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Electronic Arts downgraded to Neutral from Buy at UBS

UBS downgraded Electronic Arts to Neutral from Buy with a price target of $142, up from $140. While UBS continues to believe EA is well-positioned in the current environment given proven franchises and a solid pipeline and thinks EA stands to benefit from ongoing market consolidation, UBS sees a trough on near-term comps from the FC24 franchise and says elevated competition from anticipated launches at peers adds execution risk, the analyst tells investors in a research note. The firm sees a balanced risk/reward.

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