DOCUMENT	view ·
8-K	2025-12-23	8-K	view ·
4	2025-12-22	PRIMARY DOCUMENT	view ·
4	2025-12-16	PRIMARY DOCUMENT	view ·
4	2025-12-16	PRIMARY DOCUMENT	view ·
4	2025-12-16	PRIMARY DOCUMENT	view ·
8-K	2025-12-15	8-K	view ·
4	2025-11-25	PRIMARY DOCUMENT	view ·
4	2025-11-21	PRIMARY DOCUMENT	view ·
4	2025-11-19	PRIMARY DOCUMENT	view ·
4	2025-11-19	PRIMARY DOCUMENT	view ·
4	2025-11-19	PRIMARY DOCUMENT	view ·

About

Electronic Arts Inc. develops, markets, publishes, and delivers games, content, and services for game consoles, PCs, and mobile phones worldwide. It develops and publishes games and experiences across diverse genres, such as sports, racing, first-person shooter, action, role-playing, and simulation; and live services offerings, including extra content and subscription offerings through its global football and American football franchises, such as EA SPORTS College Football and EA SPORTS Madden NFL, as well as based on its IP comprising The Sims, Apex Legends, and Battlefield. The company markets and sells its games and services through digital distribution and retail channels; and directly to mass market retailers, specialty stores, and distribution arrangements. Electronic Arts Inc. was incorporated in 1982 and is headquartered in Redwood City, California.