HSBC has downgraded Electronic Arts Inc (EA) to a Hold rating from Buy, effective September 28, 2025. The stock is currently priced at $200.98.
This move underscores a more cautious outlook on the company's future performance, potentially reflecting concerns over competitive pressures, market conditions, or execution risks. Electronic Arts, headquartered in Redwood City, California, engages in the development, marketing, publication, and distribution of games across various platforms, including consoles, PCs, and mobile devices. With a market capitalization of $50.3 billion, the company has a trailing P/E ratio of 56.81 and an EPS of 3.43.
Analysts maintain a consensus rating of Hold on Electronic Arts, with recent performance indicating mixed results. The company is set to report its next earnings on July 27, 2026, with an estimated EPS of $0.80 and revenue of $1.5 billion. Recent earnings have shown fluctuations, with a notable surprise of -9.8% in Q2 2026, where EPS came in at $1.21 against an estimate of $1.34.
Analyst ratings and price targets serve as professional opinions based on research and financial models. They should be considered alongside various factors, including company fundamentals and industry trends, rather than as the sole basis for investment decisions. As market dynamics evolve, analyst views may shift, reflecting new information and insights.