Electronic Arts Sets Q3 FY2026 Report Date as Analysts Eye $181 Target and Insiders Sell $24.6M

EAEA

Electronic Arts will report Q3 FY2026 results for the quarter ended December 31 2025 on February 3 2026 and will not host an earnings call due to its acquisition agreement. Analysts maintain an average Hold rating with a $181.21 target and insiders sold 122,469 shares worth $24.65 million over 90 days.

1. Upcoming Third Quarter Results and Acquisition Update

Electronic Arts has scheduled the release of its financial results for the quarter ended December 31, 2025 on February 3, 2026, immediately after market close. In conjunction with the company’s recently announced definitive agreement to be acquired, EA will forgo its customary earnings conference call. Investors can access the full financial release and supplementary presentation materials via the company’s investor relations website. Ongoing operational updates will continue to be published on EA’s corporate blog.

2. Recent Fiscal Performance and Outlook

In fiscal year 2025, EA reported GAAP net revenue of approximately $7.5 billion and ended the December quarter with revenue of $1.84 billion, a 12.6% decline from the prior year’s comparable period. Earnings per share for the October quarter came in at $0.65, missing analyst consensus by $0.07, while management delivered a return on equity of 15.3% and a net margin of 12.14%. Equities analysts currently project full-year earnings per share of 4.71, reflecting anticipated stabilization across EA’s live-service and premium game segments.

3. Analyst Consensus and Insider Transactions

A total of 31 brokerages cover EA, with one recommending a sell rating, 26 maintaining holds and four issuing buys; the average 12-month price target stands at $181.21. In the fourth quarter, notable broker actions included target increases by BMO Capital Markets to $210 and by Morgan Stanley to $210, while Zacks Research and Baird downgraded their outlooks to hold. Insider selling was led by Laura Miele’s sale of 2,500 shares and Vijayanthimala Singh’s sale of 1,200 shares, collectively reducing insider ownership by roughly 8%. Over the past 90 days, insiders have sold 122,469 shares valued at $24.65 million, representing 0.24% of total shares outstanding. Concurrently, several institutional investors—including Fulton Bank, Wealth Enhancement Advisory and Nordea Investment Management—expanded their stakes, underlining continued confidence in EA’s long-term growth potential.

Sources

BD