NetEase, Inc.

SEHK:9999 Stok Raporu

Piyasa değeri: HK$579.1b

NetEase Gelecekteki Büyüme

Future kriter kontrolleri 2/6

NetEase kazanç ve gelirin sırasıyla yıllık 9.4% ve 7.2% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 11.1% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 21.4% olacağı tahmin edilmektedir.

Anahtar bilgiler

9.4%

Kazanç büyüme oranı

11.10%

EPS büyüme oranı

Entertainment kazanç büyümesi9.6%
Gelir büyüme oranı7.2%
Gelecekteki özkaynak getirisi21.39%
Analist kapsamı

Good

Son güncelleme22 May 2026

Gelecekteki son büyüme güncellemeleri

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 • 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.
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • May 23

We Think NetEase's (HKG:9999) Profit Is Only A Baseline For What They Can Achieve

NetEase, Inc. ( HKG:9999 ) recently posted some strong earnings, and the market responded positively. We did some...
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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

SEHK:9999 - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (CNY Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/2028140,60846,06355,08956,51421
12/31/2027131,41642,67746,02551,49829
12/31/2026121,34738,91842,06944,47430
3/31/2026114,38934,13350,46452,366N/A
12/31/2025112,62633,76048,68750,740N/A
9/30/2025111,82736,28446,76648,929N/A
6/30/2025109,67834,20744,26646,556N/A
3/31/2025107,27232,36539,87142,226N/A
12/31/2024105,29529,69837,47039,677N/A
9/30/2024105,68827,51336,09238,473N/A
6/30/2024106,74828,81234,57737,741N/A
3/31/2024105,27430,29635,48838,888N/A
12/31/2023103,46829,41731,05535,331N/A
9/30/2023101,68226,78728,35232,532N/A
6/30/202398,83825,65026,67130,175N/A
3/31/202397,98622,07325,89729,127N/A
12/31/202296,49619,71325,06627,709N/A
9/30/202295,51521,45424,19627,069N/A
6/30/202293,27917,93723,08625,875N/A
3/31/202290,64516,81220,71923,967N/A
12/31/202187,60616,85721,81724,927N/A
9/30/202182,99412,13821,76524,772N/A
6/30/202179,46211,95520,39323,881N/A
3/31/202177,12212,95120,35523,930N/A
12/31/202073,66712,06321,59824,888N/A
9/30/202069,64014,14118,53522,185N/A
6/30/202065,61815,27717,55520,637N/A
3/31/202061,88114,09317,75220,331N/A
12/31/201959,24113,275N/A17,216N/A
9/30/201951,06813,591N/A17,641N/A
6/30/201949,59211,520N/A17,405N/A
3/31/201951,42810,272N/A14,897N/A
12/31/201851,1798,291N/A13,416N/A
9/30/201858,2256,207N/A11,362N/A
6/30/201857,5426,671N/A9,400N/A
3/31/201854,6347,537N/A9,763N/A
12/31/201744,43711,542N/A11,889N/A
9/30/201751,59313,105N/A13,387N/A
6/30/201748,32713,318N/A15,461N/A
3/31/201743,90413,066N/A16,427N/A
12/31/201638,17911,605N/A15,488N/A
9/30/201633,98310,086N/A13,223N/A
6/30/201631,4439,228N/A11,695N/A
3/31/201627,0587,931N/A9,245N/A
12/31/201522,8036,735N/A8,077N/A
9/30/201518,3635,842N/A6,866N/A
6/30/201514,8085,119N/A5,827N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: 9999 'nin tahmini kazanç büyümesi (yıllık 9.4% ) tasarruf oranının ( 3% ) üzerindedir.

Kazançlar ve Piyasa: 9999 şirketinin kazançlarının (yıllık 9.4% ) Hong Kong pazarından (yıllık 12.6% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: 9999 şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.

Gelir ve Pazar: 9999 şirketinin gelirinin (yıllık 7.2% ) Hong Kong pazarından (yıllık 8.7% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: 9999 şirketinin gelirinin (yıllık 7.2% ) 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 ( 21.4 %)

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/22 11:05
Gün Sonu Hisse Fiyatı2026/05/22 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

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.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* 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 kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip 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. 71 Bu analistlerden 30, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Sau Shing ChowABCI Securities Company Limited
Tianli WenAletheia Analyst Network Limited
Zixiao YangArete Research Services LLP