—
C+
C+ The full Closelook — membership. Open the C+ overview

NetEase Inc (NTES) — chart, structure and Closelook read

Home› Indices›
Pick a ticker to load its detail page.

Company snapshot — NetEase Inc

NTES in five paragraphs: what it makes and sells, where it sits in the Closelook stack, who it is priced against, why we track it, what we watch. Research diary, not advice.

What it does
NetEase runs online games and related services as its main business, alongside Youdao's education platform, NetEase Cloud Music, and a set of smaller ventures grouped as Innovative Businesses. It develops and publishes mobile and PC games, some its own and some licensed, and sells game merchandise and live-streaming add-ons. Youdao layers AI tools onto language learning, including a large language model built for education and AI tutoring products, translation apps and smart hardware such as a dictionary pen. It is headquartered in Hangzhou, China.
Where it sits in the stack
NetEase carries no seat in our Closelook index. In the diary's universe it sits in the Communication Services sector, under Electronic Gaming & Multimedia, as a games-and-content business rather than a build-out constituent.
Who it is priced against
Closelook's peer group places it with other Communication Services names based in the US market, including Alphabet, Meta, Applovin and Reddit alongside smaller regional telecom and internet names. The market also compares it with Tencent, the larger Chinese games and internet company.
Why Closelook tracks it
NetEase carries a Closelook score, strongest on the valuation module and weakest on momentum. It has no index seat, but the diary has quoted it three times, twice in the Morning 10 and once in the Midday 10, each time tracking its share moves alongside Alibaba.
What the diary watches
Whether the growth module recovers as Youdao's AI tutoring and education tools scale, or whether the games segment keeps setting the pace for the whole score.

NetEase Inc (NTES) trades on US exchanges, classified under Communication Services.

The Closelook company score reads 63/100 composite (momentum 40, quality 81, valuation 82) across 7 modules — the full breakdown, chart structure and analog history load live above.

Written from the company’s public profile and Closelook’s own readings, 2026-09-17. Descriptive, refreshed with the registry; corrections welcome via the imprint. closelook.net is an investment research diary — market structure, index membership and scores are our own readings, not investment advice. Related: index compare · sector dispersion · scanner.

Signals for this name

Every Closelook reading that exists for NTES, from the same nightly bakes the boards use. Research diary readings, not advice.

The Street on this name 3 analyst actions on the wire · latest: price target by BNP Paribas, 2026-09-22

The Street on this name

Analyst actions and the latest print for NTES from the Closelook wires — third-party opinions on the record, not our readings.

  • Price target BNP Paribas — target 180 Target set to $180 (+53.2% to spot) 2026-09-22
  • Initiation Exane BNP Paribas — at Outperform Initiated to Outperform 2026-09-22
  • Price target Bernstein SocGen Group — target 160 Target set to $160 (+25.6% to spot) 2026-08-21

3 actions on the analyst wire since 2026-08-13: 1 initiation, 2 target changes. Analyst wire → · Earnings wire →

Who it is priced against Electronic Gaming & Multimedia · 8 names with week and year-to-date

Peer group

Electronic Gaming & Multimedia

Names in the same industry from the Closelook universe; scored names rank on their Closelook score, the rest on trend state.

Compared against NTES on the nightly bakes; the Peers tab ranks the cohort on the Closelook scores where it exists.

Dividends and capital return trailing yield 2.47%, quarterly · buybacks 622 m USD in FY2025

Dividends and capital return

What NTES pays out and buys back — distributions read from the price series, money terms from the filings.

  • Trailing 12 months 2.93 USD per share · a 2.47% yield on the 2026-09-22 close 4 distributions, paid quarterly 2026-09-22
  • Change on the year +18.9% against the prior twelve months prior twelve months 2.46 USD per share
  • Last distribution 0.48 USD per share as the price series records it, within days of the ex-date 2026-09-03
  • By calendar year 2025: 3.03 USD (partial) · 2026: 2.36 USD to date first distribution recorded in the three-year window: 2025-03-06
  • Dividends paid, FY2025 13.4 bn USD 7% of earnings
  • Buybacks, FY2025 622 m USD 0.8% of today's market value
  • Share count −0.1% in FY2025 3.65 bn USD of stock-based compensation in the year
  • Capital returned 14.1 bn USD · 29% of free cash flow dividends and buybacks together, against the year’s free cash flow

Per-share amounts are derived from the adjusted price series in the listing currency, so dates sit within days of the ex-date; filing figures come from the fundamentals feed for the last reported fiscal year. An investment diary, not a recommendation.

Weather around the name 4 macro readings: Money Temperature, Factor regime, Sector × region …

The weather around this name

Macro readings that apply by membership — the regime, the factor tape, the sector cell, the funding backdrop.

  • Money Temperature Composite 66/100 · S&P 500 fund at 64, bullish alignedEight instruments scored on position, momentum, volume, volatility and fragility — the regime every name trades inside. Temperature lab → 2026-09-22
  • Factor regime Momentum leading — risk appetite buildingMomentum against low volatility (SPMO / SPLV): above its 50-day trend, 99th percentile of the window, +10.8% over 20 sessions. Factor regime → 2026-09-22
  • Sector × region Communication services in US: −0.1% week · +2.2% month · +6.2% quarter · −2.5% yearThe Sector Engine cell this name lives in, from XLC.US; the 11 × 4 matrix shows where its sector is being bought and where it is being sold. Sector Engine → 2026-09-22
  • Sovereign pressure Index -0.03 · down 0.40 over 21 sessionsG7 long-end yields, 10s30s and the slope — the funding weather for every balance sheet on this site. Sovereign pressure → 2026-09-22

FAQ · from the current data · as of 2026-09-23

Quick answers

What is NetEase Inc (NTES)?

NetEase Inc trades as NTES on the US exchange (US) and is classified under Communication Services in the Closelook research universe, as of the registry build of 2026-09-23.

Is NTES in a Closelook index?

Not currently — NetEase Inc is tracked in the Closelook research universe but is not a constituent of a Closelook functional index as of 2026-09-23.

What is NetEase Inc's Closelook composite score?

63 out of 100, with momentum 40, quality 81 and valuation 82 sub-scores, as of 2026-09-23. Scores are Closelook's own research readings, not ratings or investment advice.

What is NetEase Inc's earnings print record?

Across the 10 prints Closelook covers, NetEase Inc beat EPS estimates 4 times and revenue estimates 3 times; the three-day reactions split 3 up, 6 flat and 1 down (moves beyond ±3%), as of the 2026-08-20 card. The full print-record card carries the per-print history.

Where does NTES trade against its moving averages?

Mixed moving-average stack: Trades -4.1% vs the 50-day and -3% vs the 200-day average, 22.2% below the 52-week high and +13.1% off the 52-week low; a golden cross printed 34 sessions ago. Computed from daily closes. As of 2026-09-22 — a technical state from the nightly Closelook bake, not advice. The Technical tab carries the full row.

What does NetEase Inc do?

NetEase runs online games and related services as its main business, alongside Youdao's education platform, NetEase Cloud Music, and a set of smaller ventures grouped as Innovative Businesses. It develops and publishes mobile and PC games, some its own and some licensed, and sells game merchandise and live-streaming add-ons. Youdao layers AI tools onto language learning, including a large language model built for education and AI tutoring products, translation apps and smart hardware such as a dictionary pen. Closelook's peer group places it with other Communication Services names based in the US market, including Alphabet, Meta, Applovin and Reddit alongside smaller regional telecom and internet names. The market also compares it with Tencent, the larger Chinese games and internet company.

Where does NetEase Inc sit in the AI build-out?

NetEase carries no seat in our Closelook index. In the diary's universe it sits in the Communication Services sector, under Electronic Gaming & Multimedia, as a games-and-content business rather than a build-out constituent. NetEase carries a Closelook score, strongest on the valuation module and weakest on momentum. It has no index seat, but the diary has quoted it three times, twice in the Morning 10 and once in the Midday 10, each time tracking its share moves alongside Alibaba.

Does NetEase Inc pay a dividend?

NetEase Inc has paid 2.93 USD per share over the last twelve months, paid quarterly, a trailing yield of 2.47% on the 2026-09-22 close; the last distribution recorded in the price series was 0.48 USD on 2026-09-03. In fiscal 2025 the company paid 13.4 bn USD in dividends and bought back 622 m USD of its own shares, 29% of that year’s free cash flow. The share count fell 0.1% over the fiscal year. The "Dividends and capital return" block on this page carries the lines.

What has Wall Street done on NetEase Inc recently?

The most recent analyst action on NetEase Inc on the Closelook wire is a price target by BNP Paribas on 2026-09-22 (target 180). 3 actions on the analyst wire since 2026-08-13: 1 initiation, 2 target changes. Analyst actions are third-party opinions recorded by the wire, not Closelook readings. The “The Street on this name” block on this page lists the moves; the full feeds are the analyst wire and the earnings wire.

Where has Closelook written about NetEase Inc?

NetEase Inc appears in 3 Closelook pieces, most recently Morning 10: The buyback rally fades and the 30-year pushes back to 5.25%, but crypto answers louder — Bitcoin above 75,000 toward its best week since March 2024, BITW breaks a year-long wedge, and the yen's first falsifier line goes live at 158.83 (2026-08-21); Morning 10: The Treasury buys duration with bills, hard assets read it first — Bitcoin toward 70,000, gold through 4,400, as the minutes turn hawkish and Korea answers its crash with a buyback (2026-08-20); Midday 10: Yields reverse back through the buyback within hours — 10-year 4.692%, 30-year 5.234% — as Walmart's double beat is sold 9% and Bitcoin holds a new local high above 71,500 (2026-08-20). What Closelook said most recently: NTES −5.85%, BABA reversed intraday to +1.30% green. (Morning 10, 2026-08-21). The "Mentioned on Closelook" block on this page lists the long reads, the reference entries and the dailies that name it.

What does this page show?

A live price chart with SMA overlays and drawing tools for NTES, performance metrics, index-membership context and the Closelook structure read — an investment research diary view, not investment advice.

Mentioned on Closelook 3 pieces · newest: Morning 10, “The buyback rally fades and the 30-year pushes back to 5.25%, but crypto answers louder — Bitcoin above 75,000 toward its best week since March 2024, BITW breaks a year-long wedge, and the yen's first falsifier line goes live at 158.83” (2026-08-21)

Mentioned on Closelook

Where NTES appears in the diary — 3 pieces, newest first. Every link is our own writing.

Dailies

Related in the Closelook universe

then Electronic Gaming & Multimedia. Scored names rank on their Closelook score; names without one rank on trend state — above or below their 50- and 200-day averages — never on a score they do not carry.