Wells Fargo’s Best Growth Stocks: 28 Stocks With The Highest Consensus EPS Growth Estimates

18. Electronic Arts Inc. (NASDAQ:EA)

Consensus Long-Term EPS Growth Estimate: 14%

Number of Hedge Fund Holders: 40

Electronic Arts Inc. (NASDAQ:EA) is one of the most well-known video game developers in the world. The firm has been behind the release of some of the most well-known video games in the world such as Need for Speed and FIFA. Electronic Arts Inc. (NASDAQ:EA)’s hypothesis depends on its ability to continue to launch popular video game titles. The recent shift towards online video game downloads has also benefited the firm since it has enabled Electronic Arts Inc. (NASDAQ:EA) to deliver games over-the-air via the Internet rather than incur the costs of shipping physical disks. The company also benefits from its ownership of sports-related titles to which it has exclusive rights. These titles, like FIFA and NFL, have dedicated fans who buy games each year to keep up with real-life team changes. Electronic Arts Inc. (NASDAQ:EA)’s near-term fate also depends on two key titles that are performing well. These are College Football and Madden NFL, both of which have enabled the firm to increase its full-year midpoint bookings guidance to $7.65 billion.

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.”