How Investors Are Reacting To Baidu (BIDU) Expanding Apollo Go Autonomous Service Into Switzerland

• Baidu, Inc. announced that its autonomous ride-hailing service Apollo Go has entered a partnership with Swiss public transport operator PostBus to launch an on-demand autonomous mobility service, AmiGo, in eastern Switzerland, with initial trials beginning December 2025 and regular operations expected by first quarter 2027 at the latest.
• This marks Baidu's first major deployment of Apollo Go technology in Europe, reflecting broad support from Swiss regional and federal authorities for integrating autonomous vehicles into public transport.
• We'll examine how Baidu's move into Switzerland with Apollo Go could reshape the company's global expansion and technology commercialization narrative.

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Baidu Investment Narrative Recap

Baidu’s investment case depends on belief in its ability to commercialize leading AI and autonomous technology while building sustainable, profitable revenue streams across search, cloud, and mobility. The latest Apollo Go expansion into Switzerland spotlights Baidu’s international ambitions, but does not materially shift the main near-term catalyst for the stock, progress in monetizing core AI search, or the persistent risk around negative free cash flow and margin pressure as AI investments scale up.

The recent partnership between Baidu’s Apollo Go and Lyft to deploy autonomous vehicles in Germany and the UK reinforces a broader push into European mobility markets, echoing the Swiss PostBus collaboration and supporting the narrative that successful global expansion could unlock higher-margin, recurring revenue and income diversification for the company.

However, against these opportunities, investors should also be mindful of...

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

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

Uncover how Baidu's forecasts yield a $127.36 fair value, a 9% upside to its current price.

Exploring Other Perspectives

Fair value estimates from 14 Simply Wall St Community members cluster between US$71.17 and US$170.85. With risks cited around delayed AI monetization and ongoing margin pressure, consider how much conviction each viewpoint places on Baidu's path to international growth and profitability.

Explore 14 other fair value estimates on Baidu - why the stock might be worth as much as 46% more 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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