Reading the tape
NASDAQ: EA
Electronic Arts Inc.
Communication Services · Electronic Gaming & Multimedia
Market Cap
$50.53B
52w High
$204.89
52w Low
$141.19
P/E
74.24
Volume
197.20K
Outstanding Shares
250.25M
Price vs Fundamentals
Why The Stock Is Moving
Mixed / unclearLow confidence
Note: The most recent financial data is over 3 months old. Metrics shown may not reflect the latest reporting period.
1Y Price: 30.43%Revenue (TTM): -0.35%FCF (TTM): 21.51%P/FCF: 62nd pct
What changed
The stock rose 30.43% over the last year. Revenue declined 0.35% over the trailing twelve months. Operating margin moved from 18.5% to 13.88%. Free cash flow grew 21.51% over the trailing twelve months.
What the market seems to be pricing
The stock has moved higher with no clear directional signal from operating metrics. The operating data does not yet tell a clear story — the move may reflect sentiment, sector rotation, or macro factors rather than company-specific earnings power.
What would invalidate this read
Operating margin currently stands at 13.88%. A decisive move in revenue — currently down 0.35% — would be the clearest signal to resolve the ambiguity.
Company profile
Electronic Arts Inc. develops, markets, publishes, and distributes games, content, and services for game consoles, PCs, mobile phones, and tablets worldwide.
CEOAndrew Wilson
SectorCommunication Services
IndustryElectronic Gaming & Multimedia
Employees13,700
IPO dateSep 20, 1989
Valuation
Forward P/E—
EV/EBITDA18.79
Enterprise value$37.95B
Stock splits
Nov 18, 2003↑ Forward
Every 1 shares became 2
Sep 11, 2000↑ Forward
Every 1 shares became 2
Feb 22, 1993↑ Forward
Every 1 shares became 2
Mar 27, 1992↑ Forward
Every 1 shares became 2
Profitability & growth
Revenue growth1.75%
Gross margin77.99%▲2.50%vs FY2024
Operating margin13.88%▲1.46%vs FY2024
ROE17.55%▲3.60%vs FY2024
Analyst consensus
RatingHold
Target price$172.65▼14.50%
30
Buy
36
Hold
0
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
May 5, 2026
Q2 FY26 · EPS est $2.39 · Revenue est $1.98B
View
Dividends
$0.76/shareQuarterly4yr growth streakSafeEA pays a dividend with a 0.38% dividend yield, 4 consecutive years of growth, covered 9.3× by free cash flow.
Dividend Yield
0.38%
Annual Div / Share
$0.76
3yr CAGR
+0%
Payout Ratio
28.09%
Safe
Dividend Growth Rate
3yr CAGR
+0%
Dividend Safety
10/10Safe
Dividend History
Annualized dividend cycles per share
YearAnnual DivYoY
2025$0.76+0.0%
2024$0.76+0.0%
2023$0.76+0.0%
2022$0.76+11.8%
2021$0.68—
Income Projection
Invest
$
Growth rate:
Reinvest dividends
Today
$4/yr
$0/mo
In 5 yrs
$4/yr
$0/mo
In 10 yrs
$4/yr
$0/mo
| Today | In 5 yrs | In 10 yrs |
|---|---|---|
$4/yr $0/mo | $4/yr $0/mo | $4/yr $0/mo |
Analysis
Dividend Strengths
Well-covered by free cash flow
The dividend is covered 9.3× by free cash flow, indicating the company generates sufficient cash to sustain and potentially grow the payout without straining its finances.
Risks to Watch
No strong risk signal stands out from the latest period pair.