Shares of Electronic Arts Inc. EA, +1.44% are down 2.4% in Friday morning trading after several analysts lowered their price targets on the stock in the wake of the company's Battlefield V delay. The stock tumbled 9.8% in Thursday's session. "In previous quarters EA has been able to meet or exceed guidance despite delays or underperformance of AAA games," wrote Oppenheimer's Andrew Uerkwitz, referring to big-budget titles. "Investors could interpret negative guidance revision(s) as intensifying competition or waxing tailwinds from [microtransaction] monetization opportunities." He lowered his price target on the stock to $132 from $140 but kept his outperform rating. Needham's Laura Martin reduced her target price to $150 from $170, writing that she was "particularly concerned with the specific release date of Battlefield V." Instead, she deems it more important for EA to focus on not releasing "an 'underperforming' game in another tentpole franchise," after recent "missteps" with its Star Wars game and other titles. Shares of Take-Two Interactive Software Inc. TTWO, +1.52% and Activision Blizzard Inc. ATVI, +1.61% are also down in Friday's session. EA's stock has fallen 6.4% over the past 12 months, while the S&P 500 SPX, +1.59% has gained 17%.