NetEase Inc

NetEase Inc(NTES)の株式分析

$126.060

-1.046 (-0.83%)終値時点

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高値
127.350
始値
126.870
出来高加重平均価格
126.34
出来高
474.24K
時価総額
61.91B
安値
125.610
売買代金
59.91M
EV/EBITDA(TTM)
1.23

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

AI分析 of NetEase Inc (NTES)

買い

NetEase Inc is a good buy right now, trading at $126.06 with a forward P/E of 11.14, indicating potential undervaluation. The RSI is at 65.38, suggesting strong momentum. The company reported a gross margin of 70.47% in Q2 2026, reflecting solid profitability. However, the main risk is the year-to-date change of -14.57%, indicating some volatility in the stock's performance.

アナリスト評価(29)

上値余地 +24.81%
買い
19 買い
8 中立
2 売り
現在: 126.06
安値
135.00
平均
157.33
高値
166.00

BNP Paribas

2026-09-22

目標株価

$180

アウトパフォーム

BofA

2026-08-20

目標株価

$174

買い

Goldman Sachs

2026-07-01

目標株価

$169

買い

Morgan Stanley

2026-05-26

目標株価

$158

オーバーウェイト

Barclays

2026-02-12

目標株価

$132

Equal Weight

バリュエーション指標

NetEase Inc(NTES)の現在の予想PERは11.14で、5年平均は13.25です。

予想PER

適正
5年平均 P/E
13.25
現在のP/E
11.14
割高
18.03
割安
8.47

予想EV/EBITDA

割安
5年平均 EV/EBITDA
9.84
現在のEV/EBITDA
1.23
割高
14.34
割安
5.35

予想PSR

大幅な割安
5年平均 P/S
3.51
現在のP/S
0.63
割高
4.93
割安
2.09

Alphio AI による NTES の価格シナリオ

シナリオ価格は本年の最終月次予想レンジです。確率はモデルの固定ウェイト(25 / 50 / 25)であり、保証ではありません。

強

強気

強気 · 25%NTES

$146.64

シナリオ価格

基

基本

基本 · 50%NTES

$121.54

シナリオ価格

弱

弱気

弱気 · 25%NTES

$107.84

シナリオ価格

NTES のよくある質問 — Alphio AI が回答

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, trading at $126.06 with a forward P/E of 11.14, indicating potential undervaluation. The RSI is at 65.38, suggesting strong momentum. The company reported a gross margin of 70.47% in Q2 2026, reflecting solid profitability. However, the main risk is the year-to-date change of -14.57%, indicating some volatility in the stock's performance.

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

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