Roth Capital Forecasts Lower Earnings for Electronic Arts

Key Points

• Roth Capital has reduced its Q2 2026 earnings per share (EPS) estimate for Electronic Arts from $1.67 to $0.76, maintaining a "Buy" rating with a target price of $185.00.
• Multiple analysts have adjusted their target prices for Electronic Arts, with Oppenheimer increasing theirs from $170.00 to $185.00 and Wells Fargo setting a price target of $168.00.
• Electronic Arts has announced a quarterly dividend of $0.19 per share, which will be paid on September 17th, with the ex-dividend date set for August 27th.

Electronic Arts Inc. (NASDAQ:EA - Free Report) - Analysts at Roth Capital dropped their Q2 2026 earnings per share (EPS) estimates for shares of Electronic Arts in a research note issued to investors on Wednesday, July 30th. Roth Capital analyst E. Handler now expects that the game software company will post earnings per share of $0.76 for the quarter, down from their prior forecast of $1.67. Roth Capital has a "Buy" rating and a $185.00 price target on the stock. The consensus estimate for Electronic Arts' current full-year earnings is $4.71 per share. Roth Capital also issued estimates for Electronic Arts' Q4 2026 earnings at $1.75 EPS, FY2026 earnings at $6.30 EPS and FY2027 earnings at $7.32 EPS.

Several other equities analysts have also commented on the stock. Hsbc Global Res upgraded shares of Electronic Arts from a "hold" rating to a "strong-buy" rating in a research note on Wednesday, May 7th. Argus set a $170.00 price target on Electronic Arts in a research note on Friday, May 16th. Benchmark raised their price target on Electronic Arts from $160.00 to $180.00 and gave the stock a "buy" rating in a research note on Wednesday, May 7th. Morgan Stanley raised their price target on Electronic Arts from $135.00 to $148.00 and gave the stock an "equal weight" rating in a research note on Wednesday, May 7th. Finally, Wedbush reaffirmed an "outperform" rating and set a $210.00 price objective on shares of Electronic Arts in a research note on Tuesday, July 22nd. Sixteen research analysts have rated the stock with a hold rating, eleven have assigned a buy rating and one has assigned a strong buy rating to the company. Based on data from MarketBeat.com, Electronic Arts currently has a consensus rating of "Hold" and an average price target of $165.32.

Electronic Arts Stock Up 0.8%

Shares of EA traded up $1.22 during mid-day trading on Monday, hitting $160.99. 2,933,228 shares of the company's stock were exchanged, compared to its average volume of 2,749,251. The stock's 50-day moving average is $151.68 and its 200-day moving average is $143.39. The company has a debt-to-equity ratio of 0.24, a quick ratio of 0.95 and a current ratio of 0.84. Electronic Arts has a fifty-two week low of $115.21 and a fifty-two week high of $168.50. The company has a market cap of $40.28 billion, a price-to-earnings ratio of 40.35, a P/E/G ratio of 2.06 and a beta of 0.72.

Electronic Arts Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, September 17th. Shareholders of record on Wednesday, August 27th will be paid a $0.19 dividend. This represents a $0.76 annualized dividend and a yield of 0.5%. The ex-dividend date of this dividend is Wednesday, August 27th. Electronic Arts's payout ratio is 19.05%.

Insider Transactions at Electronic Arts

In other Electronic Arts news, CEO Andrew Wilson sold 5,000 shares of the company's stock in a transaction dated Monday, July 21st. The shares were sold at an average price of $152.21, for a total value of $761,050.00. Following the completion of the sale, the chief executive officer directly owned 57,393 shares of the company's stock, valued at approximately $8,735,788.53. This represents a 8.01% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, insider Laura Miele sold 2,500 shares of the business's stock in a transaction dated Friday, August 1st. The shares were sold at an average price of $155.49, for a total transaction of $388,725.00. Following the completion of the transaction, the insider owned 58,092 shares in the company, valued at approximately $9,032,725.08. The trade was a 4.13% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last quarter, insiders sold 33,229 shares of company stock valued at $5,066,049. 0.24% of the stock is owned by insiders.

Institutional Trading of Electronic Arts

A number of institutional investors have recently modified their holdings of EA. Salomon & Ludwin LLC increased its position in Electronic Arts by 70.1% in the second quarter. Salomon & Ludwin LLC now owns 165 shares of the game software company's stock worth $26,000 after purchasing an additional 68 shares during the last quarter. MassMutual Private Wealth & Trust FSB increased its position in Electronic Arts by 3.7% in the second quarter. MassMutual Private Wealth & Trust FSB now owns 2,023 shares of the game software company's stock worth $323,000 after purchasing an additional 72 shares during the last quarter. Financial Management Professionals Inc. increased its position in Electronic Arts by 15.0% in the first quarter. Financial Management Professionals Inc. now owns 560 shares of the game software company's stock worth $81,000 after purchasing an additional 73 shares during the last quarter. Bank of Jackson Hole Trust increased its position in Electronic Arts by 56.4% in the first quarter. Bank of Jackson Hole Trust now owns 208 shares of the game software company's stock worth $30,000 after purchasing an additional 75 shares during the last quarter. Finally, Whipplewood Advisors LLC increased its position in Electronic Arts by 34.2% during the first quarter. Whipplewood Advisors LLC now owns 298 shares of the game software company's stock valued at $43,000 after acquiring an additional 76 shares during the last quarter. 90.23% of the stock is currently owned by hedge funds and other institutional investors.

Electronic Arts Company Profile

Electronic Arts Inc develops, markets, publishes, and distributes games, content, and services for game consoles, PCs, mobile phones, and tablets worldwide. It develops and publishes games and services across various genres, such as sports, racing, first-person shooter, action, role-playing, and simulation primarily under the Battlefield, The Sims, Apex Legends, Need for Speed, and license games from others, including FIFA, Madden NFL, UFC, and Star Wars brands.