With a market cap of $50 billion, Electronic Arts Inc. (EA) is a leading global developer, publisher, and distributor of interactive entertainment, delivering games, content, and services for consoles, PCs, and mobile devices. EA operates through divisions such as EA Studios, Maxis, and EA Mobile, offering popular franchises like The Sims, Battlefield, Apex Legends, and EA SPORTS titles.
The Redwood City, California-based company is scheduled to release its fiscal Q2 2026 results after the market closes on Tuesday, Oct. 28. Ahead of this event, analysts expect Electronic Arts to post a profit of $0.72 per share, down 55.6% from $1.62 per share in the year-ago quarter. It has surpassed Wall Street's bottom-line estimates in three of the last four quarters while missing on another occasion.
For fiscal 2026, analysts predict the video game maker to report EPS of $6.16, up over 27% from $4.85 in fiscal 2025.
EA stock has surged 39.2% over the past 52 weeks, outperforming both the S&P 500 Index's ($SPX) 16.4% gain and the Communication Services Select Sector SPDR ETF Fund's (XLC) over 27% increase over the same period.
Shares of Electronic Arts climbed 5.7% following its Q1 2026 results on Jul. 29. Adjusted earnings came in at $0.25 per share, and adjusted revenue reached $1.3 billion, surpassing expectations. Investor optimism was further supported by the successful launch of College Football 26 and anticipation for Battlefield 6, despite EA forecasting slightly lower Q2 bookings of $1.80 billion - $1.90 billion.
Overall, analysts' consensus view on EA stock is cautious, with a "Hold" rating. Out of 25 analysts covering the stock, three recommend a "Strong Buy," two have a "Moderate Buy," 19 give a "Hold" rating, and one suggests a "Strong Sell." This configuration is less bullish than three months ago, with nine analysts suggesting a "Strong Buy."
As of writing, the stock is trading above the average analyst price target of $194.95.
