BaiduBIDU
BIDU
About: Baidu is the largest internet search engine in China with over 50% share of the search engine market in 2024 per web analytics firm, Statcounter. The firm generated 72% of core revenue from online marketing services from its search engine in 2023. Outside its search engine, Baidu is a technology-driven company and its other major growth initiatives are artificial intelligence cloud, video streaming services, voice recognition technology, and autonomous driving.
Employees: 45,500
0
Funds holding %
of 7,290 funds
0
Analysts bullish %
of 5 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
0.11% less ownership
Funds ownership: 3.16% [Q3] → 3.04% (-0.11%) [Q4]
6% less funds holding in top 10
Funds holding in top 10: 16 [Q3] → 15 (-1) [Q4]
11% less call options, than puts
Call options by funds: $1.23B | Put options by funds: $1.38B
14% less funds holding
Funds holding: 490 [Q3] → 420 (-70) [Q4]
15% less repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 147
22% less capital invested
Capital invested by funds: $7.46B [Q3] → $5.85B (-$1.61B) [Q4]
46% less first-time investments, than exits
New positions opened: 64 | Existing positions closed: 118
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$85
3%
downside
Avg. target
$111
27%
upside
High target
$141
60%
upside
5 analyst ratings
3 positive
60%
2 neutral
40%
0 negative
0%
Benchmark Fawne Jiang 80% 1-year accuracy 48 / 60 met price target | 48%upside $130 | Buy Reiterated | 19 Feb 2025 |
Mizuho James Lee 90% 1-year accuracy 27 / 30 met price target | 19%upside $105 | Outperform Maintained | 19 Feb 2025 |
Barclays Jiong Shao 78% 1-year accuracy 28 / 36 met price target | 8%upside $95 | Equal-Weight Maintained | 11 Feb 2025 |
Citigroup Alicia Yap 69% 1-year accuracy 22 / 32 met price target | 60%upside $141 | Buy Maintained | 29 Nov 2024 |
Susquehanna Shyam Patil 75% 1-year accuracy 36 / 48 met price target | 3%downside $85 | Neutral Downgraded | 25 Nov 2024 |
Financial journalist opinion
Based on 45 articles about BIDU published over the past 30 days
Neutral
Zacks Investment Research
21 hours ago
Wall Street Analysts See Baidu Inc. (BIDU) as a Buy: Should You Invest?
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Positive
The Motley Fool
3 days ago
Better AI Stock in 2025: Alibaba or Baidu?
Once a neglected group, Chinese tech companies have recently captured the attention of investors thanks to a series of positive developments, such as the huge government stimulus and the rise of artificial intelligence (AI) services like DeepSeek.
Neutral
CNBC International TV
4 days ago
The risk reward for Alibaba is "darn good", but Baidu's search business is at risk: Analyst
Barclays' Jiong Shao says that with the largest cloud infrastructure in Asia, Alibaba is just getting started on capitalizing from the AI trends. He also highlights the ‘innovator's dilemma' Baidu faces as it pursues a chatbot strategy in tandem with its search business.
Positive
Benzinga
5 days ago
Baidu's AI Cloud, Robotaxi Growth And Accelerated Buybacks Position It For Strong 2025: Analyst
Benchmark analyst Fawne Jiang reiterated Baidu BIDU with a Buy rating and a $130 price target.
Negative
Seeking Alpha
5 days ago
Baidu: AI Leadership In Question Amid Macroeconomic And Competitive Pressures
Baidu's 4Q24 results were mixed, with Baidu Core revenue slightly beating estimates but iQIYI revenue missing expectations, leading to a cautious outlook. The company's AI leadership is under threat from competitors like DeepSeek and Apple's partnership with Alibaba, raising concerns about its future competitiveness. Advertising revenue continues to decline due to China's weak macro environment, with no visible turnaround expected, impacting Baidu's overall growth prospects.
Positive
Seeking Alpha
5 days ago
Baidu: Struggling A Bit, But Is Undervalued With Long-Term Potential
Despite recent underperformance, I remain long-term bullish on Baidu due to its undervaluation and growth potential in AI, cloud, and autonomous driving. Baidu's Q4 and FY 2024 results showed mixed performance, with revenue declines but significant EPS growth driven by higher "other income.". Baidu faces challenges in its core search business, losing market share to Bing, but its AI Cloud and Apollo Go show promising growth.
Positive
Zacks Investment Research
6 days ago
Empire State Manufacturing Increase More Than Expected
Pre-market futures are starting a new holiday-shortened trading week higher, with all four major indexes currently riding in the green. The Dow is +81 points at this hour, the S&P 500 is +23, the Nasdaq +96 points and the small-cap Russell 2000 +9.
Neutral
Seeking Alpha
6 days ago
Baidu, Inc. (BIDU) Q4 2024 Earnings Call Transcript
Baidu, Inc. (NASDAQ:BIDU ) Q4 2024 Earnings Conference Call February 18, 2025 7:30 AM ET Company Participants Juan Lin - Director, Investor Relations Robin Li - Co-Founder & Chief Executive Officer Junjie He - Interim CFO Conference Call Participants Alicia Yap - Citigroup Lincoln Kong - Goldman Sachs Alex Yao - JPMorgan Gary Yu - Morgan Stanley Wei Xiong - UBS Miranda Zhuang - Bank of America Securities Thomas Chong - Jefferies Operator Hello and thank you for standing by for Baidu's Fourth Quarter and Fiscal Year 2024 Earnings Conference Call. At this time, all participants are in listen-only mode.
Neutral
Schwab Network
6 days ago
DAL Crash Aftermath, BIDU Slips on Earnings, STZ's Berkshire Stake
Baidu (BIDU) slipped despite posting an earnings beat. Diane King Hill discusses the how recent weakness in China plays a role behind investor sentiment.
Negative
Schwab Network
6 days ago
'BIDU not growing is problematic'
Baidu (BIDU) shares are slumping after the company saw profits decline last quarter. Brendan Ahern of Kraneshares said that the company's outlook is being hurt by the lack of stimulus and growth in the Chinese economy.
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