TTWO
Board Highlights
Message List Post Message Reply to
this Message

MSG # GO



Rap Sheet

Author:

LongTerm CapGains

Subject:

Earnings

Date:

10/10/16 at 4:19 PM CDT

 

 

READ: 4

RPLY: 1

0

0

RECS:0

Sentiment:

Neutral

Question on Earnings expectations for EA and ATVI

EA is supposed to post improvements over the next year, i.e. trailing PE is ~24 and Forward PE below 21

ATVI has a ton of expectattons (priced in??) given that its trailing PE is > 40 and forward PE is 20

I know that ATVI has a full slate of game releases these Holidays, but are the expectations correct?  Given that it currently sports a high PE (relative to the S&P), are they correct?  And if so, what about after the Holidays?  Next year Holidays for example?  Is the current high multiple sustainabe?

As to EA, it looks even more overpriced given that this year's growth is rather tame.

Copyright 2014 All Rights Reserved; Patent Pending