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FINWIRES

Wedbush表示,儘管預期有所下調,但藝電交易仍按計劃進行。

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-- Wedbush週三在一份報告中指出,藝電(EA)似乎正按計劃完成其待定交易,而在線服務業務的增長、利潤率的提升以及《FC》、《麥登橄欖球》和《Apex英雄》等穩定係列遊戲的持續表現,將支撐其未來的業績。 這家投資公司下調了2027財年和2028財年的業績預測,因為目前預期線上服務業務的貢獻將更為謹慎,主要來自《戰地6》的玩家群。同時,Wedbush將2027財年的淨預訂量預期從83.5億美元下調至80.7億美元,每股收益預期從9.41美元下調至8.73美元。 對於2028財年,Wedbush將淨預訂量預期從85.5億美元下調至82.9億美元,每股盈餘預期從9.90美元下調至9.27美元。但該公司補充說,由於新遊戲發布相關支出減少以及研發、銷售和行銷方面的槓桿作用增強,其仍預計2027財年的營業利潤率將有所提高。 預計到 2027 財年,線上服務業務將成長約 9%,佔總預訂量的 76% 左右,主要得益於《Apex 英雄》、《全球足球》以及其他持續營運的遊戲系列。 Wedbush 維持對 Electronic Arts 的「中性」評級和 210 美元的目標價,並表示該目標價已反映了已公佈的交易價格。

Price: $201.66, Change: $+0.09, Percent Change: +0.04%

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