Analyst Consensus ?
ConsensusBuy33 ratings
Bullish2781.8%
Neutral515.2%
Bearish13.0%
FN2 Earnings Intelligence
NetEase, Inc. analyst ratings
NetEase, Inc. (NTES) analyst consensus, price targets, and firm-level rating history from FN2 Research.
Analyst 52W Price Targets
$129.78Current
$103Low
$140.65Average
$180High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Nov 6, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Morgan Stanley | Overweight | Overweight | Maintain | Sep 28, 2026 |
| Barclays | Equal Weight | Equal Weight | Maintain | Feb 12, 2026 |
| Benchmark | Buy | Buy | Maintain | Nov 21, 2025 |
| JP Morgan | Overweight | Neutral | Upgrade | Oct 10, 2025 |
| Arete | Buy | Sell | Upgrade | Sep 3, 2025 |
| B of A Securities | Buy | Buy | Maintain | Jan 15, 2025 |
| Citigroup | Buy | Buy | Maintain | Nov 15, 2024 |
| Jefferies | Buy | Buy | Maintain | Aug 22, 2024 |
| HSBC | Buy | Buy | Maintain | Apr 24, 2024 |
| Bernstein | Outperform | Outperform | Maintain | Jun 5, 2023 |
| UBS | Buy | Buy | Maintain | May 26, 2023 |
| 86 Research | Buy | Hold | Upgrade | Feb 25, 2022 |
| Macquarie | Neutral | Neutral | Maintain | May 19, 2021 |
| CLSA | Buy | Buy | Maintain | May 19, 2021 |
| Daiwa Capital | Buy | Buy | Maintain | Aug 14, 2020 |
| Nomura Instinet | Buy | Buy | Maintain | May 21, 2020 |
| Nomura | Buy | Buy | Maintain | May 21, 2020 |
| CFRA | Buy | Buy | Maintain | May 20, 2020 |
| Goldman Sachs | Buy | Neutral | Upgrade | Dec 4, 2019 |
| Citi | Buy | Buy | Maintain | Sep 6, 2019 |
| Bank of America | Buy | Buy | Maintain | Nov 17, 2017 |
| Standpoint Research | Reduce | Buy | Downgrade | Jun 7, 2017 |
| Brean Capital | Buy | Buy | Maintain | Jul 18, 2016 |
| CICC | Buy | Hold | Upgrade | Apr 8, 2015 |
| Credit Suisse | Outperform | Neutral | Upgrade | Oct 21, 2014 |
| China International Capital | Hold | Buy | Downgrade | Aug 12, 2014 |
| TH Capital | Hold | Buy | Downgrade | Feb 10, 2014 |
| Deutsche Bank | Hold | Buy | Downgrade | Nov 15, 2013 |
| Exane BNP Paribas | Buy | Buy | Maintain | Sep 30, 2013 |
| PiperJaffray | Overweight | Overweight | Maintain | Aug 16, 2012 |
| Piper Sandler | Overweight | Overweight | Maintain | Aug 16, 2012 |
| Oppenheimer | Outperform | Outperform | Maintain | Aug 16, 2012 |
| Mirae Asset | Buy | Buy | Maintain | Jul 10, 2012 |
Named analyst price targets
Upside is calculated against the persisted current price $129.78. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Morgan Stanley | Yang Liu | $163 | $115.41 | +25.6% | Sep 28, 2026 |
| BNP Paribas | Analyst unavailable | $180 | $117.47 | +38.7% | Sep 22, 2026 |
| Bernstein | Robin Zhu | $160 | $127.38 | +23.3% | Aug 21, 2026 |
| Goldman Sachs | Analyst unavailable | $169 | $129.7 | +30.2% | Jul 1, 2026 |
| Morgan Stanley | Yang Liu | $158 | $123.86 | +21.7% | May 26, 2026 |
| Morgan Stanley | Yang Liu | $154 | $114.62 | +18.7% | Mar 2, 2026 |
| Macquarie | Analyst unavailable | $158 | $118.14 | +21.7% | Feb 12, 2026 |
| Barclays | Analyst unavailable | $132 | $118.46 | +1.7% | Feb 12, 2026 |
| Barclays | Analyst unavailable | $135 | $133.95 | +4.0% | Nov 21, 2025 |
| Bernstein | Analyst unavailable | $155 | $133.95 | +19.4% | Nov 21, 2025 |
| Morgan Stanley | Analyst unavailable | $170 | $149.59 | +31.0% | Oct 8, 2025 |
| Goldman Sachs | Lincoln Kong | $161 | $154.83 | +24.1% | Sep 15, 2025 |
| Arete Research | Zixiao Yang | $150 | $135.71 | +15.6% | Sep 2, 2025 |
| Barclays | Jiong Shao | $120 | $129.22 | -7.5% | Aug 18, 2025 |
| Bernstein | Robin Zhu | $105 | $101.36 | -19.1% | Dec 9, 2024 |
| Barclays | Jiong Shao | $82 | $82.08 | -36.8% | Aug 26, 2024 |
| Jefferies | Thomas Chong | $103 | $82.25 | -20.6% | Aug 22, 2024 |
| Jefferies | Thomas Chong | $216 | $88 | +66.4% | Aug 5, 2024 |
| Barclays | Jiong Shao | $104 | $92.92 | -19.9% | Jun 13, 2024 |
| CFRA | Ahmad Halim | $130 | $94.74 | +0.2% | May 24, 2024 |
| Jefferies | Thomas Chong | $129 | $94.74 | -0.6% | May 23, 2024 |
| Morgan Stanley | Alex Poon | $120 | $97.15 | -7.5% | Apr 12, 2024 |
| Jefferies | Thomas Chong | $133 | $98.71 | +2.5% | Apr 2, 2024 |
| Morgan Stanley | Alex Poon | $135 | $98.71 | +4.0% | Apr 2, 2024 |
| Bernstein | Robin Zhu | $120 | $86.85 | -7.5% | Jun 5, 2023 |
| Citigroup | Analyst unavailable | $140 | $86.11 | +7.9% | Aug 19, 2022 |
| Macquarie | Esme Pau | $129 | $89.78 | -0.6% | Jul 13, 2022 |
| HSBC | Analyst unavailable | $122 | $97.49 | -6.0% | May 25, 2022 |
| CMB International Securities | Sophie Huang | $123 | $82.63 | -5.2% | Oct 5, 2021 |
| UOB Kay Hian | Julia Pan | $110 | $117.68 | -15.2% | May 20, 2021 |
| Macquarie | Han Joon Kim | $118 | $108.97 | -9.1% | May 19, 2021 |
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