Latest news with #NetEaseNTES
Yahoo
4 days ago
- Business
- Yahoo
NTES Set to Report Q2 Earnings: What's in Store for the Stock?
NetEase NTES is scheduled to release second-quarter 2025 results on Aug. Zacks Consensus Estimate for NTES' second-quarter revenues is pegged at $3.86 billion, indicating 10.02% year-over-year consensus mark for earnings is pegged at $2.04 per share, which has increased by 2 cents over the past 30 days. NTES reported earnings of $1.66 per share in the year-ago beat the Zacks Consensus Estimate for earnings in three of the trailing four quarters and missed once, with an average surprise being 9.17%. NetEase, Inc. Price and EPS Surprise NetEase, Inc. price-eps-surprise | NetEase, Inc. Quote Let's see how things have shaped up prior to this announcement. Key Factors to Note for NTSE's Q2 Earnings NetEase's second quarter of 2025 is expected to benefit from the exceptional momentum built on record gaming revenues and breakthrough global launches that drove strong first-quarter results. The Chinese Internet and gaming giant is expected to sustain this growth trajectory in the to-be-reported quarter, driven by continued strength in its core gaming portfolio and strategic global expansion drivers likely supported performance during the second quarter of 2025. Marvel Rivals is expected to have maintained robust engagement following its successful Season 2 update in April, which reclaimed the top position on Steam's global seller charts. FragPunk's March launch momentum likely extended into the second quarter as the tactical shooter expanded its reach across PC and console platforms. The April debut of Once Human's mobile edition, which secured the number one iOS download ranking in more than 160 regions, may have provided incremental revenue as the cross-platform survival game expanded its monetization established titles are also expected to have delivered stable contributions. Where Winds Meet, which surpassed 30 million registered players by March, may have benefited from ongoing content releases and regional expansion preparations. Identity V's sustained popularity in global markets, particularly Japan, likely supported its record-high engagement. The renewed partnership with Blizzard Entertainment is anticipated to have driven steady performance from World of Warcraft, Hearthstone and Overwatch in the Chinese second-quarter momentum is expected to have faced pockets of pressure. Youdao's learning services segment is expected to have continued facing headwinds as the company maintains its strategic focus on core, high-demand educational services. NetEase Cloud Music likely encountered ongoing challenges in social entertainment services revenue, continuing the trend observed in previous quarters. The innovative businesses segment, including the Yanxuan e-commerce platform, may have experienced further revenue pressures amid intensified competition in China's retail landscape. What Our Model Says According to the Zacks model, the combination of a positive Earnings ESP and Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. However, that is not the exact case has an Earnings ESP of -0.25% and a Zacks Rank #2 at present. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter. Stocks to Consider Here are a few companies worth considering, as our model indicates that they possess the right combination of factors to exceed earnings expectations in their upcoming releases:Amer Sports, Inc. AS has an Earnings ESP of +50.00% and a Zacks Rank of #2 at present. You can see the complete list of today's Zacks #1 Rank stocks Sports shares have appreciated 31.2% in the year-to-date period. Amer Sports is set to report second-quarter 2025 results on Aug. AFRM currently has an Earnings ESP of +19.25% and a Zacks Rank #3. Affirm shares have gained 19.8% year to date. Affirm is slated to report its fourth-quarter fiscal 2025 results on Aug. Devices ADI has an Earnings ESP of +0.72% and a Zacks Rank #3 at present. Analog Devices shares have gained 5.4% year to date. Analog Devices is scheduled to report its third-quarter fiscal 2025 results on Aug. 20. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Analog Devices, Inc. (ADI) : Free Stock Analysis Report NetEase, Inc. (NTES) : Free Stock Analysis Report Affirm Holdings, Inc. (AFRM) : Free Stock Analysis Report Amer Sports, Inc. (AS) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
18-07-2025
- Business
- Yahoo
Top China Tech Stocks to Add to Your Portfolio for Impressive Returns
An updated edition of the June 4, 2025 technology sector presents an exceptional investment opportunity in 2025, driven by breakthrough innovations, massive government support and attractive valuations. The convergence of AI leadership, semiconductor advancement and strategic government backing creates unprecedented growth potential across multiple high-tech industries and their constituent players like Bilibili BILI, NetEase NTES and VNET Group VNET. AI Revolution Demonstrates Global Leadership DeepSeek's groundbreaking R1 model has fundamentally shifted the AI landscape, matching OpenAI's performance at just $5.6 million in training costs versus tens of millions for Western competitors. This remarkable cost efficiency, combined with China's open-source approach, demonstrates superior technological capabilities. The sector receives unprecedented support through the $138 billion National Venture Capital Guidance Fund announced in March 2025, targeting AI development with massive financial AI infrastructure expansion targets 300 EFLOPS computing power by 2025, while the "AI+ Initiative" integrates AI across all economic sectors. Alibaba BABA Cloud reported 18% revenue growth in the first quarter of 2025, with AI products maintaining triple-digit growth for seven consecutive quarters, highlighting robust commercial momentum and market adoption. Semiconductor Sector Achieves Strategic Breakthrough The $47.5 billion Big Fund III represents China's largest semiconductor investment, while SMEE's 28nm lithography machine marks crucial progress toward manufacturing independence. Chinese foundries achieved 8.85 million wafers monthly production in 2024, projecting 10.1 million wafers by 2025. SMIC's record $8.03 billion revenues with 27% growth demonstrate strong financial performance despite international semiconductor sector benefits from 37% lower manufacturing costs compared to the United States, while targeting 30% of global foundry capacity by 2030. Successful 7nm chip production using domestic technology proves China's capability to overcome technological barriers and achieve strategic autonomy in critical technologies. Robotics and Space Exploration Lead Innovation China's robotics sector achieved historic milestones with the world's first humanoid robot half-marathon in Beijing, showcasing advanced AI integration. The sector is projected to reach $14.6 billion in market value by 2034, with Chinese companies controlling 63% of global humanoid robot supply chains, per Market Research Future report. Manufacturing robot installations reached 276,288 units in 2023, representing 51% of global exploration achievements include Chang'e-6's successful lunar far-side sample return and breakthrough satellite laser ranging technology. China's commercial space sector is targeted to reach $344 billion by 2025, supported by robust government investment and rapid private sector expansion, according to a Space Insider report. Attractive Market Valuations Present Opportunity Chinese technology stocks trade at substantial discounts with P/E ratios of 11-15x versus U.S. markets at 26x, while the Hang Seng Tech Index has surged 30% year to date in 2025. Companies like Tencent Holdings TCEHY and Alibaba demonstrate strong fundamentals with solid revenue growth and expanding market leadership. The regulatory environment has shifted toward innovation support, removing investment restrictions and launching multiple funding programs, thus creating an exceptional investment window for China's technology believe that rapid advancements in Chinese technology and huge spending on its development efforts offer significant growth opportunities for investors. Our China Tech Screen is an invaluable source for identifying stocks with massive growth prospects in the 30 cutting-edge investment themes with Zacks Thematic Screens and uncover your next big opportunity. 3 Chinese Tech Stocks to Buy Right Now Bilibili: This Zacks Rank #1 (Strong Buy) company presents compelling investment opportunities, driven by strong operational improvements and strategic positioning. The company's first-quarter 2025 results demonstrated remarkable progress with 24% revenue growth to RMB7 billion, a 99% reduction in GAAP net loss to just RMB11 million, and expansion of gross profit margin to 36.3% from 28.3% in the year-ago period. Gaming revenues surged 76% while advertising revenues grew 20%, with performance-based ads increasing more than 30%. You can see the complete list of today's Zacks #1 Rank stocks platform's user engagement remains robust with 107 million daily active users spending 108 minutes daily, while monthly paying users reached a record 32 million. Bilibili's dominant position among China's Gen Z demographic, combined with successful cost-cutting initiatives and improving profitability metrics, positions the stock favorably for continued growth as the company approaches its long-term margin This Zacks Rank #2 (Buy) company is benefiting from exceptional financial momentum and a robust game pipeline. The company delivered outstanding first-quarter 2025 results with gaming revenues surging 12.1% year over year to RMB24.0 billion and net income jumping 35% to RMB10.3 billion, demonstrating strong operational leverage. NetEase's technological differentiation through AI-powered NPCs and NVIDIA ray tracing partnerships, combined with fair monetization models, positions the company to capture market share. With a strong balance sheet holding RMB137 billion in net cash and multiple high-potential launches scheduled for the second half of 2025, NTES offers attractive risk-adjusted returns for growth-oriented investors. NetEase's diverse portfolio continues to gain traction globally, with Marvel Rivals topping Steam charts, Where Winds Meet reaching 30 million players and multiple titles ranking among top sellers. The upcoming catalyst-rich pipeline includes Sword of Justice's global expansion (already achieving 40+ million players in China) and innovative titles like Planet Party Time. VNET Group: This Zacks Rank #2 company presents a solid investment opportunity with its first-quarter 2025 results showcasing exceptional 18.3% revenue growth and 26.4% adjusted EBITDA growth, driven by surging AI-related demand in China's data center market. The company's wholesale business delivered record revenues of RMB 673 million, up 86.5% year over year, while capacity utilization reached 76.2% with 573MW in service. VNET's strategic positioning is strengthened by its $50 million share buyback program and raised 2025 guidance projecting RMB 9.15-9.35 billion in revenues. With Moody's upgrading the company's credit rating to B2 and massive capital expenditure plans of RMB 10-12 billion targeting 400-450MW delivery capacity, VNET is perfectly positioned to capitalize on China's AI infrastructure boom while offering substantial upside potential from current levels. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report NetEase, Inc. (NTES) : Free Stock Analysis Report Tencent Holding Ltd. (TCEHY) : Free Stock Analysis Report Alibaba Group Holding Limited (BABA) : Free Stock Analysis Report VNET Group, Inc. - Unsponsored ADR (VNET) : Free Stock Analysis Report Bilibili Inc. Sponsored ADR (BILI) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
Yahoo
11-06-2025
- Business
- Yahoo
Seeking China Exposure? Use This Zacks Screen
Zacks Thematic Screens lets you dive into 30 dynamic investment themes shaping the future. Whether you're interested in cutting-edge technology, renewable energy, or healthcare innovations, our themes help you invest in ideas that matter to you. For those interested in viewing the Thematic screens, please click here: >>> Thematic Screens – Zacks Investment Research. A top-ranked stock that the China Technology screen returned includes NetEase NTES. Let's take a closer dive into the screen before sizing up how NTES presently stands up. China Tech. China Tech. broadly refers to China-based technology companies across various domains. These firms are leaders in their respective fields and have created a niche market as Beijing aims to reduce reliance on Western technology amid escalating Sino-U.S. trade tensions. With Washington increasing restrictions on high-tech exports to the communist nation, Beijing has accelerated its efforts toward achieving self-sufficiency in critical industries. This has largely led to China's resurgence as a dominant force in the technology sector. The key technology aspects that have gained prominence in recent times are semiconductors, artificial intelligence, high-performance computing, industrial robots, data centers, satellites, quantum computing, and wireless broadband. This theme focuses on China-based technology companies listed on the U.S. stock market, including firms that provide Internet services, batteries, and online businesses such as e-commerce, online advertising, online media, online gaming, and social networking platforms. NetEase is an Internet technology company that develops applications, services, and other technologies for the Internet in China. Analysts have been notably bullish concerning its EPS outlook, raising expectations across the board in a big way over recent months. The stock sports the highly-coveted Zacks Rank #1 (Strong Buy). Image Source: Zacks Investment Research NetEase's quarterly results have been strong over recent periods, enjoying 7% revenue growth year-over-year throughout its latest period. The stock's success and favorable outlook have been driven by mega-popular games such as Marvel Rivals, which topped Steam's global top sellers chart shortly after its Season 2 update back in April. Below is a chart illustrating the company's sales on a quarterly basis. Image Source: Zacks Investment Research Bottom Line Zacks Thematic Screens lets you dive into 30 dynamic investment themes shaping the future. Whether you're interested in cutting-edge technology, renewable energy, or healthcare innovations, our themes help you invest in ideas that matter to you. Upon running the Zacks China Tech screen, top-ranked NetEase NTES was returned. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report NetEase, Inc. (NTES) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
04-06-2025
- Business
- Yahoo
4 Stocks From the Tech Industry of China to Keep an Eye On in 2H25
An updated edition of the April 22, 2025 technology sector is likely to demonstrate remarkable resilience in the second half of 2025, transforming global trade pressure into catalysts for indigenous innovation. Despite facing 145% U.S. tariffs and export restrictions on advanced semiconductors, Chinese technology companies, including NetEase NTES, Alibaba BABA, Taiwan Semiconductor TSM and Tencent Holdings TCEHY, have strategically pivoted their investments toward AI infrastructure and emerging technologies that rival Western counterparts. Taiwan Semiconductor has confirmed that while tariffs create some impact, AI demand remains robust and consistently outpaces supply, demonstrating China's tech ecosystem emergence as a global AI leader exemplifies this transformation, with the Hangzhou-based startup's R1 and R2 models proving that world-class AI can be developed using cost-effective architectures. Chinese e-commerce giants Alibaba and recently showcased remarkable momentum during the 618 shopping festival, with electronics and home appliance sales surging 283% and 380% respectively, driven by government subsidy programs, demonstrating strong domestic consumption recovery. Huawei Technologies continues its impressive comeback with the upcoming Pura 80 smartphone series set for launch on June 11, featuring the advanced HarmonyOS Next operating system that operates independently from Google's Android platform. This represents a significant milestone in China's software sovereignty, while Huawei's Kirin chipsets demonstrate competitive performance against international standards. Industry analysis shows Huawei's Kirin 9020 chip offers 14% higher memory bandwidth compared to Apple's A18 processor, highlighting China's advancing semiconductor semiconductor industry has strategically dominated advanced packaging technologies, capturing over 25% of the global market share and more than 50% in advanced packaging segments. Technologies like 2.5D and 3D stacking enable enhanced chip capabilities at relatively low costs, demonstrating China's ability to leverage alternative technological approaches to achieve superior performance. The robotics sector showcases China's engineering excellence, with Unitree Robotics unveiling sophisticated humanoid robots featuring 43 joint motors. China's electric vehicle ecosystem has been strengthened by companies like Zeekr and Great Wall Motor, while suppliers like Hesai reduced lidar costs from $80,000 in 2017 to approximately $200 in 2025. Beijing-based augmented reality companies Xreal and Rokid have introduced sophisticated AR solutions with expansive field views and real-time multilingual translation capabilities. These comprehensive technological advances reflect China's successful strategy, establishing leadership across multiple high-tech sectors while maintaining competitive believe that rapid advancements in Chinese technology and huge spending on its development efforts offer significant growth opportunities for investors. Our China Tech Screen is an invaluable source for identifying stocks with massive growth prospects in the 30 cutting-edge investment themes with Zacks Thematic Screens and uncover your next big opportunity. NetEase presents a compelling investment opportunity for the second half of 2025, driven by exceptional financial momentum and a robust game pipeline. The company delivered outstanding first-quarter 2025 results with gaming revenues surging 12.1% year over year to RMB24.0 billion and net income jumping 35% to RMB10.3 billion, demonstrating strong operational leverage. NetEase's diverse portfolio continues to gain traction globally, with Marvel Rivals topping Steam charts, Where Winds Meet reaching 30 million players and multiple titles ranking among top sellers. The upcoming catalyst-rich pipeline includes Sword of Justice's global expansion (already achieving 40+ million players in China), MARVEL Mystic Mayhem to be launched on June 25 and innovative titles like Planet Party Time. NetEase's technological differentiation through AI-powered NPCs and NVIDIA ray tracing partnerships, combined with fair monetization models, positions the company to capture market share. With a strong balance sheet holding RMB137 billion in net cash and multiple high-potential launches scheduled for the second half of 2025, this Zacks Rank #1 (Strong Buy) company offers attractive risk-adjusted returns for growth-oriented investors. You can see the complete list of today's Zacks #1 Rank stocks fourth-quarter fiscal 2025 results demonstrate remarkable operational efficiency, with non-GAAP earnings surging 23% year over year to $1.73 per ADS, significantly beating estimates by 16.89%. Alibaba's strategic "user first, AI-driven" approach is yielding impressive results, particularly in its Cloud Intelligence segment, which posted 18% revenue growth while AI-related products maintained triple-digit growth for seven consecutive quarters. The company's robust financial position, highlighted by $50.5 billion in net cash and $16.5 billion returned to shareholders in fiscal 2025, underscores management's confidence and commitment to value creation. Trading at attractive valuations relative to peers despite its technological leadership and expanding AI capabilities across diverse industries, this Zacks Rank #3 company warrants close monitoring for optimal entry points as market sentiment potentially improves in the second half of Semiconductor continues to lead the global chip foundry market, and it's benefiting heavily from the AI revolution. Its manufacturing dominance and scale have made it the go-to partner for advanced chipmaking. Whether it's NVIDIA, Marvell Technology or Broadcom, many top chip designers rely on TSM for producing custom AI accelerators and graphics processing units (GPUs).The company kicked off 2025 with excellent first-quarter results. Revenues surged 35% year over year to $25.53 billion, and net income rose 53% to nearly $11 billion in the first quarter. This growth was powered by the booming demand for its advanced 3nm and 5nm nodes, which now account for 58% of total wafer Semiconductor plans to ramp up capital spending to between $38 and $42 billion in 2025 to further capitalize on the AI-driven growing demand for advanced chips. This is a sharp increase from the $29.8 billion spent in 2024, with around 70% earmarked for advanced manufacturing capabilities. Despite higher energy prices in Taiwan, softness in key markets like PCs and smartphones and escalating geopolitical tensions, this Zacks Rank #3 company is worth a watch in the second half of reported strong first-quarter results, delivering RMB180 billion in revenues (+13% year over year) with non-IFRS operating margins expanding to 39%, demonstrating operational excellence. Gaming division momentum has significantly accelerated with domestic games surging 24% year over year while Delta Force achieved remarkable success, reaching 12 million peak DAU and becoming the sixth most popular mobile game integration is progressing faster than anticipated, with Yuanbao now integrated as a Weixin contact and LLM-powered search driving user engagement, positioning Tencent ahead of competitors in the AI transformation. Marketing Services' robust 20% year-over-year growth reflects the platform's enhanced AI-driven advertising capabilities, while the expanding Weixin ecosystem (1.402 billion MAU) provides an unmatched foundation for future monetization. With a strong net cash position of RMB90.2 billion and continued shareholder-friendly capital allocation through HKD17.1 billion in first-quarter buybacks, this Zacks Rank #3 company demonstrates both growth and financial discipline. Investors should monitor any market volatility in the second half that could provide attractive entry points. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report NetEase, Inc. (NTES) : Free Stock Analysis Report Tencent Holding Ltd. (TCEHY) : Free Stock Analysis Report Taiwan Semiconductor Manufacturing Company Ltd. (TSM) : Free Stock Analysis Report Alibaba Group Holding Limited (BABA) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Wall Street Journal
15-05-2025
- Business
- Wall Street Journal
Chinese Videogame Giant NetEase Posts Better-Than-Expected Results
Videogame giant NetEase NTES 0.67%increase; green up pointing triangle delivered solid first-quarter results as its core online business continued to recover, in another sign that China's gaming industry has bounced back. The Chinese company behind the hit games 'Eggy Party' and 'Marvel Rivals' said Thursday that its net profit rose 35% to 10.30 billion yuan, equivalent to $1.43 billion, in the first three months of the year. That beat the 8.28 billion yuan expected in a FactSet poll of analysts and marked a second consecutive quarter of profit gains as NetEase's gaming segment goes from strength to strength. Adjusted net profit, a closely watched metric that excludes share-based compensation expenses, increased 32% from a year earlier to 11.24 billion yuan. Revenue at the Hangzhou-based company, the sole distributor of Blizzard blockbusters like 'World of Warcraft' in China, climbed 7.4% to 28.83 billion yuan, topping the 28.11 billion yuan estimate in the FactSet poll. Sales from games and value-added services increased 12% as PC games supported overall gaming revenue, fueled by the resumed distribution of popular Blizzard titles and the success of self-developed ones such as 'Marvel Rivals' and 'Where Winds Meet.' Write to Sherry Qin at
