NTES
NetEase, Inc. American Depositary Shares
$128.16
장중 · Vol 31.8K · 52주 $106.06–$159.55 · 기준 2026. 8. 21. PM 3:59 ET
일봉 $121.85 · Aug 31, 2026
NTES 가격 추세
종가
$121.85
시가
$122.99
고가
$123.30
저가
$121.82
30초 브리핑
NTES 오늘의 판단 요약
보유 데이터를 비교 가능한 문장으로 해석한 요약입니다.
52주 범위의 41%
52주 범위 중간 구간으로 가격 위치만으로 방향성은 제한적입니다.
Forward P/E 11.4배
선행 P/E가 낮아 시장은 이익 증가를 반영하고 있습니다.
20일 평균의 2.0배
평소보다 거래가 활발해 가격 움직임의 확인 강도가 높습니다.
2026-11-19
실적 전후 변동성 확대 가능성이 있으므로 컨센서스 범위와 옵션 기대변동을 함께 보세요.
펀더멘털 기준 Sep 1, 2026 · 규칙 기반 요약이며 투자 조언이 아닙니다.
핵심 통계
NTES 일봉·펀더멘털 스냅샷 기준 주요 지표
펀더멘털 스냅샷 Sep 1, 2026
NetEase, Inc. engages in online games, music streaming, online intelligent learning services, and internet content services businesses in China and internationally. The company operates through Games and Related Value-Added Services; Youdao; NetEase Cloud Music; and Innovative Businesses and Others segments. It develops and operates mobile and PC games; and offers games licensed from other developers. The company also provides live streaming service, and other related or ancillary value-added services related to games, such as the sale of game-themed merchandise. In addition, it offers digital content services with interactive learning features, including Youdao Lingshi and Youdao Literature; STEAM courses consisting computer coding courses and other STEAM courses; and adult courses, such as China University massive open online course. Further, the company provides Youdao Dictionary, an online language tool; Confucius, a large language model for the education sector; Hi Echo, an AI-driven virtual English-speaking tutor; Mr. P AI Tutor, a conversation-based tool; Youdao Desktop Translation, a desktop dictionary tool; U-Dictionary, an online dictionary and translation app; iRecord, an audio transcription tool; LectMate, an interpretation software for study-abroad lecture scenarios; iArch, an AI home design software; Baby Genius, an AI baby generator; and One Translate Translator, a translation tool for travelers. It also offers online marketing services consisting of performance-based advertising services, and global marketing and promotion services through banners, text links, videos, logos, buttons, and rich media. Additionally, the company develops and offers smart devices, including Youdao Dictionary Pen, Youdao Listening Pod, and Youdao Smart Learning Pad. NetEase, Inc. was formerly known as NetEase.com, Inc. and changed its name to NetEase, Inc. in March 2012. The company was founded in 1997 and is headquartered in Hangzhou, the People's Republic of China.
NetEase Building · Hangzhou, China · 직원 25,382명
시가총액
$77.97B
Trailing P/E
16.3
최근 12개월 이익 기준
Forward P/E
11.4
이익 증가 기대 반영
EPS (TTM)
$7.49
배당 수익률
2.48%
배당성향
41.7%
베타
0.80
시장과 유사
ROE
20.4%
P/B
15.69
EV/EBITDA
5.4
52주 범위
$106.06 – $159.55
현재 위치 41%
거래량
1.30M
20일 평균 651.6K · 2.0배
애널리스트 의견
매수 97%
총 32명 · 0m
DITM LEAPS Analysis
NTES 장기 DITM 콜옵션을 진입 적합도 순으로 비교
| Contract | Expiry | Strike | Price | Lev. | Delta | Extrinsic | Spread | IV | OI | Score | 상세 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NTES280121C00070000 | 1/21/28 · 1.4Y | $70.00 | $55.35 | 2.0x | 0.9104 | 6.5% | 4.88% | 49.84% | 13 | 84.49 | |
| NTES280121C00080000 | 1/21/28 · 1.4Y | $80.00 | $47.75 | 2.2x | 0.8689 | 12.5% | 7.33% | 49.32% | 1 | 74.22 | |
| NTES280121C00085000 | 1/21/28 · 1.4Y | $85.00 | $44.00 | 2.3x | 0.8441 | 16.4% | 11.36% | 49.94% | 9 | 70.81 | |
| NTES280121C00090000 | 1/21/28 · 1.4Y | $90.00 | $40.70 | 2.5x | 0.8256 | 21.9% | 7.37% | 46.84% | 4 | 67.43 | |
| NTES280121C00095000 | 1/21/28 · 1.4Y | $95.00 | $37.00 | 2.6x | 0.8003 | 27.6% | 10.81% | 46.25% | 2 | 60.80 | |
| NTES280121C00100000 | 1/21/28 · 1.4Y | $100.00 | $36.15 | 2.6x | 0.7699 | 39.8% | 7.47% | 48.95% | 11 | 54.21 |
재무제표
NTES 연간 손익·현금흐름·재무상태
매출 성장률
+7.0%
최근 연간 YoY
EPS 성장률
+14.0%
최근 연간 YoY
영업이익률
31.8%
최근 연간
FCF 마진
43.2%
잉여현금흐름 / 매출
매출 추세
순이익 추세
잉여현금흐름 추세
| 항목 | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|
| 매출 | $112.63B+7.0% | $105.30B+1.8% | $103.47B+7.2% | $96.50B |
| 매출총이익 | $72.40B+10.0% | $65.81B+4.4% | $63.06B+19.5% | $52.77B |
| 영업이익 | $35.83B+21.1% | $29.58B+6.8% | $27.71B+41.2% | $19.63B |
| 순이익 | $33.76B+13.7% | $29.70B+1.0% | $29.42B+44.6% | $20.34B |
| 희석 EPS | $52.40+14.0% | $45.95+1.5% | $45.25+46.7% | $30.85 |
| EBITDA | $38.08B+19.0% | $32.00B+4.0% | $30.76B+36.8% | $22.49B |
| 영업현금흐름 | $50.74B+27.9% | $39.68B+12.3% | $35.33B+27.5% | $27.71B |
| 잉여현금흐름 | $48.69B+29.9% | $37.47B+20.7% | $31.06B+23.9% | $25.07B |
| 총자산 | $221.42B+13.0% | $195.99B+5.4% | $185.92B+7.6% | $172.76B |
| 총부채 | $6.73B-47.5% | $12.82B-37.4% | $20.48B-28.0% | $28.46B |
최신 연도 우선 · 작은 퍼센트는 직전 연도 대비 변화입니다.
캘린더
NTES 실적·배당 일정
매출 하단
$29.37B
EPS 하단
$14.80
매출 상단
$30.70B
배당 지급일
2026-09-18
D-17
실적 발표일
2026-11-19
D-79
EPS 상단
$17.82
매출 컨센서스
$30.31B
EPS 컨센서스
$16.15
배당락일
2026-06-05
88일 전
최근 배당
| 배당락일 | 주당 배당 |
|---|---|
| Jun 5, 2026 | $0.7200 |
| Mar 16, 2026 | $1.1600 |
| Dec 5, 2025 | $0.5700 |
| Aug 28, 2025 | $0.5700 |
| May 30, 2025 | $0.6750 |
| Mar 6, 2025 | $1.2200 |
| Nov 29, 2024 | $0.4350 |
| Sep 6, 2024 | $0.4350 |
뉴스
NTES 관련 최신 기사
실적NetEase’s (NTES) Old Hits Are Still Doing The Heavy Lifting
On August 20, NetEase (NASDAQ:NTES) reported second-quarter results that leaned almost entirely on games the company launched years, not months, ago. Total net revenue reached RMB 30.1 billion, up 7.9% year over year, and the games and related value-added services unit again did most of the pulling, climbing 9.7% to RMB 25 billion. The headline […]
Insider Monkey · Aug 27, 2026
제품·기술NetEase (SEHK:9999) Stock May Trade At A 38% Discount To Fair Value
NetEase has delivered a 57.0% share price return over the past five years, yet the current valuation picture is mixed, as the Discounted Cash Flow (DCF) intrinsic value estimate indicates the stock trades at a meaningful discount while market multiples look closer to fair. NetEase has returned 57.0% over five years, which means long term holders have seen solid gains even though the stock does not look obviously cheap on every metric. Future cash flow growth and the company’s ability to...
Simply Wall St. · Aug 22, 2026
- 실적
NetEase (SEHK:9999) Could Be 23% Undervalued Following Q2 2026 Earnings
Q2 2026 earnings put NetEase in focus NetEase (SEHK:9999) is back on investor radars after reporting second quarter 2026 earnings. Revenue reached CNY 30,106.55 million, while net income and earnings per share from continuing operations both declined year on year. See our latest analysis for NetEase. At a share price of HK$193.4, NetEase has seen short term momentum soften, with a 30 day share price return down 7.2% and year to date share price return down 15.47%, while the 3 year total...
Simply Wall St. · Aug 21, 2026
실적NetEase (NTES) Q2 2026 Earnings Call Transcript
Gaming revenue surged 10% as new titles and AI tools expanded margins.
Motley Fool · Aug 21, 2026
- 실적
NetEase Inc (NTES) (Q2 2026) Earnings Call Highlights: Strong Game Revenue Growth and Margin ...
NetEase Inc (NTES) reports 10% year-over-year growth in games revenue, with gross margins improving to 76.1%, while navigating investment-related net income declines.
GuruFocus.com · Aug 20, 2026
실적NetEase Q2 Earnings Call Highlights
NetEase (NASDAQ:NTES) reported second-quarter revenue of RMB 30.1 billion ($4.4 billion), supported by continued growth in its games business, while management highlighted live-service updates, global expansion and artificial intelligence investments as key parts of its operating strategy. Games an
MarketBeat · Aug 20, 2026
- 실적
NTES Stock Falls After Missing Q2 Earnings Estimates As Higher R&D Expenses Weigh On Profits
NetEase CEO William Ding struck an optimistic note, saying that the company will focus on creating original content, building long-lasting franchises and strengthening communities to sustain player engagement.
Stocktwits · Aug 20, 2026
실적NetEase shares fall as Q2 earnings miss overshadows stronger revenue
NetEase (NASDAQ:NTES) shares dropped more than 5% in U. S.
InvestorsHub · Aug 20, 2026
- 실적
NetEase misses second-quarter profit forecasts; shares slide
Investing.com -- NetEase shares fell more than 5% in U.S. premarket trading Thursday after the Chinese gaming and media company reported second-quarter earnings well below analyst expectations, while revenue topped estimates.
Investing.com · Aug 20, 2026
실적Here’s Why Investors May Want To Own NetEase Before August 20th
NetEase has quietly staged a double-digit comeback from its April lows, and its next earnings report could be the moment the market finally catches up to what the numbers have been saying all along.
24/7 Wall St. · Aug 19, 2026
홀더
NTES 내부자·기관 보유 현황
최신 보고 목록 기준이며 실제 거래 시점과 보고일 사이에는 시차가 있습니다.
기관 보유
10.0%
기관 보유 (유동주식)
10.2%
내부자 보유
1.4%
기관 수
629
주요 기관 홀더
| 홀더 | 주식 수 | 평가액 | 지분 | 변동 | 보고일 |
|---|---|---|---|---|---|
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 8.04M | $979.12M | 1.3% | -0.4% | Jun 30, 2026 |
| Ninety One UK Ltd | 6.25M | $760.71M | 1.0% | -0.6% | Jun 30, 2026 |
| Orbis Allan Gray Ltd | 3.50M | $426.66M | 0.5% | -2.3% | Jun 30, 2026 |
| FMR, LLC | 2.52M | $306.49M | 0.4% | 18.9% | Jun 30, 2026 |
| Harding Loevner LP | 2.26M | $275.00M | 0.3% | -2.8% | Jun 30, 2026 |
| Dodge & Cox Inc. | 2.16M | $263.35M | 0.3% | 0.3% | Jun 30, 2026 |
| Invesco Ltd. | 2.05M | $249.28M | 0.3% | 1.3% | Jun 30, 2026 |
| Massachusetts Financial Services Co. | 1.57M | $191.49M | 0.3% | 14.2% | Jun 30, 2026 |
| GQG Partners LLC | 1.23M | $149.36M | 0.2% | 100.0% | Jun 30, 2026 |
| American Century Companies Inc | 1.16M | $141.39M | 0.2% | 15.8% | Jun 30, 2026 |
면책조항: 증시가격은 모든 주식 시장의 최신 증시가격을 표시하는 것은 아니며, 정보가 지연되거나 잘못될 수 있습니다. 거래 목적이나 조언이 아닌 정보 제공 목적으로만 제공됩니다.
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