11:41 AM EDT, 07/30/2025 (MT Newswires) -- Electronic Arts ( EA ) is positioned to outpace market growth and drive margin expansion through fiscal 2027, with its upcoming incremental titles expected to provide recurring revenue, Wedbush analysts said in a note Wednesday.

The brokerage said it expects revenue to increase about 8% this fiscal year and earnings to benefit from share repurchases.

The company delivered a strong start to this fiscal year with Q1 net bookings, EPS, and revenue exceeding consensus estimates, Wedbush analysts said.

The company maintained its fiscal 2026 guidance but tempered its Q2 guidance as it expects a "more normalized" College Football launch versus last year and a four-point headwind related to the phasing of FC 26 Ultimate Edition content, analysts wrote.

The brokerage said it reduced its fiscal 2026 estimates, given the modest Q2 guidance and release phasing. Wedbush also lowered its fiscal 2027 estimates for net bookings and EPS, but maintained its 2028 outlook, citing reasonable growth expectations.

Wedbush reiterated its outperform rating and price target of $210 on the stock.

Shares of Electronic Arts ( EA ) were up about 6% in recent trading Wednesday.

Price: 156.60, Change: +8.81, Percent Change: +5.96