Dec 31, 2025 • MarketBeat
NEUTRAL
66,500 Shares in Electronic Arts Inc. $EA Acquired by Calamos Advisors LLC
Calamos Advisors LLC recently acquired 66,500 shares of Electronic Arts Inc. (NASDAQ:EA) in the third quarter, valued at approximately $13.41 million, marking a new position for the firm. This comes as EA missed its Q3 EPS and revenue estimates, leading to a "Hold" consensus rating from Wall Street analysts with an average target price of $181.21. Insiders, however, have sold a significant number of shares recently, totaling $24.65 million over the past 90 days.
Dec 30, 2025 • TradingView — Track All Markets
NEUTRAL
RBLX vs TTWO: Which Gaming Stock Has the Stronger 2026 Setup?
This article compares Roblox (RBLX) and Take-Two Interactive (TTWO) to determine which gaming stock has a stronger setup for 2026. While Roblox relies on platform momentum and user-generated content, Take-Two leverages premium franchises and a clear release cadence. Despite Roblox's long-term potential, Take-Two's greater earnings visibility and balanced growth profile, driven by established franchises and diversified exposure, make it the favored investment for 2026.
Dec 30, 2025 • AASTOCKS.com
BULLISH
Citi Continues to List TENCENT/ NetEase as Top Picks in CN Game Mkt
Citi Research identified policy support, innovation, and expansion into overseas markets as key drivers for healthy growth in China's game market, as highlighted at the 2025 China Game Industry Annual Conference. The firm projects sustainable growth for 2026, driven by generative AI and engaging gameplay. Consequently, Citi has reiterated Tencent (00700.HK), NTES-S (09999.HK), and CENTURY HUATONG (002602.SZ) as its top picks, assigning them "Buy" ratings.
Dec 29, 2025 • Simply Wall Street
SOMEWHAT-BULLISH
Hasbro And 2 Other Stocks That May Be Priced Below Their Estimated Value
This article identifies Hasbro, MercadoLibre, and Roblox as potentially undervalued stocks based on discounted cash flow analysis. Despite challenges like debt or net losses, all three companies show projected future growth and strategic initiatives that could enhance their intrinsic value. The piece highlights the importance of looking beyond current market fluctuations to find opportunities in stocks priced below their estimated fair value.
Dec 28, 2025 • Stock Traders Daily
NEUTRAL
The Technical Signals Behind (EA) That Institutions Follow
This article analyzes Electronic Arts Inc. (NYSE: EA) using AI models, indicating a neutral near and mid-term outlook but a positive long-term bias. It outlines distinct trading strategies (Position, Momentum Breakout, Risk Hedging) with specific entry, target, and stop-loss points based on multi-timeframe signal analysis. The report highlights an exceptional 18.3:1 risk-reward setup targeting a 5.3% gain with 0.3% risk.
Dec 28, 2025 • MarketBeat
SOMEWHAT-BEARISH
Electronic Arts Inc. $EA Stake Cut by E. Ohman J or Asset Management AB
E. Ohman J or Asset Management AB significantly reduced its stake in Electronic Arts Inc. ($EA) during Q3, selling 24,524 shares and now holding 146,239 shares valued at approximately $29.5 million. This move contributes to institutional investors holding about 90.23% of the stock. Electronic Arts recently missed Q3 earnings estimates, with revenue down 12.6% year-over-year, and insiders have sold a substantial amount of shares in the past 90 days.