NetEase Crescita futura
Criteri Future verificati 2/6
NetEase prevede che gli utili e i ricavi cresceranno rispettivamente di 9.8% e 7.2% all'anno. Si prevede che l'EPS crescerà di 12.1% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 21.7% in 3 anni.
Informazioni chiave
9.8%
Tasso di crescita degli utili
12.12%
Tasso di crescita dell'EPS
| Entertainment crescita degli utili | 9.0% |
| Tasso di crescita dei ricavi | 7.2% |
| Rendimento futuro del capitale proprio | 21.67% |
| Copertura analitica | Good |
| Ultimo aggiornamento | 05 Jun 2026 |
Aggiornamenti recenti sulla crescita futura
Articolo di analisi • May 24
Earnings Beat: NetEase, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
NetEase, Inc. ( HKG:9999 ) just released its latest quarterly results and things are looking bullish. NetEase beat...Articolo di analisi • Feb 13
NetEase, Inc. Just Missed EPS By 6.4%: Here's What Analysts Think Will Happen Next
As you might know, NetEase, Inc. ( HKG:9999 ) recently reported its annual numbers. It looks like the results were a...Recent updates
Aggiornamento della narrazione • Jun 01
9999: Dividend And Extended Buyback Will Support Future Upside Potential
Analysts have trimmed their NetEase price target from HK$255.05 to HK$249.78, citing updated assumptions that include slightly different discount rate inputs, adjusted revenue growth expectations, firmer profit margin forecasts, and a lower future P/E multiple. What's in the News Q1 2026 net revenues were reported at RMB30.6b, up 6.1% year over year, with gaming and related value added services up 6.9% and supported by strong engagement in titles such as Fantasy Westward Journey, Where Winds Meet, and Marvel Rivals.Articolo di analisi • May 29
NetEase's (HKG:9999) Earnings Offer More Than Meets The Eye
Shareholders appeared to be happy with NetEase, Inc.'s ( HKG:9999 ) solid earnings report last week. This reaction by...Articolo di analisi • May 24
Earnings Beat: NetEase, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
NetEase, Inc. ( HKG:9999 ) just released its latest quarterly results and things are looking bullish. NetEase beat...
Aggiornamento della narrazione • Apr 20
9999: Fair Value Will Reflect Higher Dividend And Completed Share Repurchases
Analysts have made a small upward adjustment to their HK$ price target for NetEase, supported by slightly higher assumptions for revenue growth, profit margin and fair value, together with a modestly lower future P/E multiple and a marginally higher discount rate. What's in the News NetEase approved an ordinary cash dividend of US$0.232 per share (US$1.16 per ADS) for the fourth quarter of 2025, payable in U.S. dollars to holders of ordinary shares and ADSs of record on March 16, 2026, with payment expected on March 25, 2026 for ordinary shares and on or around March 27, 2026 for ADSs (Key Developments).Aggiornamento della narrazione • Apr 05
9999: Fair Value Will Reflect Higher Dividends And Completed Share Repurchases
Analysts have nudged their price target on NetEase slightly higher to around HK$189.04 from about HK$188.96, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E that together support a modestly higher valuation. What's in the News NetEase completed the share repurchase program announced on November 17, 2022, buying back 22,100,000 shares for a total of US$2,000m, representing 0.69% of the company (Key Developments).Aggiornamento della narrazione • Mar 22
9999: Fair Value Will Reflect Higher Dividend Payouts And Updated Profit Assumptions
Analysts have reduced their price target for NetEase from about HK$197.83 to around HK$188.96, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E that together support a more conservative valuation framework. What's in the News A board meeting is scheduled for February 10, 2026, to approve unaudited results for the three months and full year ended December 31, 2025, and to consider the fourth quarter 2025 dividend (Key Developments).
Aggiornamento della narrazione • Mar 07
9999: Dividend Policy And Buyback Capacity Will Support Future Upside Potential
Analysts have reduced their HK$ fair value estimate for NetEase from about HK$316.84 to roughly HK$310.01, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E levels. What's in the News A board meeting is scheduled for February 10, 2026 to approve unaudited results for the three months and fiscal year ended December 31, 2025, and to consider the fourth quarter 2025 dividend (Key Developments).Aggiornamento della narrazione • Feb 20
9999: Dividend Momentum And Completed Buyback Will Support Future Upside Potential
Analysts have trimmed their HK$ fair value estimate for NetEase from about HK$259.38 to around HK$255.05, reflecting updated assumptions for slightly lower revenue growth and P/E, along with a small adjustment to the discount rate and profit margin outlook. What's in the News NetEase approved an ordinary cash dividend of US$0.232 per share (US$1.16 per ADS) for the fourth quarter of 2025, with a record date of 16 March 2026 and expected payment dates of 25 March 2026 for ordinary shares and on or around 27 March 2026 for ADS holders (company announcement).Articolo di analisi • Feb 13
NetEase, Inc. Just Missed EPS By 6.4%: Here's What Analysts Think Will Happen Next
As you might know, NetEase, Inc. ( HKG:9999 ) recently reported its annual numbers. It looks like the results were a...Articolo di analisi • Feb 10
NetEase (HKG:9999) Seems To Use Debt Rather Sparingly
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Aggiornamento della narrazione • Feb 06
9999: Reset Fair Value Will Reflect Higher Margins And Music Platform Integration
Narrative Update on NetEase The analyst price target for NetEase has been revised from US$169.73 to US$197.83, with analysts pointing to updated assumptions for revenue growth, profit margins and a slightly lower forward P/E multiple to support the change. What's in the News Board meeting scheduled for February 10, 2026, to approve unaudited results for the three months and fiscal year ended December 31, 2025, and to consider the quarterly dividend for the fourth quarter of 2025 (company event).Aggiornamento della narrazione • Jan 23
9999: Share Repurchases And New Data Partnership Will Support Future Upside Potential
Analysts have raised their price target on NetEase by roughly 18%, reflecting updated assumptions that include a slightly lower discount rate, a modestly higher revenue growth outlook, a reduced profit margin estimate, and a higher future P/E multiple. What's in the News Chartmetric has integrated chart data from NetEase Cloud Music, giving global music professionals structured access to listening trends on one of China's largest youth-focused streaming platforms (Key Developments).Aggiornamento della narrazione • Jan 08
9999: Completed Buyback And Upcoming Dividend Decision Will Support Future Upside Potential
Analysts have nudged their price target for NetEase slightly higher to US$259.38 from US$258.80, citing small adjustments to fair value estimates, discount rate assumptions, and future P/E expectations. What's in the News Chartmetric integrated chart data from NetEase Cloud Music, giving global music professionals structured access to mainland China streaming trends and regional listening behavior for younger users (Client Announcements).Articolo di analisi • Jan 02
NetEase, Inc.'s (HKG:9999) Price Is Out Of Tune With Earnings
When close to half the companies in Hong Kong have price-to-earnings ratios (or "P/E's") below 12x, you may consider...Aggiornamento della narrazione • Dec 23
9999: Completed Buyback And Upcoming Dividend Review Will Support Future Upside Potential
Analysts have raised their price target on NetEase slightly to approximately $259 per share, up from about $258 per share, citing marginally improved long term revenue growth expectations and a modestly lower discount rate, which together support a slightly higher valuation multiple. What's in the News Chartmetric integrated NetEase Cloud Music chart data, giving global music professionals structured access to Chinese streaming trends and youth listening behavior.Aggiornamento della narrazione • Dec 09
9999: Upcoming Dividend Review And Completed Buyback Will Drive Future Market Optimism
Analysts have raised their price target on NetEase slightly to approximately $258, reflecting modestly stronger expectations for revenue growth, profit margins, and valuation multiples. What's in the News Chartmetric integrated chart data from NetEase Cloud Music, giving global music professionals structured access to China specific streaming charts and listening trends, especially among under 35 users (Key Developments) NetEase Cloud Music rankings added to Chartmetric include the China Hot 100 Songs Chart (weekly), International Hot 100 Songs Chart (weekly), and International New 100 Songs Chart (daily), enabling closer monitoring of breakout tracks in mainland China (Key Developments) From July 1, 2025 to September 30, 2025, NetEase repurchased no additional shares, but confirmed completion of its $2.0 billion buyback of 22.1 million shares under the November 17, 2022 authorization (Key Developments) NetEase scheduled a board meeting on November 19, 2025 to review unaudited results for the quarter ended September 30, 2025 and to consider a third quarter 2025 dividend (Key Developments) Valuation Changes The fair value estimate has risen slightly from 255.93 to 257.83, reflecting a modestly higher intrinsic value per share.Articolo di analisi • Nov 27
We Think NetEase's (HKG:9999) Profit Is Only A Baseline For What They Can Achieve
NetEase, Inc. ( HKG:9999 ) just reported healthy earnings but the stock price didn't move much. Investors are probably...Aggiornamento della narrazione • Nov 25
9999: Upcoming Board Decision On Dividend Will Increase Market Optimism
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.Aggiornamento della narrazione • Nov 05
9999: Share Buyback And Dividend Announcement Will Drive Market Confidence
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.Aggiornamento della narrazione • Oct 22
Analysts Lift NetEase Price Target as Growth and Profit Margins Improve Amid Buyback and Dividend News
Analysts have raised their price target for NetEase from $241.62 to $245.57, citing modest improvements in growth rate and profitability metrics. What's in the News The board of directors has approved a dividend of USD 0.1140 per share (USD 0.5700 per ADS) for the second quarter of 2025.Aggiornamento della narrazione • Oct 08
Digital Entertainment And Gaming Will Fuel Global Expansion
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.Articolo di analisi • Oct 06
Is There Now An Opportunity In NetEase, Inc. (HKG:9999)?
Let's talk about the popular NetEase, Inc. ( HKG:9999 ). The company's shares saw a double-digit share price rise of...Aggiornamento della narrazione • Sep 20
Digital Entertainment And Gaming Will Fuel Global Expansion
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.Aggiornamento della narrazione • Sep 05
Digital Entertainment And Gaming Will Fuel Global Expansion
NetEase's consensus price target remained nearly flat as a significant rise in its future P/E ratio offset the impact of modest valuation adjustments, resulting in a marginal decrease in fair value from HK$234.08 to HK$233.99. What's in the News NetEase's board approved a Q2 2025 dividend of USD 0.1140 per share (USD 0.5700 per ADS), with payment expected in early September 2025.Articolo di analisi • Aug 29
Some Shareholders Feeling Restless Over NetEase, Inc.'s (HKG:9999) P/E Ratio
With a price-to-earnings (or "P/E") ratio of 18x NetEase, Inc. ( HKG:9999 ) may be sending bearish signals at the...Articolo di analisi • Aug 18
Do NetEase's (HKG:9999) Earnings Warrant Your Attention?
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Articolo di analisi • Aug 05
Calculating The Fair Value Of NetEase, Inc. (HKG:9999)
Key Insights The projected fair value for NetEase is HK$252 based on 2 Stage Free Cash Flow to Equity Current share...Articolo di analisi • Jul 13
Is NetEase (HKG:9999) Using Too Much Debt?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Articolo di analisi • Jun 30
What Is NetEase, Inc.'s (HKG:9999) Share Price Doing?
Today we're going to take a look at the well-established NetEase, Inc. ( HKG:9999 ). The company's stock saw a...
Nuova narrazione • Nov 24
Global Gaming Expansion And Innovation Propel Future Revenue Growth
NetEase's international game expansion and diversified portfolio position it for future revenue growth and long-term stability.Previsioni di crescita degli utili e dei ricavi
| Data | Ricavi | Utili | Flusso di cassa libero | Liquidità dell'operazione | Avg. Numero di analisti |
|---|---|---|---|---|---|
| 12/31/2028 | 140,456 | 46,855 | 55,387 | 56,915 | 23 |
| 12/31/2027 | 130,625 | 43,028 | 45,416 | 51,122 | 32 |
| 12/31/2026 | 121,043 | 39,337 | 45,417 | 45,776 | 32 |
| 3/31/2026 | 114,389 | 34,133 | 50,464 | 52,366 | N/A |
| 12/31/2025 | 112,626 | 33,760 | 48,687 | 50,740 | N/A |
| 9/30/2025 | 111,827 | 36,284 | 46,766 | 48,929 | N/A |
| 6/30/2025 | 109,678 | 34,207 | 44,266 | 46,556 | N/A |
| 3/31/2025 | 107,272 | 32,365 | 39,871 | 42,226 | N/A |
| 12/31/2024 | 105,295 | 29,698 | 37,470 | 39,677 | N/A |
| 9/30/2024 | 105,688 | 27,513 | 36,092 | 38,473 | N/A |
| 6/30/2024 | 106,748 | 28,812 | 34,577 | 37,741 | N/A |
| 3/31/2024 | 105,274 | 30,296 | 35,488 | 38,888 | N/A |
| 12/31/2023 | 103,468 | 29,417 | 31,055 | 35,331 | N/A |
| 9/30/2023 | 101,682 | 26,787 | 28,352 | 32,532 | N/A |
| 6/30/2023 | 98,838 | 25,650 | 26,671 | 30,175 | N/A |
| 3/31/2023 | 97,986 | 22,073 | 25,897 | 29,127 | N/A |
| 12/31/2022 | 96,496 | 19,713 | 25,066 | 27,709 | N/A |
| 9/30/2022 | 95,515 | 21,454 | 24,196 | 27,069 | N/A |
| 6/30/2022 | 93,279 | 17,937 | 23,086 | 25,875 | N/A |
| 3/31/2022 | 90,645 | 16,812 | 20,719 | 23,967 | N/A |
| 12/31/2021 | 87,606 | 16,857 | 21,817 | 24,927 | N/A |
| 9/30/2021 | 82,994 | 12,138 | 21,765 | 24,772 | N/A |
| 6/30/2021 | 79,462 | 11,955 | 20,393 | 23,881 | N/A |
| 3/31/2021 | 77,122 | 12,951 | 20,355 | 23,930 | N/A |
| 12/31/2020 | 73,667 | 12,063 | 21,598 | 24,888 | N/A |
| 9/30/2020 | 69,640 | 14,141 | 18,535 | 22,185 | N/A |
| 6/30/2020 | 65,618 | 15,277 | 17,555 | 20,637 | N/A |
| 3/31/2020 | 61,881 | 14,093 | 17,752 | 20,331 | N/A |
| 12/31/2019 | 59,241 | 13,275 | N/A | 17,216 | N/A |
| 9/30/2019 | 51,068 | 13,591 | N/A | 17,641 | N/A |
| 6/30/2019 | 49,592 | 11,520 | N/A | 17,405 | N/A |
| 3/31/2019 | 51,428 | 10,272 | N/A | 14,897 | N/A |
| 12/31/2018 | 51,179 | 8,291 | N/A | 13,416 | N/A |
| 9/30/2018 | 58,225 | 6,207 | N/A | 11,362 | N/A |
| 6/30/2018 | 57,542 | 6,671 | N/A | 9,400 | N/A |
| 3/31/2018 | 54,634 | 7,537 | N/A | 9,763 | N/A |
| 12/31/2017 | 44,437 | 11,542 | N/A | 11,889 | N/A |
| 9/30/2017 | 51,593 | 13,105 | N/A | 13,387 | N/A |
| 6/30/2017 | 48,327 | 13,318 | N/A | 15,461 | N/A |
| 3/31/2017 | 43,904 | 13,066 | N/A | 16,427 | N/A |
| 12/31/2016 | 38,179 | 11,605 | N/A | 15,488 | N/A |
| 9/30/2016 | 33,983 | 10,086 | N/A | 13,223 | N/A |
| 6/30/2016 | 31,443 | 9,228 | N/A | 11,695 | N/A |
| 3/31/2016 | 27,058 | 7,931 | N/A | 9,245 | N/A |
| 12/31/2015 | 22,803 | 6,735 | N/A | 8,077 | N/A |
| 9/30/2015 | 18,363 | 5,842 | N/A | 6,866 | N/A |
| 6/30/2015 | 14,808 | 5,119 | N/A | 5,827 | N/A |
Previsioni di crescita futura degli analisti
Guadagni vs tasso di risparmio: La crescita prevista degli utili di 9999 ( 9.8% all'anno) è superiore al tasso di risparmio ( 3% ).
Guadagni vs Mercato: Si prevede che gli utili di 9999 ( 9.8% all'anno) cresceranno più lentamente rispetto al mercato Hong Kong ( 12.7% all'anno).
Guadagni ad alta crescita: Si prevede che gli utili di 9999 cresceranno, ma non in modo significativo.
Ricavi vs Mercato: Si prevede che il fatturato di 9999 ( 7.2% all'anno) crescerà più lentamente rispetto al mercato Hong Kong ( 8.7% all'anno).
Ricavi ad alta crescita: Si prevede che il fatturato di 9999 ( 7.2% all'anno) crescerà più lentamente di 20% all'anno.
Previsioni di crescita dell'utile per azione
Rendimento futuro del capitale proprio
ROE futuro: Si prevede che il Return on Equity di 9999 sarà elevato tra 3 anni ( 21.7 %)
Scoprire le aziende in crescita
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/07 22:31 |
| Prezzo dell'azione a fine giornata | 2026/06/05 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
NetEase, Inc. è coperta da 70 analisti. 32 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Sau Shing Chow | ABCI Securities Company Limited |
| Tianli Wen | Aletheia Analyst Network Limited |
| Zixiao Yang | Arete Research Services LLP |