NASDAQCommunication ServicesElectronic Gaming & MultimediaSnapshot 2026-07-07
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Track EA free→Warn: Management is running behind on a stated commitment.
Electronic Arts grows net bookings 9% yearly to a record $8 billion. Key franchises like Battlefield and Apex Legends drive this growth. The company keeps paying a steady $0.19 dividend per share. New revenue streams from advertising and UFC 6 support future momentum.
Earnings have missed estimates recently, with a 23% EPS miss in the last quarter. Regulatory hurdles and bond rating withdrawal raise financial risks. Growth in key franchises is mixed and may slow, pressuring revenue and profit.
The price is about 7% above our fair value near $192, with analysts expecting roughly 9% revenue growth. Our view aligns with this but we see risks from earnings misses and regulatory challenges.
Breaks if: Dividend payout falls below $0.19 per share
Continue to maintain a consistent dividend payout of $0.19 per share.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Stated in 2 of last 2 quarters. Cash dividend paid was $48 million in 2026-Q1, maintaining the consistent payout of $0.19 per share. The company is delivering on its commitment to maintain the dividend payout.
“EA has declared a quarterly cash dividend of $0.19 per share of the Company’s common stock.”
“EA has declared a quarterly cash dividend of $0.19 per share of the Company’s common stock.”
Breaks if: Franchise growth falls below mid-single digits next year
Focus on driving growth in EA SPORTS FC and Apex Legends through innovative features and increased engagement.
Stated in 2 of last 2 quarters. Apex Legends net bookings finished up double digits year-over-year, and EA SPORTS FC net bookings increased high single digits in Q3. The focus on these franchises is showing growth, though specific dollar milestones are not detailed.
“Apex Legends delivered its strongest net bookings quarter of the fiscal year in Q4 reflecting continued momentum.”
“Apex Legends momentum continued in Q3 with net bookings up double-digits year-over-year.”
Breaks if: Net bookings growth falls below 7% YoY next year
Focus on driving net bookings growth by leveraging franchise momentum, particularly in Battlefield, EA SPORTS FC, and Apex Legends.
Stated in 2 of last 2 quarters. Net bookings were a record $8.026 billion in FY26, up 9% year-over-year. The focus on franchise momentum, particularly in Battlefield, EA SPORTS FC, and Apex Legends, is delivering results.
“CEO: 'We delivered a record FY26, highlighted by the incredibly successful launch of our iconic Battlefield franchise.'”
“Net bookings for the quarter totaled $3.046 billion, up 38% year-over-year.”
Breaks if: Acquisition blocked or significantly delayed by regulators
