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NTES

NetEase, Inc.

Communication Services · Electronic Gaming & Multimedia

115.88USD

-3.5700 (-2.99%)

DescriptionHistoricalFinancialsRelative ValueResearchNewsDiscussionOptionsPrice Chart ↗Fundamental Chart ↗

Estimates and surprises

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.

PeriodConsensus EPS90 days agoRevisions up (30d)Revisions down (30d)
Current quarter$16.21▲$15.6372
Next quarter$15.53▼$15.7363
Current year$61.74▼$65.19021
Next year$72.14▲$71.95146

Recent quarters

Beat in 1 of the last 4

QuarterEstimateActualSurprise
2026-06-30$15.54$12.02-3.52 (-22.7%)
2026-03-31$15.39$17.46+2.07 (+13.4%)
2025-12-31$14.12$10.95-3.17 (-22.4%)
2025-09-30$14.81$14.73-0.08 (-0.6%)

Wall Street coverage

138 ratings from 28 firms

Ratings are attributed to the research firm, not to individual analysts. See every ticker.

FirmActionRatingPrice TargetDate
BarclaysMaintainedEqual-Weight$135 $132Feb 12, 2026
BarclaysMaintainedEqual-Weight$120 $135Nov 21, 2025
BenchmarkMaintainedBuy$145 $158Nov 21, 2025
JP MorganUpgraded from NeutralOverweight$138 $190Oct 10, 2025
BarclaysMaintainedEqual-Weight$118 $120Aug 18, 2025
JP MorganDowngraded from OverweightNeutral$135 $140Jul 28, 2025
JP MorganMaintainedOverweight$120 $135May 19, 2025
BarclaysMaintainedEqual-Weight$104 $118May 16, 2025
BarclaysMaintainedEqual-Weight$82 $104Feb 24, 2025
BenchmarkMaintainedBuy$105 $115Feb 21, 2025
Morgan StanleyMaintainedOverweight$108 $117Feb 12, 2025
B of A SecuritiesMaintainedBuy$120 $122Jan 15, 2025
Morgan StanleyUpgraded from Equal-WeightOverweight$90 $108Jan 8, 2025
CitigroupMaintainedBuy$108 $115Nov 15, 2024
BenchmarkMaintainedBuy$120 $105Nov 15, 2024
BarclaysMaintainedEqual-Weight$104 $82Aug 26, 2024
B of A SecuritiesMaintainedBuy$142 $120Aug 23, 2024
JefferiesMaintainedBuy$126 $103Aug 22, 2024
Morgan StanleyMaintainedEqual-Weight$100Jul 5, 2024
Morgan StanleyMaintainedEqual-Weight$100Jun 27, 2024
BarclaysInitiatedEqual-Weight$104Jun 13, 2024
BenchmarkMaintainedBuy$144 $145May 24, 2024
Morgan StanleyDowngraded from OverweightEqual-Weight$120 $100May 23, 2024
HSBCMaintainedBuy$130 $126Apr 24, 2024
Morgan StanleyMaintainedOverweight$135 $120Apr 12, 2024

Insider transactions

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.

InsiderActionSharesPriceValueDate
Mo BinOfficer, Vice President, FinanceSell716$120.64$86kSep 2, 2026
MO BINOfficerGrant716——Aug 11, 2026

Analyst Notes

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No analyst notes on NTES yet.

Analyst Ratings

32 analysts covering

PeriodStrong BuyBuyHoldSellStrong SellConsensus
Current625100Buy1.84
1 mo ago625100Buy1.84
2 mo ago625100Buy1.84
3 mo ago624100Buy1.84
Price target$162.34$132.56 – $200.85
+40.1% to target