$NTES

Counterplay Games and publisher Fictions announced Armatus, a roguelite shooter, will launch on January 7, 2027, across multiple platforms, including Xbox Game Pass. The game is set in a demon-overrun Paris and features a unique roguelite loop. Counterplay, owned by NetEase (NTES), faced closure rumors in 2025 but confirmed its return with Armatus. The game's demo received mixed reviews, with praise for combat and criticism for weapon flexibility and dodge mechanics.

NetEase Inc (NTES) shares rose 4.8% to $128.80 on August 25, 2026. The stock is deemed overvalued by GF Value™, which estimates a fair value of $124.07. NTES has a strong GF Score™ of 94/100, indicating robust financial health and growth potential. Insiders sold $1.3M worth of shares over the past year, with no buying activity reported. The current P/E ratio is 17.8x, slightly above its 5-year median of 17.6x.

NetEase Games announced the global launch of Ananta, an urban open-world RPG, in 2027 for PC, PS5, and mobile. The game focuses on players becoming influencers in an algorithm-driven world, featuring interconnected stories and combat mechanics. Developed by Naked Rain, Ananta is set in cities inspired by Shanghai, Hangzhou, and Tokyo, with a second city, Chongxiao, planned.

NetEase Cloud Music reported 3.959 billion yuan in H1 2026 revenue, up 3.4%, with net profit down 57% YoY. The company is focusing on online music services, reducing social entertainment to lower compliance risks and improve user experience. Despite cost increases, it aims to maintain market share against Qishui Music's rise.

Walmart (WMT) reported earnings of $187.9B, beating estimates. Alibaba (BABA) reported $39.64B revenue, up 9% YoY, but missed earnings estimates. Amazon (AMZN) plans to expand Prime Air to 500 U.S. locations. PayPal (PYPL) is in talks for a potential buyout. NetEase (NTES) reported mixed Q2 results. Futu (FUTU) beat revenue estimates. Nokia (NOK) plans to cut most of its China workforce. Meta (META), Google (GOOG), and Snap (SNAP) won a legal reprieve. NVIDIA (NVDA) explores partnership with Reb

NetEase reported Q2 2026 revenue of RMB30.1 billion, up 7.9% YoY, beating estimates. However, non-GAAP EPS of RMB12.02 missed expectations due to investment losses. Gaming revenue grew 9.7% YoY, while gross margins improved. The stock fell 5.9% post-earnings.

NTES reported Q2 GAAP net income of RMB 6.981B, down from RMB 8.601B, while revenue rose 7.9% to RMB 30.107B. The company announced milestones for games like Sword of Justice and Eggy Party, and shares rose ~0.7% to HK$194.80.

NetEase reported Q2 2026 revenue of 30.1 billion yuan, up 8% YoY, with core profit at 12.1 billion yuan. Profit missed expectations due to 3 billion yuan in investment losses. Gaming revenue grew 10%, driven by new and evergreen titles, but new game *Sea of Oblivion* underperformed. Deferred revenue declined 12% sequentially, indicating product pipeline gaps. Core profitability improved due to high-margin self-developed games and cost control. The company plans a $0.096 per share dividend and $1

Nomura issued 'Buy' ratings for Alibaba (BABA), NetEase (NTES), and J&T Express (JT), citing strong AI, cloud, and operating performance. Alibaba's cloud revenue grew 45% y/y, NetEase's operating profit rose 33% y/y, and J&T Express saw 40% y/y revenue growth. Nomura also upgraded Sunway Healthcare (SUNWAY) to 'Buy'. China's growth concerns persist, while Malaysia's exports remain strong and Thailand's data-centre FDI may have limited GDP impact.

NetEase reported Q2 2026 revenue of RMB 30.1 billion, up 10% YoY, driven by games. Gross margin expanded to 70.5%. Non-GAAP net income was RMB 7.7 billion, down YoY due to investment losses. The company declared a $0.48 quarterly dividend. Management highlighted growth in new and existing games, AI-driven developments, and a strong cash position.