Market Cap
$77.3B
NTES
NetEase, Inc.
$116.90 ▼ -3.08%
Prev close $120.61Market cap$77.3B
ConsensusStrong Buy
12-mo target$162.69 (+39.2%)
▲ Bullish
Analyst conviction 9/10
39 New Institutional Positions11 Institutional Exits Gaming & Esports
Snapshot
The big-picture read on NTES right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (91%)
Inst. Holders
50 funds
Inst. Value
$6.3B
Inst. Activity
39 buys / 11 sells
Insider Activity
$0.00 buy / $1.4M sell
Insider Net $
-$1.4M
SEC Reports
9
Congressional
2 trades
Price chart 30d -2.2%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 4, 2026 SEC Aug 20, 2026 SEC
NetEase filed its monthly return on share movements for August 2026 with the Hong Kong Stock Exchange, reporting no chan
6-K — Impact 2/10
Sep 2, 2026 Insider
Mo Bin sold 716 shares
Vice President, Finance @ $120.64 ($86.4K)
Aug 31, 2026 ftd
Aug 28, 2026 SEC FTD: NTES — 61,404 shares ($7.5M) failed to deliver
Settlement: 20260831, Price: $122.76, FTD Value: $7,537,955.04, NETEASE INC ADS (CYM)
NetEase granted 224,739 restricted share unit awards (each representing one ADS, equivalent to 1,123,695 underlying Shar
6-K — Impact 2/10
NetEase reported Q2 2026 results with revenue of RMB30.1B (+7.9% YoY) and GAAP net income of RMB7.0B, down 18.8% YoY fro
6-K — Impact 5/10
Aug 11, 2026 Insider
Mo Bin was granted 716 shares
Vice President, Finance
Jun 30, 2026 Inst.
GQG Partners LLC — NEW
1,226,473 shares ($157.2M)
Jun 30, 2026 Inst.
BlackRock, Inc. — ADD
1,098,474 shares ($140.8M)
Analyst ratings buy % +0.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
91% rate it Buy or better · 34 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 28, 2026 | Morgan Stanley | REITERATE | Overweight | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 10 | 21 | 3 | 0 | 0 | 91% | |
| Aug 1, 2026 | 10 | 20 | 4 | 0 | 0 | 88% | |
| Jul 1, 2026 | 10 | 20 | 4 | 0 | 0 | 88% | |
| Jun 1, 2026 | 10 | 20 | 4 | 0 | 0 | 88% | |
| May 1, 2026 | 11 | 20 | 4 | 0 | 0 | 89% | |
| Apr 1, 2026 | 11 | 20 | 4 | 0 | 0 | 89% | |
| Mar 1, 2026 | 11 | 20 | 4 | 0 | 0 | 89% | |
| Feb 1, 2026 | 11 | 20 | 3 | 0 | 0 | 91% |
Price targets
Where 33 covering analysts think NTES trades over the next 12 months.
$162.69 +39.2% upside Strong Buy
Current$116.89 Low$132.54 Median$160.57 High$200.42 33 analysts
$132.54$200.42
Analyst rating Strong Buy· 1.3/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
9 SEC filing reports analyzed · 0 bullish, 0 bearish, 1 mixed, 8 neutral · avg impact 2.4/10.
NEUTRAL6-K2/10
NetEase filed its monthly return on share movements for August 2026 with the Hong Kong Stock Exchang
Sep 4, 2026
NEUTRAL6-K2/10
NetEase granted 224,739 restricted share unit awards (each representing one ADS, equivalent to 1,123
Aug 28, 2026
MIXED6-K5/10
NetEase reported Q2 2026 results with revenue of RMB30.1B (+7.9% YoY) and GAAP net income of RMB7.0B
Aug 20, 2026
NEUTRAL6-K2/10
NetEase filed a Form 6-K with the SEC to furnish a monthly return submitted to the Hong Kong Stock E
Aug 11, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Aug 31, 2026
ftd
FTD: NTES — 61,404 shares ($7.5M) failed to deliver
Settlement: 20260831, Price: $122.76, FTD Value: $7,537,955.04, NETEASE INC ADS (CYM)
Aug 28, 2026
ftd
FTD: NTES — 32,410 shares ($4.0M) failed to deliver
Settlement: 20260828, Price: $122.69, FTD Value: $3,976,382.9, NETEASE INC ADS (CYM)
Aug 20, 2026
earnings_calendar
NTES Q2 2026 Earnings Before Market Open — 2026-08-20
Aug 20, 2026
ftd
FTD: NTES — 10,401 shares ($1.3M) failed to deliver
Settlement: 20260820, Price: $127.25, FTD Value: $1,323,527.25, NETEASE INC ADS (CYM)
Aug 13, 2026
earnings_calendar
NTES Q2 2026 Earnings Before Market Open — 2026-08-13
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $16.16 | $14.34–$17.82 | 9.7% | +0.1% | 7↑ 2↓ | $30.3B | 10 |
| Next Q | $15.50 | $14.04–$16.73 | 41.6% | -0.2% | 6↑ 3↓ | $29.6B | 9 |
| Current FY | $61.73 | $57.37–$64.64 | 6.4% | -0.4% | 0↑ 21↓ | $120.7B | 22 |
| Next FY | $72.11 | $65.66–$81.25 | 16.8% | +0.1% | 14↑ 6↓ | $129.9B | 24 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $16.161 | — |
| 7d ago | $16.161 | — |
| 30d ago | $16.152 | +0.010 |
| 60d ago | $15.637 | +0.525 |
| 90d ago | $15.637 | +0.525 |
Institutional ownership
Which big funds own NTES (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $6.3B total value (49,370,742 shares) as of 2026-Q2. Top holders: Erste, UBS, Ninety. Net buying activity: 39 institutions added/increased vs 11 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 8,040,080 | $1.0B | 16.2% | — |
| Ninety One UK Ltd | 6,246,584 | $800.4M | 12.6% | — |
| Orbis Allan Gray Ltd | 3,503,491 | $448.9M | 7.1% | — |
| FMR LLC | 2,516,761 | $322.5M | 5.1% | — |
| HARDING LOEVNER LP | 2,258,205 | $291.4M | 4.6% | — |
| DODGE & COX | 2,162,476 | $277.1M | 4.4% | — |
| Invesco Ltd. | 2,047,007 | $262.3M | 4.1% | — |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1,572,437 | $222.0M | 3.5% | — |
| GQG Partners LLC | 1,226,473 | $157.2M | 2.5% | NEW |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| GQG Partners LLC | NEW | — | 1,226,473 | — | $157.2M |
| BlackRock, Inc. | ADD | 825,067 | 1,098,474 | +33.1% | $140.8M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 606,559 | 1,045,553 | +72.4% | $134.0M |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 1,363,188 | 971,788 | -28.7% | $124.5M |
| LAZARD ASSET MANAGEMENT LLC | ADD | 581,720 | 865,413 | +48.8% | $110.9M |
| BANK OF AMERICA CORP /DE/ | TRIM | 1,325,317 | 676,850 | -48.9% | $86.7M |
| Capital International Investors | DOUBLED | 237,044 | 620,917 | +161.9% | $79.6M |
| UBS Group AG | DOUBLED | 300,802 | 621,108 | +106.5% | $79.6M |
| DAVIS SELECTED ADVISERS | ADD | 422,712 | 612,955 | +45.0% | $78.5M |
| CAUSEWAY CAPITAL MANAGEMENT LLC | NEW | — | 572,412 | — | $73.3M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
2 insiders, 3 transactions. Net -$1.4M — $0.00 bought, $1.4M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 2, 2026 | Mo Bin | Vice President, Finance | SELL | 716 | $120.64 | $86.4K |
| Aug 11, 2026 | Mo Bin | Vice President, Finance | AWARD | 716 | — | — |
| Jun 29, 2026 | Boltz Paul William JR | General Counsel | SELL | 10,000 | $128.30 | $1.3M |
Congressional trades
NTES trades disclosed by members of Congress, with disclosure delay.
1 members · 1 buys / 1 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Apr 6, 2026 | Josh Gottheimer | D | HOUSE | BUY | $1,001 - $15,000 | Netease Inc | May 20, 2026(45d) |
| Mar 5, 2026 | Josh Gottheimer | D | HOUSE | SELL | $1,001 - $15,000 | Netease Inc | Apr 9, 2026(36d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for NTES.
Shares short
2,993,550
Settlement Sep 15, 2026
Change vs prior
+12.4%
Semi-monthly cycle
Days to cover
4.2
At avg daily volume
Of shares outstanding
≈0.5%
Estimate — not % of float
All NTES filing & press-release reports (9)
- 6-K reportSep 4, 2026
- 6-K reportAug 28, 2026
- 6-K reportAug 20, 2026
- 6-K reportAug 11, 2026
- 6-K reportAug 6, 2026
- 6-K reportJul 15, 2026
- 6-K reportJul 7, 2026
- 6-K reportJun 26, 2026
- 6-K reportJun 23, 2026