Goldman Predicts Alibaba's Surge and Continued Growth for China's Tech Sector Driven by AI.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 22 2025
0mins
Should l Buy NTES?
Source: Barron's
Positive Outlook for Chinese Stocks: This year has been favorable for Chinese stocks, particularly in the technology sector, with companies like Alibaba performing well.
Goldman Sachs' Forecast: Goldman Sachs predicts that the bullish trend in Chinese stocks will likely continue, although there are some potential risks to consider.
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Analyst Views on NTES
Wall Street analysts forecast NTES stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for NTES is 157.33 USD with a low forecast of 135.00 USD and a high forecast of 166.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
6 Analyst Rating
5 Buy
1 Hold
0 Sell
Strong Buy
Current: 120.300
Low
135.00
Averages
157.33
High
166.00
Current: 120.300
Low
135.00
Averages
157.33
High
166.00
About NTES
NetEase Inc is a company principally engaged in the gaming business. The Company operates through four segments. Games and Related Value-Added Services segment is engaged in the development and sale of mobile games, game operations, and other value-added services, including in-game virtual items and prepaid credits. Youdao segment provides learning services, smart devices, and online marketing services. The segment's products and services include online courses and digital content services. NetEase Cloud Music segment provides online music services, social entertainment services, and other services through the sale of membership subscriptions for various content and service packages, primarily through the sale of virtual items. Innovative Businesses and Others segment provides rigorous selection, advertising services, email, and other value-added services.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Earnings Release Schedule: NetEase Cloud Music will announce its FY 2025 financial results on February 11, 2026, after the Hong Kong market closes, which is expected to provide critical financial performance data that could influence market expectations for the company's future growth.
- Conference Call Details: The company's management will host an earnings conference call at 7:00 p.m. Beijing/Hong Kong Time on the same day, offering investors a direct interaction opportunity with management, thereby enhancing transparency and boosting investor confidence.
- Registration Process: All participants must complete online registration in advance via the provided link, ensuring smooth access to the call; this streamlined process aims to increase participation rates and strengthen communication with investors.
- Replay and Webcast Availability: A replay of the call will be accessible until February 18, 2026, and both live and archived webcasts will be available on the company's investor relations website, ensuring that investors who cannot attend in real-time can still access important information.
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- Earnings Report Schedule: NetEase Cloud Music will release its FY 2025 financial results on February 11, 2026, after the Hong Kong market closes, reflecting the company's commitment to transparency and investor communication.
- Conference Call Timing: Management will host an earnings conference call at 7:00 p.m. Beijing/Hong Kong Time on February 11, 2026, which is expected to attract significant attention from investors and analysts, thereby enhancing market confidence.
- Registration Process: All participants must complete online registration via the provided link in advance to receive dial-in numbers and a personal access PIN, ensuring a smooth conference call experience.
- Replay Availability: A replay of the conference call will be accessible via specified numbers until February 18, 2026, allowing investors who cannot attend live to obtain key information.
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- Earnings Report Schedule: Youdao will release its Q4 and FY 2025 financial results on February 11, 2026, before the U.S. market opens, demonstrating the company's commitment to transparency and investor communication.
- Conference Call Timing: The earnings teleconference is scheduled for 5:00 a.m. Eastern Time on February 11, 2026, where management will discuss quarterly results and answer investor questions, enhancing engagement with stakeholders.
- Dial-in Information Provided: The company has shared multiple dial-in numbers, including toll-free options for the U.S., international, and mainland China, ensuring accessibility for global investors and reflecting the company's focus on a diverse investor base.
- Live Webcast and Replay: The conference will be available via live webcast on the company's investor relations website, with replay options provided for those unable to attend live, further improving information accessibility and transparency.
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- Earnings Announcement: NetEase will report its Q4 and FY 2025 financial results on February 11, 2026, before U.S. market open, which may influence investor sentiment.
- Conference Call Details: Following the earnings release, management will host a conference call at 7:00 a.m. ET (8:00 p.m. Beijing/Hong Kong Time) to discuss results and answer questions, enhancing transparency.
- Participation Instructions: Interested investors can join the call by dialing 1-914-202-3258 and providing conference ID: 10052758, ensuring they stay updated on the latest company developments.
- Replay Availability: A replay of the call will be accessible by dialing 1-855-883-1031 and entering PIN: 10052758, available until February 18, 2026, allowing those unable to attend live to catch up on the discussion.
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- Earnings Report Schedule: Youdao, Inc. will release its Q4 and FY 2025 financial results on February 11, 2026, before the U.S. market opens, which may influence investor confidence.
- Conference Call Details: Following the earnings release, Youdao's management will hold a conference call at 5:00 a.m. ET to discuss the financial results and answer investor questions, enhancing transparency.
- Webcast Availability: The conference call will be available via live and archived webcast on the company's investor relations website, ensuring investors can access relevant information at any time, thereby improving information dissemination efficiency.
- Company Background: Founded in 2006, Youdao specializes in AI applications, primarily offering learning services, online marketing services, and smart devices, demonstrating its strategic positioning in the education and advertising sectors.
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Investor Sentiment in January: January is often seen as a key month for investors to gauge institutional intent in the market.
China's Market Signal: The opening of the market in China this year has sent a significant signal to investors regarding future trends.
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