Live Report · Updated January 26, 2026

Workday vs Electronic Arts

This page compares Workday and Electronic Arts, examining business models, financial performance, and market context to illuminate how each company operates. The analysis remains neutral and accessible, providing context for readers without asserting investment recommendations. Educational content, not financial advice.

This page compares Workday and Electronic Arts, examining business models, financial performance, and market context to illuminate how each company operates. The analysis remains neutral and accessibl...

Comparison Snapshot

Key Financial Metrics

WDAY

Metric

EA

$50.19B

Market Cap

$51.12B

45.38%

Potential Profit

-4.12%

Buy

Analyst Rating

Hold

Why It's Moving

Workday Powers Toward Record Highs on AI Momentum and Analyst Buzz from Workday Rising Event

Workday Rising event unveiled AI-focused acquisitions including Sana and key partnerships, positioning the platform as essential for enterprise AI ecosystems.
Seven recent analyst updates feature two upgrades and boosted targets, with consensus forecasting 25% upside and potential to hit $400+ amid technical rebound.
Goldman Sachs initiated coverage at Neutral on Jan 19, citing AI optimism tempered by market share hurdles, amid shares climbing from recent lows around $183.

Sentiment:

🐃Bullish

EA Stock Eyes Earnings Spotlight with Analysts Eyeing Massive Profit Jump Ahead of Q3 Report.

Analysts project Q3 EPS of $4.33, an 85% year-over-year leap, signaling robust recovery potential after Q2's revenue dip tied to tough comparisons from College Football 25.
Full-year fiscal 2026 EPS forecast hits $6.51, up 34% from 2025, highlighting sustained growth in key franchises like Madden NFL 26 and Apex Legends.
Stock has rocketed 39.7% over the past year, outpacing the S&P 500 and communication services sector, though analysts remain split with mostly 'Hold' calls.

Sentiment:

⚖️Neutral

Workday Powers Toward Record Highs on AI Momentum and Analyst Buzz from Workday Rising Event

Workday Rising event unveiled AI-focused acquisitions including Sana and key partnerships, positioning the platform as essential for enterprise AI ecosystems.
Seven recent analyst updates feature two upgrades and boosted targets, with consensus forecasting 25% upside and potential to hit $400+ amid technical rebound.
Goldman Sachs initiated coverage at Neutral on Jan 19, citing AI optimism tempered by market share hurdles, amid shares climbing from recent lows around $183.

Sentiment:

🐃Bullish

EA Stock Eyes Earnings Spotlight with Analysts Eyeing Massive Profit Jump Ahead of Q3 Report.

Analysts project Q3 EPS of $4.33, an 85% year-over-year leap, signaling robust recovery potential after Q2's revenue dip tied to tough comparisons from College Football 25.
Full-year fiscal 2026 EPS forecast hits $6.51, up 34% from 2025, highlighting sustained growth in key franchises like Madden NFL 26 and Apex Legends.
Stock has rocketed 39.7% over the past year, outpacing the S&P 500 and communication services sector, though analysts remain split with mostly 'Hold' calls.

Sentiment:

⚖️Neutral

Investment Analysis

Workday

WDAY

Pros

Workday has demonstrated strong subscription revenue growth with a 17% increase expected for fiscal 2025, reflecting solid demand for its cloud enterprise applications.
The company maintains a robust non-GAAP operating margin guidance of around 25.5% for fiscal 2025, indicating operational efficiency.
Workday’s market cap remains substantial at approximately $62 billion, and the consensus analyst price target suggests a potential price increase of around 27%.

Considerations

Workday’s stock has shown bearish sentiment recently, with forecasts indicating a possible near-term price decline of about 5.75% by end of 2025.
Its current price-to-earnings ratio is quite high, near 107, suggesting the stock may be overvalued relative to earnings.
The stock also shows moderate volatility and trading near the lower range of its 52-week high, implying some investor caution.

Electronic Arts

EA

Pros

Electronic Arts is a leading developer and publisher in the gaming industry with a strong market presence in North America and globally.
The company benefits from a diversified revenue stream across console gaming, digital sales, and recurring in-game content.
EA’s ownership includes major institutional shareholders, reflecting confidence from large, sophisticated investors.

Considerations

The gaming sector is highly competitive and cyclical, exposing EA to risks from shifts in consumer preferences and economic downturns.
Regulatory concerns and increased scrutiny on gaming content and monetisation practices could pose operational challenges.
Despite its market position, EA faces execution risks related to innovation pace and successful launch of new game titles.

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