Shared on25 Sep 25Fair 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 on10 Sep 25Fair 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 on30 Apr 25Fair value Decreased 1.22%
AnalystConsensusTarget has increased shares outstanding growth rate from -0.0% to -0.0%.
Shared on23 Apr 25Fair value Increased 1.02%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on16 Apr 25Fair value Increased 5.64%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on02 Apr 25Fair value Decreased 7.73%
AnalystConsensusTarget has increased shares outstanding growth rate from -0.0% to -0.0%.
Shared on26 Mar 25Fair value Increased 2.79%
AnalystConsensusTarget has decreased shares outstanding growth rate from -0.0% to -0.0%.
Shared on19 Mar 25Fair value Decreased 0.51%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on10 Mar 25Fair value Decreased 85%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.