Communication Services
Interactive Home Entertainment
2 companies under coverage.
Coverage
Interactive Home Entertainment
Equity Research
Electronic Arts Inc (EA)
The bull case — 'Bull — Franchise Re-Rate / M&A' (8% weight) — targets $378, +84% vs spot. It needs the multiple to hold or expand.
Equity Research
Take-Two Interactive Software Inc (TTWO)
The bull case — 'Bull — Franchise Re-Rate / M&A' (8% weight) — targets $428, +71% vs spot. It needs the multiple to hold or expand.