Barclays Cuts NetEase (NASDAQ:NTES) Price Target to $132.00

NetEase (NASDAQ:NTES) had its target price decreased by investment analysts at Barclays from $135.00 to $132.00 in a note issued to investors on Thursday, Marketbeat reports. The brokerage presently has an “equal weight” rating on the technology company’s stock. Barclays‘s price objective suggests a potential upside of 11.80% from the stock’s current price.

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

NetEase Stock Performance

Shares of NTES stock traded down $0.43 on Thursday, hitting $118.07. The company had a trading volume of 323,167 shares, compared to its average volume of 794,350. NetEase has a twelve month low of $88.54 and a twelve month high of $159.55. The firm has a market cap of $74.81 billion, a P/E ratio of 15.13, a P/E/G ratio of 1.38 and a beta of 0.71. The stock’s 50-day moving average is $135.41 and its two-hundred day moving average is $139.27.

Hedge Funds Weigh In On NetEase

A number of hedge funds and other institutional investors have recently modified their holdings of NTES. NewSquare Capital LLC grew its position in 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 during the last quarter. Private Trust Co. NA raised its position in NetEase by 266.0% in the 2nd quarter. Private Trust Co. NA now owns 194 shares of the technology company’s stock worth $26,000 after purchasing an additional 141 shares during the period. Cornerstone Planning Group LLC bought a new stake in NetEase in the third quarter worth $33,000. Spire Wealth Management grew its stake in shares of NetEase by 159.6% during the second quarter. Spire Wealth Management now owns 257 shares of the technology company’s stock valued at $35,000 after buying an additional 158 shares during the last quarter. Finally, Steigerwald Gordon & Koch Inc. purchased a new position in shares of NetEase in the third quarter worth about $38,000. 11.07% of the stock is currently owned by hedge funds and other institutional investors.

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.