Will Baidu’s (BIDU) Autonomous Vehicle Push in Europe With Lyft Redefine Its Global Ambitions?

• On August 4, 2025, Baidu, Inc. and Lyft, Inc. announced a partnership for the deployment of Baidu's Apollo Go autonomous vehicles on the Lyft platform in major European markets, with initial rollouts planned for Germany and the UK in 2026 pending regulatory approval.
• This marks Baidu's first major expansion of its autonomous ride-hailing services beyond China, leveraging Lyft's established European network to accelerate the adoption of AV technology in the region.
• We'll now explore how Baidu's entry into Europe via Lyft could influence its growth outlook and future earnings narrative.

Trump has pledged to "unleash" American oil and gas and these 22 US stocks have developments that are poised to benefit.

Baidu Investment Narrative Recap

To be a Baidu shareholder today, you need to believe the company’s pivot to AI and international autonomous vehicle deployment can offset slower growth in its core online marketing segment. The recent Apollo Go partnership with Lyft in Europe is an important milestone, but with regulatory approvals pending and Europe a new market for Baidu, the most important short-term catalyst remains successful execution and scaling of autonomous ride-hailing outside China. Meanwhile, the biggest risk to earnings is still ongoing pressure in Baidu’s legacy advertising business.

One recent announcement that connects directly to the Apollo Go news is Baidu’s July 2025 global agreement with Uber, which also involves deploying Apollo Go vehicles outside China. Together, these deals suggest Baidu is focusing on rapid, international AV rollouts, potentially providing fresh revenue streams that may help offset declines in legacy segments if successful.

However, investors should also be aware that the regulatory environment for autonomous vehicles in new markets like Europe could slow or limit the realization of this opportunity...

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

Baidu's outlook forecasts CN¥151.6 billion in revenue and CN¥23.1 billion in earnings by 2028. This assumes a 4.2% annual revenue growth rate and a CN¥2.3 billion decrease in earnings from the current level of CN¥25.4 billion.

Uncover how Baidu's forecasts yield a $100.03 fair value, a 14% upside to its current price.

Exploring Other Perspectives

Seventeen unique fair value estimates from the Simply Wall St Community span a wide range, from CN¥71.15 to CN¥198.54 per share. As Baidu’s AV expansion accelerates, the company’s ability to grow new revenue streams remains a key issue that shapes these differing investor expectations.

Explore 17 other fair value estimates on Baidu - why the stock might be worth 19% 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.

Want Some Alternatives?

Opportunities like this don't last. These are today's most promising picks. Check them out now:

• AI is about to change healthcare. These 25 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.
• These 14 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch.
• Outshine the giants: these 18 early-stage AI stocks could fund your retirement.

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.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com