StreetInsider.com News Articles

NetEase.com (NTES) migration exchange notice 'expected' - Morgan Stanley

Mon, 02 Mar 2026 11:03:52 -0500

Morgan Stanley analyst Yang Liu reiterated an Overweight rating and $154.00 price target on NetEase.com (NASDAQ: NTES) after the company received a migration exchange notice from the HKEX as 55%+ of the stock turnover took place in HK in 2025. It requires NetEase to convert to a dual-primary listing in HKEX from the current secondary listing.

The analyst commented, "We think this event was well expected by the market. Our base case is that the company will meet the dual-primary conversion deadline and then be included in Southbound by the end of 1Q27. We think potential Southbound inclusion would be a

Form 6-K NetEase, Inc. For: Mar 02

Mon, 02 Mar 2026 07:00:00 -0500

si-local-file:///var/storage/secattach/20260302/26086779.html

Form 6-K NetEase, Inc. For: Mar 02

Mon, 02 Mar 2026 07:00:00 -0500

si-local-file:///var/storage/secattach/20260302/26086779.html

Form 6-K NetEase, Inc. For: Mar 02

Mon, 02 Mar 2026 07:00:00 -0500

si-local-file:///var/storage/secattach/20260302/26086779.html

Netease Inc. (9999:HK) (NTES) PT Lowered to HK$280 at JPMorgan

Fri, 13 Feb 2026 08:43:45 -0500

JPMorgan analyst Daniel Chen lowered the price target on Netease Inc. (9999:HK) (NASDAQ: NTES) to HK$280.00 (from HK$295.00) while maintaining a Overweight rating.

Netease Inc. (9999:HK) (NTES) PT Lowered to HK$280 at JPMorgan

Fri, 13 Feb 2026 08:43:45 -0500

JPMorgan analyst Daniel Chen lowered the price target on Netease Inc. (9999:HK) (NASDAQ: NTES) to HK$280.00 (from HK$295.00) while maintaining a Overweight rating.

Netease Inc. (9999:HK) (NTES) PT Lowered to HK$280 at JPMorgan

Fri, 13 Feb 2026 08:43:45 -0500

JPMorgan analyst Daniel Chen lowered the price target on Netease Inc. (9999:HK) (NASDAQ: NTES) to HK$280.00 (from HK$295.00) while maintaining a Overweight rating.

Netease Inc. (9999:HK) (NTES) PT Lowered to HK$280 at JPMorgan

Fri, 13 Feb 2026 08:43:45 -0500

JPMorgan analyst Daniel Chen lowered the price target on Netease Inc. (9999:HK) (NASDAQ: NTES) to HK$280.00 (from HK$295.00) while maintaining a Overweight rating.

Benchmark Reiterates Buy Rating on NetEase.com (NTES)

Thu, 12 Feb 2026 10:17:30 -0500

Benchmark analyst Fawne Jiang reiterated a Buy rating and $158.00 price target on NetEase.com (NASDAQ: NTES).

The analyst commented, "NetEase delivered mixed 4Q25 results, with revenue modestly missing consensus due to softer online games contribution; however, deferred revenue rose sharply to a multi-year high, signaling solid underlying momentum and improving visibility into upcoming releases. We remain constructive on the games outlook, supported by resilient legacy franchises, solid retention from newer titles such as Where Winds Meet, and clearer pipeline visibility ahead of Sea of Remnants planned 3Q26 launch. Strategically, the company is accelerating AI integration across both development workflows and gameplay

NetEase.com (NTES) PT Lowered to $132 at Barclays

Thu, 12 Feb 2026 09:09:52 -0500

Barclays analyst Jiong Shao lowered the price target on NetEase.com (NASDAQ: NTES) to $132.00 (from $135.00) while maintaining a Equalweight rating.

Netease Inc. (9999:HK) (NTES) PT Lowered to HK$264 at Macquarie

Thu, 12 Feb 2026 07:24:08 -0500

Macquarie analyst Ellie Jiang lowered the price target on Netease Inc. (9999:HK) (NASDAQ: NTES) to HK$264.00 (from HK$273.00) while maintaining a Outperform rating.

Netease Inc. (9999:HK) (NTES) PT Lowered to HK$264 at Macquarie

Thu, 12 Feb 2026 07:24:08 -0500

Macquarie analyst Ellie Jiang lowered the price target on Netease Inc. (9999:HK) (NASDAQ: NTES) to HK$264.00 (from HK$273.00) while maintaining a Outperform rating.

Netease Inc. (9999:HK) (NTES) PT Lowered to HK$264 at Macquarie

Thu, 12 Feb 2026 07:24:08 -0500

Macquarie analyst Ellie Jiang lowered the price target on Netease Inc. (9999:HK) (NASDAQ: NTES) to HK$264.00 (from HK$273.00) while maintaining a Outperform rating.

Netease Inc. (9999:HK) (NTES) PT Lowered to HK$264 at Macquarie

Thu, 12 Feb 2026 07:24:08 -0500

Macquarie analyst Ellie Jiang lowered the price target on Netease Inc. (9999:HK) (NASDAQ: NTES) to HK$264.00 (from HK$273.00) while maintaining a Outperform rating.

Form 13F-HR NetEase, Inc. For: Dec 31

Thu, 12 Feb 2026 06:05:00 -0500

si-local-file:///var/storage/secattach/20260212/25986481.html

Form 13F-HR NetEase, Inc. For: Dec 31

Thu, 12 Feb 2026 06:05:00 -0500

si-local-file:///var/storage/secattach/20260212/25986481.html

Form 13F-HR NetEase, Inc. For: Dec 31

Thu, 12 Feb 2026 06:05:00 -0500

si-local-file:///var/storage/secattach/20260212/25986481.html

NetEase.com (NTES) PT Raised to $165 at Citi

Wed, 11 Feb 2026 14:13:29 -0500

Citi analyst Hillman Chan raised the price target on NetEase.com (NASDAQ: NTES) to $165.00 (from $161.00) while maintaining a Buy rating.

NetEase dips after fourth-quarter results fall short of estimates

Wed, 11 Feb 2026 06:50:31 -0500

Investing.com -- NetEase shares fell more than 4% in U.S. premarket trading Wednesday after the company reported fourth-quarter results that missed expectations on both earnings and revenue.

The company posted Q4 EPS of RMB10.95, below the consensus estimate of RMB14.12. Revenue rose 3% year over year to RMB27.55 billion, but came in short of analyst expectations of RMB28.71 billion.

"Total revenue came in 4.3% below consensus but inline with our estimates," Jefferies analysts said in a post-earnings note.

Games and related value-added services generated RMB22.0 billion ($3.1 billion) in revenue, up 3.4% from the same quarter in 2024.

Youdao delivered revenue of RMB1.6 billion ($223.7

NetEase dips after fourth-quarter results fall short of estimates

Wed, 11 Feb 2026 06:50:31 -0500

Investing.com -- NetEase shares fell more than 4% in U.S. premarket trading Wednesday after the company reported fourth-quarter results that missed expectations on both earnings and revenue.

The company posted Q4 EPS of RMB10.95, below the consensus estimate of RMB14.12. Revenue rose 3% year over year to RMB27.55 billion, but came in short of analyst expectations of RMB28.71 billion.

"Total revenue came in 4.3% below consensus but inline with our estimates," Jefferies analysts said in a post-earnings note.

Games and related value-added services generated RMB22.0 billion ($3.1 billion) in revenue, up 3.4% from the same quarter in 2024.

Youdao delivered revenue of RMB1.6 billion ($223.7

Form 6-K NetEase, Inc. For: Feb 11

Wed, 11 Feb 2026 06:05:00 -0500

si-local-file:///var/storage/secattach/20260211/25978742.html

Form 6-K NetEase, Inc. For: Feb 11

Wed, 11 Feb 2026 06:05:00 -0500

si-local-file:///var/storage/secattach/20260211/25978742.html

Form 6-K NetEase, Inc. For: Feb 11

Wed, 11 Feb 2026 06:05:00 -0500

si-local-file:///var/storage/secattach/20260211/25978742.html

NetEase Cloud Music Inc. Reports Fiscal Year 2025 Financial Results

Wed, 11 Feb 2026 04:55:00 -0500

HANGZHOU, China, Feb. 11, 2026 /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 2025 ended December 31, 2025.

Summary of Key Financial Metrics
(RMB in thousands, unless otherwise stated)

NetEase Cloud Music Inc. Reports Fiscal Year 2025 Financial Results

Wed, 11 Feb 2026 04:55:00 -0500

Summary of Key Financial Metrics
(RMB in thousands, unless otherwise stated)