Baidu (BIDU) Takes First Step Into Europe’s Robotaxi Market—Is Global Expansion on Track?

• Baidu, Inc.'s autonomous ride-hailing service Apollo Go has partnered with PostBus, the public transport operator subsidiary of Swiss Post, to launch AmiGo, an on-demand autonomous mobility service in Eastern Switzerland, with pilot testing set to begin in December 2025 and regular operations expected by the first quarter of 2027.
• This collaboration marks Apollo Go’s first entry into the European market, leveraging Baidu’s advanced Level 4 autonomous vehicles and public sector support to enhance Switzerland’s public transportation system.
• We'll examine how this move into the Swiss market could influence Baidu's global autonomous driving expansion narrative and long-term growth outlook.

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Baidu Investment Narrative Recap

To be a Baidu shareholder right now means believing in the company's ability to effectively transition beyond its legacy online marketing business by leveraging AI and autonomous driving for long-term growth. The Apollo Go launch in Switzerland is a meaningful milestone for Baidu’s autonomous driving ambitions but does not materially change the main short-term catalyst: Baidu’s ability to scale and monetize its AI-powered search and cloud services, nor does it address the biggest risk, which remains continued weakness in core advertising revenue and ongoing pressure on operating margins as investments remain high.

Among Baidu’s recent announcements, the increased focus on international partnerships, such as the October 2025 PostBus agreement in Switzerland, closely relates to current catalysts. These moves show Baidu is actively working to diversify and globalize its earnings mix outside China, which could become increasingly relevant if AI search monetization or domestic advertising recovers more slowly than expected.

However, investors should also be aware that even as Baidu’s global AV expansion progresses, increased R&D spending and delayed profitability in AI ventures mean...

Read the full narrative on Baidu (it's free!)

Baidu's narrative projects CN¥150.8 billion in revenue and CN¥22.3 billion in earnings by 2028. This requires 4.0% yearly revenue growth and a CN¥3.1 billion decrease in earnings from the current CN¥25.4 billion.

Uncover how Baidu's forecasts yield a $139.50 fair value, a 9% upside to its current price.

Exploring Other Perspectives

Fair value estimates for Baidu from 14 Simply Wall St Community members span from CN¥71.17 to CN¥173.00 per share, reflecting wide-ranging outlooks. Against this backdrop, the company’s global AV expansion raises fresh questions about balancing innovation with profitability, explore multiple perspectives to shape your own view.

Explore 14 other fair value estimates on Baidu - why the stock might be worth 44% less than the current price!

Build Your Own Baidu Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Baidu research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Baidu research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Baidu's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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