Electronic Arts Soars 40% in 2025 Ahead of $55 Billion Buyout
Electronic Arts climbed roughly 40% in 2025 and agreed to a $55 billion buyout by Saudi Arabia’s Public Investment Fund, Silver Lake and Affinity Partners. Harbor Capital Advisors’ Mid Cap Value Fund exited its Electronic Arts position after the deal, highlighting the stock’s prior undervaluation and takeover appeal.
1. $55 Billion Acquisition and Stock Surge
In late September, Electronic Arts agreed to be acquired by the Saudi Arabia’s Public Investment Fund, Silver Lake and Affinity Partners in a $55 billion transaction. The announcement drove the company’s shares up roughly 40% over 2025 as investors priced in the takeover premium.
2. Harbor Capital Mid Cap Value Fund Exits Position
Harbor Capital Advisors’ Mid Cap Value Fund sold its Electronic Arts stake following the buyout announcement, reflecting its strategy of capturing gains from undervalued companies targeted for takeover. The fund highlighted that its quantitative value discipline, focused on fundamental undervaluation and momentum, positioned it to profit from the EA deal.
3. Key Market Metrics and Performance
Electronic Arts shares traded between $128.02 and $204.89 over the past 52 weeks, closed at about $201.07 on February 26, 2026, and carried a market capitalization near $50.3 billion. Despite a one-month return of -1.40%, the stock’s strong annual advance was driven primarily by acquisition expectations.