NasdaqGS:BIDUInteractive Media and Services
Will J.P. Morgan’s Upgrade and AI Growth Shift Baidu’s (BIDU) Investment Narrative?
Baidu recently reported its third quarter 2025 earnings, showing revenue of CNY 31.17 billion and a net loss of CNY 11.23 billion, reversing last year’s net income for the same period.
J.P. Morgan upgraded Baidu’s stock, citing the company’s rapid growth in AI cloud services and a projected surge in Kunlun AI chip sales as key drivers shifting Baidu’s business mix.
We’ll examine how J.P. Morgan’s confidence in Baidu’s AI and cloud transformation could impact the company’s investment...