SURVYR

NTES

NetEase, Inc.
$114.09
−$4.23 (3.58%)Oct 27 close
Communication Services CompareTechnicals
-26%-15%-5%+5%+15%Oct 2025Oct 2026Apr 202652w high $149.1152w low $106.06
NTESSPY
Wall St. Highest PT $201.28 (+76.4%) Wall St. Avg PT $163.11 (+43.0%)
$108$140$172$204$236POC $120Hi $201Avg $163
Underwater Drawdown %Max DD -25.2%Current -21.1%
0.0%-25.2%
Relative Strength vs SPY-33.5% vs SPYUnderperforming
+39%0%-39%
1W
−$11.02 (8.81%)
1M
−$1.32 (1.14%)
3M
−$12.75 (10.05%)
6M
+$3.43 (3.10%)
YTD
−$20.83 (15.44%)
1Y
−$28.50 (19.99%)

Chart

Loading live chart…

Ratings & dials

1m · 5m · 15m · 1h · 4h · 1D

Analyst & Morningstar ratings

Consensus · Targets · Morningstar
Wall Street analyst consensus
SellHoldStrong Buy
Strong Buy
33 analysts · mean score 1.27
1 = Strong Buy · 5 = Sell
Wall Street consensus
Analyst price targets
Current price$114.09
Average target$163.11
+$49.02 (+43.0%) upsideaverage target vs current price
CurrentAverageMedian
Low$133.10
Median$163.11
High$201.28
12-month Wall Street target range
Recent analyst rating changes · 30
Reiterated
2026-09-28 · Morgan Stanley reiterated Overweight on NTES
Reiterated
2026-02-12 · Barclays reiterated Equal-Weight on NTES
Reiterated
2025-11-21 · Barclays reiterated Equal-Weight on NTES
Reiterated
2025-11-21 · Benchmark reiterated Buy on NTES
Upgrade
2025-10-10 · JP Morgan upgraded NTES from Neutral to Overweight
Reiterated
2025-08-18 · Barclays reiterated Equal-Weight on NTES

Third-party ratings, not SURVYR.'s views.

Key stats & company

Market value$75.9B
P/E (last 12 months)16.5
P/E (next 12 months, estimated)11.0
52-week range$106.06 – $149.11
Revenue growth (latest quarter vs a year ago)+7.9%
Dividend yield2.47%
Analyst consensusStrong Buy (33)
Average analyst price target$163.11 (+43%)

What they do

NetEase, Inc. engages in online games, music streaming, online intelligent learning services, and internet content services businesses in China and internationally. The company operates through Games and Related Value-Added Services; Youdao; NetEase Cloud Music; and Innovative Businesses and Others segments. It develops and operates mobile and PC games; and offers games licensed from other developers.

Communication Services · Electronic Gaming & Multimedia
Valuation and fundamentals

Valuation & fundamentals

Loading the valuation from SEC filings…

For information only · Important disclosures

Grades vs sector

No sector grades for NTES yet. Grades rank S&P 1500 stocks within their sector and refresh after each daily data run, so a stock outside that index or newly covered has none.

Systematic Models

Not held by any of our 7 live models right now.

Quality Growth
Outside this model's universe or screens
Momentum Top 15
Outside this model's universe or screens
Momentum Blend
Not in the current book
New Highs Growth
Outside this model's universe or screens
SURVYR. Barbell Momentum & T-Bill Shield
Outside this model's universe or screens
SURVYR. Physical AI Grid & Power
Outside this model's universe or screens
SURVYR. Long Book
Not in the current book

Earnings & events

NTES earningsNext report in 22 days
Next report
Thu Nov 19, 2026Before the open
EPS consensus$16.13 range $14.34–$17.82
Revenue consensus$30.3B 16 analysts
Last 4 quarters · EPS vs estimate
Aug 20, 2026$12.02est $15.54−22.7%Below estimates
May 21, 2026$17.46est $15.39+13.4%Above estimates
Feb 11, 2026$10.95est $14.12−22.4%Below estimates
Nov 20, 2025$14.73est $14.81−0.6%In line with estimates

In line = within 1% of the estimate.

Source: Yahoo Finance · refreshed 2026-10-24 11:22:58 ET
24-1125-0225-0525-0825-1126-0226-0526-080.0017.51
EstimateActual (beat)Actual (miss)

Quarterly revenue

QuarterRevenueYoY
2026-06-30$30.1B+7.9%
2026-03-31$30.6B–
2025-12-31$27.5B–
2025-09-30$28.4B–
2025-06-30$27.9B–

Recent dividends

2026-09-03: $0.480 · 2026-06-05: $0.720 · 2026-03-16: $1.160 · 2025-12-05: $0.570 · 2025-08-28: $0.570 · 2025-05-30: $0.675 · 2025-03-06: $1.220 · 2024-11-29: $0.435

News & catalysts

More news
Nomura Adjusts Netease Price Target to $155 From $157, Maintains Buy Rating
MT Newswires · Oct 22
China’s CSI 300 slips into bear-market territory as AI rout deepens
Investing.com · Oct 22
Netease Cloud Music, Gamma Agree to Multi-Year Partnership in China
MT Newswires · Oct 08
NETEASE CLOUD MUSIC AND gamma. ANNOUNCE NEW STRATEGIC PARTNERSHIP IN CHINA FOR MUSIC FROM YE, MARIAH CAREY, SEXYY RED, USHER, SNOOP DOGG AND MORE
PR Newswire · Oct 08
NetEase's Ananta Could Drive 2027 Growth, Morgan Stanley Says
MT Newswires · Sep 28
Rating changes
Reiterated
2026-09-28 · Morgan Stanley reiterated Overweight on NTES
Reiterated
2026-02-12 · Barclays reiterated Equal-Weight on NTES
Reiterated
2025-11-21 · Barclays reiterated Equal-Weight on NTES
Reiterated
2025-11-21 · Benchmark reiterated Buy on NTES
Upgrade
2025-10-10 · JP Morgan upgraded NTES from Neutral to Overweight
Reiterated
2025-08-18 · Barclays reiterated Equal-Weight on NTES

Third-party analyst actions, not SURVYR.'s views. All rating changes

Insider trades
Mo Bin
Vice President, Finance · 2026-09-02
Sell
$86.4K
None
None · None
Sell
–

Stats refreshed 2026-10-24 11:22:58 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now

Morning Brief (8 AM ET) & Market Close (4:30 PM ET), weekdays

Indexes, sectors, biggest movers, rates, top news, SURVYR. model changes and what's ahead. Free, two short emails each weekday.

Editions

Free. Not investment advice. Unsubscribe anytime.

SURVYR

Free to use. No card, no ads, no auto-renew.

Systematic research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app

Coteau 0.9 · Oct 21, 2026