GAM Holding AG Purchases 4,388 Shares of Baidu, Inc. $BIDU

GAM Holding AG grew its holdings in Baidu, Inc. (NASDAQ:BIDU) by 50.7% in the third quarter, HoldingsChannel reports. The fund owned 13,046 shares of the information services provider’s stock after buying an additional 4,388 shares during the period. GAM Holding AG’s holdings in Baidu were worth $1,719,000 as of its most recent filing with the SEC.

Several other large investors also recently modified their holdings of BIDU. Primecap Management Co. CA increased its stake in Baidu by 1.4% in the second quarter. Primecap Management Co. CA now owns 12,116,750 shares of the information services provider’s stock valued at $1,039,132,000 after acquiring an additional 170,414 shares during the last quarter. RPD Fund Management LLC boosted its position in Baidu by 161.6% during the 2nd quarter. RPD Fund Management LLC now owns 1,258,856 shares of the information services provider’s stock worth $107,959,000 after buying an additional 777,570 shares during the period. Kingstone Capital Partners Texas LLC acquired a new position in Baidu in the 2nd quarter valued at approximately $80,618,000. Polunin Capital Partners Ltd raised its stake in shares of Baidu by 19.9% during the third quarter. Polunin Capital Partners Ltd now owns 412,368 shares of the information services provider’s stock valued at $58,556,000 after acquiring an additional 68,496 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership grew its stake in shares of Baidu by 28.9% in the second quarter. Arrowstreet Capital Limited Partnership now owns 366,002 shares of the information services provider’s stock worth $31,388,000 after purchasing an additional 82,129 shares during the last quarter.

Baidu News Roundup

Here are the key news stories impacting Baidu this week:

• Positive Sentiment: Baidu announced a proposed spin‑off and separate Hong Kong listing of Kunlunxin, making the plan official and signaling management intends to unlock value and allow the chip arm to raise capital independently. Baidu Announces Proposed Spin-off and Separate Listing of Kunlunxin (PR Newswire)
• Positive Sentiment: Kunlunxin confidentially filed for a Hong Kong listing, confirming regulatory steps are underway and increasing odds the unit becomes a standalone public company — a catalyst for re‑rating Baidu on potential asset monetization. Baidu’s AI chip arm Kunlunxin files confidentially for Hong Kong listing (Reuters)
• Positive Sentiment: Major outlets report the confidential Hong Kong IPO filing and highlight investor enthusiasm for domestic AI chip plays — broad media coverage helps drive demand for BIDU stock ahead of and after the listing. Baidu Files Hong Kong IPO for AI Chip Unit Kunlunxin (Yahoo Finance)
• Positive Sentiment: Unusual options activity showed a pickup in call buying (about 63,458 calls), indicating speculative bullish positioning that can amplify short‑term upside momentum.
• Neutral Sentiment: Analysts and articles note Baidu’s relatively healthy balance sheet, which supports the company’s ability to execute a spin‑off and for Kunlunxin to operate independently; this is supportive but not immediately catalytic. Baidu Has A Pretty Healthy Balance Sheet (Yahoo Finance)
• Negative Sentiment: A Pomerantz law firm investor alert is investigating claims on behalf of Baidu investors, which could present legal/PR risk if it develops into litigation — an overhang to monitor. Investor Alert: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Baidu, Inc. (PR Newswire)

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on BIDU. Daiwa Capital Markets set a $160.00 price target on shares of Baidu and gave the stock a “buy” rating in a research report on Tuesday, October 14th. Zacks Research raised Baidu from a “strong sell” rating to a “hold” rating in a research note on Tuesday, September 16th. Morgan Stanley dropped their price objective on shares of Baidu from $140.00 to $130.00 and set an “equal weight” rating on the stock in a research note on Wednesday, November 19th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Baidu in a research report on Monday, December 29th. Finally, National Bankshares upgraded shares of Baidu to an “outperform” rating in a report on Monday, November 24th. Two analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $147.44.

Baidu Stock Up 15.0%

Shares of NASDAQ BIDU opened at $150.30 on Friday. The business has a 50-day moving average of $123.20 and a 200-day moving average of $110.17. Baidu, Inc. has a 12 month low of $74.71 and a 12 month high of $151.08. The company has a current ratio of 1.91, a quick ratio of 1.91 and a debt-to-equity ratio of 0.23. The firm has a market capitalization of $51.92 billion, a price-to-earnings ratio of 49.93 and a beta of 0.30.

Baidu Company Profile

Baidu, Inc, founded in 2000 and headquartered in Beijing, is a Chinese multinational technology company best known for operating one of China’s leading internet search engines. The company built its business around online search and related advertising services, providing search, content aggregation and targeted ad placements to consumers and marketers across China. Baidu went public on the NASDAQ in 2005 and has since diversified beyond search into a broader technology and AI-focused portfolio.

Core products and services include the Baidu search platform and mobile app, Baidu Maps and Baidu Baike (an online encyclopedia), along with digital content initiatives.