JPMorgan analyst Alexia Quadrani says she remains positive on the video game sector despite recent volatility and views current valuations as an attractive entry point for patient investors. The long-term bull thesis for Electronic Arts (EA) and Activision Blizzard (ATVI) remains intact, supported by a secular shift from physical to digital sales, extension of core intellectual property to faster growing mobile platforms, continued innovation in live services, and an expanding console and player base, Quadrani tells investors in a research note. The analyst keeps Overweight ratings on both names but prefers Electronic Arts in the near term. Her $130 price target implies 43% upside from current levels.

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