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Buy Rating Reaffirmed for Electronic Arts Due to Strong Growth and Strategic Focus on Digital Games
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Buy Rating Reaffirmed for Electronic Arts Due to Strong Growth and Strategic Focus on Digital Games

DBS analyst Sachin Mittal has maintained their bullish stance on EA stock, giving a Buy rating on February 5.

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Sachin Mittal has given his Buy rating due to a combination of factors such as Electronic Arts’ position as a dominant player in the sports gaming sector and its promising financial performance. The company has seen a 14% year-over-year growth in net bookings, bolstered by the successful launch of College Football 25. Although there was a decline in EPS due to the previous year’s one-time gain, management anticipates a 3% increase in net bookings for FY3/25, aligning with market expectations.
Moreover, EA’s strategic focus on digital games and live services is expected to fuel long-term growth, with significant contributions from popular titles like EA Sports College Football 25. The transition from the FIFA brand to EA Sports FC has been well-received, showing substantial sales growth. With a robust pipeline of upcoming sports games and a significant portion of revenue coming from live services, EA’s monetization and margin improvements are forecasted to continue, justifying the Buy rating with a target price of USD 207 per share.

In another report released on February 5, TD Cowen also reiterated a Buy rating on the stock with a $160.00 price target.