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NTNTES

NetEase, Inc.

$NTES·$74B·Electronic Gaming & Multimedia·Technology
$121.49+0.4%YTD-17.3%1Y-20.0%
Price updated 11m ago·X counts updated 2d ago
NTNTES
$NTESNetEase, Inc.
$121.49+0.37%31 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $NTES on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

31X posts · last 7 days
Sep 11Sep 27
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $NTES's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 80% of tracked names.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $NTES — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersCooling offAI verdict · as of 2026-09-29

Catching its breath after a run — could pick back up or fade from here.

NetEase is down 17% year-to-date and 20% over twelve months as the Marvel Rivals cadence slips — the fundamentals are still solid but the market wants the next hit.

NetEase is a $74B-cap Chinese gaming and interactive-entertainment major whose earnings quality remains high even as the tape has drifted.

  • Down 17% year to date and 20% over the last twelve months, at 30% of its 52-week range and roughly at both moving averages.
  • Q1 revenue ¥30.6B grew 6% year over year at 69% gross margin and 41% operating margin — best-in-class profitability for the sector.
  • Q4 revenue ¥27.5B grew 3% year over year — the growth deceleration is what the tape is punishing.
  • Trailing P/E 15, ROE 22%, and free-cash-flow yield 10% — a value-plus-quality setup at compressed multiples.
  • Recent earnings surprises are mixed (-24% Q4 miss, +16% Q1 beat, -23% latest miss) — the earnings variability is a real overhang.
  • Beta 0.79 — this trades roughly with China internet peers rather than the broader US tape.
  • Marvel Rivals' post-launch drop-off is being flagged as the reason management needs another big hit to reset the growth narrative.

The November 19 print will show whether new-game revenue meets the 5%+ growth bar and whether the free-cash-flow yield stays high enough to justify the value case.

What to watch: November 19 print — online-game revenue trajectory, gross margin trend, and any specific commentary on the next-hit pipeline replacing Marvel Rivals.

On the calendar: 2026-11-19 — Q3 earnings

no sentiment sample

Read the AI verdict on $NTES

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Chinese tech conglomerate with leading online gaming franchises, NetEase Cloud Music streaming, and e-learning businesses.

Industry overviewAI analysisGenerated by AI from underlying data

Where Electronic Gaming & Multimedia sits in its cycle right now — and what that implies for $NTES.

Electronic Gaming & Multimedia · Technology

No material change from last week — TTWO reaffirms GTA VI launch date at annual meeting, sustaining the pre-launch thesis.

What this means for $NTES

Neutral — Chinese tech conglomerate with leading online gaming franchises, NetEase Cloud Music streaming, and e-learning businesses.

Top industry ETF

$HEROGlobal X Video Games & Esports ETF
-10.0%YTD
-18.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
15.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
17.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
33.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
9.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
4.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
21.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
65.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 20, 2026$1.77$2.32-23.7%
Q1 2026May 21, 2026$2.53$2.19+15.5%
Q4 2025Feb 11, 2026$1.57$2.03-22.7%
Q3 2025Nov 20, 2025$2.07$2.08-0.5%
Next earningsThu, Nov 19·consensus EPS $2.39

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$30.6B+6.1%69.4%41.4%$16.70$13.1B
Q4 FY25$27.5B+3.0%64.2%30.2%$9.65$14.3B
Q3 FY25$28.4B+8.2%64.1%28.3%$13.50$12.5B
Q2 FY25$27.9B+9.4%64.7%32.5%$13.50$10.4B

Forward consensus

4-year forecast · up to 26 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$120.5B$119.9B – $121.5B$61.48$60.11 – $63.0523
FY27$129.8B$126.4B – $133.4B$71.46$69.38 – $73.2023
FY28$138.6B$121.9B – $149.5B$77.40$71.48 – $88.4026
FY29$153.7B$141.0B – $162.8B$87.00$77.66 – $93.6724

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.30%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-1.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-1.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 638.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.795-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 2Bin MoPresident716 sh$86KSellJun 29Boltz Paul William JrGeneral Counsel10.0K sh$1.3M
+ 1 other (1 award) in window

See when $NTES insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

No material 8-K / SC 13D / S-3 / 424B5 filings in the last 180 days.

+ 21 other (17 6-Ks · 2 13Fs · 1 N-PX · 1 20-F) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

NetEase (NASDAQ:NTES) and GigaMedia (NASDAQ:GIGM) Head-To-Head Surveydefenseworld.net·4d ago3 High-Yield Stocks Near Their 52-Week Lows That Dividend Income Investors Are Sleeping Onfool.com·6d agoNetEase: An Interesting Idea For Long-Term Dividend Growth Investorsseekingalpha.com·36d agoNetEase Q2 Review: The Company Needs Another Big Hit Post-Marvel Rivals Slumpseekingalpha.com·40d agoNetEase, Inc. (NTES) Q2 2026 Earnings Call Transcriptseekingalpha.com·40d ago

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Voices on X · last 7 days

No standout posts about $NTES on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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