$NTES

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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. The company also provides live streaming service, and other related or ancillary value-added services related to games, such as the sale of game-themed merchandise. In addition, it offers digital content services with interactive learning features, including Youdao Lingshi and Youdao Literature; STEAM courses consisting computer coding courses and other STEAM courses; and adult courses, such as China University massive open online course. Further, the company provides Youdao Dictionary, an online language tool; Confucius, a large language model for the education sector; Hi Echo, an AI-driven virtual English-speaking tutor; Mr. P AI Tutor, a conversation-based tool; Youdao Desktop Translation, a desktop dictionary tool; U-Dictionary, an online dictionary and translation app; iRecord, an audio transcription tool; LectMate, an interpretation software for study-abroad lecture scenarios; iArch, an AI home design software; Baby Genius, an AI baby generator; and One Translate Translator, a translation tool for travelers. It also offers online marketing services consisting of performance-based advertising services, and global marketing and promotion services through banners, text links, videos, logos, buttons, and rich media. Additionally, the company develops and offers smart devices, including Youdao Dictionary Pen, Youdao Listening Pod, and Youdao Smart Learning Pad. NetEase, Inc. was formerly known as NetEase.com, Inc. and changed its name to NetEase, Inc. in March 2012. The company was founded in 1997 and is headquartered in Hangzhou, the People's Republic of China.

Institutions hold 9.82% · insiders 1.39% · 631 institutions

Consensus score 1.27 (1 = strong buy, 5 = sell) · mean target 163.08

• Morgan StanleyOverweightreit2026-09-28
• BarclaysEqual-Weightmain2026-02-12
• BarclaysEqual-Weightmain2025-11-21
• BenchmarkBuymain2025-11-21
• JP MorganOverweightup2025-10-10
• BarclaysEqual-Weightmain2025-08-18
• JP MorganNeutraldown2025-07-28
• JP MorganOverweightmain2025-05-19
• BarclaysEqual-Weightmain2025-05-16
• BarclaysEqual-Weightmain2025-02-24

Next report: 2026-11-19

• 6-KCorporate Changes & Voting Matters2026-10-07Open
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• 6-KCorporate Changes & Voting Matters2026-09-04Open
• 6-KCorporate Changes & Voting Matters2026-08-28Open
• N-PXAnnual Report of Proxy Voting Record of Registered Management Investment Companies filed on Form N-PX2026-08-27Open
• 6-KCorporate Changes & Voting Matters2026-08-20Open
• 6-KCorporate Changes & Voting Matters2026-08-11Open
• 6-KCorporate Changes & Voting Matters2026-08-06Open
• 6-KCorporate Changes & Voting Matters2026-07-15Open

• NetEase's Ananta Could Drive 2027 Growth, Morgan Stanley Says

  NetEase (NTES)'s upcoming global launch of "Ananta" could become a major growth driver in 2027 and s

  Mon, 28 Sep 2026 16:13:42 +0000

• Are Options Traders Betting on a Big Move in NetEase Stock?

  Investors need to pay close attention to NTES stock based on the movements in the options market lately.

  Mon, 28 Sep 2026 13:23:00 +0000

• NetEase’s (NTES) Old Hits Are Still Doing The Heavy Lifting

  On August 20, NetEase (NASDAQ:NTES) reported second-quarter results that leaned almost entirely on games the company launched years, not months, ago. Total net revenue reached RMB 30.1 billion, up 7.9% year over year, and the games and related value-added services unit again did most of the pulling, climbing 9.7% to RMB 25 billion. The headline […]

  Thu, 27 Aug 2026 12:00:24 +0000

• NetEase (SEHK:9999) Could Be 23% Undervalued Following Q2 2026 Earnings

  Q2 2026 earnings put NetEase in focus NetEase (SEHK:9999) is back on investor radars after reporting second quarter 2026 earnings. Revenue reached CNY 30,106.55 million, while net income and earnings per share from continuing operations both declined year on year. See our latest analysis for NetEase. At a share price of HK$193.4, NetEase has seen short term momentum soften, with a 30 day share price return down 7.2% and year to date share price return down 15.47%, while the 3 year total...

  Fri, 21 Aug 2026 06:11:28 +0000

• NetEase (NTES) Q2 2026 Earnings Call Transcript

  Gaming revenue surged 10% as new titles and AI tools expanded margins.

  Fri, 21 Aug 2026 00:29:01 +0000

• NetEase Inc (NTES) (Q2 2026) Earnings Call Highlights: Strong Game Revenue Growth and Margin ...

  NetEase Inc (NTES) reports 10% year-over-year growth in games revenue, with gross margins improving to 76.1%, while navigating investment-related net income declines.

  Thu, 20 Aug 2026 19:03:13 +0000

• NetEase Q2 Earnings Call Highlights

  NetEase (NASDAQ:NTES) reported second-quarter revenue of RMB 30.1 billion ($4.4 billion), supported by continued growth in its games business, while management highlighted live-service updates, global expansion and artificial intelligence investments as key parts of its operating strategy. Games an

  Thu, 20 Aug 2026 14:02:59 +0000

• NTES Stock Falls After Missing Q2 Earnings Estimates As Higher R&D Expenses Weigh On Profits

  NetEase CEO William Ding struck an optimistic note, saying that the company will focus on creating original content, building long-lasting franchises and strengthening communities to sustain player engagement.

  Thu, 20 Aug 2026 11:33:30 +0000