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Baidu Community
NasdaqGS:BIDU Community
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NateF
Community Contributor
BIDU Market Outlook
Baidu Inc. (NASDAQ: BIDU) is a leading Chinese technology company specializing in internet-related services and artificial intelligence (AI).
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US$74.22
FV
54.7% overvalued
intrinsic discount
5.25%
Revenue growth p.a.
Set Fair Value
2
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0
users have commented on this narrative
6
users have followed this narrative
8 months ago
author updated this narrative
Baidu
AN
AnalystConsensusTarget
Consensus Narrative from 31 Analysts
China Digital Boom Will Fuel AI Cloud Potential Amid Risks
Key Takeaways Leadership in AI, cloud, and autonomous driving enables Baidu to tap new market opportunities, diversify income streams, and sustain profit growth. Effective AI monetization and cloud adoption are driving margin expansion, while product innovation supports long-term earnings potential.
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US$101.76
FV
12.8% overvalued
intrinsic discount
4.67%
Revenue growth p.a.
Set Fair Value
2
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0
users have commented on this narrative
147
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Updated
narrative
Baidu
AN
AnalystLowTarget
Consensus Narrative from 31 Analysts
Intense Chinese Regulation And Heavy Spending Will Shrink Margins
Key Takeaways Rising regulatory pressures, heavy AI investment, and shifting consumer trends threaten Baidu's profitability and put core business revenues under sustained structural pressure. Geopolitical tensions and uncertain global markets limit Baidu's international AI ambitions and weaken the outlook for monetizing autonomous driving initiatives.
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US$71.17
FV
61.3% overvalued
intrinsic discount
1.72%
Revenue growth p.a.
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0
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0
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1
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5 days ago
author updated this narrative
Baidu
AN
AnalystHighTarget
Consensus Narrative from 31 Analysts
Generative AI And Apollo Go Will Redefine Digital Economy
Key Takeaways Baidu's advances in generative AI, cloud, and foundational models are accelerating high-margin growth and diversifying earnings through new subscription and commercial applications. Unique AI stack, global expansion, and innovative partnerships position Baidu as a dominant, self-sufficient leader in China's digital and AI-driven economy.
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US$140.55
FV
18.3% undervalued
intrinsic discount
6.23%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
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5 days ago
author updated this narrative
Your Valuation for
BIDU
BIDU
Baidu
Your Fair Value
US$
Current Price
US$114.82
13.0% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-12b
165b
2015
2018
2021
2024
2025
2027
2030
Revenue CN¥164.6b
Earnings CN¥33.8b
Advanced
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