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Wedbush表示,尽管预期有所下调,但艺电交易仍按计划进行。

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-- Wedbush周三在一份报告中指出,艺电(EA)似乎正按计划完成其待定交易,而在线服务业务的增长、利润率的提升以及《FC》、《麦登橄榄球》和《Apex英雄》等稳定系列游戏的持续表现,将支撑其未来的业绩。 这家投资公司下调了2027财年和2028财年的业绩预测,原因是其目前预计在线服务业务的贡献将更为谨慎,主要来自《战地6》的玩家群体。同时,Wedbush将2027财年的净预订量预期从83.5亿美元下调至80.7亿美元,每股收益预期从9.41美元下调至8.73美元。 对于2028财年,Wedbush将净预订量预期从85.5亿美元下调至82.9亿美元,每股收益预期从9.90美元下调至9.27美元。但该公司补充说,由于新游戏发布相关支出减少以及研发、销售和市场营销方面的杠杆作用增强,其仍然预计2027财年的营业利润率将有所提高。 预计到 2027 财年,在线服务业务将增长约 9%,占总预订量的 76% 左右,这主要得益于《Apex 英雄》、《全球足球》以及其他持续运营的游戏系列。 Wedbush 维持对 Electronic Arts 的“中性”评级和 210 美元的目标价,并表示该目标价已反映了已公布的交易价格。

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

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