NetEaseNTES
NTES
About: NetEase, which started on an internet portal service in 1997, is a leading online services provider in China. Its key services include online/mobile games, cloud music, media, advertising, email, live streaming, online education, and e-commerce. The company develops and operates some of the China's most popular PC client and mobile games, and it partners with global leading game developers, such as Blizzard Entertainment and Mojang (a Microsoft subsidiary).
Employees: 29,128
0
Funds holding %
of 7,372 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
11% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 54
5% more call options, than puts
Call options by funds: $191M | Put options by funds: $182M
0% more funds holding in top 10
Funds holding in top 10: 13 [Q3] → 13 (+0) [Q4]
0% more ownership
Funds ownership: 2.17% [Q3] → 2.17% (+0%) [Q4]
1% less funds holding
Funds holding: 360 [Q3] → 358 (-2) [Q4]
2% less capital invested
Capital invested by funds: $6.38B [Q3] → $6.25B (-$122M) [Q4]
21% less repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 131
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$104
0%
upside
Avg. target
$115
11%
upside
High target
$122
18%
upside
4 analyst ratings
3 positive
75%
1 neutral
25%
0 negative
0%
Barclays Jiong Shao 64% 1-year accuracy 23 / 36 met price target | 0%upside $104 | Equal-Weight Maintained | 24 Feb 2025 |
Benchmark Fawne Jiang 69% 1-year accuracy 42 / 61 met price target | 11%upside $115 | Buy Maintained | 21 Feb 2025 |
Morgan Stanley Alex Poon 57% 1-year accuracy 4 / 7 met price target | 13%upside $117 | Overweight Maintained | 12 Feb 2025 |
B of A Securities Eddie Leung 88% 1-year accuracy 7 / 8 met price target | 18%upside $122 | Buy Maintained | 15 Jan 2025 |
Financial journalist opinion
Based on 9 articles about NTES published over the past 30 days
Positive
Seeking Alpha
2 weeks ago
NetEase: Undervalued Gaming Giant With Global Potential
NetEase: Undervalued Gaming Giant With Global Potential
Positive
The Motley Fool
3 weeks ago
NetEase: Q4 Net Income Boosted, EPS Up
Chinese internet technology and gaming specialist NetEase (NTES -3.94%) reported mixed forth quarter 2024 earnings on Thursday, Feb. 20. Q4 revenue of $3.66 billion came in just short of analysts' consensus estimates of $3.72 billion and was also down 1.4% year over year.
Neutral
Seeking Alpha
3 weeks ago
NetEase, Inc. (NTES) Q4 2024 Earnings Call Transcript
NetEase, Inc. (NASDAQ:NTES ) Q4 2024 Earnings Conference Call February 20, 2025 7:00 AM ET Company Participants Brandi Piacente - Investor Relations Bill Pang - Vice President, Corporate Development William Ding - Chief Executive Officer Conference Call Participants Yang Bai - CICC Yang Liu - Morgan Stanley Ritchie Sun - HSBC Alicia Yap - Citigroup. Lincoln Kong - Goldman Sachs Felix Liu - UBS Operator Good day and welcome to the NetEase 2024 Fourth Quarter and Fiscal Year 2024 Earnings Conference Call.
Negative
Investors Business Daily
3 weeks ago
NetEase Stock Drops After Video Game Firm Posts Weak Sales
Chinese video game publisher NetEase beat estimates for Q4 earnings but its sales were light. NetEase stock fell.
Neutral
PRNewsWire
3 weeks ago
NetEase Cloud Music Inc. Reports Fiscal Year 2024 Financial Results
HANGZHOU, China , Feb. 20, 2025 /PRNewswire/ -- NetEase Cloud Music Inc. (HKEX: 9899 or the "Company"), a leading interactive music streaming service provider in China, today announced its financial results for the fiscal year 2024 ended December 31, 2024. Summary of Key Financial Metrics (RMB in thousands, unless otherwise stated) Year ended 31 December 2024 2023 (Unaudited) (Unaudited) Revenue 7,950,146 7,866,992 Gross profit 2,681,512 2,102,670 Profit before income tax 1,570,255 767,679 Profit for the period 1,565,369 734,182 Non-IFRS measure: Adjusted net profit (1) 1,700,078 818,500 Fiscal Year 2024 K ey Financial Highlights Revenue was RMB8.0 billion, an increase of 1.1% compared with RMB7.9 billion in 2023.
Neutral
PRNewsWire
3 weeks ago
Youdao Reports Fourth Quarter and Fiscal Year 2024 Unaudited Financial Results
HANGZHOU, China , Feb. 20, 2025 /PRNewswire/ -- Youdao, Inc. ("Youdao" or the "Company") (NYSE: DAO), an intelligent learning company with industry-leading technology in China, today announced its unaudited financial results for the fourth quarter and fiscal year ended December 31, 2024. Fourth Quarter 2024 Financial Highlights Total net revenues were RMB1.3 billion (US$183.6 million), representing a 9.5% decrease from the same period in 2023.
Negative
VentureBeat
3 weeks ago
NetEase raises fears it is unloading its overseas game properties, hurting U.S. gaming
Chinese game companies may be forced to sell off their overseas holdings in U.S. game companies. That could cause an earthquake in gaming.
Negative
GeekWire
3 weeks ago
Report: Netease lays off Seattle team working on hit video game ‘Marvel Rivals'
A Seattle-based team that contributed to development on the popular online action game Marvel Rivals has reportedly been dismissed by its parent company.
Positive
MarketBeat
3 weeks ago
Beyond DeepSeek: 4 Chinese ETFs for AI & Tech Exposure
As Chinese artificial intelligence company DeepSeek continues to challenge American chip manufacturer NVIDIA for chip dominance, investors are looking to China for their next tech investments. Billionaire investor and founder of Appaloosa Management recently increased his firm's holdings in companies like Alibaba Group NYSE: BABA while drastically decreasing holdings in American companies like Meta Platforms NASDAQ: META.
Positive
Zacks Investment Research
1 month ago
These 2 Computer and Technology Stocks Could Beat Earnings: Why They Should Be on Your Radar
The Zacks Earnings ESP is a great way to find potential earnings surprises. Why investors should take advantage now.
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