11:31 AM EDT, 07/23/2025 (MT Newswires) -- Electronic Arts' ( EA ) upcoming Battlefield 6 game is likely to drive upside surprises in fiscal year 2026 based on competition, live service pipeline, and the company's player-conscious approach to designs, Oppenheimer said in a research note Wednesday.

The video game publisher's planned marketing schedule for Battlefield 6 in the next two weeks is expected to "create incrementally more positive perception of and confidence" about the game, the firm said.

Additionally, Oppenheimer said that while unit sales of Electronic Arts' ( EA ) College Football 26 game have likely dropped by over 50% year over year based on third-party reports, such decline would not lead to negative guidance revision as there's enough room in the company's guidance to accommodate this.

"We believe concerns over [College Football 26] and a lack of investor excitement over [Battlefield 6] keep investor expectations in check and creates a favorable setup" into the company's fiscal Q1 earnings next week, according to the note.

Oppenheimer has an outperform rating and $185 price target on the stock.

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