Josh Brown's New Best Stock Idea: Electronic Arts (EA)

We recently published Wall Street Analysts Like These 10 Stocks. Electronic Arts Inc. (NASDAQ:EA) is one of the stocks analysts were recently talking about.

Josh Brown, CEO of Ritholtz Wealth Management, recently made bullish comments about Electronic Arts. Here is why he likes the stock:

“I wanted to mention Electronic Arts Incm (NASDAQ:EA). This was the best stock in the market conversation we had the other day. It’s set up. It’s starting to move higher. I like it right here.”

Macquarie Large Cap Growth Fund stated the following regarding Electronic Arts Inc. (NASDAQ:EA) in its Q1 2025 investor letter:

“The largest individual detractors from performance relative to the benchmark were not owning Meta Platforms, not owning Eli Lilly & Co., and our position in Electronic Arts Inc. (NASDAQ:EA). Lastly, Electronic Arts is one of the leading video game developers with a portfolio that includes franchises like Madden NFL, EA Sports FC, and The Sims. While the company transitioned to digital, a tailwind for margins, and maintained nearly impenetrable competitive positions across several popular genres, it also made some acquisition missteps into mobile and has been unable to further monetize its competitive strengths. The next catalyst for a stock rerating has been absent, and we became concerned the quality characteristics that made this business so compelling were declining. With that, we exited the position.”

While we acknowledge the potential of EA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock.

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Disclosure: None. This article is originally published at Insider Monkey.