Recent discussions on X about Electronic Arts (EA) have centered around swirling rumors of a potential $50 billion deal to take the company private, sparking intense interest among investors. Posts on the platform highlight a significant surge in the stock price, with some noting jumps to the mid-$190s and even up to $210 per share amid acquisition speculation involving major financial players. The buzz has fueled a flurry of activity, with many debating the implications of such a massive transaction for the gaming industry.
However, not all chatter is purely optimistic, as some voices on X express skepticism about the deal's certainty and raise concerns over recent analyst downgrades, including moves to a 'Neutral' rating by multiple firms. Additionally, there are mentions of underperformance in key titles like Dragon Age: Veilguard and EA Sports FC 25, which have led to revised financial outlooks and added a layer of caution to the conversation. This mix of excitement and uncertainty keeps the dialogue around EA dynamic and closely watched.
Note: This discussion summary was generated from an AI condensation of post data.
Electronic Arts Congressional Stock Trading
Members of Congress have traded $EA stock 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $EA stock by members of Congress over the last 6 months:
- REPRESENTATIVE ROBERT BRESNAHAN has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 05/15, 04/08.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Electronic Arts Insider Trading Activity
Electronic Arts insiders have traded $EA stock on the open market 60 times in the past 6 months. Of those trades, 0 have been purchases and 60 have been sales.
Here’s a breakdown of recent trading of $EA stock by insiders over the last 6 months:
- ANDREW WILSON (Chairman & CEO) has made 0 purchases and 17 sales selling 34,229 shares for an estimated $5,354,908.
- LAURA MIELE (President of EA Entertainment) has made 0 purchases and 16 sales selling 15,000 shares for an estimated $2,473,919.
- STUART CANFIELD (EVP & Chief Financial Officer) has made 0 purchases and 6 sales selling 12,000 shares for an estimated $2,301,779.
- JACOB J. SCHATZ (EVP, Global Affairs and CLO) has made 0 purchases and 11 sales selling 8,400 shares for an estimated $1,303,854.
- VIJAYANTHIMALA SINGH (Chief People Officer) has made 0 purchases and 8 sales selling 6,600 shares for an estimated $1,105,316.
- ERIC CHARLES KELLY (Chief Accounting Officer) sold 2,000 shares for an estimated $302,090
- LUIS A UBINAS sold 1,746 shares for an estimated $297,707
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Electronic Arts Hedge Fund Activity
We have seen 471 institutional investors add shares of Electronic Arts stock to their portfolio, and 445 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BLACKROCK, INC. removed 1,446,430 shares (-5.1%) from their portfolio in Q2 2025, for an estimated $230,994,870
- AMERIPRISE FINANCIAL INC added 1,300,336 shares (+44.6%) to their portfolio in Q2 2025, for an estimated $207,663,659
- ACADIAN ASSET MANAGEMENT LLC added 1,189,455 shares (+176.6%) to their portfolio in Q2 2025, for an estimated $189,955,963
- NOMURA HOLDINGS INC removed 1,110,215 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $177,301,335
- ASSENAGON ASSET MANAGEMENT S.A. removed 1,027,281 shares (-82.9%) from their portfolio in Q2 2025, for an estimated $164,056,775
- STATE STREET CORP added 932,024 shares (+5.8%) to their portfolio in Q2 2025, for an estimated $148,844,232
- MACQUARIE GROUP LTD removed 878,967 shares (-44.2%) from their portfolio in Q2 2025, for an estimated $140,371,029
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Electronic Arts Analyst Ratings
Wall Street analysts have issued reports on $EA in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Argus Research issued a "Buy" rating on 09/30/2025
- Oppenheimer issued a "Outperform" rating on 05/07/2025
- Benchmark issued a "Buy" rating on 05/07/2025
To track analyst ratings and price targets for Electronic Arts, check out Quiver Quantitative's $EA forecast page.
Electronic Arts Price Targets
Multiple analysts have issued price targets for $EA recently. We have seen 19 analysts offer price targets for $EA in the last 6 months, with a median target of $185.0.
Here are some recent targets:
- Eric Handler from Roth Capital set a target price of $210.0 on 10/02/2025
- Joseph Bonner from Argus Research set a target price of $210.0 on 09/30/2025
- Brian Pitz from BMO Capital set a target price of $210.0 on 09/30/2025
- Alicia Reese from Wedbush set a target price of $210.0 on 09/30/2025
- James Heaney from Jefferies set a target price of $210.0 on 09/30/2025
- Colin Sebastian from Baird set a target price of $210.0 on 09/29/2025
- Nick McKay from Freedom Capital Markets set a target price of $195.0 on 09/29/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
