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Why Electronic Arts (EA) Is Among the Best Video Game Stocks to Buy Now

We recently published a list of the 10 Best Video Game Stocks to Buy Now. In this article, we are going to take a look at where Electronic Arts Inc. (NASDAQ:EA) stands against the other best video game stocks to buy now.

Overview of the Gaming Industry

The video game industry boomed between 2019 and 2021 due to the social distancing effects of the COVID-19 pandemic, which forced people to find new entertainment platforms. According to the US International Trade Administration, there were around 2.7 billion gamers worldwide in 2020, and around 75% of all US households had at least one gamer.

According to Grand View Research, the global video game market was estimated to be around $217.06 billion in 2022 and is expected to grow at a compound annual growth rate (CAGR) of 13.4% between 2023 and 2030. The growth of this market is attributed to the emergence of high bandwidth network connectivity, the ongoing trend of online gaming, and the continuing demand for 3D gaming.

Furthermore, a continual upsurge in the penetration of smartphones is making video games more accessible, social, and portable. The development of more powerful and technologically advanced smartphones has further supported the ongoing expansion of the video game industry. To support this momentum, key market players are developing advanced gaming services and products to expand the customer base, which is having positive overall effects on the industry.

According to the “United States Gaming: Market Share Analysis, Industry Trends & Statistics, Growth Forecasts 2019-2029” report released by ResearchAndMarket, a study by ESA found that the US had over 227 million video game players in 2024. Around 80% of the players were over 18 years of age, while 76% of American children under 18 were players. 74% of households had at least one video game player. During the pandemic, 71% of parents agreed that video games proved to be a much-needed break for their children. Similarly, 66% of parents believed that the transition to distance learning was made easier and more accessible by video games.

READ ALSO: 12 Best Education Stocks to Buy in 2025 and 10 Best Vaccine Stocks to Buy According to Hedge Funds.

Mobile Gaming to Dominate the Market

Smartphones have become a primary medium in the video gaming industry. According to the report, 57% of individuals used smartphones to play games in 2024. 42% used personal computers, while 46% employed consoles. In addition, 29% spent around 1 to 3 hours per week on the activity, while 77% spent more than 3 hours a week. 51% of individuals spent more than 7 hours playing video games in the US in 2024.

Experts anticipate the mobile gaming segment to continue dominating the market in the future as the most favored form of gaming in the US, surpassing both PC gaming and console gaming. The growing demand for mobile gaming stems from a number of technological improvements and advancements, including AR, VR, 5G, and cloud gaming. Other dominant trends in the market include the rise of the hyper-casual game genre.

Our Methodology

We sifted through stock screeners, online rankings, and ETFs to compile a list of 20 video game stocks. We then selected the top 10 most popular stocks among elite hedge funds as of Q4 2024. We sourced the hedge fund sentiment data from Insider Monkey’s database. The list is sorted in ascending order of hedge fund sentiment.

Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).

A close up of a consumer enjoying the company’s games on their mobile device.

Electronic Arts Inc. (NASDAQ:EA)

Number of Hedge Fund Holders: 45

Electronic Arts Inc. (NASDAQ:EA) develops, markets, and distributes games, content, and services for PCs, game consoles, mobile phones, and tablets. Its games and services span various genres, including action, simulation, sports, and role-playing, primarily under the Battlefield, The Sims, Apex Legends, Anthem, Need for Speed, and Plants v. Zombies brands. Its license games portfolio includes FIFA, Madden NFL, and Star Wars brands. Electronic Arts Inc. (NASDAQ:EA) also offers advertising services and licenses its games to third parties as well.

The company experienced a short-term impact on its near-term results, with net bookings in fiscal Q3 2025 reaching $2.2 billion, down 6% year-over-year. However, its long-term outlook remains unchanged, as Electronic Arts Inc. (NASDAQ:EA) is continually adapting its games and services according to player preferences. It is also redefining its portfolio to deliver sustainable growth.

The company announced plans for a $1 billion accelerated stock repurchase in addition to its current $375 million per quarter program, bringing total stock repurchases to $2.5 billion. This reflects Electronic Arts Inc.’s (NASDAQ:EA) commitment to returning capital to shareholders and exhibits confidence in its long-term growth outlook supported by a strong balance sheet and cash flow generation.

Overall, EA ranks 7th on our list of the best video game stocks to buy now. While we acknowledge the potential of EA as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than EA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.

READ NEXT: 20 Best AI Stocks To Buy Now and Complete List of 59 AI Companies Under $2 Billion in Market Cap

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

AI, Tariffs, Nuclear Power: One Undervalued Stock Connects ALL the Dots (Before It Explodes!)

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal!

AI is eating the world—and the machines behind it are ravenous.

Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink.

Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking:

Where will all of that energy come from?

AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse.

Even Sam Altman, the founder of OpenAI, issued a stark warning:

“The future of AI depends on an energy breakthrough.”

Elon Musk was even more blunt:

“AI will run out of electricity by next year.”

As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity.

And that’s where the real opportunity lies…

One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike.

As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity.

The “Toll Booth” Operator of the AI Energy Boom

  • It owns critical nuclear energy infrastructure assets, positioning it at the heart of America’s next-generation power strategy.
  • It’s one of the only global companies capable of executing large-scale, complex EPC (engineering, procurement, and construction) projects across oil, gas, renewable fuels, and industrial infrastructure.
  • It plays a pivotal role in U.S. LNG exportation—a sector about to explode under President Trump’s renewed “America First” energy doctrine.

Trump has made it clear: Europe and U.S. allies must buy American LNG.

And our company sits in the toll booth—collecting fees on every drop exported.

But that’s not all…

As Trump’s proposed tariffs push American manufacturers to bring their operations back home, this company will be first in line to rebuild, retrofit, and reengineer those facilities.

AI. Energy. Tariffs. Onshoring. This One Company Ties It All Together.

While the world is distracted by flashy AI tickers, a few smart investors are quietly scooping up shares of the one company powering it all from behind the scenes.

AI needs energy. Energy needs infrastructure.

And infrastructure needs a builder with experience, scale, and execution.

This company has its finger in every pie—and Wall Street is just starting to notice.

Wall Street is noticing this company also because it is quietly riding all of these tailwinds—without the sky-high valuation.

While most energy and utility firms are buried under mountains of debt and coughing up hefty interest payments just to appease bondholders…

This company is completely debt-free.

In fact, it’s sitting on a war chest of cash—equal to nearly one-third of its entire market cap.

It also owns a huge equity stake in another red-hot AI play, giving investors indirect exposure to multiple AI growth engines without paying a premium.

And here’s what the smart money has started whispering…

The Hedge Fund Secret That’s Starting to Leak Out

This stock is so off-the-radar, so absurdly undervalued, that some of the most secretive hedge fund managers in the world have begun pitching it at closed-door investment summits.

They’re sharing it quietly, away from the cameras, to rooms full of ultra-wealthy clients.

Why? Because excluding cash and investments, this company is trading at less than 7 times earnings.

And that’s for a business tied to:

  • The AI infrastructure supercycle
  • The onshoring boom driven by Trump-era tariffs
  • A surge in U.S. LNG exports
  • And a unique footprint in nuclear energy—the future of clean, reliable power

You simply won’t find another AI and energy stock this cheap… with this much upside.

This isn’t a hype stock. It’s not riding on hope.

It’s delivering real cash flows, owns critical infrastructure, and holds stakes in other major growth stories.

This is your chance to get in before the rockets take off!

Disruption is the New Name of the Game: Let’s face it, complacency breeds stagnation.

AI is the ultimate disruptor, and it’s shaking the foundations of traditional industries.

The companies that embrace AI will thrive, while the dinosaurs clinging to outdated methods will be left in the dust.

As an investor, you want to be on the side of the winners, and AI is the winning ticket.

The Talent Pool is Overflowing: The world’s brightest minds are flocking to AI.

From computer scientists to mathematicians, the next generation of innovators is pouring its energy into this field.

This influx of talent guarantees a constant stream of groundbreaking ideas and rapid advancements.

By investing in AI, you’re essentially backing the future.

The future is powered by artificial intelligence, and the time to invest is NOW.

Don’t be a spectator in this technological revolution.

Dive into the AI gold rush and watch your portfolio soar alongside the brightest minds of our generation.

This isn’t just about making money – it’s about being part of the future.

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A New Dawn is Coming to U.S. Stocks

I work for one of the largest independent financial publishers in the world – representing over 1 million people in 148 countries.

We’re independently funding today’s broadcast to address something on the mind of every investor in America right now…

Should I put my money in Artificial Intelligence?

Here to answer that for us… and give away his No. 1 free AI recommendation… is 50-year Wall Street titan, Marc Chaikin.

Marc’s been a trader, stockbroker, and analyst. He was the head of the options department at a major brokerage firm and is a sought-after expert for CNBC, Fox Business, Barron’s, and Yahoo! Finance…

But what Marc’s most known for is his award-winning stock-rating system. Which determines whether a stock could shoot sky-high in the next three to six months… or come crashing down.

That’s why Marc’s work appears in every Bloomberg and Reuters terminal on the planet…

And is still used by hundreds of banks, hedge funds, and brokerages to track the billions of dollars flowing in and out of stocks each day.

He’s used this system to survive nine bear markets… create three new indices for the Nasdaq… and even predict the brutal bear market of 2022, 90 days in advance.

Click to continue reading…