NT
NetEase
NTES · NetEase · Communication
Up next day
8/16
50%
Fell despite growth
4/16
Good earnings ignored
Avg earnings move
±2.6%
typical swing on earnings
Price when beating
-0.5%
avg over 9 beats
Biggest single move
+7.0%
'26.6 · largest reaction
How this stock reacts to earnings
Traits seen across its recent earnings reactions
Beating estimates doesn't always lift it
Up the next day 5 of 9 beats (56%)
Reaction is erratic and hard to predict
Avg -0.5% on a beat, +1.4% on a miss
vs Communication sector avg (23 peers)
This
+0.3%
Sector
+0.2%
Avg next-day reaction
Earnings number vs guidance — which drives it?
How often the beat/miss matched the actual price move
The number and guidance move the price about equally
Moved opposite to results 7 of last 16 times (44%)
4xBeat but fell
Even a beat sells off if guidance disappoints
3xMissed but rose
Even a miss rebounds if guidance reassures
Earnings timeline · tap a bar for that quarter
Nov 19Before open
'26.9 expectedEst. EPS $16.15
Quarter ended 6/2026
Reported 2026-08-20
Next-day move
+7.0%
After 5 days —
vs Consensus$15.54→$12.02-22.7% miss
Missed by -22.7% but stock +7.0%
EPS
$12.02
YoY -19%
Revenue
—
Next-Q guidance
—
N/A
Price around earnings
Rose despite missvs market +6.6%p2.8x normal — unusual surge
Earnings trend · last 12 quarters
EPS$12.02YoY -19%
'23.9'26.6
Revenue—
'23.9'26.6
Price vs earnings · last 16 quarters
↑Up↓Down
Bad news out
weak · up ↑
3x25%
Met expectations
good · up ↑
3x25%
Disappointment
weak · down ↓
2x17%
Good earnings ignored
good · down ↓
4x33%
← ← Weak earningsStrong earnings → →
Even on good earnings, the price often fell — earnings poorly reflected · 4 of 12q (33%)
Community · NTES
What do you think of this stock's earnings pattern?
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