Confident Investing Starts With TipRanks Premium

Get 55% Off
TipRanks
Go Ultimate55% OFF

Baidu (BIDU) Stock Price & Analysis

14,320 Followers

BIDU Stock Chart & Stats

$76.97$0.07(0.09%)
At close: 4:00 PM EST
$80$90$100$110Aug 10Aug 24Sep 8Sep 21Oct 5Oct 19Nov 2
Day’s Range
$76.62 - $77.38
52-Week Range
$75.80 - $165.30
Previous Close
$76.90
Volume
N/A
Average Volume (3M)
2.22M
Market Cap
$25.55B
Enterprise Value
$34.91B
Total Cash (Recent Filing)
$166.48B
Total Debt (Recent Filing)
$112.94B
Price to Earnings (P/E)
―
Beta
1.35
Next Earnings
Nov 16, 2026 (Est.)
EPS Estimate
0.96
Next Dividend Ex-Date
N/A
Dividend Yield
N/A

Bulls Say, Bears Say

Bulls Say

AI Cloud Growth

Rapid AI Cloud expansion, particularly in GPU Cloud, indicates strong demand for Baidu’s infrastructure and model capabilities. Improving margins and proprietary-chip cost advantages could make this growth increasingly durable and help diversify earnings beyond advertising over the next several quarters.

AI Business Adoption

AI already represents about half of Baidu General Business revenue, showing that the company is converting its technology investments into a meaningful operating franchise. This mix shift can strengthen growth quality, broaden enterprise exposure, and reduce reliance on the mature search advertising model.

Balance Sheet Strength

Manageable leverage and a substantial equity base provide Baidu with financial resilience while it funds chips, cloud, models, applications, and autonomous driving. This balance-sheet capacity supports sustained investment and gives management flexibility despite current earnings volatility.

Bears Say

Profitability Deterioration

The swing from strong prior-year profitability to a TTM net loss shows that Baidu’s earnings power is currently under pressure. Lower operating margins reduce internal funding capacity, weaken returns on invested capital, and make the success of ongoing AI investments more important to future recovery.

Weak Free Cash Flow

Negative TTM free cash flow, following negative operating and free cash flow in 2025, signals that investment and operating demands are exceeding cash generation. Persistent volatility could constrain capital allocation flexibility and increase reliance on the balance sheet to support strategic growth.

Advertising And Revenue Pressure

Advertising remains Baidu’s historically dominant monetization engine, so continued pressure in online marketing can weigh on consolidated growth while AI businesses scale. Management’s deliberate prioritization of product experience over near-term monetization may prolong the transition and challenge revenue stability.

Baidu News

BIDU FAQ

What was Baidu’s price range in the past 12 months?
Baidu lowest stock price was $75.80 and its highest was $165.30 in the past 12 months.
What is Baidu’s market cap?
Baidu’s market cap is $25.55B.
When is Baidu’s upcoming earnings report date?
Baidu’s next earnings report is estimated for Nov 16, 2026 (not yet confirmed), which is in 12 days.
How were Baidu’s earnings last quarter?
Baidu released its earnings results on Aug 18, 2026. The company reported $1.082 earnings per share for the quarter, missing the consensus estimate of $1.402 by -$0.319.
Is Baidu overvalued?
According to Wall Street analysts Baidu’s price is currently Undervalued.
Does Baidu pay dividends?
Baidu does not currently pay dividends.
What is Baidu’s EPS estimate?
Baidu’s EPS estimate is 0.96.
How many shares outstanding does Baidu have?
Baidu has 276,192,660 shares outstanding.
What happened to Baidu’s price movement after its last earnings report?
Baidu reported an EPS of $1.082 in its last earnings report, missing expectations of $1.402. Following the earnings report the stock price went down -12.726%.
Which hedge fund is a major shareholder of Baidu?
Hedge funds hold Baidu shares: the largest hedge-fund position in Baidu is 70,146,558 shares, and hedge funds decreased their holdings by 1.1M shares last quarter.
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology