NetEase Inc

Análisis de la acción NetEase Inc (NTES)

$112.100

-0.348 (-0.31%)Al cierre

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Máximo
112.130
Apertura
110.970
Precio medio ponderado por volumen
111.49
Volumen
948.50K
Capitalización
61.91B
Mínimo
110.230
Importe
105.74M
EV/EBITDA, TTM
1.06

NetEase Inc is a company principally engaged in the gaming business. The Company operates through four segments. Games and Related Value-Added Services segment is engaged in the development and sale of mobile games, game operations, and other value-added services, including in-game virtual items and prepaid credits. Youdao segment provides learning services, smart devices, and online marketing services. The segment's products and services include online courses and digital content services. NetEase Cloud Music segment provides online music services, social entertainment services, and other services through the sale of membership subscriptions for various content and service packages, primarily through the sale of virtual items. Innovative Businesses and Others segment provides rigorous selection, advertising services, email, and other value-added services.

www.163.com

Análisis de IA of NetEase Inc (NTES)

Comprar

NetEase Inc is a good buy right now due to its current price of $118.61 being significantly lower than analyst price targets, with a high potential upside of 37% to Morgan Stanley's target and 52% to BNP Paribas's target. The company has shown strong revenue growth with Q2 2026 revenue increasing by 7.9% year-over-year, and a robust gross margin of 70.47% in Q2 2026. However, the main risk is the RSI at 27.953, indicating the stock is oversold, which could lead to short-term volatility.

Recomendaciones de analistas (29)

+40.35% de potencial alcista
Comprar
19 Comprar
8 Mantener
2 Vender
Actual: 112.10
Mínimo
135.00
Promedio
157.33
Máximo
166.00

BNP Paribas

2026-09-22

Precio objetivo

$180

Superar al mercado

BofA

2026-08-20

Precio objetivo

$174

Comprar

Goldman Sachs

2026-07-01

Precio objetivo

$169

Comprar

Morgan Stanley

2026-05-26

Precio objetivo

$158

Sobreponderar

Barclays

2026-02-12

Precio objetivo

$132

Equal Weight

Métricas de valoración

El PER previsto actual de NetEase Inc (NTES) es 10.66, frente a su media de 5 años de 13.17.

PER previsto

Valor razonable
Media 5A P/E
13.17
P/E actual
10.66
Sobrevalorada
17.91
Infravalorada
8.44

EV/EBITDA previsto

Infravalorado
Media 5A EV/EBITDA
9.73
EV/EBITDA actual
1.06
Sobrevalorada
14.24
Infravalorada
5.21

Precio/ventas previsto

Muy infravalorado
Media 5A P/S
3.48
P/S actual
0.56
Sobrevalorada
4.92
Infravalorada
2.04

Escenarios de precio de Alphio AI para NTES

Los precios por escenario son la última banda de previsión mensual del año en curso. Las probabilidades son pesos fijos del modelo (25 / 50 / 25), no garantías.

A

Alcista

Alcista · 25%NTES

$146.64

Precio del escenario

B

Base

Base · 50%NTES

$121.54

Precio del escenario

B

Bajista

Bajista · 25%NTES

$107.84

Precio del escenario

Cronología de eventos

2026-10-08 (ET)

09:30:00

NetEase Cloud Music Partners with gamma for Strategic Collaboration

2026-09-28 (ET)

09:00:00

Stock Futures Decline Due to Rising Oil Prices and Treasury Yields

2026-09-15 (ET)

11:30:00

Saudi Public Investment Fund Considers Merging EA with Savvy Games

Noticias

Preguntas frecuentes sobre NTES, respondidas por Alphio AI

NetEase Inc is a company principally engaged in the gaming business. The Company operates through four segments. Games and Related Value-Added Services segment is engaged in the development and sale of mobile games, game operations, and other value-added services, including in-game virtual items and prepaid credits. Youdao segment provides learning services, smart devices, and online marketing services. The segment's products and services include online courses and digital content services. NetEase Cloud Music segment provides online music services, social entertainment services, and other services through the sale of membership subscriptions for various content and service packages, primarily through the sale of virtual items. Innovative Businesses and Others segment provides rigorous selection, advertising services, email, and other value-added services. It operates in the Technology sector (PREPACKAGED SOFTWARE industry).

NetEase Inc is a good buy right now due to its current price of $118.61 being significantly lower than analyst price targets, with a high potential upside of 37% to Morgan Stanley's target and 52% to BNP Paribas's target. The company has shown strong revenue growth with Q2 2026 revenue increasing by 7.9% year-over-year, and a robust gross margin of 70.47% in Q2 2026. However, the main risk is the RSI at 27.953, indicating the stock is oversold, which could lead to short-term volatility.

29 analysts cover NTES: 19 rate it Buy, 8 Hold and 2 Sell. The average price target is 157.33.

Comunidad

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