Goldman Sachs’ Top Growth Investors: 34 Stocks With The Highest Investment For Growth

21. Electronic Arts Inc. (NASDAQ:EA)

Growth Investment Ratio: 106%

Number of Hedge Fund Holders: 40

Electronic Arts Inc. (NASDAQ:EA) is one of the biggest video game companies in the world. It has developed some of the best-known video game brands in the world such as The Sims, FIFA, and Need for Speed. Electronic Arts Inc. (NASDAQ:EA)’s hypothesis depends on its ability to regularly churn out popular video game titles. In an internet-driven era, the firm has been able to secure margin improvements for itself by capitalizing on selling video games online instead of through disks. Additionally, Electronic Arts Inc. (NASDAQ:EA) also benefits from access to sporting franchises such as FIFA and NFL, through which it can count on a loyal fanbase regularly buying newer video game versions. Electronic Arts Inc. (NASDAQ:EA)’s sports titles like College Football and Madden NFL are driving its hypothesis this year. They have allowed it to increase full-year bookings guidance to a midpoint of $7.65 billion from an earlier $7.5 billion and should drive the narrative for the short term.

During its Q2 2025 earnings call, Electronic Arts Inc. (NASDAQ:EA)’s management shared details about these titles:

“With Madden NFL connecting real world events with our own community driven moments, we are extending the in-game experiences to drive engagement 365 days a year. And combined with the launch of College Football this quarter, we have seen incredible success expanding our audience. New players into the community more than doubled year over year, and represented around a quarter of the player base. Through September, College Football 25 was not only the best-selling HD title in North America, it has also proven to be a wholly unique moment of sports culture, connection, and fandom. The impressive launch with the world’s largest NIL program, support from universities, colleges, athletes, partners, and fans, has arguably become one of the biggest moments in American sports entertainment so far this year.

Each week, conversations from the stadiums to social media, from broadcast booths to tailgates, from dorm rooms to wherever fans are, we are seeing our experience at the epicenter of fandom around the sport. This success demonstrates our strategy at work. Combining College with the long history of our success in Madden NFL, we have built the most immersive and deepest American Football experience, making it part of the very fabric of the sport. With new offerings like the MVP bundle and connected modes between the titles, we have seen incredible engagement in our American Football community. We have more players than ever immersed in the sport: for example, total hours played in Q2 are up over 140% year-over-year, demonstrating fans are playing both games.”