Mike Hickey, an analyst from Benchmark Co., reiterated the Buy rating on Electronic Arts (EA – Research Report). The associated price target was raised to $180.00.
Mike Hickey has given his Buy rating due to a combination of factors that highlight Electronic Arts’ strong performance and future potential. The company has reported impressive results, with significant growth in net bookings and adjusted earnings per share, driven by successful franchises like EA SPORTS FC and The Sims. EA’s strategic partnerships and mobile expansion are expected to sustain growth, particularly with the upcoming 2026 FIFA World Cup, which is anticipated to boost user acquisition and engagement.
Additionally, the planned launch of Battlefield with the largest development team yet, and the absence of competition from GTA VI, provides a favorable environment for EA’s growth. The company’s restructuring efforts have also contributed to improved margins, and there is potential for further upside if EA decides to increase pricing on premium titles. These factors, combined with robust guidance for FY26, underpin the Buy rating and the raised price target of $180.
According to TipRanks, Hickey is a 4-star analyst with an average return of 3.3% and a 61.30% success rate. Hickey covers the Communication Services sector, focusing on stocks such as IMAX, National Cinemedia, and Cinemark Holdings.
In another report released today, TD Cowen also reiterated a Buy rating on the stock with a $172.00 price target.