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Baidu (BIDU) Stock Price & Analysis

14,327 Followers

BIDU Stock Chart & Stats

$78.14$0.51(0.66%)
At close: 4:00 PM EST
$80$90$100Aug 17Aug 31Sep 14Sep 28Oct 12Oct 26Nov 9
Day’s Range
$76.39 - $78.20
52-Week Range
$75.80 - $165.30
Previous Close
$77.63
Volume
N/A
Average Volume (3M)
2.28M
Market Cap
$25.94B
Enterprise Value
$34.91B
Total Cash (Recent Filing)
$166.48B
Total Debt (Recent Filing)
$112.94B
Price to Earnings (P/E)
―
Beta
1.32
Next Earnings
Nov 16, 2026 (Est.)
EPS Estimate
0.9
Next Dividend Ex-Date
N/A
Dividend Yield
N/A

Bulls Say, Bears Say

Bulls Say

AI Cloud Growth

Rapid AI Cloud expansion, particularly GPU Cloud, supports a durable shift toward higher-growth infrastructure and platform services. Improving margins and proprietary-chip cost advantages could strengthen profitability as enterprise AI adoption and token demand scale over the next several quarters.

AI Revenue Mix

AI-powered activities now represent a substantial share of General Business revenue, showing that diversification is becoming commercially meaningful rather than experimental. A larger AI mix can reduce dependence on mature search advertising and create broader recurring demand across cloud, models, and applications.

Balance Sheet Strength

Manageable leverage and a large equity base provide financial resilience while Baidu funds AI chips, cloud infrastructure, models, and applications. This balance-sheet capacity gives management room to pursue multi-year investments and absorb volatility without relying primarily on additional borrowing.

Bears Say

Revenue And Advertising Pressure

Continued advertising pressure weighs on Baidu’s established earnings engine and could slow consolidated growth while AI products are prioritized over near-term monetization. If this transition persists, weaker cash conversion from the core business may make the investment cycle harder to fund internally.

Profitability And Cash Flow Deterioration

The swing from prior-year profitability to a TTM loss and negative free cash flow signals weakened earnings quality and reduced financial flexibility. Although operating cash flow remains positive, sustained investment needs could keep returns depressed if revenue growth and margin recovery do not materialize.

AI Investment And Execution Risk

Large ongoing investment in chips, cloud, models, applications, and autonomous driving may pressure near-term returns before commercial benefits scale. Regulatory-related Apollo Go adjustments and uncertain strategic timelines add execution risk to converting promising technology milestones into consistent earnings.

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 $25.94B.
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 2 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 $1.401 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 0.90.
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 $1.401. 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