Baidu Bilanço Sağlığı
Finansal Sağlık kriter kontrolleri 5/6
Baidu şirketinin toplam hissedar öz sermayesi CN¥289.7B ve toplam borcu CN¥89.5B olup, bu da borç-öz sermaye oranını 30.9% seviyesine getiriyor. Toplam varlıkları ve toplam yükümlülükleri sırasıyla CN¥449.2B ve CN¥159.4B dir. Baidu 'in FAVÖK'ü CN¥10.4B faiz karşılama oranı -1.8 dur. Şirketin CN¥115.3B tutarında nakit ve kısa vadeli yatırımları bulunmaktadır.
Anahtar bilgiler
30.90%
Borç/özkaynak oranı
CN¥89.51b
Borç
| Faiz karşılama oranı | -1.8x |
| Nakit | CN¥115.27b |
| Eşitlik | CN¥289.73b |
| Toplam yükümlülükler | CN¥159.43b |
| Toplam varlıklar | CN¥449.16b |
Son finansal sağlık güncellemeleri
Güncelleme yok
Recent updates
BIDU: AI Transition And Global Robotaxi Expansion Will Reshape Legacy Headwinds
Analysts have slightly trimmed Baidu's implied fair value to about $240 per share. This reflects recent price target resets that balance cautious views on its legacy online marketing business with continued interest in its AI-first transition story.BIDU: AI Transition Will Gradually Overtake Legacy Marketing Headwinds
Analyst fair value for Baidu has shifted from $219.25 to $244.55 as analysts factor in higher projected revenue growth tied to AI related products, while also acknowledging continued pressure on the legacy online marketing business and adjusting assumptions such as the discount rate and future P/E. Analyst Commentary Recent Street research on Baidu points to a split view, with some firms trimming price targets while others highlight upside tied to the company’s push into AI related products.Baidu: Pivoting To AI Infrastructure, Robotaxis, And Embodied Robotics At A Discount
Apr 06
BIDU: AI Transition And Chip Spinoff Will Reshape Equity Narrative
Analysts made a small trim to the fair value estimate, alongside mixed price target moves. Some raised Baidu targets up to $180 on AI transition and chip spinoff potential, while others nudged targets lower as legacy online marketing softness and a slightly higher discount rate offset stronger assumptions for AI driven revenue growth and future P/E.
BIDU: AI Transition Will Likely Lag Persistent Weakness In Legacy Advertising
Analysts have nudged Baidu's fair value estimate higher to about $110 as they update price targets, citing the ongoing shift toward AI driven businesses, including chips and related products, while still accounting for pressure in the legacy online marketing segment. Analyst Commentary Recent Street research on Baidu reflects a mix of optimism around its AI pivot and caution around execution risk and the health of its legacy businesses.BIDU: Chip Spinoff And AI Scale Are Expected To Reprice Shares
Analysts have raised their Baidu price targets by a few dollars, citing support from increasing Street targets related to the proposed Kunlun Chip spinoff and expectations for steadier long term profitability that, in their view, support a slightly higher future P/E of around 25x. Analyst Commentary Bullish Takeaways Bullish analysts point to the proposed Kunlun Chip spinoff as a key reason for higher valuation, with one large bank explicitly tying a US$180 target to this business being valued more fully on a standalone basis.BIDU: AI Cloud And Chip Spinoff Are Expected To Reprice Shares
The analyst fair value estimate for Baidu has moved from $151.99 to $176.93, as analysts point to a higher assumed future P/E multiple and a growing emphasis on Baidu's AI and chip assets, including the Kunlun business and cloud, supported by a series of recent price target raises and upgrades. Analyst Commentary Recent Street research on Baidu has turned more constructive, with several firms lifting price targets and, in some cases, upgrading ratings as they reassess the value of Baidu's AI, cloud, and chip assets.BIDU: AI Pivot And Chip Spinoff May Not Offset Weak Ad Core
We lift our Baidu fair value estimate to US$106.46 from US$94.75, reflecting analysts' higher price targets tied to expectations for stronger AI, cloud and Kunlun chip contributions, slightly improved revenue growth and profit margins, and a higher assumed future P/E multiple. Analyst Commentary Recent Street research on Baidu points to a generally constructive stance on the stock, with many firms lifting price targets and highlighting AI, cloud, and the Kunlun chip business as key parts of the equity story.BIDU: AI And Cloud Ambitions Will Struggle To Offset Ad Weakness
Analysts have lifted their fair value estimate for Baidu from US$71.17 to US$94.75. This reflects higher assumed revenue growth, a slightly adjusted discount rate, modestly stronger profit margins, and a higher future P/E multiple in light of increased optimism around AI, cloud, and the Kunlun chip business.BIDU: AI Cloud And Robotaxis Will Reshape Earnings Mix
Analysts have significantly raised their price targets on Baidu, increasing our fair value estimate from US$140.55 to US$219.25 as they highlight the potential for faster growth in AI-driven cloud services, improving profit margins, and a higher assumed future P/E multiple. Analyst Commentary Recent Street research points to a clear shift in tone around Baidu, with several bullish analysts lifting ratings and price targets as they reassess the company’s AI and cloud roadmap, capital allocation, and segment mix.Investors Appear Satisfied With Baidu, Inc.'s (NASDAQ:BIDU) Prospects As Shares Rocket 28%
Jan 03
BIDU: AI Cloud And Robotaxis Will Drive Future Earnings Multiple Expansion
Analysts have nudged our Baidu fair value estimate slightly higher to approximately $152 per share, citing a wave of price target hikes and upgrades. They note growing confidence that accelerating AI cloud growth, emerging robotaxi monetization, and potential capital returns could support sustained earnings expansion and margin recovery into 2026.BIDU: AI Cloud And Chips Will Drive Future Earnings Multiple Expansion
We raise our Baidu fair value estimate to approximately $152 from $147 as analysts lift price targets. This is based on growing conviction that AI cloud, autonomous driving, and Kunlun chip initiatives will drive faster top line growth and support a modestly higher future earnings multiple, despite some near term margin pressure.BIDU: AI and Chip Advances Will Drive Future Margin Recovery and Expansion
Baidu's analyst price target has been raised from approximately $141 to $147 per share. This increase reflects analysts' increased optimism, which is driven by stronger AI momentum, improving margins, and expectations for earnings growth in the coming quarters.BIDU: Future AI Chip Progress Will Drive Upside Despite Advertising Weakness
Baidu's fair value estimate has been raised by approximately $1 to $140.57. Analysts point to a wave of price target upgrades, driven by progress in AI chip development and solid performance in cloud computing, despite ongoing advertising headwinds.Analysts Raise Baidu Price Targets on AI and Cloud Optimism Despite Advertising Concerns
Baidu's analyst fair value estimate has increased from $127.36 to $139.50. Analysts cite rising price targets driven by optimism around AI chip potential, strong cloud growth, and a favorable re-evaluation of the company’s business segments.China Digital Boom Will Fuel AI Cloud Potential Amid Risks
Baidu's fair value estimate has been raised to $127.36 from $117.66. Analysts cite growing momentum in AI initiatives and the strengthening of its chip and enterprise cloud businesses as key drivers for their upward price target revisions.China Digital Boom Will Fuel AI Cloud Potential Amid Risks
Analysts have raised Baidu’s price target from $101.76 to $117.66, citing progress in AI, strong Kunlun chip momentum—especially in enterprise cloud and notable customer wins like China Mobile—which are expected to offset lingering online advertising headwinds and support a higher valuation. Analyst Commentary Bullish analysts cite Baidu's recent advancements in artificial intelligence, including securing large customers for AI partnerships and progress on the Kunlun chip.China Digital Boom Will Fuel AI Cloud Potential Amid Risks
Analysts have modestly raised Baidu's price target to $101.76, citing ongoing monetization headwinds in online marketing due to the AI search transition, which are partially offset by strong momentum in the AI cloud business and a relatively attractive valuation. Analyst Commentary Continued monetization headwinds in Baidu's online marketing business due to the transition toward AI-powered search.Baidu: We Have Seen A Business Like This Before
Mar 26Baidu: Phoenix Is Rising From The Ashes
Mar 20Baidu: Struggling A Bit, But Is Undervalued With Long-Term Potential
Feb 19Baidu: Big AI Upside With Downside Protection
Feb 04Baidu: Too Cheap To Ignore
Jan 07Baidu Is Cheap And Has Low Growth, But AI Is A Wildcard
Dec 27
ERNIE 40 Turbo And AI Cloud Fuel A Promising Transformation Toward Growth And Innovation
AI-driven transformation and ERNIE expansion could boost revenue and user engagement through enhanced product offerings and enterprise adoption.Baidu Q3 2024 Review: The Good, The Bad, And The Ugly
Nov 22The Big Short's Michael Burry: Betting On China With Baidu And Others
Nov 15Baidu: Buy After The Post-Stimulus-News Dip, Big FCF Yield
Nov 06It's Time To Buy Baidu Again
Oct 25Baidu: Re-Evaluating The AI Outlook
Oct 02Baidu: Be Greedy When Others Are Fearful
Sep 17Baidu: 7.4X P/E, Strong FCF And Capital Return Potential
Sep 01Baidu Stock: Why Some Institutional Investors Have Been Loading Up
Aug 23Baidu: China's AI And Robotaxi Leader Is In The Discount Bin
Aug 15Baidu: GenAI May Take Years To Drive Overall Revenue Growth
Jul 15It's Time To Buy Baidu
Jul 02Baidu: Very Deep Safety Margin
Jun 22Baidu: Facing Competition In AI But Potential Seasonality-Led Upside
Jun 10Baidu Q1 Earnings: The Turnaround Is Finally Gaining Momentum
May 17Baidu Is Poised To Make The Most Of China's AI Comeback
May 07Baidu: Buy The AI Story Without Paying For It
Apr 18Finansal Durum Analizi
Kısa Vadeli Yükümlülükler: BIDU 'nin kısa vadeli varlıkları ( CN¥152.0B ) kısa vadeli yükümlülüklerini ( CN¥86.3B ) aşıyor.
Uzun Vadeli Yükümlülükler: BIDU şirketinin kısa vadeli varlıkları ( CN¥152.0B ) uzun vadeli yükümlülüklerini ( CN¥73.1B ) aşmaktadır.
Borç-Özkaynak Tarihçesi ve Analizi
Borç Seviyesi: BIDU şirketinin toplam borcundan daha fazla nakiti var.
Borcun Azaltılması: BIDU 'nin borç/öz sermaye oranı son 5 yılda 39.4% seviyesinden 30.9% seviyesine düştü.
Borç Kapsamı: BIDU 'nin işletme nakit akışı negatif olduğundan borçlar iyi karşılanamıyor.
Faiz Kapsamı: BIDU ödediğinden daha fazla faiz kazandırıyor, dolayısıyla faiz ödemelerinin karşılanması bir sorun teşkil etmiyor.
Bilanço
Sağlıklı şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/04 22:27 |
| Gün Sonu Hisse Fiyatı | 2026/05/04 00:00 |
| Kazançlar | 2025/12/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Baidu, Inc. 71 Bu analistlerden 35, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Zixiao Yang | Arete Research Services LLP |
| null null | Argus Research Company |
| Alicia Yap | Barclays |