Electronic Arts (EA)
NASDAQCommunication ServicesElectronic Gaming & MultimediaSnapshot 2026-09-04
$209.700.00%
Close 2026-08-10 · 1-day change
NASDAQCommunication ServicesElectronic Gaming & MultimediaSnapshot 2026-09-04
Research Workspace
Put EA beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Primary pillar broken — Growth in EA SPORTS FC and Apex Legends franchises: Q3 FY26 rev +1.0% vs 5.0% target.
View ThesisRanks among the strongest in its industry on quality — around the top 22%.
View QualityManagement screens strong on capital allocation, margins, market reaction to earnings.
View ManagementExpectations look high — the market is pricing in about 201% growth a year, above the roughly 6% analysts expect, leaving little room for error.
View ValuationModerate volatility — typically moves about 0% a day.
View RiskEA's growth in the EA SPORTS FC and Apex Legends franchises must continue to justify the price. Recent revenue growth of 1.0% in Q3 FY26 fell short of the 5.0% target. The stock trades at 6.8× price-to-sales, significantly above the 1.3× peer median, indicating high expectations. The market is pricing in more growth than forecast, suggesting expectations look full. A specific risk is the elevated 65% probability of a miss in the next quarter. Peer multiples imply a price about 5% below where it trades. This read is provisional.
Trailing returns as of 2026-08-10. EA is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 18 analysts currently covering EA (as of Aug 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
Continue this research
Compare EA with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| EA Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 0 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Interactive Home Entertainment — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put EA next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Drive growth in EA SPORTS FC and Apex Legends
Strengthens EA SPORTS FC's position in live-services football.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-08-10. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Increase net bookings through franchise momentum
Bundesliga deal enhances franchise momentum and net bookings.
Threatens: Drive growth in EA SPORTS FC and Apex Legends
Layoffs could hinder growth in EA SPORTS FC and Apex Legends.
Acquisition enhances resources for franchise momentum and growth.
Advances: Increase net bookings through franchise momentum
Earnings beat supports franchise momentum and net bookings growth.
Significant buyout enhances capital and growth potential.
Threatens: Increase net bookings through franchise momentum
Missed bookings estimates could hinder growth objectives.
Major acquisition enhances growth potential and franchise momentum.
