NetEase Inc

NetEase Inc (NTES) Stock Analysis

$126.060

-1.046 (-0.83%)At close

Loading chart…
High
127.350
Open
126.870
VWAP
126.34
Volume
474.24K
Mkt Cap
61.91B
Low
125.610
Amount
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 analysis of NetEase Inc (NTES)

Buy

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.

Analyst Ratings (29)

+24.81% upside
Buy
19 Buy
8 Hold
2 Sell
Current: 126.06
Low
135.00
Average
157.33
High
166.00

BNP Paribas

2026-09-22

Price Target

$180

Outperform

BofA

2026-08-20

Price Target

$174

Buy

Goldman Sachs

2026-07-01

Price Target

$169

Buy

Morgan Stanley

2026-05-26

Price Target

$158

Overweight

Barclays

2026-02-12

Price Target

$132

Equal Weight

Valuation Metrics

The current forward P/E ratio for NetEase Inc (NTES) is 11.14, compared to its 5-year average forward P/E of 13.25.

Forward P/E

Fair
5Y Average P/E
13.25
Current P/E
11.14
Overvalued
18.03
Undervalued
8.47

Forward EV/EBITDA

Undervalued
5Y Average EV/EBITDA
9.84
Current EV/EBITDA
1.23
Overvalued
14.34
Undervalued
5.35

Forward P/S

Strongly Undervalued
5Y Average P/S
3.51
Current P/S
0.63
Overvalued
4.93
Undervalued
2.09

Alphio AI Price Scenarios for NTES

Scenario prices are the last monthly forecast band of the current year. Probabilities are fixed model weights (25 / 50 / 25), not guarantees.

B

Bull

Bull · 25%NTES

$146.64

Scenario price

B

Base

Base · 50%NTES

$121.54

Scenario price

B

Bear

Bear · 25%NTES

$107.84

Scenario price

NTES FAQ — answered by 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, 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.

Community

More ↗

No posts yet

Sign up or log in to join the discussion

This page is for research only and is not investment advice. Models can be wrong. Past performance does not guarantee future results.

Start trading