Jefferies has downgraded Electronic Arts Inc (EA) to Hold from Buy as of September 29, 2025. The current stock price stands at $200.98.
This downgrade indicates increased caution regarding the company's outlook, potentially reflecting concerns about competitive pressures, market conditions, or execution risks that could affect performance.
Electronic Arts, headquartered in Redwood City, California, employs approximately 14,500 full-time staff and operates in the media industry. The firm develops and distributes games across various platforms, including consoles, PCs, and mobile devices. Notable titles in its portfolio include EA SPORTS FC, Battlefield, Apex Legends, and The Sims.
As of November 20, 2025, Electronic Arts has a market capitalization of $50.3 billion, a P/E ratio of 56.81, and an EPS of 3.43. The company has a dividend yield of 37.7% and will report its next earnings on July 27, 2026, with an estimated EPS of $0.80 and revenue of $1.5 billion.
Analyst consensus shows 5 Strong Buy, 6 Buy, 21 Hold, 1 Sell, and 1 Strong Sell ratings, totaling 34 analysts. The consensus rating remains Hold. Recent analyst actions include Baird's downgrade to Neutral and BMO Capital's maintenance of Market Perform, both on September 30, 2025.