WallStSmart
EA

Electronic Arts Inc

NASDAQ: EA · COMMUNICATION SERVICES · ELECTRONIC GAMING & MULTIMEDIA

$202.37
-0.15% today

Updated 2026-04-30

Market cap
$50.72B
P/E ratio
75.62
P/S ratio
6.94x
EPS (TTM)
$2.68
Dividend yield
0.38%
52W range
$141 – $205
Volume
2.0M
OverviewPrice TargetsFinancialsValuationInsidersEarnings

Electronic Arts Inc (EA) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Price target summary

Current
$202.37
Consensus
$191.33
-5.46%
2030 Target
$509.00
+151.52%
DCF
$109.12
-85.34% MoS
18 analysts:
2 Buy14 Hold1 Sell

Management guidance

No specific CEO revenue targets disclosed in available data. Management focus is on AI integration, live-services expansion, and geographic diversification (Middle East, mobile markets). Recent Q3 FY26 showed record net bookings of $3.05B driven by Battlefield 6 launch, but no forward guidance for FY27-FY30 revenue was provided in search results.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range
Bull case (2030)
$855.12
$10.6B Rev × 20x P/S
Base case (2030)
$509.00
$10.6B Rev × 12x P/S
Bear case (2030)
$346.12
$10.6B Rev × 8x P/S

Financial forecast — research-backed

Metric2023202420252026 (E)2027 (E)2028 (E)2029 (E)2030 (E)
Revenue$7.4B$7.6B$7.5B$8.3B$8.7B$9.2B$9.8B$10.6B
Revenue growth—1.8%-1.3%11.4%4.0%6.1%7.3%7.4%
EPS—$6.93$1.68$8.98$9.52$10.15$10.98$11.85
P/S ratio———12.0x12.0x12.0x12.0x12.0x
Implied price———$407.20$407.20$447.92$468.28$509.00

Catalysts & risks

Growth catalysts
+ Battlefield 6 momentum and live-services monetization expansion
+ AI integration across game development and live-ops platforms
+ Middle East market expansion and mobile gaming initiatives
+ New title launches and franchise extensions post-buyout optimization
Key risks
- Private equity LBO leverage ($15B+ debt) constrains investment flexibility and increases financial risk
- Player engagement volatility in live-services revenue (Fortnite weakness noted in peers)
- Index removal (NASDAQ Internet Index March 2026) may reduce passive fund ownership
- Analyst downgrades trend (4 Strong Buys in Nov 2025 reduced to 2 Buys by Apr 2026)
- Macro uncertainty: software sector valuations pressured, market volatility during debt syndication

Methodology

Electronic Arts Inc's forward estimates are derived from AI-powered research synthesis combining analyst consensus from 18 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 7, 2026.