NetEase, Inc.
118.61USD
-0.0600 (-0.05%)
Not enough data yet
A reading needs 5 members, each at least 14 days old with a track record on this site (simulated portfolios and calls), who shared a take in the last 30 days; 2 of them need a strong record.
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Consensus EPS on the street’s adjusted basis, not the filed GAAP figure — which is why the actuals here can differ from the income statement.
| Period | Consensus EPS | 90 days ago | Revisions up (30d) | Revisions down (30d) |
|---|---|---|---|---|
| Current quarter | CN¥16.13▲ | CN¥15.64 | 2 | 1 |
| Next quarter | CN¥15.5▼ | CN¥15.7 | 2 | 2 |
| Current year | CN¥61.45▼ | CN¥64.72 | 1 | 7 |
| Next year | CN¥71.82▲ | CN¥71.6 | 6 | 3 |
Beat in 1 of the last 4
| Quarter | Estimate | Actual | Surprise |
|---|---|---|---|
| 2026-06-30 | CN¥15.54 | CN¥12.02 | -3.52 (-22.7%) |
| 2026-03-31 | CN¥15.39 | CN¥17.46 | +2.07 (+13.4%) |
| 2025-12-31 | CN¥14.12 | CN¥10.95 | -3.17 (-22.4%) |
| 2025-09-30 | CN¥14.81 | CN¥14.73 | -0.08 (-0.6%) |
139 ratings from 28 firms
Ratings are attributed to the research firm, not to individual analysts. See every ticker.
| Firm | Action | Rating | Price Target | Date |
|---|---|---|---|---|
| Morgan Stanley | Reiterated | Overweight | $163 | Sep 28, 2026 |
| Barclays | Maintained | Equal-Weight | $135 $132 | Feb 12, 2026 |
| Barclays | Maintained | Equal-Weight | $120 $135 | Nov 21, 2025 |
| Benchmark | Maintained | Buy | $145 $158 | Nov 21, 2025 |
| JP Morgan | Upgraded from Neutral | Overweight | $138 $190 | Oct 10, 2025 |
| Barclays | Maintained | Equal-Weight | $118 $120 | Aug 18, 2025 |
| JP Morgan | Downgraded from Overweight | Neutral | $135 $140 | Jul 28, 2025 |
| JP Morgan | Maintained | Overweight | $120 $135 | May 19, 2025 |
| Barclays | Maintained | Equal-Weight | $104 $118 | May 16, 2025 |
| Barclays | Maintained | Equal-Weight | $82 $104 | Feb 24, 2025 |
| Benchmark | Maintained | Buy | $105 $115 | Feb 21, 2025 |
| Morgan Stanley | Maintained | Overweight | $108 $117 | Feb 12, 2025 |
| B of A Securities | Maintained | Buy | $120 $122 | Jan 15, 2025 |
| Morgan Stanley | Upgraded from Equal-Weight | Overweight | $90 $108 | Jan 8, 2025 |
| Citigroup | Maintained | Buy | $108 $115 | Nov 15, 2024 |
| Benchmark | Maintained | Buy | $120 $105 | Nov 15, 2024 |
| Barclays | Maintained | Equal-Weight | $104 $82 | Aug 26, 2024 |
| B of A Securities | Maintained | Buy | $142 $120 | Aug 23, 2024 |
| Jefferies | Maintained | Buy | $126 $103 | Aug 22, 2024 |
| Morgan Stanley | Maintained | Equal-Weight | $100 | Jul 5, 2024 |
| Morgan Stanley | Maintained | Equal-Weight | $100 | Jun 27, 2024 |
| Barclays | Initiated | Equal-Weight | $104 | Jun 13, 2024 |
| Benchmark | Maintained | Buy | $144 $145 | May 24, 2024 |
| Morgan Stanley | Downgraded from Overweight | Equal-Weight | $120 $100 | May 23, 2024 |
| HSBC | Maintained | Buy | $130 $126 | Apr 24, 2024 |
2 filings from 2 insiders · 1 buy / 1 sell over 6m
Officers and directors of NTES, from the last two years of filings. Grants, gifts and option exercises are shown but not colour-coded — they are compensation, not a view on the price.
| Insider | Action | Shares | Price | Value | Date |
|---|---|---|---|---|---|
| Mo BinOfficer, Vice President, Finance | Sell | 716 | $120.64 | $86k | Sep 2, 2026 |
| MO BINOfficer | Grant | 716 | — | — | Aug 11, 2026 |
No analyst notes on NTES yet.
Analyst Ratings
33 analysts covering
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Consensus |
|---|---|---|---|---|---|---|
| Current | 7 | 25 | 1 | 0 | 0 | Buy1.82 |
| 1 mo ago | 7 | 25 | 1 | 0 | 0 | Buy1.82 |
| 2 mo ago | 6 | 25 | 1 | 0 | 0 | Buy1.84 |
| 3 mo ago | 6 | 25 | 1 | 0 | 0 | Buy1.84 |
Members whose judged calls on NTES have played out most reliably.
No settled calls on NTES yet. Nobody has filed a call with a deadline on it.
A member is listed once they have three judged calls on a name.
A call with a target is judged on whether the price reaches it by the deadline, counting each day's high (a buy) or low (a sell) from the day after the call was made. A call without one is judged on whether the price at the close on the deadline is higher (a buy) or lower (a sell) than the price the call was made at: the live price when it was saved, for a call made with Make a call, or the last close before the day it was filed, for a call made in a note. Not against the market or an index.
A percentage appears once five calls have reached their deadline. A target reached sooner is shown as played out early, and counts toward the percentage when its deadline passes, because a miss cannot be known before then.
A member’s prediction, judged on price history · not investment advice