Baidu (BIDU) Aandelenoverzicht
Baidu, Inc. biedt internetinhoud, telecommunicatiediensten met toegevoegde waarde, internetkaarten en online audio- en videodiensten in de Volksrepubliek China. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 0/6 |
| Toekomstige groei | 3/6 |
| Prestaties in het verleden | 0/6 |
| Financiële gezondheid | 5/6 |
| Dividenden | 0/6 |
BIDU Community Fair Values
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Baidu Inc. (NASDAQ: BIDU) is a leading Chinese technology company specializing in internet-related services and artificial intelligence (AI).
View narrativeUS$74.22
FV
69.6% overgewaardeerd intrinsieke korting5.25%
Revenue growth p.a.
194
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Community ContributorUS$7.43FV • 50.1% ondergewaardeerd intrinsieke korting
36.8%Revenue growth p.a.
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Baidu, Inc. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$125.88 |
| 52 Week Hoogtepunt | US$165.30 |
| 52 Week Laag | US$81.17 |
| Bèta | 0.43 |
| 1 maand verandering | 13.45% |
| 3 maanden verandering | -17.82% |
| 1 Jaar Verandering | 39.93% |
| 3 jaar verandering | 1.97% |
| 5 jaar verandering | -34.28% |
| Verandering sinds IPO | 927.26% |
Recent nieuws en updates
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.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.Baidu: Pivoting To AI Infrastructure, Robotaxis, And Embodied Robotics At A Discount
Apr 06Recent updates
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.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.Baidu: Pivoting To AI Infrastructure, Robotaxis, And Embodied Robotics At A Discount
Apr 06
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.
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.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.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.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.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.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.Investors Appear Satisfied With Baidu, Inc.'s (NASDAQ:BIDU) Prospects As Shares Rocket 28%
Jan 03
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.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.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.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.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.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.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.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.Baidu: We Have Seen A Business Like This Before
Mar 26Baidu: Phoenix Is Rising From The Ashes
Mar 20Baidu: Struggling A Bit, But Is Undervalued With Long-Term Potential
Feb 19Baidu: Big AI Upside With Downside Protection
Feb 04Baidu: Too Cheap To Ignore
Jan 07Baidu Is Cheap And Has Low Growth, But AI Is A Wildcard
Dec 27
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.Baidu Q3 2024 Review: The Good, The Bad, And The Ugly
Nov 22The Big Short's Michael Burry: Betting On China With Baidu And Others
Nov 15Baidu: Buy After The Post-Stimulus-News Dip, Big FCF Yield
Nov 06It's Time To Buy Baidu Again
Oct 25Baidu: Re-Evaluating The AI Outlook
Oct 02Baidu: Be Greedy When Others Are Fearful
Sep 17Baidu: 7.4X P/E, Strong FCF And Capital Return Potential
Sep 01Baidu Stock: Why Some Institutional Investors Have Been Loading Up
Aug 23Baidu: China's AI And Robotaxi Leader Is In The Discount Bin
Aug 15Baidu: GenAI May Take Years To Drive Overall Revenue Growth
Jul 15It's Time To Buy Baidu
Jul 02Baidu: Very Deep Safety Margin
Jun 22Baidu: Facing Competition In AI But Potential Seasonality-Led Upside
Jun 10Baidu Q1 Earnings: The Turnaround Is Finally Gaining Momentum
May 17Baidu Is Poised To Make The Most Of China's AI Comeback
May 07Baidu: Buy The AI Story Without Paying For It
Apr 18Rendement voor aandeelhouders
| BIDU | US Interactive Media and Services | US Markt | |
|---|---|---|---|
| 7D | -2.2% | 5.5% | 0.8% |
| 1Y | 39.9% | 74.5% | 27.7% |
Rendement versus industrie: BIDU presteerde slechter dan de US Interactive Media and Services -sector, die het afgelopen jaar een rendement van 74.5 % opleverde.
Rendement versus markt: BIDU overtrof de US markt, die het afgelopen jaar een rendement opleverde van 27.7 %.
Prijsvolatiliteit
| BIDU volatility | |
|---|---|
| BIDU Average Weekly Movement | 5.8% |
| Interactive Media and Services Industry Average Movement | 8.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.3% |
Stabiele aandelenkoers: BIDU heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 6% ) van BIDU is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 2000 | 33,500 | Robin Li | ir.baidu.com |
Baidu, Inc. levert internetcontent, telecommunicatiediensten met toegevoegde waarde, internetkaarten en online audio- en videodiensten in de Volksrepubliek China. Het is actief in twee segmenten, Baidu General Business en iQIYI. Het Baidu General Business segment biedt producten en diensten voor mobiele ecosystemen, AI cloud en intelligent rijden.
Baidu, Inc. Samenvatting
| BIDU fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$42.83b |
| Inkomsten(TTM) | US$682.91m |
| Inkomsten(TTM) | US$18.90b |
62.7x
Koers/Winstverhouding2.3x
P/S-verhoudingIs BIDU overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| BIDU resultatenrekening (TTM) | |
|---|---|
| Inkomsten | CN¥129.08b |
| Kosten van inkomsten | CN¥72.44b |
| Brutowinst | CN¥56.64b |
| Overige uitgaven | CN¥51.98b |
| Inkomsten | CN¥4.66b |
Laatst gerapporteerde inkomsten
Dec 31, 2025
Volgende inkomensdatum
May 18, 2026
| Winst per aandeel (EPS) | 13.70 |
| Brutomarge | 43.88% |
| Nettowinstmarge | 3.61% |
| Schuld/Eigen Vermogen Verhouding | 30.9% |
Hoe presteerde BIDU op de lange termijn?
Bekijk historische prestaties en vergelijkingBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/02 03:33 |
| Aandelenkoers aan het einde van de dag | 2026/05/01 00:00 |
| Inkomsten | 2025/12/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Baidu, Inc. wordt gevolgd door 71 analisten. 35 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Zixiao Yang | Arete Research Services LLP |
| null null | Argus Research Company |
| Alicia Yap | Barclays |