NetEase Gelecekteki Büyüme
Future kriter kontrolleri 3/6
NetEase kazanç ve gelirin sırasıyla yıllık 12.2% ve 6.5% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 12.1% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 20.9% olacağı tahmin edilmektedir.
Anahtar bilgiler
12.2%
Kazanç büyüme oranı
12.07%
EPS büyüme oranı
| Entertainment kazanç büyümesi | 11.2% |
| Gelir büyüme oranı | 6.5% |
| Gelecekteki özkaynak getirisi | 20.88% |
| Analist kapsamı | Good |
| Son güncelleme | 21 Sep 2026 |
Gelecekteki son büyüme güncellemeleri
Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Analiz Makalesi • 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$202 following the...Anlatı Güncellemesi • Jun 15
9999: Future Returns Will Reflect AI Margins Dividend And Ongoing Share Repurchases
Analysts have adjusted their HK$ 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.
Anlatı Güncellemesi • 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$249.78, citing updated assumptions that include slightly different discount rate inputs, adjusted revenue growth expectations, firmer profit margin forecasts, and a lower future P/E multiple. What's in the News Q1 2026 net revenues were reported at RMB30.6b, up 6.1% year over year, with gaming and related value added services up 6.9% and supported by strong engagement in titles such as Fantasy Westward Journey, Where Winds Meet, and Marvel Rivals.Analiz Makalesi • May 29
NetEase's (HKG:9999) Earnings Offer More Than Meets The Eye
Shareholders appeared to be happy with NetEase, Inc.'s ( HKG:9999 ) solid earnings report last week. This reaction by...Analiz Makalesi • May 24
Earnings Beat: NetEase, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
NetEase, Inc. ( HKG:9999 ) just released its latest quarterly results and things are looking bullish. NetEase beat...Anlatı Güncellemesi • Apr 20
9999: Fair Value Will Reflect Higher Dividend And Completed Share Repurchases
Analysts have made a small upward adjustment to their HK$ 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).Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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$188.96, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E that together support a more conservative valuation framework. What's in the News A board meeting is scheduled for February 10, 2026, to approve unaudited results for the three months and full year ended December 31, 2025, and to consider the fourth quarter 2025 dividend (Key Developments).Anlatı Güncellemesi • Mar 07
9999: Dividend Policy And Buyback Capacity Will Support Future Upside Potential
Analysts have reduced their HK$ fair value estimate for NetEase from about HK$316.84 to roughly HK$310.01, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E levels. What's in the News A board meeting is scheduled for February 10, 2026 to approve unaudited results for the three months and fiscal year ended December 31, 2025, and to consider the fourth quarter 2025 dividend (Key Developments).Anlatı Güncellemesi • Feb 20
9999: Dividend Momentum And Completed Buyback Will Support Future Upside Potential
Analysts have trimmed their HK$ 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).Analiz Makalesi • 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...Analiz Makalesi • 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...Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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).Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Yeni Anlatı • 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.Kazanç ve Gelir Büyüme Tahminleri
| Tarih | Gelir | Kazançlar | Serbest Nakit Akışı | Faaliyetlerden Nakit | Avg. Analist Sayısı |
|---|---|---|---|---|---|
| 12/31/2028 | 137,786 | 46,899 | 53,920 | 56,308 | 25 |
| 12/31/2027 | 129,799 | 43,353 | 46,899 | 51,125 | 32 |
| 12/31/2026 | 120,683 | 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 |
Analist Gelecek Büyüme Tahminleri
Kazançlar ve Tasarruf Oranları: 9999 'nin tahmini kazanç büyümesi (yıllık 12.2% ) tasarruf oranının ( 3.1% ) üzerindedir.
Kazançlar ve Piyasa: 9999 şirketinin kazançlarının (yıllık 12.2% ) Hong Kong pazarından (yıllık 11.4% ) daha hızlı büyümesi öngörülüyor.
Yüksek Büyüme Kazançları: 9999 şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.
Gelir ve Pazar: 9999 şirketinin gelirinin (yıllık 6.5% ) Hong Kong pazarından (yıllık 9.1% ) daha yavaş büyümesi öngörülüyor.
Yüksek Büyüme Geliri: 9999 şirketinin gelirinin (yıllık 6.5% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.
Hisse Başına Kazanç Büyüme Tahminleri
Gelecekteki Özkaynak Getirisi
Gelecekteki ROE: 9999 'in Özsermaye Getirisi'nin 3 yıl içinde yüksek olması tahmin ediliyor ( 20.9 %)
Büyüyen şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/09/21 17:56 |
| Gün Sonu Hisse Fiyatı | 2026/09/21 00:00 |
| Kazançlar | 2026/06/30 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
NetEase, Inc. 72 Bu analistlerden 32, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Sau Shing Chow | ABCI Securities Company Limited |
| Tianli Wen | Aletheia Analyst Network Limited |
| Zixiao Yang | Arete Research Services LLP |