NetEase Toekomstige groei
Future criteriumcontroles 3/6
NetEase zal naar verwachting groeien in winst en omzet met respectievelijk 12.2% en 6.5% per jaar. De winst per aandeel zal naar verwachting groeien met 12.1% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 20.9% zijn.
Belangrijke informatie
12.2%
Groei van de winst
12.07%
Groei van de winst per aandeel
| Entertainment winstgroei | 11.2% |
| Inkomstengroei | 6.5% |
| Toekomstig rendement op eigen vermogen | 20.88% |
| Dekking van analisten | Good |
| Laatst bijgewerkt | 15 Sep 2026 |
Recente toekomstige groei-updates
Analyse-artikel • Aug 23
NetEase, Inc. Just Missed Earnings - But Analysts Have Updated Their Models
Investors in NetEase, Inc. ( HKG:9999 ) had a good week, as its shares rose 4.3% to close at HK$202 following the...Analyse-artikel • 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...Analyse-artikel • 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
Narratiefupdate • Sep 09
9999: Future Returns Will Reflect Higher Margins Dividend And Console Gaming Expansion
Analysts have raised their fair value estimate for NetEase from HK$194.02 to HK$198.97, citing updated assumptions for the discount rate, profit margin, revenue growth and future P/E. What’s in the News for NetEase NetEase Games and Starry Studio released Once Human on PlayStation 5 and Xbox Series X|S with cross play, cross progression and platform specific features including Xbox Game Pass perks and DualSense integration.
Narratiefupdate • Aug 26
9999: Dividend Policy And Stronger Margins Will Support Future Upside Potential
Analysts have trimmed their NetEase price target slightly to about HK$303 from roughly HK$310, reflecting updated assumptions that combine more moderate revenue growth with higher profit margins and a lower future P/E multiple. What’s in the News for NetEase NetEase announced a Second Quarter 2026 dividend of US$0.096 per share, with an ex-dividend date of 2 September 2026, a record date of 3 September 2026, and a payment date of 15 September 2026.Analyse-artikel • Aug 23
NetEase, Inc. Just Missed Earnings - But Analysts Have Updated Their Models
Investors in NetEase, Inc. ( HKG:9999 ) had a good week, as its shares rose 4.3% to close at HK$202 following the...Narratiefupdate • Jun 15
9999: Future Returns Will Reflect AI Margins Dividend And Ongoing Share Repurchases
Analysts have adjusted their HK$ price target for NetEase to reflect a modest uplift in estimated fair value to about HK$194, supported by slightly higher projected profit margins and a somewhat lower assumed discount rate, partly offset by more restrained revenue growth expectations and a reduced future P/E assumption. What's in the News Q1 2026 unaudited net revenues of RMB30.6b, with the gaming and related value added services segment at RMB25.7b and key titles such as Fantasy Westward Journey, Where Winds Meet, Marvel Rivals and Fantasy Welcome Journey Online reaching record engagement and revenue milestones, source: company results.
Narratiefupdate • 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$249.78, citing updated assumptions that include slightly different discount rate inputs, adjusted revenue growth expectations, firmer profit margin forecasts, and a lower future P/E multiple. What's in the News Q1 2026 net revenues were reported at RMB30.6b, up 6.1% year over year, with gaming and related value added services up 6.9% and supported by strong engagement in titles such as Fantasy Westward Journey, Where Winds Meet, and Marvel Rivals.Analyse-artikel • May 29
NetEase's (HKG:9999) Earnings Offer More Than Meets The Eye
Shareholders appeared to be happy with NetEase, Inc.'s ( HKG:9999 ) solid earnings report last week. This reaction by...Analyse-artikel • May 24
Earnings Beat: NetEase, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
NetEase, Inc. ( HKG:9999 ) just released its latest quarterly results and things are looking bullish. NetEase beat...Narratiefupdate • Apr 20
9999: Fair Value Will Reflect Higher Dividend And Completed Share Repurchases
Analysts have made a small upward adjustment to their HK$ 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).Narratiefupdate • 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).Narratiefupdate • 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$188.96, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E that together support a more conservative valuation framework. What's in the News A board meeting is scheduled for February 10, 2026, to approve unaudited results for the three months and full year ended December 31, 2025, and to consider the fourth quarter 2025 dividend (Key Developments).Narratiefupdate • Mar 07
9999: Dividend Policy And Buyback Capacity Will Support Future Upside Potential
Analysts have reduced their HK$ fair value estimate for NetEase from about HK$316.84 to roughly HK$310.01, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E levels. What's in the News A board meeting is scheduled for February 10, 2026 to approve unaudited results for the three months and fiscal year ended December 31, 2025, and to consider the fourth quarter 2025 dividend (Key Developments).Narratiefupdate • Feb 20
9999: Dividend Momentum And Completed Buyback Will Support Future Upside Potential
Analysts have trimmed their HK$ 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).Analyse-artikel • 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...Analyse-artikel • 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...Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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).Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.
Nieuw narratief • 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.Winst- en omzetgroeiprognoses
| Datum | Inkomsten | Inkomsten | Vrije kasstroom | Geldmiddelen uit operationele activiteiten | Gem. Aantal analisten |
|---|---|---|---|---|---|
| 12/31/2028 | 137,759 | 46,899 | 53,920 | 56,308 | 25 |
| 12/31/2027 | 129,770 | 43,353 | 46,899 | 51,125 | 32 |
| 12/31/2026 | 120,718 | 37,283 | 42,259 | 43,868 | 32 |
| 6/30/2026 | 116,603 | 32,512 | 49,998 | 51,477 | N/A |
| 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 | N/A | 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 |
Toekomstige groeivoorspellingen analisten
Verdiensten versus spaarpercentage: De verwachte winstgroei 9999 ( 12.2% per jaar) ligt boven de spaarquote ( 3.1% ).
Winst versus markt: De winst van 9999 ( 12.2% per jaar) zal naar verwachting sneller groeien dan de Hong Kong markt ( 11.4% per jaar).
Hoge groeiwinsten: De winst van 9999 zal naar verwachting groeien, maar niet aanzienlijk.
Omzet versus markt: De omzet van 9999 ( 6.5% per jaar) zal naar verwachting langzamer groeien dan de markt Hong Kong ( 9.1% per jaar).
Hoge groei-inkomsten: De omzet van 9999 ( 6.5% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.
Groeiprognoses winst per aandeel
Toekomstig rendement op eigen vermogen
Toekomstige ROE: Het rendement op eigen vermogen 9999 zal naar verwachting over 3 jaar hoog zijn ( 20.9 %)
Ontdek groeibedrijven
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/09/21 13:21 |
| Aandelenkoers aan het einde van de dag | 2026/09/21 00:00 |
| Inkomsten | 2026/06/30 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
NetEase, Inc. wordt gevolgd door 72 analisten. 32 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Sau Shing Chow | ABCI Securities Company Limited |
| Tianli Wen | Aletheia Analyst Network Limited |
| Zixiao Yang | Arete Research Services LLP |