Electronic Arts is executing a disciplined shift toward digital and live services, evidenced by gross margin expansion to 86.2% and operating margin reaching 25.8% in 2027Q1. The company's fortress balance sheet, with D/E at 0.21 and $2.3B cash against $1.5B debt, supports continued capital returns.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth stabilized with 18.9% growth in 2027Q1, while gross margin expanded to 86.2% and operating margin improved to 25.8%, reflecting strong operating leverage and cost discipline.
EA is a global leader in digital interactive entertainment, focusing on building games and experiences that grow online communities around key franchises.
The company is deepening engagement through interactive storytelling connected to key intellectual property and scaling live services.
EA is experiencing growth in its annualized sports franchises, which are a significant part of its revenue stream.
Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 3, 2026 | $0.20-74.2% vs $0.78 | $2.0B+36.4% vs $1.5B |
Q2 2026 May 5, 2026 | $1.50-37.2% vs $2.39 | $1.9B-5.7% vs $2.0B |
Q1 2026 Feb 3, 2026 | $4.82+2.1% vs $4.72 | $3.0B+4.2% vs $2.9B |
Q4 2025 Oct 28, 2025 | $1.21-6.9% vs $1.30 | $1.8B-1.9% vs $1.9B |
EA to shutter BioWare studio, cut jobs as it narrows game slate
On September 30, 2026, we conducted a DCF analysis for Electronic Arts Inc (EA), a company that has shown modest price performance over the past year, with a 22
REDWOOD CITY, Calif.--(BUSINESS WIRE)--EA SPORTS FC™ 27 is available worldwide today, giving football fans everywhere more ways to play, compete, and connect through The World's Game. Welcoming players to The Grounds*, a new social football playground where fans can live out their street to stadium football fantasy, EA SPORTS FC™ 27 introduces more accessible experiences for first-time players and meaningful gameplay and mode updates for returning fans, based on feedback from the FC community.
On September 16, 2026, we conducted a DCF analysis for Electronic Arts Inc (EA), a company that has shown a price performance of +25.6% over the past year, desp
Benchmark EA against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Electronic Arts Inc. (EA)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $209.70 | $52.92B | 59.74 | 0.91% | 11.78% | 13.49% | 0.36% | |
| $214.87 | $40.18B | -132.64 | 18.16% | -4.79% | -9.12% | — | |
| $2.44 | $928.13M | -4.44 | 8.08% | -9.89% | — | 16.35% | |
| $0.71 | $1.39M | -2.84 | -88.31% | -25.82% | -29.62% | 7.49% | |
| $49.30 | $35.3B | -32.01 | 35.77% | -16.48% | -437.85% | — | |
| $2.64 | $12.35M | -0.35 | -4.77% | 279.15% | 145.83% | — |
Electronic Arts Inc. (EA) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Electronic Arts Inc. (EA) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 4, 2026·SEC
Jul 30, 2026·SEC
May 5, 2026·SEC
Get notified when EA posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
Electronic Arts Inc. (EA) stock FAQ — growth, dividends, profitability & financials explained
Electronic Arts Inc. (EA) reported $7.85B in revenue over the trailing twelve months. Revenue was $7.53B in fiscal year 2026. That is 1019% more than the $673.0M of fiscal year 1997.
Electronic Arts Inc. (EA) grew revenue by 0.9% in fiscal year 2026, compared with the prior fiscal year.
Yes. Electronic Arts Inc. (EA) earned $1.08B in net income over the trailing twelve months (a 13.8% net margin).
Yes. Electronic Arts Inc. (EA) pays a dividend that yields 0.36% at the current price, a small yield.
Electronic Arts Inc. (EA) had a return on equity (ROE) of 13.5% in fiscal year 2026. That is in line with the market's typical 10-15%.
Electronic Arts Inc. (EA) generated $2.06B in free cash flow over the trailing twelve months.
