Baidu (NASDAQ:BIDU) Sets New 52-Week High – Still a Buy?

Baidu, Inc. (NASDAQ:BIDU)’s share price reached a new 52-week high during mid-day trading on Tuesday . The company traded as high as $154.80 and last traded at $154.69, with a volume of 1587309 shares trading hands. The stock had previously closed at $149.53.

Key Stories Impacting Baidu

Here are the key news stories impacting Baidu this week:

• Positive Sentiment: Ernie AI hits a major scale milestone — Baidu’s Ernie assistant reportedly reached ~200 million monthly active users, boosting confidence that Baidu’s consumer-facing AI can drive engagement, ad/search monetization, and upsell into cloud/AI services. Baidu’s AI Assistant Reaches Milestone of 200 Million Monthly Active Users
• Positive Sentiment: Apollo Go robotaxi begins commercial operations in Abu Dhabi — the overseas launch signals monetization progress and international expansion for Baidu’s autonomous mobility unit, supporting longer‑term revenue diversification and the AI/autonomy growth story. Baidu Stock Climbs — Apollo Go Robotaxi Launch in Abu Dhabi
• Positive Sentiment: Analyst support underscores upside — Jefferies reiterated a Buy, citing AI‑led growth, asset unlocks and potential capital returns (buybacks/dividends) as pillars for valuation support, giving investors a Wall Street endorsement for the AI play. AI-Led Growth, Asset Unlocks, and Capital Returns Underpin Baidu Buy Rating
• Positive Sentiment: Sector narrative and bargain-hunting interest — Coverage highlighting “Chinese internet stocks with big upside” and discounted valuations has investors re-evaluating names like Baidu amid the AI upgrade cycle. This macro/sector sentiment supports additional inflows. 2 Chinese Stocks With Big Upside
• Neutral Sentiment: Shareholder mix and consensus ratings — Retail investors own ~41% of shares versus ~40% held by institutions, and analysts’ consensus is around “Moderate Buy.” That suggests both retail momentum and professional support, but also potential for higher volatility if retail sentiment shifts. Baidu, Inc. (NASDAQ:BIDU) most popular amongst individual investors who own 41% of the shares

Wall Street Analysts Forecast Growth

A number of research firms have recently weighed in on BIDU. Nomura Securities upgraded shares of Baidu from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, November 19th. Deutsche Bank Aktiengesellschaft raised shares of Baidu from a “hold” rating to a “buy” rating and set a $160.00 price objective for the company in a research note on Thursday, November 6th. National Bankshares upgraded shares of Baidu to an “outperform” rating in a research report on Monday, November 24th. Dbs Bank raised shares of Baidu from a “hold” rating to a “buy” rating and boosted their target price for the stock from $85.00 to $177.00 in a research note on Thursday, September 25th. Finally, Daiwa Capital Markets set a $160.00 price target on Baidu and gave the company a “buy” rating in a research note on Tuesday, October 14th. Two research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $152.17.

Baidu Price Performance

The stock has a market cap of $51.82 billion, a P/E ratio of 49.84 and a beta of 0.30. The company’s 50 day moving average price is $128.15 and its 200-day moving average price is $115.17. The company has a quick ratio of 1.91, a current ratio of 1.91 and a debt-to-equity ratio of 0.23.

Institutional Investors Weigh In On Baidu

A number of institutional investors have recently made changes to their positions in BIDU. Myriad Asset Management US LP bought a new position in shares of Baidu during the fourth quarter worth about $340,000. Ethos Financial Group LLC bought a new stake in Baidu in the fourth quarter valued at approximately $228,000. Signaturefd LLC increased its position in Baidu by 8.4% during the 4th quarter. Signaturefd LLC now owns 1,276 shares of the information services provider’s stock valued at $167,000 after purchasing an additional 99 shares during the period. Arta Finance Wealth Management LLC bought a new position in Baidu during the 4th quarter worth approximately $339,000. Finally, Polunin Capital Partners Ltd lifted its position in shares of Baidu by 0.3% in the 4th quarter. Polunin Capital Partners Ltd now owns 413,496 shares of the information services provider’s stock worth $54,027,000 after purchasing an additional 1,128 shares during the period.

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.