EA's (EA) - Get Report fourth-quarter results are likely to show continued strength in its digital business, as well as the disc business, thanks to strong growth in upcoming games and strength from Mass Efect: Andromeda.
"Based upon industry sell-through data, we believe that EA sold-in at least 2.5 million units of Mass Effect: Andromeda, a March 21 release, for incremental revenue of $110 million, offsetting the new releases a year ago," Wedbush Securities analyst Michael Pachter wrote in an investor note.
Analysts surveyed by Yahoo! Finance expect the company to earn an adjusted 75 cents a share on $1.09 billion in revenue for the period.
Over the past 12 months, shares of EA have gained nearly 48%, compared to the near 11% gain in the S&P 500.
Here are five ETFs that may benefit if investors like EA's fourth-quarter results.
Editors' pick: Originally published May 9.
PowerShares Dynamic Software Portfolio ETF
Research firm New Constructs, which has a neutral rating on EA, is a bit more cautious on the gaming giant.
"We believe embeds a Dangerous level of market expectations because there is a larger difference between the expected financial performance implied by its market price and the company's historical performance," the firm wrote in a note to investors.
PureFunds Video Game Tech ETF
Wedbush's Pachter, who has an outperform rating on EA, expects the company to maintain its course, thanks to recent decent digital growth areas and keep costs inline.
"We expect significant growth for the foreseeable future driven by cost discipline, digital sales growth, and evergreen franchises including Battlefield, the Star Wars games, and several sports titles," Pachter wrote in a note to clients.
Wedbush has a $95 price target on shares of EA.
iShares North American Tech-Software ETF
SPDR MFS Systematic Growth Equity ETF
PowerShares DWA Consumer Cyclicals Momentum Portfolio ETF