Movement Alert｜NetEase Rises 3.78% in Regular Trading, Q1 Earnings Beat Expectations as Multiple Brokerages Reiterate Buy Ratings

Market Focus05-26

On May 26, NetEase rose 3.78% in regular trading, trading at $122.05/share, with trading volume of approximately $33.32 million.

The rally was driven by NetEase's Q1 earnings report, which delivered results well above market expectations, combined with bullish calls from multiple investment banks. Q1 revenue came in at RMB 30.6 billion, up 6.1% year-over-year and beating consensus by approximately 4%. Gaming and related value-added services revenue reached RMB 25.7 billion, up 6.9% YoY, primarily driven by strong performance from theErta Fantasy series andErta Cloud 16. Non-GAAP net profit of RMB 11.3 billion exceeded expectations by 13%, with gross margin improvement surpassing forecasts.

Goldman Sachs, JPMorgan, Nomura, CICC, and CMB International all reiterated buy or outperform ratings. Nomura highlighted the resilience of NetEase's decade-old game titles and maintained a $155 target price. Goldman Sachs noted record-high profit margins and rich catalysts in H2, including the launch of new game Forgotten Sea and potential Stock Connect inclusion following the company's transition to primary listing in Hong Kong.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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