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BIDU logo

Baidu, Inc. Stock Price

NasdaqGS:BIDU Community·US$31.4b Market Cap
  • 4 Narratives written by author
  • 1 Comments on narratives written by author
  • 374 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

BIDU Share Price Performance

US$92.03
-15.57 (-14.47%)
​
US$146.50
Fair Value
US$92.03
-15.57 (-14.47%)
37.2% undervalued intrinsic discount
US$146.50
Fair Value
Price US$92.03
AnalystConsensusTarget US$146.50
NateF US$74.22
AnalystLowTarget US$94.47
Wed, 9 Sep 26
Fair ValueUS$146.50
Share Pricen/a

BIDU Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$146.5 37.2% undervalued intrinsic discount

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

3users have liked this narrative
1users have commented on this narrative
171users have followed this narrative
NA
NateF's
Fair Value
·
Fair Value US$74.22 24.0% overvalued intrinsic discount

BIDU Market Outlook

2users have liked this narrative
0users have commented on this narrative
13users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$94.47 2.6% undervalued intrinsic discount

Intense Chinese Regulation And Heavy Spending Will Shrink Margins

0users have liked this narrative
0users have commented on this narrative
4users have followed this narrative
BIDU logo
Baidu
24.0% overvalued intrinsic discount

BIDU Market Outlook

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NA
NateF
Published 5 Jan 2025
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BIDU logo
Baidu
37.2% undervalued intrinsic discount
Updated

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

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 9 Sep
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BIDU logo
Baidu
2.6% undervalued intrinsic discount

Intense Chinese Regulation And Heavy Spending Will Shrink Margins

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AN
AnalystLowTarget
AnalystLowTarget
Updated 26 Aug
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BIDU logo
Baidu
62.9% undervalued intrinsic discount

Generative AI And Apollo Go Will Redefine Digital Economy

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AN
AnalystHighTarget
AnalystHighTarget
Updated 30 Jun
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Trending Discussion

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Recently Updated Narratives

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BIDU logo

BIDU Market Outlook

Fair Value: US$74.22 24.0% overvalued intrinsic discount
13 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
BIDU logo

BIDU: Apple AI Partnership Will Offset Ad Weakness Over Time

Fair Value: US$146.5 37.2% undervalued intrinsic discount
171 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
BIDU logo

BIDU: AI Partnerships And Chip Spin Off Will Shape Advertising Recovery

Fair Value: US$94.47 2.6% undervalued intrinsic discount
4 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Adequate balance sheet with moderate growth potential.

0 Risks
1 Reward
View Full Analysis

Baidu, Inc. Key Details

CN¥127.3b

Revenue

CN¥75.3b

Cost of Revenue

CN¥52.0b

Gross Profit

CN¥56.6b

Other Expenses

-CN¥4.6b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-13.60
40.87%
-3.62%
35.2%
View Full Analysis

About BIDU

Founded
2000
Employees
33500
CEO
Yanhong Li
WebsiteView website
ir.baidu.com

Baidu, Inc. provides internet content, value-added telecommunication-based, internet map, and online audio and video services in the People’s Republic of China. It operates in two segments, Baidu General Business and iQIYI. The Baidu General Business segment offers products and services for mobile ecosystem, AI cloud, and intelligent driving. This segment operates Baidu App that enables users to access search, feed, content, and other services through mobile devices; and Haokan, which offers a range of various user generated and professionally produced short videos. It also provides a portfolio of knowledge and information products, including Baidu Wiki, which features columns and videos, such as encyclopedia of intangible cultural heritage, digital museum and recorder of history; Baidu Knows, an online community where users can pose questions to other users, such as individuals, professionals, and enterprises; Baidu Experience, an online platform where users share daily knowledge and experience; ERNIE Bot, new AI-native product that serves as a multi-round conversational AI assistant on both PC and mobile; and Baidu Post, a social media that allows users to post text, image, audio and video content, and reply to original curation forming valuable discussion groups, as well as livestreaming services, including live streaming and AI-powered digital human livestreaming. In addition, the company offers DuerOS smart assistant for the Chinese language; Apollo Go autonomous ride-hailing service; online marketing services; Baidu Maps, a voice-enabled mobile app providing users with travel-related services; and AI chips. The iQIYI segment produces and distributes professionally produced content. This segment offers online entertainment video services, including online videos, experience services, online games, comics, and others. The company was incorporated in 2000 and is headquartered in Beijing, the People’s Republic of China.

Recent BIDU News & Updates

User avatar
Narrative Update • Sep 09

BIDU: Apple AI Partnership Will Offset Ad Weakness Over Time

Analysts have lowered their Baidu fair value estimate from $165.74 to $146.50 as they factor in weaker advertising trends, higher AI investment that may pressure margins, and more cautious price targets across recent research updates. Analyst Commentary Recent research on Baidu shows a split between analysts who see long term upside from AI initiatives and those who are more focused on current execution risks and pressure on earnings.

Recent updates

No updates

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