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Update shared on20 Sep 2025

Fair value Increased 1.79%
AnalystConsensusTarget's Fair Value
HK$241.62
1.7% undervalued intrinsic discount
08 Oct
HK$237.40
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1Y
73.2%
7D
0.3%

NetEase's future P/E ratio and discount rate both remained virtually unchanged, supporting a marginal increase in its consensus analyst price target from HK$233.99 to HK$238.19.


What's in the News


  • NetEase's board approved a reduced dividend of USD 0.1140 per share (USD 0.5700 per ADS) for Q2 2025, payable in September.
  • The company repurchased 500,000 shares for $58.16 million in Q2 2025, completing a total buyback of 22.1 million shares ($2.0 billion) under its 2022 program.
  • The board convened to review unaudited results for Q2 and the first half of 2025, and to consider the Q2 dividend.

Valuation Changes


Summary of Valuation Changes for NetEase

  • The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from HK$233.99 to HK$238.19.
  • The Discount Rate for NetEase remained effectively unchanged, moving only marginally from 9.43% to 9.27%.
  • The Future P/E for NetEase remained effectively unchanged, moving only marginally from 22.40x to 22.68x.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.