EA Earnings

EA reported its earnings on 2026-02-03, showcasing a revenue of 1.90B against an estimate of 2.86B, resulting in a -33.53% surprise. The EPS was 4.25, surpassing the expected 4.22 by 0.71%. The stock experienced a -2.26% price change on the earnings day and a -0.26% change over the next five days, reflecting market reactions to the results.

Following EA's earnings announcement on 2026-02-03, the stock price moved by -2.26% on the day of the release. Over the subsequent five days, it saw a -0.26% change. Historically, EA's stock price tends to shift by an average of 1.59% in the 10 days leading up to earnings and 4.45% in the 10 days following, providing insight into potential market.

For 2026/Q4, analysts estimate EA's annual revenue to reach 2.01B, while the EPS is projected at 2.39. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between EA's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2026 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, EA's stock price typically moves by 1.59% in the 10 days before its earnings and 4.45% in the 10 days after. For the upcoming 2026/Q4 earnings, analysts expect an EPS of 2.39 and revenue of 2.01B.

The earnings call summary and Q&A revealed mixed signals. While there is optimism in community engagement and product launches, concerns about FX volatility and unchanged pricing strategy temper expectations. Shareholder returns through buybacks are positive, but the lack of specific guidance adjustments and evasive responses in the Q&A suggest uncertainty. These factors, combined with the lack of market cap data, suggest a neutral stock price movement.