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Electronic Arts Inc. (EA): A Bear Case Theory

We came across a bearish thesis on Electronic Arts Inc. (EA) on Substack by SuperJoost. In this article, we will summarize the bears’ thesis on EA. Electronic Arts Inc. (EA)'s share was trading at $116.56 as of Jan 24th. EA’s trailing and forward P/E were 29.89 and 14.37 respectively according to Yahoo Finance.

[caption id="attachment_346175" align="aligncenter" width="500"] Tsyhun / Shutterstock.com[/caption]

Electronic Arts (EA) is facing significant structural challenges, as evidenced by its recent earnings pre-announcement and lowered financial guidance for 2025. The...