NetEase's Game Growth Likely to Pick Up Pace in 2H -- Market Talk

Dow Jones

02/13

0315 GMT - NetEase's game growth is likely to pick up pace in 2H, according to Nomura analysts in a research note. The company's earnings missed expectations in its latest quarter, while management noted it's likely to release a highly anticipated new game, SoR, in 3Q, the analysts say. A summer launch may "capitalize on the strong seasonality," they note. The analysts think the launch of SoR, along with a normalized base effect, will likely help re-accelerate its game growth to 12% on year in 2H. Nomura keeps a buy rating, but slightly lowers its target price for its ADRs to US$155.00 from US$160.00 after revaluing the company's individual business units. Its ADRs last closed at US$118.17. (tracy.qu@wsj.com)

(END) Dow Jones Newswires

February 12, 2026 22:15 ET (03:15 GMT)

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The company's earnings missed expectations in its latest quarter, while management noted it's likely to release a highly anticipated new game, SoR, in 3Q, the analysts say. A summer launch may \"capitalize on the strong seasonality,\" they note. The analysts think the launch of SoR, along with a normalized base effect, will likely help re-accelerate its game growth to 12% on year in 2H. Nomura keeps a buy rating, but slightly lowers its target price for its ADRs to US$155.00 from US$160.00 after revaluing the company's individual business units. Its ADRs last closed at US$118.17. 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The company's earnings missed expectations in its latest quarter, while management noted it's likely to release a highly anticipated new game, SoR, in 3Q, the analysts say. A summer launch may \"capitalize on the strong seasonality,\" they note. The analysts think the launch of SoR, along with a normalized base effect, will likely help re-accelerate its game growth to 12% on year in 2H. Nomura keeps a buy rating, but slightly lowers its target price for its ADRs to US$155.00 from US$160.00 after revaluing the company's individual business units. Its ADRs last closed at US$118.17. (tracy.qu@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 12, 2026 22:15 ET (03:15 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0502904849.HKD","symbol_name":"FIDELITY FUNDS  CHINA INNOVATION \"A\" (HKD) ACC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2611853721","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2611853721","pubTimestamp":1770952500,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0315 GMT - NetEase's game growth is likely to pick up pace in 2H, according to Nomura analysts in a research note. The company's earnings missed expectations in its latest quarter, while management noted it's likely to release a highly anticipated new game, SoR, in 3Q, the analysts say. A summer launch may \"capitalize on the strong seasonality,\" they note. The analysts think the launch of SoR, along with a normalized base effect, will likely help re-accelerate its game growth to 12% on year in 2H. Nomura keeps a buy rating, but slightly lowers its target price for its ADRs to US$155.00 from US$160.00 after revaluing the company's individual business units. Its ADRs last closed at US$118.17. 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The company's earnings missed expectations in its latest quarter, while management noted it's likely to release a highly anticipated new game, SoR, in 3Q, the analysts say. A summer launch may \"capitalize on the strong seasonality,\" they note. The analysts think the launch of SoR, along with a normalized base effect, will likely help re-accelerate its game growth to 12% on year in 2H. Nomura keeps a buy rating, but slightly lowers its target price for its ADRs to US$155.00 from US$160.00 after revaluing the company's individual business units. Its ADRs last closed at US$118.17. (tracy.qu@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 12, 2026 22:15 ET (03:15 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}