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
$116.19Previous close
$103Low
$138.32Average
$170High
Latest persisted target per named analyst; persisted previous close from FN2's market snapshot as of Sep 21, 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 |
|---|---|---|---|---|
| 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 |
| Morgan Stanley | Overweight | Overweight | Maintain | Feb 12, 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 previous close $116.19. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Bernstein | Robin Zhu | $160 | $127.38 | +37.7% | Aug 21, 2026 |
| Goldman Sachs | Analyst unavailable | $169 | $129.7 | +45.5% | Jul 1, 2026 |
| Morgan Stanley | Yang Liu | $158 | $123.86 | +36.0% | May 26, 2026 |
| Morgan Stanley | Yang Liu | $154 | $114.62 | +32.5% | Mar 2, 2026 |
| Macquarie | Analyst unavailable | $158 | $118.14 | +36.0% | Feb 12, 2026 |
| Barclays | Analyst unavailable | $132 | $118.46 | +13.6% | Feb 12, 2026 |
| Barclays | Analyst unavailable | $135 | $133.95 | +16.2% | Nov 21, 2025 |
| Bernstein | Analyst unavailable | $155 | $133.95 | +33.4% | Nov 21, 2025 |
| Morgan Stanley | Analyst unavailable | $170 | $149.59 | +46.3% | Oct 8, 2025 |
| Goldman Sachs | Lincoln Kong | $161 | $154.83 | +38.6% | Sep 15, 2025 |
| Arete Research | Zixiao Yang | $150 | $135.71 | +29.1% | Sep 2, 2025 |
| Barclays | Jiong Shao | $120 | $129.22 | +3.3% | Aug 18, 2025 |
| Bernstein | Robin Zhu | $105 | $101.36 | -9.6% | Dec 9, 2024 |
| Barclays | Jiong Shao | $82 | $82.08 | -29.4% | Aug 26, 2024 |
| Jefferies | Thomas Chong | $103 | $82.25 | -11.4% | Aug 22, 2024 |
| Jefferies | Thomas Chong | $216 | $88 | +85.9% | Aug 5, 2024 |
| Barclays | Jiong Shao | $104 | $92.92 | -10.5% | Jun 13, 2024 |
| CFRA | Ahmad Halim | $130 | $94.74 | +11.9% | May 24, 2024 |
| Jefferies | Thomas Chong | $129 | $94.74 | +11.0% | May 23, 2024 |
| Morgan Stanley | Alex Poon | $120 | $97.15 | +3.3% | Apr 12, 2024 |
| Jefferies | Thomas Chong | $133 | $98.71 | +14.5% | Apr 2, 2024 |
| Morgan Stanley | Alex Poon | $135 | $98.71 | +16.2% | Apr 2, 2024 |
| Bernstein | Robin Zhu | $120 | $86.85 | +3.3% | Jun 5, 2023 |
| Citigroup | Analyst unavailable | $140 | $86.11 | +20.5% | Aug 19, 2022 |
| Macquarie | Esme Pau | $129 | $89.78 | +11.0% | Jul 13, 2022 |
| HSBC | Analyst unavailable | $122 | $97.49 | +5.0% | May 25, 2022 |
| CMB International Securities | Sophie Huang | $123 | $82.63 | +5.9% | Oct 5, 2021 |
| UOB Kay Hian | Julia Pan | $110 | $117.68 | -5.3% | May 20, 2021 |
| Macquarie | Han Joon Kim | $118 | $108.97 | +1.6% | May 19, 2021 |
Track every rating change on NTES the moment it posts. Free to start.
Start freeGet the NTES recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.