EA — Electronic Arts Inc

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

About Electronic Arts Inc

Electronic Arts Inc. develops, markets, publishes, and delivers games, content, and services for game consoles, PCs, and mobile phones worldwide. It develops and publishes games and experiences across diverse genres, such as sports, racing, first-person shooter, action, role-playing, and simulation; and live services offerings, including extra content and subscription offerings through its global football and American football franchises, such as… Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$200.68
Market Cap$50.62B
Float212.4M
Shares Outstanding250.8M
P/E (Forward)23.15
P/E (TTM)57.51
Price/Sales (TTM)6.72
vs. Analyst Target+1.1% to analyst PT
Profit Margin11.78%
Operating Margin (TTM)24.01%
Revenue (TTM)$7.53B
Earnings Growth (YoY)85.30%
Dividend Rate0.8%
Analyst Target Price$202.80 (28 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2021 $5.63B $837M $4.13B $1.24B
2022 $6.99B $789M $5.13B $1.63B
2023 $7.43B $802M $5.63B $1.92B
2024 $7.56B $1.27B $5.85B $2.05B
2025 $7.46B $1.12B $5.92B $2.02B
2026 $7.53B $887M $5.95B $1.23B

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2025 $1.67B $201M
Sep 2025 $1.84B $137M
Dec 2025 $1.92B $88.0M
Mar 2026 $2.10B $461M

Ownership & Float

Insider Ownership0.2%
Institutional Ownership95.4%
Short Float4.8%
% of All Funds Holding11.87%
Number of Funds Holding976

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$201.97Near-term / short-term trend
Weekly40-Week SMA$198.54Medium-term trend
Weekly80-Week SMA$173.08Cyclical trend (business cycle)
Weekly200-Week SMA$147.92Secular trend (multi-year)
Monthly10-Month SMA$199.15Near-term monthly trend
Monthly20-Month SMA$172.50Medium-term monthly trend
Monthly40-Month SMA$152.41Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$170.00 support 1.35x 7 months ago
$131.00 support 1.45x 13 months ago
$122.00 support 1.72x 14 months ago

Historical Earnings Reactions (121 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 0.20% 0.21% 51.24% 15.26% -17.46%
1 Day 0.77% 0.55% 52.07% 21.03% -17.85%
1 Week 1.75% 0.42% 53.72% 22.98% -20.48%
2 Weeks 1.60% 1.20% 57.02% 27.81% -26.29%
1 Month 2.72% 1.34% 58.33% 70.30% -31.16%

Next earnings: July 24, 2026 (57 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan1.0%48.6%37
Feb3.7%62.2%37
Mar3.2%75.7%37
Apr1.4%51.4%37
May6.7%66.7%36
Jun0.0%58.3%36
Jul2.8%58.3%36
Aug4.1%63.9%36
Sep0.0%50.0%36
Oct1.1%51.4%37
Nov-0.4%51.4%37
Dec1.3%51.4%37

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday -0.10% 46.0% 1740
Tuesday 0.13% 50.1% 1896
Wednesday 0.23% 52.0% 1892
Thursday 0.20% 49.1% 1858
Friday 0.07% 49.9% 1850

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 95.4%

Insider Transactions — Smart Summary

Total insider ownership: 0.2%

12-Month Insider Activity Summary

Total Filings53
Net Value-$42.6M
Net Shares Change-163,258
% of Float-0.1%
C-Suite Filings51
Clusters Detected13

Key Insiders

NameTitleNet ValueFilingsActivity
Huber Jeff -$19.3M 1 2 sell
Wilson Andrew Chairman and CEO -$13.2M 3 N/A
Canfield Stuart EVP and Chief Financial Officer -$3.3M 1 N/A
Schatz Jacob J. EVP, Global Affairs and CLO -$3.3M 1 1 sell
Miele Laura President of EA Entertainment -$1.0M 2 N/A
Kelly Eric Charles Chief Accounting Officer -$802,048.8 1 1 sell
Ubinas Luis A -$297,707.143 1 1 sell

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2025-06-03 – 2025-06-17 3 3 -$730,448 3 C-suite
2025-06-23 – 2025-07-03 3 3 -$1.3M 3 C-suite
2025-08-21 – 2025-09-02 5 5 -$2.0M 4 C-suite
2025-09-15 – 2025-09-22 3 3 -$1.3M 3 C-suite
2025-09-30 – 2025-10-02 3 3 -$2.7M 3 C-suite
2025-10-16 – 2025-10-21 3 3 -$1.5M 3 C-suite
2025-11-10 – 2025-11-21 5 5 -$2.9M 5 C-suite
2025-12-16 – 2025-12-16 3 3 -$1.8M 3 C-suite
2026-01-16 – 2026-01-16 3 3 -$1.8M 3 C-suite
2026-02-18 – 2026-02-18 4 4 -$2.0M 4 C-suite
2026-03-17 – 2026-03-17 3 3 -$1.7M 3 C-suite
2026-04-15 – 2026-04-15 3 3 -$1.8M 3 C-suite
2026-05-18 – 2026-05-22 7 5 -$20.0M 7 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-05-22 Schatz Jacob J. EVP, Global Affairs and CLO -$3.3M Transaction at $201.44, now -0.4%
2025-11-25 Huber Jeff -$19.3M Transaction at $200.94, now -0.1%
2026-05-22 Wilson Andrew Chairman and CEO -$11.2M Transaction at $201.68, now -0.5%
2026-05-22 Canfield Stuart EVP and Chief Financial Officer -$3.3M Transaction at $201.53, now -0.4%
2025-11-10 Kelly Eric Charles Chief Accounting Officer -$802,048.8 Transaction at $200.51, now +0.1%
2026-05-18 Wilson Andrew Chairman and CEO -$1.0M Transaction at $200.54, now +0.1%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Electronic Arts Inc (EA) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for EA on Trend Edge →