Baidu, Inc. (NASDAQ:BIDU) Receives Average Recommendation of “Moderate Buy” from Analysts

Shares of Baidu, Inc. (NASDAQ:BIDU) have earned an average rating of “Moderate Buy” from the twenty-two brokerages that are covering the firm, MarketBeat reports. One equities research analyst has rated the stock with a sell rating, five have issued a hold rating, fourteen have given a buy rating and two have given a strong buy rating to the company. The average 12 month target price among brokerages that have issued a report on the stock in the last year is $152.1667.

Several research firms recently commented on BIDU. Barclays raised their target price on Baidu from $81.00 to $100.00 and gave the stock an “equal weight” rating in a research report on Wednesday, November 19th. Zacks Research raised shares of Baidu from a “hold” rating to a “strong-buy” rating in a report on Monday, January 19th. JPMorgan Chase & Co. raised shares of Baidu from a “neutral” rating to an “overweight” rating and raised their target price for the company from $110.00 to $188.00 in a research note on Monday, November 24th. Jefferies Financial Group upped their price objective on Baidu from $159.00 to $181.00 and gave the company a “buy” rating in a report on Friday, January 2nd. Finally, Deutsche Bank Aktiengesellschaft raised shares of Baidu from a “hold” rating to a “buy” rating and set a $160.00 price target for the company in a report on Thursday, November 6th.

Trending Headlines about Baidu

Here are the key news stories impacting Baidu this week:

• Positive Sentiment: Major AI upgrade — Baidu released the Ernie 5.0 large model (reported to rival Google/OpenAI), a catalyst that pushed shares to a near three‑year high as the model outperformed peers in key areas. Baidu (BIDU) Stock Surges on AI Model Launch That Rivals Tech Giants
• Positive Sentiment: Apollo Go expansion — Baidu launched commercial robotaxi operations in Abu Dhabi (driverless service), a tangible monetization and global commercialization milestone for its autonomous-driving unit. Why Baidu (BIDU) Is Up 7.8% After Launching Driverless Robotaxis In Abu Dhabi
• Positive Sentiment: Analyst support — Wall Street analyst coverage remains favorable with several Buy/overweight views called out in recent writeups, supporting conviction in BIDU’s AI growth story. Wall Street Analysts See Baidu Inc. (BIDU) as a Buy: Should You Invest?
• Neutral Sentiment: Upcoming earnings — Baidu set its Q4 and full‑year 2025 results release for Feb 26; results and forward guidance will be the next major catalyst and could amplify volatility. Baidu to Report Fourth Quarter and Fiscal Year 2025 Financial Results on February 26, 2026
• Neutral Sentiment: Unusual options flows — elevated options trading was flagged, which can signal speculative positioning or hedging ahead of catalysts; this increases short‑term volatility risk. Baidu Target of Unusually High Options Trading (NASDAQ:BIDU)
• Neutral Sentiment: Valuation and expansion review — analysts and commentators are reassessing BIDU’s valuation in light of Ernie 5.0 and Apollo Go’s global expansion; upside depends on product monetization and margin leverage. Assessing Baidu (BIDU) Valuation After Apollo Go’s Abu Dhabi Launch And Global AI Expansion
• Negative Sentiment: Competitive risk — Chinese rivals (Alibaba, ByteDance) are advancing agentic AI features that enable real‑world transactions, increasing competitive pressure on Baidu’s AI assistant and monetization pathways. Alibaba’s AI Now Orders Your Food, Books Your Flights
• Negative Sentiment: Short‑term profit‑taking — after the recent run to multi‑year highs on product news, the stock is pulling back today as some investors lock in gains and position ahead of earnings.

Institutional Inflows and Outflows

Hedge funds have recently modified their holdings of the company. Capital Advisors Inc. OK bought a new position in Baidu in the second quarter valued at approximately $1,715,000. Fluent Financial LLC increased its stake in shares of Baidu by 16.2% during the second quarter. Fluent Financial LLC now owns 23,606 shares of the information services provider’s stock worth $2,024,000 after purchasing an additional 3,286 shares during the period. ARK Investment Management LLC lifted its holdings in shares of Baidu by 129.4% during the second quarter. ARK Investment Management LLC now owns 294,447 shares of the information services provider’s stock worth $25,252,000 after buying an additional 166,088 shares in the last quarter. Voya Investment Management LLC bought a new stake in Baidu in the 3rd quarter valued at about $2,027,000. Finally, Greenwood Capital Associates LLC increased its stake in Baidu by 36.9% during the 2nd quarter. Greenwood Capital Associates LLC now owns 38,976 shares of the information services provider’s stock worth $3,343,000 after acquiring an additional 10,501 shares during the period.

Baidu Stock Down 0.7%

Shares of BIDU opened at $161.44 on Monday. The company has a 50-day simple moving average of $130.93 and a 200-day simple moving average of $116.77. The company has a debt-to-equity ratio of 0.23, a quick ratio of 1.91 and a current ratio of 1.91. Baidu has a 52 week low of $74.71 and a 52 week high of $165.30. The firm has a market capitalization of $55.77 billion, a P/E ratio of 53.63 and a beta of 0.30.

About Baidu

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.