The recent analyst opinion has been positive. The stock has performed well over the last one year, though it remains significantly below the highs made a few years ago. It has corrected over the last few weeks, but is still up by 60% during 2013. The performance in the second quarter was better than analyst estimates, and the company increased its EPS guidance for the full year. The non-GAAP net revenue came in at $1.04 billion, slightly above the guidance of $975 million, and the Non-GAAP diluted earnings per share came at 33 cents much above the guidance of 12 cents. The annual guidance for EPS was increased from $1.20 to $1.25 per share, Mobile and handheld non-GAAP digital net revenue increased by 19% to $105 million on a yoy basis in the second quarter of FY14. The performance so far has been good with the ttm non-GAAP digital revenues up 22% to $1.75 billion compared to last year. TheStreet has a hold rating for the stock because of recent performance of the stock, and the growth in earnings per share. The company faces competition from established players like Activision (ATVI), and Zynga (ZNGA). Entry of smaller players like MGT Capital Investments (MGT) indicates the future potential of the space. Electronic Arts is expected to deliver good performance going forward on the back of its franchise arrangements and success of its creations. A seekingalpha analyst had mentioned that the international FIFA revenue, Star Wars resurgence and expectations related to future success of Titanfall could lead to faster growth in revenues. If the company can keep the costs in control, the topline growth can translate into consistent improvement in margins. The valuations are not too high as it is trading at 15 times forward earnings and the PEG ratio is 1.20. The cash position remains good with $1.42 billion as on 30 September, and the debt was $570 million.