Résumé des hausses, des baisses et des variations du cours de l'action pour la période du 1er janvier au 31 décembre 2009 Baidu
Historique des cours de bourse
Prix actuel de l'action	US$127.79
Plus haut sur 52 semaines	US$165.30
Plus bas sur 52 semaines	US$81.17
Bêta	0.52
Variation sur 1 mois	-0.71%
Variation sur 3 mois	-4.59%
Variation sur 1 an	52.48%
Variation sur 3 ans	1.36%
Variation sur 5 ans	-34.89%
Évolution depuis l'introduction en bourse	942.84%

Nouvelles et mises à jour récentes

Seeking Alpha • May 22

Baidu: Hidden AI Inflection

Summary Baidu, Inc. is at an AI inflection point, with surging AI Cloud and GPU Cloud growth now eclipsing legacy online marketing revenues. BIDU’s AI-powered business grew 49% YoY, while legacy marketing revenues fell 22%, masking AI topline momentum. Kunlunxin, Baidu’s AI chip unit, targets a $15 billion IPO, potentially matching BIDU’s entire enterprise value and underscoring deep undervaluation. I remain ultra bullish, recommending investors accumulate on weakness as AI and chip catalysts could propel BIDU above $150. Read the full article on Seeking Alpha

Mise à jour du récit • May 19

BIDU: AI Transition And Robotaxis Will Drive Future Legacy Recovery

Narrative Update: Baidu Analysts have adjusted Baidu's fair value estimate slightly higher to $241.22, supported by updated views on the company's AI transition, changes to price targets around $120 to $128, and refreshed assumptions for revenue growth, profit margins, and future P/E. Analyst Commentary Recent Street research reflects a mixed but generally constructive view on Baidu, with several firms updating price targets as the company continues its shift from legacy online marketing to an AI focused model.

Recent updates

Seeking Alpha • May 22

Baidu: Hidden AI Inflection

Mise à jour du récit • May 19

BIDU: AI Transition And Robotaxis Will Drive Future Legacy Recovery

Mise à jour du récit • Apr 29

BIDU: AI Transition And Global Robotaxi Expansion Will Reshape Legacy Headwinds

Analysts have slightly trimmed Baidu's implied fair value to about $240 per share. This reflects recent price target resets that balance cautious views on its legacy online marketing business with continued interest in its AI-first transition story.

Mise à jour du récit • Apr 15

BIDU: AI Transition Will Gradually Overtake Legacy Marketing Headwinds

Analyst fair value for Baidu has shifted from $219.25 to $244.55 as analysts factor in higher projected revenue growth tied to AI related products, while also acknowledging continued pressure on the legacy online marketing business and adjusting assumptions such as the discount rate and future P/E. Analyst Commentary Recent Street research on Baidu points to a split view, with some firms trimming price targets while others highlight upside tied to the company’s push into AI related products.

Mise à jour du récit • Mar 31

BIDU: AI Transition And Chip Spinoff Will Reshape Equity Narrative

Analysts made a small trim to the fair value estimate, alongside mixed price target moves. Some raised Baidu targets up to $180 on AI transition and chip spinoff potential, while others nudged targets lower as legacy online marketing softness and a slightly higher discount rate offset stronger assumptions for AI driven revenue growth and future P/E.

Mise à jour du récit • Mar 17

BIDU: AI Transition Will Likely Lag Persistent Weakness In Legacy Advertising

Analysts have nudged Baidu's fair value estimate higher to about $110 as they update price targets, citing the ongoing shift toward AI driven businesses, including chips and related products, while still accounting for pressure in the legacy online marketing segment. Analyst Commentary Recent Street research on Baidu reflects a mix of optimism around its AI pivot and caution around execution risk and the health of its legacy businesses.

Mise à jour du récit • Mar 03

BIDU: Chip Spinoff And AI Scale Are Expected To Reprice Shares

Analysts have raised their Baidu price targets by a few dollars, citing support from increasing Street targets related to the proposed Kunlun Chip spinoff and expectations for steadier long term profitability that, in their view, support a slightly higher future P/E of around 25x. Analyst Commentary Bullish Takeaways Bullish analysts point to the proposed Kunlun Chip spinoff as a key reason for higher valuation, with one large bank explicitly tying a US$180 target to this business being valued more fully on a standalone basis.

Mise à jour du récit • Feb 17

BIDU: AI Cloud And Chip Spinoff Are Expected To Reprice Shares

The analyst fair value estimate for Baidu has moved from $151.99 to $176.93, as analysts point to a higher assumed future P/E multiple and a growing emphasis on Baidu's AI and chip assets, including the Kunlun business and cloud, supported by a series of recent price target raises and upgrades. Analyst Commentary Recent Street research on Baidu has turned more constructive, with several firms lifting price targets and, in some cases, upgrading ratings as they reassess the value of Baidu's AI, cloud, and chip assets.

Mise à jour du récit • Feb 03

BIDU: AI Pivot And Chip Spinoff May Not Offset Weak Ad Core

We lift our Baidu fair value estimate to US$106.46 from US$94.75, reflecting analysts' higher price targets tied to expectations for stronger AI, cloud and Kunlun chip contributions, slightly improved revenue growth and profit margins, and a higher assumed future P/E multiple. Analyst Commentary Recent Street research on Baidu points to a generally constructive stance on the stock, with many firms lifting price targets and highlighting AI, cloud, and the Kunlun chip business as key parts of the equity story.

Mise à jour du récit • Jan 20

BIDU: AI And Cloud Ambitions Will Struggle To Offset Ad Weakness

Analysts have lifted their fair value estimate for Baidu from US$71.17 to US$94.75. This reflects higher assumed revenue growth, a slightly adjusted discount rate, modestly stronger profit margins, and a higher future P/E multiple in light of increased optimism around AI, cloud, and the Kunlun chip business.

Mise à jour du récit • Jan 05

BIDU: AI Cloud And Robotaxis Will Reshape Earnings Mix

Analysts have significantly raised their price targets on Baidu, increasing our fair value estimate from US$140.55 to US$219.25 as they highlight the potential for faster growth in AI-driven cloud services, improving profit margins, and a higher assumed future P/E multiple. Analyst Commentary Recent Street research points to a clear shift in tone around Baidu, with several bullish analysts lifting ratings and price targets as they reassess the company’s AI and cloud roadmap, capital allocation, and segment mix.

Article d’analyse • Jan 03

Investors Appear Satisfied With Baidu, Inc.'s (NASDAQ:BIDU) Prospects As Shares Rocket 28%

Baidu, Inc. ( NASDAQ:BIDU ) shares have had a really impressive month, gaining 28% after a shaky period beforehand...

Mise à jour du récit • Dec 19

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

Analysts have nudged our Baidu fair value estimate slightly higher to approximately $152 per share, citing a wave of price target hikes and upgrades. They note growing confidence that accelerating AI cloud growth, emerging robotaxi monetization, and potential capital returns could support sustained earnings expansion and margin recovery into 2026.

Mise à jour du récit • Dec 05

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.

Mise à jour du récit • Nov 20

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.

Mise à jour du récit • Nov 06

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.

Mise à jour du récit • Oct 23

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

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.

Mise à jour du récit • Oct 09

China Digital Boom Will Fuel AI Cloud Potential Amid Risks

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.

Mise à jour du récit • Sep 25

China Digital Boom Will Fuel AI Cloud Potential Amid Risks

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.

Mise à jour du récit • Sep 10

China Digital Boom Will Fuel AI Cloud Potential Amid Risks

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.

Seeking Alpha • Mar 26

Baidu: We Have Seen A Business Like This Before

Summary Baidu, often called "China's Google," offers significant upside potential, trading at a fraction of Google's valuation with a price-to-sales ratio of 1.79 and PE of 10.33. Baidu's diversification into AI, autonomous driving, cloud computing, and other sectors positions it for future growth beyond its dominant 51.45% search engine market share in China. Despite regulatory and geopolitical risks, Baidu's strategic investments and market position make it a compelling opportunity for risk-tolerant investors seeking exposure to China's digital economy. DCF analysis suggests a target price range of $106.21-133.96 per share, indicating a potential 12.34-41.7% upside from current levels. Read the full article on Seeking Alpha

Seeking Alpha • Mar 20

Baidu: Phoenix Is Rising From The Ashes

Summary Baidu, Inc.'s launch of ERNIE 4.5 and ERNIE X1 models marks a significant advancement in GenAI, with the Chinese tech conglomerate now offering superior performance at a fraction of competitors' costs. Despite macroeconomic challenges, Baidu's Q4 2024 results showed strong AI Cloud growth and promising developments in the Apollo Go robotaxi business. BIDU stock remains undervalued, with a fair value estimate of ~$172.7 per share and a potential rise to ~$316 per share in five years. I reiterate a "Strong Buy" rating for BIDU in the $90s, citing robust fundamentals, attractive valuation, and positive technical indicators. Read the full article on Seeking Alpha

Seeking Alpha • Feb 19

Baidu: Struggling A Bit, But Is Undervalued With Long-Term Potential

Summary Despite recent underperformance, I remain long-term bullish on Baidu due to its undervaluation and growth potential in AI, cloud, and autonomous driving. Baidu's Q4 and FY 2024 results showed mixed performance, with revenue declines but significant EPS growth driven by higher "other income.". Baidu faces challenges in its core search business, losing market share to Bing, but its AI Cloud and Apollo Go show promising growth. At a P/E ratio of 12 and P/FCF ratio of 8.1, Baidu is deeply undervalued, presenting a strong investment opportunity. Read the full article on Seeking Alpha

Seeking Alpha • Feb 04

Baidu: Big AI Upside With Downside Protection

Summary Baidu has very promising AI and robotaxi technologies, despite weak recent growth and market skepticism. Baidu's partnership with Apple on AI integration for Chinese iPhones could generate substantial future revenues, though implementation snags have raised doubts about the project. The stock has strong downside protection with net cash and long-term investments nearly matching the market cap. Baidu's potential AI growth in 2025 and expanding robotaxi operations offer significant upside, but the timeline for material revenue growth remains uncertain. Read the full article on Seeking Alpha

Seeking Alpha • Jan 07

Baidu: Too Cheap To Ignore

Summary Baidu's shares surged in September due to Beijing's stimulus packages, creating a new buying opportunity at a favorable valuation for investors. I rated Baidu a strong buy in June due to its robust online advertising business, strong free cash flow, and capital return potential. Despite no top line growth in Q3, Baidu's low P/E ratio, high FCF, and strong operating income make it an attractive investment. Risks include potential government influence and a slowdown in the core digital marketing business, but Baidu remains a promising tech play with strong profitability and shareholder returns. Read the full article on Seeking Alpha

Seeking Alpha • Dec 27

Baidu Is Cheap And Has Low Growth, But AI Is A Wildcard

Summary Baidu stock is recommended due to its strong AI capabilities and dominant position in China's search engine market. The company's robust financial performance and strategic investments in autonomous driving and cloud services bolster its growth potential. Despite regulatory challenges, Baidu's diversified portfolio and innovation in AI technology provide a competitive edge. The stock is rated as a buy, with significant upside potential driven by its technological advancements and market leadership. Read the full article on Seeking Alpha

Nouveau récit • Nov 24

ERNIE 40 Turbo And AI Cloud Fuel A Promising Transformation Toward Growth And Innovation

AI-driven transformation and ERNIE expansion could boost revenue and user engagement through enhanced product offerings and enterprise adoption.

Seeking Alpha • Nov 22

Baidu Q3 2024 Review: The Good, The Bad, And The Ugly

Summary With Baidu reporting a double miss for Q3 2024, BIDU stock has dipped by ~6% to a multi-year support zone in the low $80s. In Q3, Baidu's AI Cloud and Apollo Go businesses made tremendous progress, but online marketing revenue shrunk -4% y/y amid headwinds from macroeconomic factors and "Search" renovation. Baidu's long-term prospects are strong, with significant advancements in AI and autonomous driving, supported by a robust balance sheet and potential for substantial future growth. TQI's fair value estimate for Baidu has been adjusted to ~$175 per share. However, with a potential 5-year CAGR of ~32%, BIDU remains a highly asymmetric risk/reward opportunity. Read the full article on Seeking Alpha

Seeking Alpha • Nov 15

The Big Short's Michael Burry: Betting On China With Baidu And Others

Summary Michael Burry's Scion Asset Management has significant positions in Alibaba, Baidu, and JD.com, with puts as hedges against potential downturns in Chinese stocks. Baidu, Inc., often called the “Google of China,” offers growth potential in AI and autonomous driving, trading at a low valuation with strong cash flows. Despite China-specific risks, Baidu's low earnings multiple and reliable earnings performance make it an attractive long-term investment. Michael Burry's continued investment in BIDU highlights its potential, warranting a closer look at Scion Asset Management's other Chinese stock picks. Read the full article on Seeking Alpha

Seeking Alpha • Nov 06

Baidu: Buy After The Post-Stimulus-News Dip, Big FCF Yield

Summary Global fund managers are optimistic about worldwide economic growth, driven by China's significant stimulus, despite mixed recent fund flows and low expectations for China. Baidu's strong profitability, low P/E ratio, and consistent earnings beats make it a compelling buy, though risks include China's economic weakness and regulatory clampdowns. Baidu's technical chart shows mixed signals with key resistance at $114-$116 and a declining 200-day moving average, indicating ongoing trading range challenges. I have a buy rating on Baidu due to its undervaluation, with potential upside from further Chinese stimulus and its robust free cash flow. Read the full article on Seeking Alpha

Seeking Alpha • Oct 25

It's Time To Buy Baidu Again

Summary Baidu is highly undervalued, with significant potential from its AI/robotaxi segment not factored into its stock price, making it a strong buy around $90. Technical indicators suggest Baidu has likely bottomed at $80, presenting an excellent opportunity to initiate or add to positions below $100. Baidu's consistent earnings outperformance and low P/E ratio indicate substantial upside potential, with price targets suggesting 40-100% gains in the next twelve months. Risks include increased competition in search and cloud, geopolitical tensions, and the need for improved growth in China, but the bullish outlook remains strong. Read the full article on Seeking Alpha

Seeking Alpha • Oct 02

Baidu: Re-Evaluating The AI Outlook

Summary Baidu just held an upbeat AI-focused conference. But beneath the hood, the caveats are notable. Still, at current prices, there remains far more reward than risk. Read the full article on Seeking Alpha

Seeking Alpha • Sep 17

Baidu: Be Greedy When Others Are Fearful

Summary Baidu's latest quarterly report showed mixed performance, but underlying fundamentals are improving, with significant advancements in AI and autonomous driving technologies. Despite near-term challenges, Baidu's AI Cloud and Apollo Go businesses are poised to drive healthy growth at the Chinese tech conglomerate over the coming years. Baidu remains a "Strong Buy" at current levels due to its leadership in AI, depressed valuation, and robust free cash flow generation. With a fair value estimate of ~$199 per share and a potential 5-year CAGR of ~35%, Baidu presents an asymmetric risk/reward opportunity at a dollar-for-dollar valuation. Read the full article on Seeking Alpha

Seeking Alpha • Sep 01

Baidu: 7.4X P/E, Strong FCF And Capital Return Potential

Summary Baidu's Q2 results exceeded expectations, with 8% QoQ revenue growth and strong free cash flow, despite headwinds in digital advertising. Baidu remains deeply profitable with a 19% free cash flow margin, making it an attractive investment in a challenging Chinese economy. Baidu's shares are undervalued at a P/E ratio of 7.4X, presenting significant revaluation potential. Key risks include political and economic uncertainties in China, but Baidu's robust free cash flow and profitability mitigate these concerns. Read the full article on Seeking Alpha

Seeking Alpha • Aug 23

Baidu Stock: Why Some Institutional Investors Have Been Loading Up

Summary While Baidu faces increasingly stiff competition in China's search engine market, the company's revenues are diversifying via ever-increasing uptake from corporate clients for its AI-driven products and services. While net revenue trends across both “Core” and iQIYI trends suggest underperformance relative to the past year, net income and earnings trends remain positive. Baidu's ChatGPT competitor ERNIE is being considered as a promising solution for clients in China. Read the full article on Seeking Alpha

Seeking Alpha • Aug 15

Baidu: China's AI And Robotaxi Leader Is In The Discount Bin

Summary Baidu has been punished far too harshly. Little to no value is being assigned to AI and robotaxis here. While waiting, investors get downside protection from a massive cash pile. Read the full article on Seeking Alpha

Seeking Alpha • Jul 15

Baidu: GenAI May Take Years To Drive Overall Revenue Growth

Summary Last week, Baidu's stock bounced back 10%, driven largely by news of regulatory approval for robotaxis in Beijing, highlighting the company's future growth potential in AI. Investors have stayed on the sidelines regarding extremely cheap valuation due to macro risks, including slow economic recovery and geopolitical tensions. Baidu's non-online marketing segment, which constitutes a small portion of the company's total revenue, grew only 6% YoY last quarter, driven primarily by its AI Cloud business. The shift towards becoming a GenAI company from its traditional business presents a substantial growth opportunity, but the monetization of AI technologies may take multiple years. President Xi's emphasis on developing AI technology for military use suggests that stocks focused on GenAI, such as BIDU, may outperform if geopolitical conflicts materialize. Read the full article on Seeking Alpha

Seeking Alpha • Jul 02

It's Time To Buy Baidu

Summary Baidu, the "Google of China," is a market leader in web search, streaming, AI, and autonomous vehicles. The company's growth has slowed following a 15x revenue expansion from 2010 to 2021, but a return to the growth track is highly probable in the years ahead. Regardless of Baidu's future growth prospects, its stock is clearly undervalued at a discount to book and P/FCF of 6.3. Baidu's leading position in emerging industries and undervaluation relative to its fundamentals make it a uniquely attractive investment opportunity. Read the full article on Seeking Alpha

Seeking Alpha • Jun 22

Baidu: Very Deep Safety Margin

Summary Baidu is a profitable Chinese tech investment with strong earnings, generating free cash flow for potential stock buybacks or business investments. iQIYI, Baidu's video platform, is contributing positively to Baidu's free cash flow. The firm could also become a capital return play for investors. Baidu's low valuation, similar to Alibaba, presents an undervalued investment opportunity. Current valuation implies a massive 14% earnings yield. As catalyst for a revaluation I see growing strength in digital marketing, potential for accelerated stock buybacks or a dividend introduction. Read the full article on Seeking Alpha

Seeking Alpha • Jun 10

Baidu: Facing Competition In AI But Potential Seasonality-Led Upside

Summary Baidu's stock has dropped 13.44% since February 26, trading at around $96. Despite facing competition in the AI bot market, Baidu has doubled its user base and focuses on user experience. Despite such progress, revenues have increased, but only slightly in the first quarter of 2024. The company is facing strong competition which could pose risks to its market share and profitability status. Based on historical data and seasonality, there could be a 20% upside. Read the full article on Seeking Alpha

Seeking Alpha • May 17

Baidu Q1 Earnings: The Turnaround Is Finally Gaining Momentum

Summary Baidu investors have experienced a solid revival as BIDU stock maintained its bullish momentum. China has strengthened its property market intervention, suggesting the worst could be over. Baidu's Q1 earnings surpassed expectations, but concerns remain about the weak advertising spending in its core business. I explain why BIDU's valuation bifurcation has reflected significant pessimism. BIDU investors should capitalize on the market's misunderstanding to buy more shares. Read the full article on Seeking Alpha

Rendement pour les actionnaires

	BIDU	US Interactive Media and Services	US Marché
7D	-5.6%	-2.8%	1.1%
1Y	52.5%	67.7%	28.7%

Rendement vs Industrie: BIDU a sous-performé le secteur US Interactive Media and Services qui a rapporté 67.7 % au cours de l'année écoulée.

Rendement vs marché: BIDU a dépassé le marché US qui a rapporté 28.7 % au cours de l'année écoulée.

Volatilité des prix

Is BIDU's price volatile compared to industry and market?
BIDU volatility
BIDU Average Weekly Movement	7.2%
Interactive Media and Services Industry Average Movement	8.7%
Market Average Movement	7.2%
10% most volatile stocks in US Market	16.5%
10% least volatile stocks in US Market	3.1%

Cours de l'action stable: BIDU n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.

Volatilité au fil du temps: La volatilité hebdomadaire de BIDU ( 7% ) est restée stable au cours de l'année écoulée.

À propos de l'entreprise

Fondée	Salariés	PDG	Site web
2000	33,500	Robin Li	ir.baidu.com

Baidu, Inc. fournit du contenu internet, des services de télécommunication à valeur ajoutée, des cartes internet et des services audio et vidéo en ligne en République populaire de Chine. Elle opère dans deux secteurs, Baidu General Business et iQIYI. Le segment Baidu General Business propose des produits et des services pour l'écosystème mobile, le cloud AI et la conduite intelligente.

Baidu, Inc. Résumé des fondamentaux

Comment les bénéfices et les revenus de Baidu se comparent-ils à sa capitalisation boursière ?
BIDU statistiques fondamentales
Capitalisation boursière	US$43.48b
Bénéfices(TTM)	US$57.55m
Recettes(TTM)	US$18.94b

755.6x

Ratio P/E

2.3x

Ratio P/S

Le site BIDU est-il surévalué ?

Voir Juste valeur et analyse de l'évaluation

Bénéfices et recettes

Principales statistiques de rentabilité tirées du dernier rapport sur les bénéfices (TTM)
BIDU compte de résultat (TTM)
Recettes	CN¥128.70b
Coût des recettes	CN¥74.54b
Marge brute	CN¥54.16b
Autres dépenses	CN¥53.77b
Les revenus	CN¥391.00m

Derniers bénéfices déclarés

Mar 31, 2026

Prochaine date de publication des résultats

s/o

Résultat par action (EPS)	1.15
Marge brute	42.08%
Marge bénéficiaire nette	0.30%
Ratio dettes/capitaux propres	29.7%

Quelles ont été les performances à long terme de BIDU?

Voir les performances historiques et les comparaisons

Analyse de l'entreprise et données financières

Données	Dernière mise à jour (heure UTC)
Analyse de l'entreprise	2026/05/24 17:49
Cours de l'action en fin de journée	2026/05/22 00:00
Les revenus	2026/03/31
Revenus annuels	2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

Paquet	Données	Cadre temporel	Exemple de source américaine ^*
Finances de l'entreprise	10 ans	Compte de résultat Tableau des flux de trésorerie Bilan	Formulaire 10-K de la SEC Formulaire 10-Q de la SEC
Estimations consensuelles des analystes	+3 ans	Prévisions financières Objectifs de prix des analystes	Rapports de recherche des analystes Blue Matrix
Prix du marché	30 ans	Cours des actions Dividendes, scissions et actions	Données de marché ICE Formulaire S-1 de la SEC
Propriété	10 ans	Actionnaires principaux Délits d'initiés	Formulaire 4 de la SEC Formulaire 13D de la SEC
Gestion	10 ans	L'équipe dirigeante Conseil d'administration	Formulaire 10-K de la SEC Formulaire SEC DEF 14A
Principaux développements	10 ans	Annonces de l'entreprise	Formulaire 8-K de la SEC

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés^.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Baidu, Inc. est couverte par 72 analystes. 35 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

Analyste	Institution
Zixiao Yang	Arete Research Services LLP
null null	Argus Research Company
Alicia Yap	Barclays

Baidu (BIDU) Aperçu de l'action

Récompenses

Analyse des risques

Analyst Price Targets

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

Generative AI And Apollo Go Will Redefine Digital Economy

Intense Chinese Regulation And Heavy Spending Will Shrink Margins

Top Community Narratives

BIDU Market Outlook

Top Community Narratives

BIDU Market Outlook

Top Analyst Narratives

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

Generative AI And Apollo Go Will Redefine Digital Economy

Intense Chinese Regulation And Heavy Spending Will Shrink Margins

Baidu, Inc. Concurrents

Reddit

Match Group

Pinterest

Snap

Historique des prix et performances

Nouvelles et mises à jour récentes

Baidu Q1 Earnings Top Forecasts as AI Revenue Climbs to Over Half of Core Business

Baidu: Hidden AI Inflection

First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behind

BIDU: AI Transition And Robotaxis Will Drive Future Legacy Recovery

Baidu Inc Introduces New Generation of AI Agent Products

Investor sentiment improves as stock rises 16%

Recent updates

Baidu Q1 Earnings Top Forecasts as AI Revenue Climbs to Over Half of Core Business

Baidu: Hidden AI Inflection

First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behind

BIDU: AI Transition And Robotaxis Will Drive Future Legacy Recovery

Baidu Inc Introduces New Generation of AI Agent Products

Investor sentiment improves as stock rises 16%

Baidu, Inc., Annual General Meeting, Jun 05, 2026

BIDU: AI Transition And Global Robotaxi Expansion Will Reshape Legacy Headwinds

Baidu, Inc. to Report Q1, 2026 Results on May 18, 2026

Investor sentiment improves as stock rises 16%

BIDU: AI Transition Will Gradually Overtake Legacy Marketing Headwinds

BIDU: AI Transition And Chip Spinoff Will Reshape Equity Narrative

BIDU: AI Transition Will Likely Lag Persistent Weakness In Legacy Advertising

Baidu, Inc. Launches DuClaw Zero-Deployment Service For OpenClaw Agent Platform

BIDU: Chip Spinoff And AI Scale Are Expected To Reprice Shares

Full year 2025 earnings: EPS misses analyst expectations

BIDU: AI Cloud And Chip Spinoff Are Expected To Reprice Shares

Baidu, Inc. Approves Adoption of Dividend Policy

BIDU: AI Pivot And Chip Spinoff May Not Offset Weak Ad Core

Baidu, Inc. to Report Q4, 2025 Results on Feb 26, 2026

BIDU: AI And Cloud Ambitions Will Struggle To Offset Ad Weakness

Apollo Go Receives Driverless Vehicle Trial Permit from the Roads and Transport Authority

BIDU: AI Cloud And Robotaxis Will Reshape Earnings Mix

Investors Appear Satisfied With Baidu, Inc.'s (NASDAQ:BIDU) Prospects As Shares Rocket 28%

Investor sentiment improves as stock rises 20%

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

Now 21% overvalued

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

Now 22% overvalued after recent price rise

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

Third quarter 2025 earnings: EPS misses analyst expectations

Baidu Unveils ERNIE 5.0 and A Series of AI Applications At Baidu World 2025, Ramps Up Global Push

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

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

Baidu, Inc. to Report Q3, 2025 Results on Nov 18, 2025

China Digital Boom Will Fuel AI Cloud Potential Amid Risks

China Digital Boom Will Fuel AI Cloud Potential Amid Risks

Baidu's Apollo Go Granted Dubai's First Batch of Autonomous Driving Test Licenses, Conducts On-Road Trials in Urban Dubai

Baidu Unveils Reasoning Model ERNIE X1.1 with Upgrades in Key Capabilities

China Digital Boom Will Fuel AI Cloud Potential Amid Risks

Baidu, Inc. Announces Address Changes

New major risk - Revenue and earnings growth

Baidu, Inc. to Report Q2, 2025 Results on Aug 20, 2025

Baidu, Inc. Announces Management Changes

First quarter 2025 earnings: EPS and revenues exceed analyst expectations

Baidu, Inc., Annual General Meeting, Jun 27, 2025

Baidu, Inc. Launches ERNIE 4.5 Turbo, ERNIE X1 Turbo and New Suite of AI Tools to Empower Developers and Supercharge AI Innovation

Baidu, Inc. to Report Q1, 2025 Results on May 21, 2025

Investor sentiment deteriorates as stock falls 16%

Full year 2024 earnings: EPS exceeds analyst expectations

Baidu: We Have Seen A Business Like This Before