Merger Agreement: Electronic Arts has entered into a merger agreement with an investor group to be acquired for $210 per share in cash, raising concerns about the company's valuation in the market.
Board Decision: The EA board unanimously approved the merger agreement and recommended that shareholders support the transaction; however, a shareholder rights law firm has launched an investigation questioning potential breaches of fiduciary duty.
Shareholder Rights Focus: Shareholders who believe the deal grossly undervalues their investment are encouraged to participate in the investigation, which may influence shareholder support for the transaction.
Legal Background: Johnson Fistel, PLLP, a nationally recognized shareholder rights law firm, has recovered over $90 million for investors, demonstrating its strength and influence in protecting shareholder rights.
EA
$203.9+Infinity%1D
Analyst Views on EA
Wall Street analysts forecast EA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for EA is 203.63 USD with a low forecast of 170.00 USD and a high forecast of 250.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
18 Analyst Rating
Wall Street analysts forecast EA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for EA is 203.63 USD with a low forecast of 170.00 USD and a high forecast of 250.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
2 Buy
15 Hold
1 Sell
Hold
Current: 203.630
Low
170.00
Averages
203.63
High
250.00
Current: 203.630
Low
170.00
Averages
203.63
High
250.00
Citi
Neutral
maintain
$206 -> $207
2025-10-30
Reason
Citi
Price Target
$206 -> $207
2025-10-30
maintain
Neutral
Reason
Citi raised the firm's price target on Electronic Arts to $207 from $206 and keeps a Neutral rating on the shares.
Argus
Buy
maintain
$170 -> $210
2025-10-30
Reason
Argus
Price Target
$170 -> $210
2025-10-30
maintain
Buy
Reason
Argus raised the firm's price target on Electronic Arts to $210 from $170 and keeps a Buy rating on the shares. The firm expects shares to trade on the market's perception of the expected completion of the leveraged buyout by a consortium of private equity partner rather than on fundamentals, the analyst tells investors in a research note. Argus does not expect the deal to encounter any major issues.
Morgan Stanley
analyst
Equal Weight
maintain
$148 -> $210
2025-10-20
Reason
Morgan Stanley
analyst
Price Target
$148 -> $210
2025-10-20
maintain
Equal Weight
Reason
Morgan Stanley raised the firm's price target on Electronic Arts (EA) to $210 from $148 and keeps an Equal Weight rating on the shares. With GenAI "winner and loser" narratives swirling heading into Q3 EPS from the internet group, the firm is focused on revisions and evidence of GPU enabled revenue/return to "trump narratives and drive performance," says the analyst, who is "most constructive" on Meta (META), DoorDash (DASH), Unity (U) and eBay (EBAY) into Q3 reporting.
TD Cowen
Buy
to
Hold
downgrade
$210
2025-10-01
Reason
TD Cowen
Price Target
$210
2025-10-01
downgrade
Buy
to
Hold
Reason
TD Cowen downgraded Electronic Arts to Hold from Buy with a $210 price target after the company agreed to be taken private at $210 per share by a consortium of Silver Lake, Affinity Partners and Saudi Arabia's Public Investment Fund.
About EA
Electronic Arts Inc. is a digital interactive entertainment company. The Company develops and delivers games, content and online services for Internet-connected consoles, mobile devices and personal computers. It develops and publishes games and experiences across diverse genres, such as sports, racing, first-person shooter, action, role-playing and simulation. Its portfolio of brands includes EA SPORTS FC, Battlefield, Apex Legends, The Sims, EA SPORTS Madden NFL, EA SPORTS College Football, Need for Speed, Dragon Age, Titanfall, Plants vs. Zombies and EA SPORTS F1. The Company also offers live services, including extra content, subscription offerings and other revenue generated outside of the sale of its full games. It primarily distributes its console products and services through partners, such as Sony and Microsoft. It distributes its mobile applications and additional content through distributors such as Apple and Google.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
