Stock research

NetEase, Inc. (NTES) stock

Technology·Services-Prepackaged Software
Auto-Brief · synthesised from 5 layers
NTES · us_stock
BULLISH
Top reasons
  1. 1Revenue growth 11.7% YoY, net margin 10.4%.
  2. 2earnings: NTES Q3 2026 earnings scheduled (scheduled 2026-11-12)
Generated 2026-10-13 17:14 UTC5 layers
Meaterm briefs are analytical research. Not investment advice. Not a recommendation to buy, sell, or hold any asset.

Fair value estimate

Fair value estimate
—

No estimate right now: the calculation could not be completed. Nothing is inferred in its place.

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MacroNEUTRALNo feed
0 items
  • No macro events in the recency window.
No macro events in the recency window.
CatalystsNEUTRALLive
1 item
  • earnings: NTES Q3 2026 earnings scheduled (scheduled 2026-11-12)
  1. earningsScheduled 2026-11-12
    NTES Q3 2026 earnings scheduled
    Consensus EPS 16.49.
    NEUTRAL
FundamentalsBULLISHLive
1 item
  • Revenue growth 11.7% YoY, net margin 10.4%.
  • Forward P/E —, FCF $7.1B.
Revenue growth (YoY)
11.7%
>10% strong
Net margin
10.4%
>15% healthy
Debt / Equity
—
Interest coverage
—
Beta
—
Forward P/E
—
Free cash flow
$7.1B
TTM
Earnings beat rate
—
As of 2025-12-31 · Issuer filings + market data
PositioningNEUTRALNo feed
0 items
  • Peers: 144 of 232 recently-briefed us stock names lean bullish.
As of 2026-10-13 · Meaterm
NewsNEUTRALNo feed
0 items
  • No news in the recency window.
  • Signal steady (bullish) vs the last brief.
No news in the recency window.

Key fundamentals

Revenue (TTM)
$16.1B
Net income (TTM)
—
Diluted EPS (TTM)
$1.50
Gross margin
64.3%
Operating margin
31.8%
Net margin
—

Trailing-twelve-month figures computed by Meaterm from SEC filings, refreshed nightly.

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Frequently asked questions

What are the NTES factor grades?

Meaterm scores NetEase, Inc. (NTES) on four factors — valuation, growth, profitability and momentum — plus an overall Meaterm Score. Each grade is a percentile ranking against the stock's sector, computed nightly from SEC-filed financial data. Grades are statistical rankings, not investment advice or a recommendation to trade.

How is the fair value estimate for NTES calculated?

The estimate is the median of several peer-multiple implied values — peer P/E, EV/EBITDA, P/S and P/B applied to the company's own fundamentals — plus a sell-side consensus target when one is available. Peers come from the same industry, matched by size. When the company’s own size is not on record, or the comparable companies are too few, more than ten times larger or smaller, or disagree too much with each other or with the market price, no estimate is published and the page says why. It is a statistical reference point, not a price target and not investment advice.

Where does the data on this page come from?

Fundamentals and factor grades are computed by Meaterm from SEC filings and refreshed nightly. Positioning context comes from public CFTC and FINRA releases, and macro series from FRED. Every signal, grade and estimate shown is Meaterm’s own computation.

Is NTES a good stock to invest in?

Meaterm does not answer that question. This page shows how NetEase, Inc. (NTES) ranks statistically against sector peers on valuation, growth, profitability and momentum and, where its peer group supports one, where its price sits relative to a peer-multiple estimate. Use it as research context alongside your own analysis — nothing on this page is investment advice.

How often is this page updated?

Factor grades, fundamentals and the company profile refresh nightly after each trading day. The brief layers — macro, catalysts, positioning and news — are composed when the page loads, and the fair value estimate is recomputed with recent quotes during the day.