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Baidu, Inc. BIDU

Communication Services — Internet Content & Information

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Insider Decisions

Total sells
2.00
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — — — — — — — 1 — — — —
Insider Ownership
18.68%

Capital & Financial Ratios

Market Cap
24,750.00
Revenue
18,686.00
Net Income
780.00
Free Cash Flow
3,013.61
Net Debt
(12,601.00)
Current Ratio
2.33
Debt/Equity
0.29
P/E ratio
0.00
P/S ratio
1.63
P/B ratio
0.77
Past 5Y EPS Growth
61.95%
This Y EPS Growth
(27.13%)
Next Y EPS Growth
20.49%
Next 5Y EPS Growth
1.28%
in millions of $

Dividends

Payout Ratio
0.00
Annual Dividend Rate
—
Annual Dividend Yield
—
total individual payouts
2025 ‡‡‡
2024 ‡‡‡
2023 ‡‡‡
2022 ‡‡‡
2021 ‡‡‡
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 28,931.00 19,061.00 16,515.00 24,527.00
Receivables 1,729.00 1,492.00 1,964.00 2,095.00
Inventory — — — —
Other 1,772.00 2,580.00 3,253.00 3,940.00
32,432.00 23,133.00 21,732.00 30,562.00
2023 2024 2025 Q'26
Payables 5,538.00 5,923.00 5,561.00 6,169.00
ST’ Debt 395.00 56.00 2,320.00 299.00
Other 2,060.00 2,003.00 1,866.00 1,889.00
10,768.00 11,091.00 12,344.00 13,134.00
in millions of $

Compound Annual Growth

10y 5y 3y
Sales ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Cash Flow ‡‡‡ ‡‡‡ ‡‡‡
Earnings ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Book Value ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡

Revenue

Mar Jun Sep Dec Year
’26 4,650.00 4,617.00 — —
—
’25 4,472.00 4,567.00 4,379.00 5,040.00
18,458.00
’24 4,365.00 4,669.00 4,782.00 4,422.00
18,238.00
’23 4,535.00 4,697.00 4,721.00 5,005.00
18,958.00
’22 4,482.00 4,426.00 4,574.00 4,449.00
17,931.00
’21 4,294.00 4,855.00 4,954.00 5,433.00
19,536.00
’20 3,184.00 3,685.00 4,158.00 5,383.00
16,410.00
in millions of $

Operating Cash Flow

Mar Jun Sep Dec Year
’26 — — — —
—
’25 — — — (431.00)
(431.00)
’24 — — — 2,909.00
2,909.00
’23 852.28 1,492.74 1,235.61 5,157.00
5,157.00
’22 295.00 1,154.53 1,224.42 3,794.00
3,794.00
’21 628.00 1,231.00 517.53 3,158.00
3,158.00
’20 315.52 1,470.00 1,161.42 3,709.00
3,709.00
in millions of $

Free Cash Flow

Mar Jun Sep Dec Year
’26 — — — —
—
’25 — — — (2,349.00)
(2,349.00)
’24 — — — 1,778.00
1,778.00
’23 852.28 1,492.74 1,235.61 3,566.00
3,566.00
’22 295.00 1,154.53 1,224.42 2,577.00
2,577.00
’21 628.00 1,231.00 517.53 1,394.00
1,394.00
’20 315.52 1,251.00 1,161.42 2,892.00
2,892.00
in millions of $

EPS

Mar Jun Sep Dec Year
’26 1.27 0.85 — —
—
’25 2.98 2.84 (4.76) 0.53
1.68
’24 2.07 2.07 3.08 1.95
9.03
’23 2.32 1.95 2.50 0.95
7.76
’22 (0.45) 1.49 (0.12) 1.97
2.88
’21 11.26 (0.26) (7.48) 0.71
4.40
’20 0.00 1.46 5.86 2.31
9.96

Target Price Range

High
‡‡‡‡‡
‡‡‡‡‡
Average
‡‡‡‡‡
‡‡‡‡‡
Low
‡‡‡‡‡
‡‡‡‡‡

Recommendation Rating

1.5
1
Buy
2
3
Hold
4
5
Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ 73.58 103.32 78.95 74.71 — — —
Low Price
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 171.87 160.88 119.75 149.51 — — —
High Price
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 41,300 39,800 35,900 33,500 — — —
Employees
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.43 0.48 0.51 0.55 — — —
Revenue/Emp
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 17,931.00 18,958.00 18,238.00 18,458.00 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 48.31% 51.69% 50.35% 43.88% — — —
Gross Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,466.00 3,550.00 3,921.00 960.00 — — —
EBT
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 8.18% 18.73% 21.50% 5.20% ‡‡‡ ‡‡‡ ‡‡‡
EBT Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,092.00 3,036.00 3,312.00 780.00 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Net Income
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2,912.00 3,022.00 2,811.00 3,054.00 — — —
Depreciation
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 51.56 54.03 52.30 54.17 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue/Sh
‡‡‡ ‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ 2.90 7.86 9.10 1.95 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Earnings/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 10.91 14.70 8.34 (1.26) — — —
Cash Flow/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (3.50) (4.53) (3.24) (5.63) ‡‡‡ ‡‡‡ ‡‡‡
Capex/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 7.41 10.16 5.10 (6.89) — — —
Free CF/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 95.65 101.61 107.54 116.06 — — —
Book Value/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 347.75 350.88 348.75 340.75 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Shares
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 40.80 14.75 9.11 72.19 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
PE Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2.31 2.13 1.61 2.41 ‡‡‡ ‡‡‡ ‡‡‡
PS Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.25 1.14 0.78 1.13 ‡‡‡ ‡‡‡ ‡‡‡
PB Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.39 1.06 0.96 2.12 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
EV/Sales
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 10.17 5.98 3.44 12.96 — — —
EV/FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 3,794.00 5,157.00 2,909.00 (431.00) ‡‡‡ ‡‡‡ ‡‡‡
Op' Cash Flow
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (1,217.00) (1,591.00) (1,131.00) (1,918.00) ‡‡‡‡‡ — —
Capex
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2,577.00 3,566.00 1,778.00 (2,349.00) — — —
FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 19,314.00 21,664.00 12,042.00 9,388.00 — — —
Working Cap'
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 10,365.00 8,473.00 7,172.00 11,058.00 — — —
Total Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (16,505.00) (20,458.00) (11,889.00) (5,457.00) — — —
Net Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 33,261.00 35,654.00 37,503.00 39,548.00 — — —
Sh' Equity
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.74% 4.84% 5.62% 1.30% — — —
ROA
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 8.61% 12.66% 7.11% (1.53%) — — —
ROIC
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 3.00% 8.01% 8.90% 2.07% — — —
ROE
predictions in italic, sparklines do not include predictions

Analyst Commentary (Summary)

Baidu (BIDU), China’s search and AI powerhouse, has weathered a decade of explosive growth, brutal regulatory crackdowns, and a strategic pivot to AI amid U.S.-China tensions, emerging with resilient fundamentals that echo Alphabet’s early efficiency plays. Despite a 2020-2022 revenue dip from ad softness and edtech curbs, sales have compounded at 6.4% CAGR to $18.2 billion in 2024, fueled by a 21% headcount cut that boosted revenue per employee 130% to $508,000. Profitability is rebounding sharply—net income at $3.3 billion (up 203% from 2022)—backed by a fortress balance sheet with $11.9 billion in net cash, steady 50% gross margins, and capex slashed 65%.

Valuations scream bargain: 2024 PE at 9.1x (down 74% from 2016), PS at 1.6x, and PB at 0.78x—deeply compressed versus historical norms and peers like Tencent. Projections show revenue accelerating to $20.9 billion by 2027 (6.6% growth) via cloud and Ernie Bot, with EPS swinging from $2.65 (2025) to $8.54 (2027), implying PE expansion to 16x. Analyst targets suggest 810% mean upside, driven by AI tailwinds eclipsing search.

Yet risks loom—geopolitical decoupling, execution on autonomous driving/Ernie, and profitability cycles—mirroring Yahoo’s past stumbles. This undervalued recovery narrative, with 20-30% annualized return potential for patient holders, warrants scaling in gradually ahead of 2026 cloud traction.

Read full commentary →

Baidu, Inc. (BIDU) Latest News

News by impact score

Fine-tune

7 Sep

3 , 5:00 AM
Baidu gains Shanghai and Shenzhen Stock Connect access, enabling greater mainland China investor participation in its shares and raising questions over whether it now represents a stronger AI investment than Alibaba. Stock Connect inclusion broadens Baidu's mainland investor access and may lift liquidity plus valuation without fundamentally transforming operations or AI strategy.

6 Sep

3 , 8:58 PM
Baidu includes its Class A Ordinary Shares in the Shenzhen-Hong Kong Stock Connect and Shanghai-Hong Kong Stock Connect Programs. Stock connect inclusion broadens mainland investor access to Baidu shares without changing core operations or strategy.

4 Sep

3 , 7:45 AM
Baidu announces inclusion of its Class A ordinary shares in the Shanghai-Hong Kong Stock Connect Program. Stock Connect inclusion broadens investor access to Baidu shares and may lift liquidity.

3 Sep

4 , 11:59 PM
Citi identifies growth in Baidu's AI infrastructure business as a new catalyst that could drive future performance. AI infrastructure expansion represents a major strategic growth area likely to alter Baidu's trajectory and investor sentiment.

31 Aug

4 , 8:00 PM
Baidu announces dual-primary listing on the Main Board of The Stock Exchange of Hong Kong Limited. Dual-primary Hong Kong listing broadens investor access and supports capital raising.

3 www.barchart.com, 1:47 PM
Baidu stock investors should mark September 1 for a key upcoming event. September 1 marks a date likely to affect Baidu market sentiment.

27 Aug

4 , 8:15 AM
Baidu launches Apollo Go driverless rides in Dubai, marking first overseas expansion of its autonomous vehicle service. Dubai launch of Apollo Go expands Baidu autonomous driving into new international markets with major strategic implications.

26 Aug

3 , 8:00 PM
Baidu updates on voluntary conversion to dual-primary listing on Hong Kong Stock Exchange Main Board. Dual-primary HKEX listing may boost liquidity and investor access without changing core business.

25 Aug

3 , 2:55 PM
Baidu shares fell 12.7% after earnings, raising doubts on whether its AI transition is losing momentum. Earnings-driven stock drop with AI concerns can moderately shift sentiment and near-term performance without fundamentally redefining long-term trajectory.

24 Aug

4 , 12:30 PM
Baidu's robotaxi vehicles debuted in Dubai under Uber's robotaxi initiative, marking expansion of autonomous driving operations into the Middle East market. Dubai debut of Baidu robotaxis through Uber partnership marks significant international expansion for Apollo Go autonomous unit.

21 Aug

4 , 6:00 PM
Uber deploys Baidu driverless robotaxis in Dubai as part of international expansion for the Chinese firm's autonomous vehicle technology. International deployment of Baidu robotaxis via Uber marks major strategic expansion into new markets for its core autonomous driving business.

20 Aug

4 , 2:30 AM
Uber launches Baidu’s fully driverless Apollo Go in Dubai, establishing the first multi-partner autonomous network globally. Baidu Apollo Go secures major international deployment via Uber partnership in Dubai, advancing global autonomous commercialization.

4 , 2:30 AM
Baidu launches Apollo Go robotaxi service on Uber in Dubai, enabling users to hail fully driverless rides. Apollo Go Uber partnership expands Baidu autonomous vehicle operations into Dubai market.

3 247wallst.com, 8:30 AM
iQIYI is heavily investing in AI while facing pressure on its core video streaming business as a Baidu subsidiary. iQIYI strategy shift as Baidu unit may moderately affect overall performance and sentiment.

19 Aug

4 , 11:12 AM
Baidu shares dropped 14.2% after weak Q2 earnings and an accelerated shift to an AI-first strategy. Weak Q2 earnings and faster AI pivot are expected to materially pressure Baidu's financial results and stock trajectory.

3 , 4:07 PM
Morgan Stanley downgrades Baidu stock on rising AI costs. Morgan Stanley downgrade on AI cost pressures signals moderate negative pressure on Baidu stock price and sentiment.

3 , 2:10 PM
Baidu stock fell 14% after Morgan Stanley slashed its price target to $80. Morgan Stanley price target cut triggered immediate 14% Baidu stock decline with limited long-term trajectory shift.

18 Aug

4 transcript , 3:02 PM
Baidu reports Q2 2026 earnings with AI Cloud infrastructure surging 50% driven by GPU Cloud expansion. AI cloud growth signals major strategic advance in high-growth sector with potential to boost long-term revenue and market position.

4 247wallst.com, 1:18 PM
Baidu stock drops 13% after weak results challenge its AI pivot, with performance compared to Alibaba and other Chinese tech firms. Soft results directly pressure Baidu's core AI strategy and near-term market valuation.

4 www.proactiveinvestors.com, 10:34 AM
Baidu missed Q2 revenue and earnings estimates as core business slips. Q2 earnings miss combined with core business decline signals material pressure on Baidu financial results and stock trajectory.

4 transcript www.marketbeat.com, 10:04 AM
Baidu reported Q2 results and strategic updates in its earnings call, covering revenue performance, AI initiatives, and market outlook. Q2 earnings and forward guidance directly shape investor views on Baidu's growth and valuation.

4 , 5:00 AM
Baidu, Inc. announced its second quarter 2026 financial results. Quarterly earnings releases typically drive major stock moves and reassessments of company trajectory.

3 , 2:39 PM
Baidu stock tumbles on investor concerns over regulatory pressures and competitive challenges in core search and AI businesses. Stock decline signals short-term negative sentiment without evidence of fundamental long-term trajectory change.

3 , 1:32 PM
Baidu Q2 revenue missed estimates as advertising revenue declined, raising doubts over whether its AI strategy can drive future growth. Q2 advertising shortfall directly pressures core revenue while leaving AI prospects unproven.

3 , 9:53 AM
Baidu shares declined after earnings revealed risks tied to aggressive AI investments. Earnings highlight AI strategy risks that can sway near-term investor views and stock moves.

3 , 5:40 AM
Baidu shares declined after Q2 results missed estimates despite growth in its AI cloud business. Q2 earnings miss creates short-term pressure on valuation while AI cloud growth provides offsetting long-term signal.

4 Aug

4 247wallst.com, 6:08 AM
Steve Eisman warned that cheap Chinese AI models could destroy OpenAI and Anthropic valuations, highlighting competitive threats from low-cost rivals including Baidu. Chinese AI cost advantages could strengthen Baidu's positioning and lift its market prospects versus US competitors.

28 Jul

4 , 7:12 AM
Baidu begins robotaxi tests in London and obtains a driverless permit in Hong Kong. London tests and Hong Kong permit advance Baidu's international robotaxi expansion.

3 , 4:15 AM
Baidu implements governance changes, resulting in split analyst views on the company's fair value. Governance changes may influence investor sentiment and strategic direction without fundamentally altering operations or market position.

3 , 4:00 AM
Baidu's Apollo Go and Freenow by Lyft have begun road testing in London. London road testing advances Apollo Go's international expansion in autonomous vehicles.
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