I think EA needs to sell themselves because they can't figure out how to make their stock proce go up on their own

If you look at the price chart, they have gone nowhere over 5 years but a little lower.

Most of their revenue are from sports game and Ultimate Team microtransactions, which isn't going to help the stock go up because they're just consistent cash cows that are already baked in to everyone's forecast and there's not much upside.

The only studio they have that has a shot of producing new hits that actually provides upside to the stock is Respawn. Apex Legends helped a lot, Star Wars Jedi: Survivor was great as well but wasn't enough for this earnings call.

Do not mention DICE since their last blockbuster success was Battlefield 1 in 2018 and every Battlefield after that hasn't been successful. That was 7 years ago.

Besides Respawn & sports games, nothing else matters for EA and I just don't see this stock going anywhere far as an independent company.

The next catalyst is the ATVI acquisition officially closing and should get EA back to the $130s. Then is how does the rebranding of EA's soccer game goes that you'll see during the holidays and as long as people buy the game still since there's no better alternative for soccer, it should stay at $130 and maybe touch $140.

After this I think they need to sell. Take advantage that they'll be the biggest pure-play video game company and with ATVI off the list big tech who wants to catch up with Microsoft should give a bid for EA. If they don't sell, I just don't see anything meaningful driving this stock higher.