NTES
NetEase, Inc.
$118.70
-0.65%
$75.7B
No data for this timeframe.
Vol
Market Cap$75.7B
Cap SizeLarge Cap
Inst. Holders8 funds
Inst. Value$999.3M
Inst. Activity3 buys / 1 sells
Congressional2 trades
Recent Activity
Inst.
FMR LLC — ADD
1,867,943 shares ($257.1M)
Inst.
MORGAN STANLEY — ADD
894,440 shares ($123.1M)
May 27, 2026
short_volume
Short Volume: NTES — 73.7% short (0.4M / 0.5M)
Short: 374,753 | Exempt: 378 | TRF Vol: 508,211 | Short Ratio: 73.7% | Off-exchange volume (dark poo
Apr 6, 2026
Congress
Josh Gottheimer buy
$1,001 - $15,000 — House
Mar 5, 2026
Congress
Josh Gottheimer sell
$1,001 - $15,000 — House
Price Targets
Historical data — last covering-analyst action Feb 2026. No current recommendation available.
$162.24 (Feb 2026)
Current $120.73
Low $132.37
Median $158.66
High $200.83
31 analysts
$132.37
$200.83
Analyst Ratings
10Strong Buy
20Buy
4Hold
0Sell
0Strong Sell
Historical Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Feb 12, 2026 | Barclays | MAINTAIN | Equal-Weight → Equal-Weight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $15.86 ▲ +6.1% | $14.49 — $17.35 | 7% YoY | 11 |
| Next Q | $15.63 ▲ +2.9% | $14.34 — $17.30 | 6% YoY | 9 |
| Current FY | $65.19 ▲ +3.9% | $59.72 — $68.84 | 12% YoY | 25 |
| Next FY | $71.95 ▲ +3.4% | $65.64 — $79.46 | 10% YoY | 25 |
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| DODGE & COX | $296.5M | — |
| FMR LLC | $257.1M | ADD |
| RENAISSANCE TECHNOLOGIES LLC | $149.8M | — |
| MORGAN STANLEY | $123.1M | ADD |
| BANK OF AMERICA CORP | $86.3M | TRIM |
Congressional Trades
1 members: 1 buys, 1 sells
| Member | Party | Type | Amount |
|---|---|---|---|
| Josh Gottheimer | D | BUY | $1,001 - $15,000 |
| Josh Gottheimer | D | SELL | $1,001 - $15,000 |
8 institutional holders with $999.3M total value (7,261,095 shares) as of 2025-Q4. Top holders: DODGE, FMR, RENAISSANCE. Net buying activity: 3 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | DODGE & COX | 2,154,376 | $296.5M | 29.7% | — |
| 2 | FMR LLC | 1,867,943 | $257.1M | 25.7% | ADD +76.6% |
| 3 | RENAISSANCE TECHNOLOGIES LLC | 1,088,688 | $149.8M | 15.0% | — |
| 4 | MORGAN STANLEY | 894,440 | $123.1M | 12.3% | ADD +25.4% |
| 5 | BANK OF AMERICA CORP /DE/ | 626,999 | $86.3M | 8.6% | TRIM -38.9% |
| 6 | Mawer Investment Management Ltd. | 559,896 | $77.1M | 7.7% | TRIM -30.7% |
| 7 | WELLS FARGO & COMPANY/MN | 52,041 | $7.2M | 0.7% | TRIM -41.9% |
| 8 | NORGES BANK | 16,712 | $2.3M | 0.2% | NEW |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| FMR LLC | ADD | 1,057,832 | 1,867,943 | +76.6% | $257.1M | 2025-Q4 |
| MORGAN STANLEY | ADD | 713,433 | 894,440 | +25.4% | $123.1M | 2025-Q4 |
| NORGES BANK | NEW | — | 16,712 | — | $2.3M | 2025-Q4 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | EXIT | 638,315 | 0 | -100.0% | $0.00 | 2025-Q4 |
| FMR LLC | TRIM | 1,701,863 | 1,057,832 | -37.8% | $160.8M | 2025-Q3 |
| UBS Group AG | TRIM | 1,145,161 | 647,307 | -43.5% | $98.4M | 2025-Q3 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | ADD | 441,494 | 638,315 | +44.6% | $97.0M | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | TRIM | 75,397 | 43,841 | -41.9% | $6.7M | 2025-Q3 |
| VANGUARD GROUP INC | EXIT | 2,471 | 0 | -100.0% | $0.00 | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 3,824 | 0 | -100.0% | $0.00 | 2025-Q3 |
| FMR LLC | ADD | 1,151,179 | 1,701,863 | +47.8% | $229.0M | 2025-Q2 |
| MORGAN STANLEY | TRIM | 1,147,030 | 786,756 | -31.4% | $105.9M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | TRIM | 811,199 | 495,631 | -38.9% | $66.7M | 2025-Q2 |
| Mawer Investment Management Ltd. | TRIM | 668,811 | 463,490 | -30.7% | $62.4M | 2025-Q2 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | NEW | — | 441,494 | — | $59.4M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | NEAR_EXIT | 164,973 | 3,824 | -97.7% | $514.6K | 2025-Q2 |
| VANGUARD GROUP INC | NEW | — | 2,471 | — | $332.5K | 2025-Q2 |
| UBS Group AG | TRIM | 2,204,235 | 1,197,229 | -45.7% | $123.2M | 2025-Q1 |
| FMR LLC | ADD | 777,542 | 1,151,179 | +48.1% | $118.5M | 2025-Q1 |
| MORGAN STANLEY | TRIM | 1,585,565 | 1,147,030 | -27.7% | $118.1M | 2025-Q1 |
| CITADEL ADVISORS LLC | TRIM | 426,242 | 202,089 | -52.6% | $20.8M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 308,130 | 164,973 | -46.5% | $17.0M | 2025-Q1 |
| Mawer Investment Management Ltd. | NEW | — | 701,642 | — | $62.6M | 2024-Q4 |
| CITADEL ADVISORS LLC | ADD | 335,079 | 426,242 | +27.2% | $38.0M | 2024-Q4 |
| NORGES BANK | EXIT | 172,633 | 0 | -100.0% | $0.00 | 2024-Q4 |
No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.
No SEC filing reports analyzed yet. Reports are generated when new filings are detected and processed by the LLM pipeline.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Historical analyst distribution (last covering-analyst action Feb 2026): 88% buy across 34 analysts — 10 strong buy, 20 buy, 4 hold, 0 sell, 0 strong sell. No current recommendation available.
Analyst Price Targets
Historical data — last covering-analyst action Feb 2026. No current recommendation available.
$162.24 mean target (Feb 2026)
$132.37 Low
$200.83 High
| Metric | Value |
|---|---|
| Current Price | $120.73 |
| Target Low | $132.37 |
| Target Mean | $162.24 |
| Target Median | $158.66 |
| Target High | $200.83 |
| # Analysts | 31 |
| Recommendation | — (no recent coverage) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$15.86 | $14.49 | $17.35 | 7.1% | +6.1% | 7↑ 1↓ | $29.5B | 5.7% | 11 |
| Next Q 2026-09-30 |
$15.63 | $14.34 | $17.30 | 6.1% | +2.9% | 4↑ 3↓ | $30.7B | 8.2% | 9 |
| Current FY 2026-12-31 |
$65.19 | $59.72 | $68.84 | 12.4% | +3.9% | 20↑ 2↓ | $120.9B | 7.4% | 25 |
| Next FY 2027-12-31 |
$71.95 | $65.64 | $79.46 | 10.4% | +3.4% | 18↑ 4↓ | $130.5B | 7.9% | 25 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $15.856 | |
| 7d ago | $15.856 | |
| 30d ago | $14.948 | +0.908 |
| 60d ago | $15.059 | +0.797 |
| 90d ago | $15.059 | +0.797 |
1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Historical Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Feb 12, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 10 | 20 | 4 | 0 | 0 | 88% | |
| May 1, 2026 | 11 | 20 | 4 | 0 | 0 | 89% | |
| Apr 1, 2026 | 11 | 20 | 4 | 0 | 0 | 89% | |
| Mar 1, 2026 | 11 | 20 | 4 | 0 | 0 | 89% | |
| Feb 1, 2026 | 11 | 20 | 3 | 0 | 0 | 91% | |
| Jan 1, 2026 | 11 | 21 | 3 | 0 | 0 | 91% |
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 1 buys, 1 sells.
Congressional Trades
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Apr 6, 2026 | Josh Gottheimer | D | HOUSE | BUY | $1,001 - $15,000 | Netease Inc | May 20, 2026 (45d) |
| Mar 5, 2026 | Josh Gottheimer | D | HOUSE | SELL | $1,001 - $15,000 | Netease Inc | Apr 9, 2026 (36d) |
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 27, 2026
short_volume
Short Volume: NTES — 73.7% short (0.4M / 0.5M)
Short: 374,753 | Exempt: 378 | TRF Vol: 508,211 | Short Ratio: 73.7% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: NTES — 68.6% short (0.4M / 0.6M)
Short: 439,293 | Exempt: 1,337 | TRF Vol: 640,627 | Short Ratio: 68.6% | Off-exchange volume (dark pool + OTC)
May 22, 2026
short_volume
Short Volume: NTES — 55.1% short (0.4M / 0.7M)
Short: 407,865 | Exempt: 0 | TRF Vol: 740,872 | Short Ratio: 55.1% | Off-exchange volume (dark pool + OTC)
May 21, 2026
earnings_calendar
NTES Q1 2026 Earnings Before Market Open — 2026-05-21
May 12, 2026
short_interest
FTD: NTES — 10,603 shares ($1.2M) failed to deliver
Settlement: 20260512, Price: $116.21, FTD Value: $1,232,174.63, NETEASE INC ADS (CYM)
Apr 29, 2026
short_volume
Short Volume: NTES — 77.3% short (0.4M / 0.5M)
Short: 398,511 | Exempt: 26 | TRF Vol: 515,863 | Short Ratio: 77.3% | Off-exchange volume (dark pool + OTC)