NetEase (NASDAQ:NTES) Price Target Cut to $132.00 by Analysts at Barclays

NetEase (NASDAQ:NTES) had its target price decreased by equities research analysts at Barclays from $135.00 to $132.00 in a report issued on Thursday, MarketBeat Ratings reports. The brokerage currently has an “equal weight” rating on the technology company’s stock. Barclays‘s price target indicates a potential upside of 11.80% from the stock’s previous close.

Several other analysts have also recently weighed in on NTES. Citigroup reiterated a “buy” rating on shares of NetEase in a report on Wednesday. Sanford C. Bernstein set a $155.00 price target on shares of NetEase in a research report on Friday, November 21st. Wall Street Zen lowered shares of NetEase from a “buy” rating to a “hold” rating in a report on Sunday, November 23rd. Benchmark lifted their price objective on NetEase from $145.00 to $158.00 and gave the company a “buy” rating in a research report on Friday, November 21st. Finally, Weiss Ratings restated a “hold (c)” rating on shares of NetEase in a research report on Monday, December 22nd. Seven investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $155.75.

NetEase Price Performance

NTES traded down $0.43 during midday trading on Thursday, reaching $118.07. 323,167 shares of the company’s stock traded hands, compared to its average volume of 794,350. NetEase has a 52 week low of $88.54 and a 52 week high of $159.55. The firm has a fifty day moving average of $135.41 and a two-hundred day moving average of $139.27. The stock has a market capitalization of $74.81 billion, a price-to-earnings ratio of 15.13, a P/E/G ratio of 1.38 and a beta of 0.71.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently made changes to their positions in the company. NewSquare Capital LLC increased its position in shares of NetEase by 137.2% during the second quarter. NewSquare Capital LLC now owns 185 shares of the technology company’s stock valued at $25,000 after acquiring an additional 107 shares in the last quarter. Private Trust Co. NA boosted its stake in NetEase by 266.0% during the 2nd quarter. Private Trust Co. NA now owns 194 shares of the technology company’s stock valued at $26,000 after purchasing an additional 141 shares during the last quarter. Cornerstone Planning Group LLC bought a new stake in shares of NetEase in the 3rd quarter worth $33,000. Spire Wealth Management raised its stake in shares of NetEase by 159.6% in the second quarter. Spire Wealth Management now owns 257 shares of the technology company’s stock worth $35,000 after purchasing an additional 158 shares during the last quarter. Finally, Steigerwald Gordon & Koch Inc. bought a new position in shares of NetEase during the third quarter valued at $38,000. Institutional investors own 11.07% of the company’s stock.

Key Stories Impacting NetEase

Here are the key news stories impacting NetEase this week:

• Positive Sentiment: Board approved a sharply higher quarterly cash dividend (CNY1.16 per ADS; +103.5% vs prior quarter), boosting yield and returning capital to shareholders. NetEase Declares Fourth-Quarter Cash Dividend for 2025
• Positive Sentiment: NetEase Cloud Music (listed unit) reported improved adjusted operating and net profits for FY2025, which supports the group’s services/diversification narrative. NetEase Cloud Music Inc. Reports Fiscal Year 2025 Financial Results
• Neutral Sentiment: Mattel agreed to buy NetEase’s stake in a gaming venture for $159M — a small monetization event that trims an asset exposure but has limited P&L impact. Barbie maker Mattel to buy NetEase’s stake in gaming venture for $159 million
• Neutral Sentiment: Youdao (an affiliate) reported quarterly results — incremental corporate-level diversification news, but not a principal driver of NTES share moves today. Youdao Reports Fourth Quarter and Fiscal Year 2025 Unaudited Financial Results
• Negative Sentiment: Net profit fell roughly 30% year-over-year in Q4 (net CNY6.24B vs CNY8.77B year‑ago), a major headline that investors reacted negatively to. NetEase Stock Falls in US, Hong Kong After 30% Q4 Profit Decline
• Negative Sentiment: Q4 results missed expectations: EPS $1.57 vs. $2.03 consensus and revenue $3.94B vs. $4.03B expected — investors punished the miss and cited slower revenue growth and base effects. NetEase Inc (NTES) Q4 2025 Earnings

About NetEase

NetEase, Inc (NASDAQ: NTES) is a Chinese technology company headquartered in Hangzhou that develops and operates Internet services and products. Founded in 1997 by William Ding (Ding Lei), the company has grown from an early web portal and e-mail provider into a diversified online services group. William Ding has served as the company’s founder and long-time leader, guiding its expansion into games, digital content and consumer services.

The company’s primary business is interactive entertainment: NetEase Games designs, develops and publishes PC and mobile games for domestic and international audiences, offering a mix of self-developed franchises and titles published under licensing and strategic partnerships.