| EA |
Report |
Q1 FY2027 net bookings |
BEAT |
pred ~$1.52B vs. cons $1.48B |
MEDIUM |
| EA |
Report |
Q1 FY2027 GAAP net revenue |
BEAT |
pred ~$1.91B vs. cons $1.88B |
LOW |
| EA |
Report |
Q1 FY2027 GAAP diluted EPS |
BEAT |
pred ~$0.84 vs. cons $0.82 |
LOW |
| EA |
Guide |
Q2 FY2027 net bookings guidance |
UNKNOWN |
guide ~$0.00B formally disclosed vs. cons $2.05B (Q2 FY2027) |
HIGH |
| EA |
Guide |
Merger closing timing |
BETTER |
guide ~1 month to close vs. cons 2 months to close (transaction closing period) |
MEDIUM |
| EA |
Return |
Day-1 residual (stock − beta × S&P 500) |
+0.2% |
— |
MEDIUM |
| EA |
Return |
5-day cumulative residual |
+0.3% (STABILIZE) |
Modest operating beats should not generate meaningful estimate revisions without formal guidance; a better merger-timing update compresses the remaining spread initially, but the $210 cash consideration caps subsequent follow-through. |
MEDIUM |