Update shared on08 Oct 2025
Fair value Increased 1.44%Analysts have raised their price target for NetEase from $238.19 to $241.62. They cite slight improvements in expected revenue growth and profit margin forecasts.
What's in the News
- 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 will be payable in September for qualifying holders (Key Developments).
- NetEase completed a repurchase tranche, buying back 500,000 shares for $58.16 million between April and June 2025. This was conducted under a repurchase plan announced in November 2022 (Key Developments).
- A Board Meeting is scheduled for August 13, 2025, to review unaudited results for the second quarter and first half of 2025 and to consider the quarterly dividend (Key Developments).
Valuation Changes
- Fair Value increased marginally from $238.19 to $241.62, reflecting an updated outlook for the company.
- Discount Rate decreased slightly from 9.27% to 9.23%, suggesting a modest reduction in perceived risk.
- Revenue Growth rose fractionally from 8.54% to 8.57% based on new estimates.
- Net Profit Margin edged up from 30.85% to 30.87%, indicating expectations for slightly higher profitability.
- Future P/E declined from 22.68x to 20.99x, suggesting that shares are now trading at a lower expected earnings multiple.
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.