NETEASE INC-ADR (NTES) Forecast, Price Target & Analyst Ratings

NASDAQ:NTES • US64110W1027

Current stock price

117.98 USD
+0.47 (+0.4%)
At close:
117.98 USD
0 (0%)
After Hours:

Analyst forecast overview

View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for NETEASE INC-ADR (NTES).

Forecast Snapshot

Consensus Price Target

Price Target
$164.55
+ 39.47% Upside
→ Price target details

Next Earnings Forecast

Earnings Estimate
Release Date
May 21, 2026
Period
Q1 / 2026
EPS Estimate
CN¥15.42
Revenue Estimate
29.979B
→ Full earnings forecast details

ChartMill Buy Consensus

Rating
84.00%
Weighted Analyst Rating Score
→ Analyst Ratings details

Price Target Details & History

Consensus Price Target and Range

Mean target
$164.55
Upside
+ 39.47%
From current price of $117.98 to mean target of $164.55, Based on 35 analyst forecasts
Low
$133.32
Median
$163.20
High
$206.26

Price Target Revisions

1 Month
-0.08%
3 Months
-2.56%

Price Target Summary

35 Wall Street analysts provided a forecast for the next 12 months for NTES. The average price target is 164.55 USD. This implies a price increase of 39.47% is expected in the next year compared to the current price of 117.98.
The average price target has been revised downward by 2.56% in the past 3 months.
→ Find peer stocks trading 30% below analyst price target

Analyst Ratings & History

Current Analyst Ratings

NTES Current Analyst RatingNTES Current Analyst Buy, Sell and Hold Ratings.Current Analyst Rating Strong Buy Buy Hold Sell Strong Sell 5 10 15

Analyst Ratings History

NTES Historical Analyst RatingsNTES Historical Analyst Buy, Sell and Hold Ratings and number of analysts.Historical Monthly Analyst Rating -19 -17 -15 -13 -11 -9 -7 -5 -3 -1 10 20 30

Analyst Ratings Consensus

ChartMill Buy Consensus
84.00%
NTES was analyzed by 35 analysts. The buy percentage consensus is at 84. So analysts seem to be very confident about NTES.
In the previous month the buy percentage consensus was at a similar level.
NTES was analyzed by 35 analysts, which should be a sufficient number of analysts to have a meaningful average consensus rating.
→ Find peer stocks with a buy consensus above 85%

Recent Upgrades & Downgrades

DateFirmActionFrom → To
2026-02-12BarclaysMaintains Equal-Weight -> Equal-Weight
2025-11-21GuggenheimMaintains Buy -> Buy
2025-11-21BenchmarkMaintains Buy -> Buy
2025-11-21BarclaysMaintains Equal-Weight -> Equal-Weight
2025-10-10JP MorganUpgrade Neutral -> Overweight
2025-08-18BarclaysMaintains Equal-Weight -> Equal-Weight
2025-07-28JP MorganMaintains Overweight -> Overweight
2025-05-19JP MorganMaintains Overweight -> Overweight
2025-05-16BarclaysMaintains Equal-Weight -> Equal-Weight
2025-02-24BarclaysMaintains Equal-Weight -> Equal-Weight
2025-02-21BenchmarkMaintains Buy -> Buy
2025-02-12Morgan StanleyMaintains Overweight -> Overweight
2025-01-15B of A SecuritiesMaintains Buy -> Buy
2025-01-08Morgan StanleyUpgrade Equal-Weight -> Overweight
2024-11-15BenchmarkMaintains Buy -> Buy
2024-11-15CitigroupMaintains Buy -> Buy
2024-08-26BarclaysMaintains Equal-Weight -> Equal-Weight
2024-08-23B of A SecuritiesMaintains Buy -> Buy
2024-08-22JefferiesMaintains Buy -> Buy
2024-07-05Morgan StanleyMaintains Equal-Weight -> Equal-Weight
2024-06-27Morgan StanleyMaintains Equal-Weight -> Equal-Weight
2024-06-13BarclaysInitiate Equal-Weight
2024-05-24BenchmarkMaintains Buy -> Buy
2024-05-23Morgan StanleyDowngrade Overweight -> Equal-Weight
2024-04-24HSBCMaintains Buy -> Buy

Next Earnings Forecast Details

Next Earnings Details

Release Date
May 21, 2026
Period
Q1 / 2026
EPS Estimate
CN¥15.42
Revenue Estimate
29.979B
Revenue Q2Q
3.99%
EPS Q2Q
-11.94%
Number of Analysts
11

Next Earnings Revisions

Revenue (1 Month)
-0.48%
Revenue (3 Months)
-4.76%
EPS (1 Month)
-1.56%
EPS (3 Months)
-3.03%

Next Earnings Summary

NTES is expected to report earnings on 5/21/2026. The consensus EPS estimate for the next earnings is 15.42 USD and the consensus revenue estimate is 29.98B USD.
The next earnings revenue estimate has been revised downward by 4.76% in the past 3 months.
→ Find peers expecting at least 20% revenue growth next quarter

Full Analyst Estimates 2026 - 2033

Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates

2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033
Revenue
YoY % growth
NTES revenue by date.NTES revenue by date.
103.468B
7.23%		105.295B
1.77%		112.626B
6.96%		123.409B
9.57%		133.984B
8.57%		143.565B
7.15%		157.106B
9.43%		170.594B
8.59%		181.28B
6.26%		192.491B
6.18%		204.463B
6.22%
EBITDA
YoY % growth
NTES ebitda by date.NTES ebitda by date.
30.764B
36.81%		32.002B
4.02%		38.082B
19.00%		44.078B
15.74%		49.853B
13.10%		53.809B
7.94%		52.653B
-2.15%		64.481B
22.46%		68.618B
6.42%		73.843B
7.61%		79.27B
7.35%
EBIT
YoY % growth
NTES ebit by date.NTES ebit by date.
27.709B
41.16%		29.584B
6.77%		35.835B
21.13%		40.116B
11.95%		44.956B
12.07%		49.65B
10.44%		52.723B
6.19%		58.887B
11.69%		64.988B
10.36%		69.987B
7.69%		75.175B
7.41%
Operating Margin
NTES operating margin by date.NTES operating margin by date.
26.78%28.10%31.82%32.51%33.55%34.58%33.56%34.52%35.85%36.36%36.77%
EPS
YoY % growth
NTES eps by date.NTES eps by date.
50.15
44.94%		51.87
3.43%		58.00
11.82%		64.07
10.46%		70.94
10.72%		76.90
8.41%		N/AN/AN/AN/AN/A

All data in CNY

Quarterly Earnings Per Share (EPS), Revenue, EBIT and EBITDA Analyst Estimates

Q1 / 26 Q2 / 26 Q3 / 26 Q4 / 26 Q1 / 27 Q2 / 27 Q3 / 27 Q4 / 27 Q1 / 28 Q2 / 28 Q3 / 28 Q4 / 28
EPS
Q2Q % growth		15.42
-11.94%		15.30
3.32%		15.69
6.55%		16.05
46.54%		16.53
7.22%		16.27
6.34%		16.09
2.51%		16.09
0.27%		17.97
8.67%		17.09
5.05%		17.40
8.14%		17.96
11.64%
Revenue
Q2Q % growth		29.979B
3.99%		29.958B
7.41%		31.243B
10.17%		31.384B
13.93%		32.624B
8.82%		33.33B
11.26%		33.951B
8.67%		33.183B
5.73%		35.546B
8.96%		35.212B
5.65%		35.998B
6.03%		38.116B
14.87%
EBITDA
Q2Q % growth		11.234B
2.86%		10.436B
4.67%		10.816B
13.37%		10.7B
1.26%		13.293B
18.33%		13.003B
24.60%		13.004B
20.23%		12.927B
20.81%		14.373B
8.12%		13.706B
5.41%		13.987B
7.56%		14.901B
15.27%
EBIT
Q2Q % growth		9.551B
-8.53%		9.586B
5.79%		9.595B
19.74%		10.577B
27.14%		10.917B
14.30%		11.409B
19.02%		11.279B
17.55%		10.912B
3.17%		13.106B
20.05%		12.438B
9.02%		12.72B
12.78%		13.633B
24.94%

All data in CNY

Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data

NTES Yearly Revenue VS EstimatesNTES Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 50B 100B 150B 200B
NTES Yearly EPS VS EstimatesNTES Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 20 40 60

Long Term Forward Growth Forecast Summary

Long Term EPS Growth (CAGR)

EPS Next 3 Year
9.86%
EPS Next 5 Year
N/A

Long Term Revenue Growth (CAGR)

Revenue Next 3 Year
7.30%
Revenue Next 5 Year
7.98%

Long Term EBIT Growth (CAGR)

EBIT Next 3 Year
12.79%
EBIT Next 5 Year
11.45%
→ Find peers expecting at least 20% CAGR revenue growth over the next 3 years

NETEASE INC-ADR / NTES Forecast FAQ

What is the average price target for NETEASE INC-ADR (NTES) stock?

35 analysts have analysed NTES and the average price target is 164.55 USD. This implies a price increase of 39.47% is expected in the next year compared to the current price of 117.98.

Can you provide the upcoming earnings date for NETEASE INC-ADR?

NETEASE INC-ADR (NTES) will report earnings on 2026-05-21, before the market open.

What are the consensus estimates for NETEASE INC-ADR (NTES) next earnings?

The consensus EPS estimate for the next earnings of NETEASE INC-ADR (NTES) is 15.42 USD and the consensus revenue estimate is 29.98B USD.

Can you provide the expected long term growth rate for NETEASE INC-ADR stock?

The expected long term growth rate for NETEASE INC-ADR (NTES) is 7.3%.