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 7,398 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
0.11% less ownership
Funds ownership: 3.15% [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
13% less funds holding
Funds holding: 489 [Q3] → 426 (-63) [Q4]
16% less repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 148
22% less capital invested
Capital invested by funds: $7.46B [Q3] → $5.85B (-$1.6B) [Q4]
42% less first-time investments, than exits
New positions opened: 68 | Existing positions closed: 118
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$95
4%
upside
Avg. target
$110
21%
upside
High target
$130
42%
upside
3 analyst ratings
2 positive
67%
1 neutral
33%
0 negative
0%
Benchmark Fawne Jiang 67% 1-year accuracy 39 / 58 met price target | 42%upside $130 | Buy Reiterated | 19 Feb 2025 |
Mizuho James Lee 55% 1-year accuracy 16 / 29 met price target | 15%upside $105 | Outperform Maintained | 19 Feb 2025 |
Barclays Jiong Shao 74% 1-year accuracy 26 / 35 met price target | 4%upside $95 | Equal-Weight Maintained | 11 Feb 2025 |
Financial journalist opinion
Based on 55 articles about BIDU published over the past 30 days
Negative
Barrons
1 day ago
Alibaba, Baidu Stocks Fall as China Tech Enters Correction Territory
Shares fell Monday as the Hang Seng Tech index continued its slump.
Neutral
PRNewsWire
4 days ago
Baidu's Apollo Go Partners with Autogo in Plan to Build Abu Dhabi's Largest Robotaxi Fleet
During the initial period, Apollo Go and Autogo will collaborate to deploy dozens of autonomous vehicles in Abu Dhabi, with phased expansion planned ahead of full commercial operations by 2026. This marks Apollo Go's further expansion into the UAE, applying its proven autonomous driving technology and operational experience from China.
Neutral
PRNewsWire
4 days ago
Baidu's Apollo Go Enters Strategic Partnership with Dubai RTA to Deploy Robotaxis in Dubai
The first 100 Apollo Go autonomous vehicles to be deployed in Dubai by the end of 2025, with no less than 1,000 to be deployed over the next three years This marks a major milestone in Apollo Go's international expansion, after it was granted the very first autonomous vehicle pilot license in Hong Kong BEIJING , March 28, 2025 /PRNewswire/ -- Baidu Inc. (NASDAQ: BIDU and HKEX: 9888) today announced that its autonomous ride-hailing platform, Apollo Go, has signed a strategic cooperation agreement with the Roads and Transport Authority (RTA) of Dubai to launch autonomous driving testing and services in the city. This marks Apollo Go's first international fleet deployment outside of mainland China and Hong Kong, and its first entry into the Middle East.
Positive
Zacks Investment Research
4 days ago
Wall Street Analysts Think Baidu Inc. (BIDU) Is a Good Investment: Is It?
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?
Neutral
PRNewsWire
4 days ago
Baidu, Inc. Files Its Annual Report on Form 20-F
BEIJING , March 28, 2025 /PRNewswire/ -- Baidu, Inc. (NASDAQ: BIDU and HKEX: 9888 (HKD Counter) and 89888 (RMB Counter)) ("Baidu" or the "Company"), a leading AI company with a strong internet foundation, today announced it filed its annual report on Form 20-F for the fiscal year ended December 31, 2024 with the Securities and Exchange Commission on March 28, 2025 (the "Form 20-F"). The Form 20-F can be accessed on the Company's investor relations website at http://ir.baidu.com.
Positive
Zacks Investment Research
4 days ago
Why the Market Dipped But Baidu Inc. (BIDU) Gained Today
Baidu Inc. (BIDU) closed the most recent trading day at $98.41, moving +0.93% from the previous trading session.
Positive
Market Watch
5 days ago
Forget the Mag 7. The ‘Terrific 10' Are the Tech Bet for 2025.
Nvidia NVDA-5.74%, Tesla TSLA-5.58%, and the rest of Big Tech are having a rough go of it, while China's Terrific 10— Alibaba 9988+0.46%, Tencent 700+0.49%, Meituan 3690+1.81%, Xiaomi 1810-4.17%, JD.com JD+0.75%, NetEase NTES+1.05%, Baidu BIDU+2.22%, BYD 002594+2.79%, Geely 175-1.05%, and SMIC 981+4.24%—are not. That raises the question: Are the Mag Seven yesterday's news and is it time to focus on their Chinese counterparts instead?
Positive
Seeking Alpha
5 days ago
Baidu: AI Growth And Further Signs Of Bottoming Out Support A Bullish Narrative
J.P. Morgan Asset Management expects China to outperform US stocks over the next 10-15 years, supporting a bullish outlook on Baidu. Baidu's Q4 results showed strong AI demand and growth in its AI Cloud Group, despite a decline in online marketing revenue. Baidu's technical chart is mixed, but potential bullish patterns and improving RSI momentum suggest upside ahead of the next earnings report in May.
Positive
Seeking Alpha
6 days ago
Baidu Inc: We Have Seen A Business Like This Before
Baidu, often called "China's Google," offers significant upside potential, trading at a fraction of Google's valuation with a price-to-sales ratio of 1.79 and PE of 10.33. Baidu's diversification into AI, autonomous driving, cloud computing, and other sectors positions it for future growth beyond its dominant 51.45% search engine market share in China. Despite regulatory and geopolitical risks, Baidu's strategic investments and market position make it a compelling opportunity for risk-tolerant investors seeking exposure to China's digital economy.
Positive
The Motley Fool
6 days ago
Prediction: 2 Stocks That Will Be Worth More Than AppLovin 2 Years From Now
AppLovin (APP 1.88%), a publisher of mobile games and app monetization tools, went public on April 15, 2021, at $80. Today, its stock trades at about $315 -- so a $10,000 investment would have grown to over $39,000 in less than four years.
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