Update shared on 25 Nov 2025
Fair value Increased 3.14%Narrative Update on NetEase Analyst Price Target
Analysts have raised their fair value price target for NetEase from $248.15 to $255.93. They cite updated expectations for slightly higher revenue growth and a modest adjustment in profit margin forecasts.
What's in the News
- NetEase reported it repurchased no shares between July 1, 2025 and September 30, 2025. The company completed a prior buyback program with a total of 22,100,000 shares repurchased for $2,000 million since November 2022 (Key Developments).
- The company has scheduled a board meeting on November 19, 2025 to consider and approve its unaudited results for the third quarter of 2025 and to discuss the quarterly dividend (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has risen slightly from $248.15 to $255.93.
- The discount rate increased marginally to 9.34% from 9.25%.
- Revenue growth expectations edged higher, now at 8.77% compared to 8.65% previously.
- The net profit margin forecast saw a minor decline, decreasing from 30.98% to 30.68%.
- The future P/E ratio has increased modestly, moving from 21.49x to 22.56x.
Disclaimer
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