Shared on 05 Dec 25

Fair value Increased 3.12%

BIDU: AI Cloud And Chips Will Drive Future Earnings Multiple Expansion

We raise our Baidu fair value estimate to approximately $152 from $147 as analysts lift price targets. This is based on growing conviction that AI cloud, autonomous driving, and Kunlun chip initiatives will drive faster top line growth and support a modestly higher future earnings multiple, despite some near term margin pressure.

Shared on 20 Nov 25

Fair value Increased 4.60%

BIDU: AI and Chip Advances Will Drive Future Margin Recovery and Expansion

Baidu's analyst price target has been raised from approximately $141 to $147 per share. This increase reflects analysts' increased optimism, which is driven by stronger AI momentum, improving margins, and expectations for earnings growth in the coming quarters.

Shared on 06 Nov 25

Fair value Increased 0.77%

BIDU: Future AI Chip Progress Will Drive Upside Despite Advertising Weakness

Baidu's fair value estimate has been raised by approximately $1 to $140.57. Analysts point to a wave of price target upgrades, driven by progress in AI chip development and solid performance in cloud computing, despite ongoing advertising headwinds.

Shared on 23 Oct 25

Fair value Increased 9.53%

Baidu's analyst fair value estimate has increased from $127.36 to $139.50. Analysts cite rising price targets driven by optimism around AI chip potential, strong cloud growth, and a favorable re-evaluation of the company’s business segments.

Shared on 09 Oct 25

Fair value Increased 8.24%

Baidu's fair value estimate has been raised to $127.36 from $117.66. Analysts cite growing momentum in AI initiatives and the strengthening of its chip and enterprise cloud businesses as key drivers for their upward price target revisions.

Shared on 25 Sep 25

Fair value Increased 16%

Analysts have raised Baidu’s price target from $101.76 to $117.66, citing progress in AI, strong Kunlun chip momentum—especially in enterprise cloud and notable customer wins like China Mobile—which are expected to offset lingering online advertising headwinds and support a higher valuation. Analyst Commentary Bullish analysts cite Baidu's recent advancements in artificial intelligence, including securing large customers for AI partnerships and progress on the Kunlun chip.

Shared on 10 Sep 25

Fair value Increased 2.17%

Analysts have modestly raised Baidu's price target to $101.76, citing ongoing monetization headwinds in online marketing due to the AI search transition, which are partially offset by strong momentum in the AI cloud business and a relatively attractive valuation. Analyst Commentary Continued monetization headwinds in Baidu's online marketing business due to the transition toward AI-powered search.

Shared on 07 May 25

Fair value Decreased 9.82%

Shared on 30 Apr 25

Fair value Decreased 1.22%

AnalystConsensusTarget has increased shares outstanding growth rate from -0.0% to -0.0%.

Shared on 23 Apr 25

Fair value Increased 1.02%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Increased 5.64%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 0.77%

Shared on 02 Apr 25

Fair value Decreased 7.73%

AnalystConsensusTarget has increased shares outstanding growth rate from -0.0% to -0.0%.

Shared on 26 Mar 25

Fair value Increased 2.79%

AnalystConsensusTarget has decreased shares outstanding growth rate from -0.0% to -0.0%.

Shared on 19 Mar 25

Fair value Decreased 0.51%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Decreased 85%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Analysts Raise Baidu Price Targets on AI and Cloud Optimism Despite Advertising Concerns

BIDU: AI Cloud And Chips Will Drive Future Earnings Multiple Expansion

BIDU: AI and Chip Advances Will Drive Future Margin Recovery and Expansion

BIDU: Future AI Chip Progress Will Drive Upside Despite Advertising Weakness

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