Update shared on 05 Nov 2025
Fair value Increased 1.05%Narrative Update: NetEase Analyst Price Target Adjustment
Analysts have modestly increased their price target for NetEase to $248.15 from $245.57. This change reflects slight improvements in the company’s projected fair value and future earnings expectations.
What's in the News
- NetEase completed the repurchase of 500,000 shares between April 1 and June 30, 2025, totaling $58.16 million. This brings the cumulative buyback under the 2022 program to 22,100,000 shares worth $2,000 million (Key Developments).
- The board of directors approved a dividend of USD 0.1140 per share (USD 0.5700 per ADS) for the second quarter of 2025. The dividend is payable in September to shareholders and ADS holders of record as of August 28, 2025 (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has risen slightly, from $245.57 to $248.15.
- Discount Rate has decreased marginally, moving from 9.25% to 9.25%.
- Revenue Growth expectations have ticked down, changing from 8.67% to 8.65%.
- Net Profit Margin is nearly unchanged, moving from 30.99% to 30.98%.
- Future P/E ratio has increased slightly, rising from 21.25x to 21.49x.
Disclaimer
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