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Baidu, Inc. Stock Price

NasdaqGS:BIDU Community·US$40.5b Market Cap
  • 4 Narratives written by author
  • 1 Comments on narratives written by author
  • 337 Fair Values set on narratives written by author

BIDU Share Price Performance

US$114.26
19.72 (20.86%)
US$177.33
Fair Value
US$114.26
19.72 (20.86%)
35.6% undervalued intrinsic discount
US$177.33
Fair Value
Price US$114.26
AnalystConsensusTarget US$177.33
NateF US$74.22
AnalystLowTarget US$109.85

BIDU Community Narratives

AnalystConsensusTarget·
Fair Value US$177.33 35.6% undervalued intrinsic discount

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

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NateF·
Fair Value US$74.22 53.9% overvalued intrinsic discount

BIDU Market Outlook

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AnalystLowTarget·
Fair Value US$109.85 4.0% overvalued intrinsic discount

Intense Chinese Regulation And Heavy Spending Will Shrink Margins

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Baidu

BIDU Market Outlook

Baidu Inc. (NASDAQ: BIDU) is a leading Chinese technology company specializing in internet-related services and artificial intelligence (AI).Read more

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US$74.22
53.9% overvalued intrinsic discount
Fair Value
Revenue
5.25% p.a.
Profit Margin
15.27%
Future PE
10.53x
Price in 2030
US$112.99
US$177.33
35.6% undervalued intrinsic discount
Revenue
5.76% p.a.
Profit Margin
13.97%
Future PE
24.98x
Price in 2029
US$235.19
US$219.25
47.9% undervalued intrinsic discount
Revenue
9.58% p.a.
Profit Margin
18.04%
Future PE
20.9x
Price in 2029
US$288.42

Trending Discussion

Updated Narratives

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BIDU Market Outlook

Fair Value: US$74.22 53.9% overvalued intrinsic discount
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BIDU: AI Transition Will Likely Lag Persistent Weakness In Legacy Advertising

Fair Value: US$109.85 4.0% overvalued intrinsic discount
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BIDU: Chip Spinoff And AI Scale Are Expected To Reprice Shares

Fair Value: US$177.33 35.6% undervalued intrinsic discount
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Snowflake Analysis

Excellent balance sheet with moderate growth potential.

2 Risks
2 Rewards

Baidu, Inc. Key Details

CN¥129.1b

Revenue

CN¥72.4b

Cost of Revenue

CN¥56.6b

Gross Profit

CN¥52.0b

Other Expenses

CN¥4.7b

Earnings

Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
n/a
13.70
43.88%
3.61%
30.9%
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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

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