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Electronic Arts Inc. (EA)

NasdaqGS - NasdaqGS Real Time Price. Currency in USD
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127.40+1.50 (+1.19%)
As of 1:08PM EDT. Market open.
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  • g
    guy
    What are we to think of the way Madden 21 was received? That's pretty important for where the stock price goes, being one of EA's biggest titles. On the one hand, it's the worst reviewed Madden in history, with an aggregate score of around 65. On the other hand, sales and game session stats are up 20% Y/Y, according to EA, and Madden 20 was the most successful Madden ever. Bottom line, I think it boils down to this: Despite reviews scores and some angry fans out there lobbying the NFL, the series has the kind of track record, fan loyalty and commitment from EA to address the concerns, that it will overcome this hurdle. Long-term, it may not break the Madden 20 record, but if it even just equals it or even edges forward a bit, I think EA will be fine. At least from the Madden perspective.
  • B
    Budder
    Many college students are taking part in a full on virtual experience. Intramural and club sports included... colleges are offering intramural sports in the form of online gaming. Most popular: EA sports games such as FIFA, NBA 2K, Madden NFL, NHL, etc.

    This provides a great opportunity for EA to capitalize on this very important market. After already proving success so far during the “stay-at-home” times, I think this is just icing on the cake for EA. Awesome potential here and classic stock to hold! Future of virtual sports and online gaming organizations is here and here to stay!!
  • S
    Sniff&Rise
    EA is a screaming buy at this point, a big chunk of the Covid converted gamers will not go back to their pre covid life and e sports has found mainstream attention!
  • J
    Jon
    They should put Xi Jinping in the next game with a rating of 100.
  • F
    FED Prints Money to PUMP Stocks
    $^FTSE conversation
    US Market is DUE FOR MAJOR CORRECTION!
    VALUATIONS ARE ABSURD!
    US STOCKS WILL COLLAPSE BIG TIME!
    FINANCIAL CRISIS IS COMING!
    US Government directs the US Market Makers to Buy US Stocks via their infinite margin trading desks to PUMP the Stock prices ARTIFICIALLY!
    It is DIGITAL MONEY PRINTING!
    For the long term investors, now is the WORST time to invest in US Stocks because the Market is INSANELY OVERVALUED and OVERBOUGHT! US Stocks have a Huge room to fall, but there is upside potential anymore.
    Buyers must be careful! They might lose everything and see no recovery during the lifespan.
    US Stocks must be DOWN by 90% from their current ABSURD levels.
    Look at the US Stock Valuation Multiples!!! Check out P/S, P/B, P/E, P/CF, D/E and other Ratios.
    US Stock Market is a COMPLETE SCAM! You see how easily they are PUMPING the Stock prices on FAKE Speculations, but they don't let the stock prices to go down on TERRIBLE DATA and FACTS!
    Even BANKRUPT Boeing, Cruise and Airline stocks are getting PUMPED like crazy!
    It is all about PUMPING the US Stock prices and quick and Free Capital Gains!
    https://edition.cnn.com/2020/05/01/investing/stock-market-recession-coronavirus/index.html
    $AMD $NVDA $AMZN $AAPL $SQ $SHOP $SNAP $TWLO $CRM $ROKU $ADBE $DB $BAC $JPM $MS $GS $TWTR $TSLA $IBM $INTC $MSFT $GOOG $LMT $BA $TXN $NXPI $LRCX $NKE $DIS $EBAY $X $MA $V $S $T $F $GM $NFLX $CSCO $CAT $MMM $SBUX $TGT $WMT $ATVI $EA $TTWO $MCD $AVGO $JNJ $BIDU $BZUN $BABA $MU $AMAT $QCOM $WFC $BBBY $PFE $GE $WDC $BLK $KO $UA $ABBV $GILD $BB $ORCL $RH $KEM $IQ $GRPN $PYPL $MA $MOMO $JD $WBA $CVS $FB $W $BBY $SKX $FL $EFX $ETSY $W $UNH $SAP $GPRO $KHC $DPZ $PEP $LYFT $UBER $BYND $ZM $OLED $XOM $CVX $DAL $UAL $AAL $LUV $SAVE $AXP $SPCE $NCLH $CCL $NKLA $NIO
    The coronavirus pandemic has exposed a gaping disconnect between unprecedented economic pain on Main Street and extreme optimism on Wall Street.
    The coronavirus pandemic has exposed a gaping disconnect between unprecedented economic pain on Main Street and extreme optimism on Wall Street.
    edition.cnn.com
  • S
    Sniff&Rise
    This thing will be between 180 & 200 after the next earnings.
  • P
    Paula
    will EA ever get above $150.....what is holding back EA, is it China retaliation fears? Must break $150 to accelerate EA, not sure to what level, $180?
    I came back in after selling out too early, hoping right decision.
  • g
    guy
    As usual, my predictions for ER today:

    1. Revenue will show a healthy beat, driven by Covid-19 stay at home and based on live services, mainly FIFA, Madden, The Sims and Apex Legends, and further boosted by a weakening US dollar. I also expect that subscription services saw a nice uptick and perhaps EA will share some figures. Full game sales will probably have contributed only modestly to a revenue beat, since no new games were released this quarter and any lingering sales of Fallen Order, NFS Heat, FIFA 20 and Madden 20 were discounted. Would be interesting, though, to see if EA will share sales figures from their renewed partnership with steam.

    2. EPS will show a modest beat. Typically EPS is where EA was beating estimates hard, sometimes by orders of magnitude, however, they recently suspended their stock buyback programs and as long as these remain on-hold, major EPS beats will be harder to pull-off.

    3. Apropos stock buybacks. This will be one of the major announcements to look for. If EA renews its programs, it would go a long way in showing confidence in their continued massive free cashflow of recent years, despite Covid-19. If they opt out, or postpone their decision, that could be a yellow flag. Another option is for them to replace stock buybacks with dividends, but as this would be a major policy change, it’s highly unlikely.

    4. Mobile will finally get some attention this ER. For years, mobile has been the black sheep at EA, barely mentioned nor discussed and certainly nothing be proud of, with stagnating revenues and barely any new content. However, with Apex Mobile all but confirmed, and a newly-hired mobile division SVP, it seems EA may finally be getting serious about its mobile business. Very interesting to hear of any future plans, especially in acquisitions.

    5. New title announcements? Obviously, EA revealed quite a few titles at EA Play, and then followed-up with UFC 4, still I have a feeling they’re not done and there may be additional reveals coming this fiscal, though perhaps not this ER.

    6. Future guidance. As usual, this is what the post-ER stock price action will reflect. While a Q1 beat could drive a nice AH rally, it could soon flatten-out or worse, if future guidance fails to excite. EA rarely raises full-year guidance this early in the year, but they’re very likely to now, especially since their CFO literally spelled this out during EA Play. But, by how much? With the stock hanging close to its 52 week high and only 10% from its all-time high, it may take more than a slight guidance increase to reach new highs. I’d like to see revenue raised by at least 2%-3% or around $100M-$200M, but knowing how conservative EA management is, I think it’s more likely they’ll raise by 1% or less. If that happens, a post-ER rally may be tricky to sustain.
  • P
    Paula
    Based on this article it makes no sense EA is down today! I have sold out already but if this drops I may come back in, if this article holds to be true. Under $135 could e enticing enough to get back. Does anyone have an opinion or agreement with the below article.

    https://finance.yahoo.com/news/buy-electronic-arts-ea-stock-164148211.html
  • g
    guy
    Amazing to see how some people never learn. Again we see, as we did over the last few quarters: Great ER beat, healthy guidance raise, analyst PT boosts... and people selling their shares. And in a couple of weeks, after the stock gains 10%-15%, just like last time and the time before that, they will regret it... until the next time. Some people really never learn.
  • m
    marhetbar
    What happens if NFL Drops EA for their games? Anyone else see how terrible the new Madden is? Its trending on Twitter for terrible reasons. It has the lowest metacritic score in history.

    EA was so lazy they never updated many graphics from 2019 to 2020. Even new players had an old jersey on. Crazy.

    https://www.metacritic.com/game/playstation-4/madden-nfl-21
    Madden NFL 21 for PlayStation 4 game reviews & Metacritic score: Innovative new gameplay mechanics in Madden NFL 21 deliver advanced levels of control and inspire creativity. Get crafty with the all-new Skill Stick that allow...
    Madden NFL 21 for PlayStation 4 game reviews & Metacritic score: Innovative new gameplay mechanics in Madden NFL 21 deliver advanced levels of control and inspire creativity. Get crafty with the all-new Skill Stick that allow...
    www.metacritic.com
  • U
    US DOT-COM BUBBLE 2020
    $AAPL conversation
    MAJOR CORRECTION IS IMMINENT!
    AVOID US STOCKS IN THIS MEGA BUBBLE!
    US STOCKS WILL COLLAPSE BIG TIME!
    FINANCIAL CRISIS IS COMING!
    US Government directs the US Market Makers to Buy US Stocks via their infinite margin trading desks to PUMP the Stock prices ARTIFICIALLY!
    It is DIGITAL MONEY PRINTING!
    For the long term investors, now is the WORST time to invest in US Stocks because the Market is INSANELY OVERVALUED and OVERBOUGHT! US Stocks have a Huge room to fall, but there is upside potential anymore.
    Buyers must be careful! They might lose everything and see no recovery during the lifespan.
    US Stocks must be DOWN by 90% from their current ABSURD levels.
    Look at the US Stock Valuation Multiples!!! Check out P/S, P/B, P/E, P/CF, D/E and other Ratios.
    US Stock Market is a COMPLETE SCAM! You see how easily they are PUMPING the Stock prices on FAKE Speculations, but they don't let the stock prices to go down on TERRIBLE DATA and FACTS!
    Even BANKRUPT Boeing, Cruise and Airline stocks are getting PUMPED like crazy!
    It is all about PUMPING the US Stock prices and quick and Free Capital Gains!
    https://edition.cnn.com/2020/05/01/investing/stock-market-recession-coronavirus/index.html
    $AMD $NVDA $AMZN $AAPL $SQ $SHOP $SNAP $TWLO $CRM $ROKU $ADBE $DB $BAC $JPM $MS $GS $TWTR $TSLA $IBM $INTC $MSFT $GOOG $LMT $BA $TXN $NXPI $LRCX $NKE $DIS $EBAY $X $MA $V $S $T $F $GM $NFLX $CSCO $CAT $MMM $SBUX $TGT $WMT $ATVI $EA $TTWO $MCD $AVGO $JNJ $BIDU $BZUN $BABA $MU $AMAT $QCOM $WFC $BBBY $PFE $GE $WDC $BLK $KO $UA $ABBV $GILD $BB $ORCL $RH $KEM $IQ $GRPN $PYPL $MA $MOMO $JD $WBA $CVS $FB $W $BBY $SKX $FL $EFX $ETSY $W $UNH $SAP $GPRO $KHC $DPZ $PEP $LYFT $UBER $BYND $ZM $OLED $XOM $CVX $DAL $UAL $AAL $LUV $SAVE $AXP $SPCE $NCLH $CCL $NKLA $NIO
    The coronavirus pandemic has exposed a gaping disconnect between unprecedented economic pain on Main Street and extreme optimism on Wall Street.
    The coronavirus pandemic has exposed a gaping disconnect between unprecedented economic pain on Main Street and extreme optimism on Wall Street.
    edition.cnn.com
  • g
    guy
    Now that all 3 major US game publishers held ER, we can do some quick analysis. All reported strong performance last quarter, substantially beating estimates, and raising annual guidance. The most impressive was TTWO, followed by EA and then ATVI, a bit behind. Not that ATVI did badly, but it didn't quite match the same strength in metrics. My guess is that ATVI, which relies heavily on just a handful of franchises, can only squeeze so much revenue out of them, even if some are huge hits. Also, with the exception of mobile, their games target a very specific demographic of the action shooter and fantasy fan, which, in the end, is a limited pool. TTWO and EA have a more diversified portfolio and attract players of different backgrounds and tastes. Regardless, all 3 publishers should post strong gains in the coming 6-12 months and IMO, any investor putting some money down on any of these stocks will very likely be pleased in the short to mid-term.
  • g
    guy
    Well, A $239M revenue beat in Q1 and a $100 guidance raise for FY21. If this doesn't drive the price up to $150, at lesst in the short-term, I don't know what will. The one thing that stands out, which could be either positive or negative, is that guidance for net income for the year is down $106M. On the negarive side it could be unforseen expenses, but could also be R&D for a new title/project or some other interesting investment.
  • j
    jakub
    EA’s Madden and UFC best selling games in August - NPD
  • g
    guy
    Listening to the ER call, one thing really stands out for me: CFO/COO Blake Jorgensen is absolutley overshadowing CEO Andrew Wilson and speaks so much more to the point. He inspires confidence and a feeling that he knows what he's talking about. When Andrew speaks it often sounds bland, evasive and corporate to me, and I find I don't learn much nor get a sense of where things stand.
  • S
    Sektor
    kndi flew 7 to 17 in 1 day just recently, came from 40's, could go 80's to 120's. market cap so low

    nvta reports after bell, it popped 16 points in 1 day last time, best of breed dna sequenceing
    Sektor
  • M
    Mark
    Should expect a huge beat based on more people staying in and playing games. Higher in AH ... should be easy money in this market.
  • C
    Charles
    Very slept on at this valuation when compared with ATVI and TTWO for video game industry exposure. Looking like a strong add at the moment!
  • g
    guy
    Brutal day all-around yesterday. Today could see more of the same. I have faith, though, that gaming will soon recover.