Baidu, Inc (BIDU) AI Stock Analysis

Baidu, Inc. is a Chinese internet company operating through two main segments: Baidu Core and iQIYI. Its flagship Baidu App provides search capabilities, personalized feeds, and the Haokan short video app. The company also offers online community platforms including Baidu Knows, Baidu Wiki, and Baidu Healthcare Wiki. Its ecosystem features Baidu Maps for travel services and DuerOS for voice-enabled smart assistant functionality. In online marketing, Baidu provides pay-for-performance advertising solutions. Additionally, Baidu operates cloud computing services, self-driving technologies including automated valet parking and robotaxi fleets, and digital entertainment via iQIYI.

Baidu generated revenue of $124.49B in FY2021, growing 16.3% before easing 0.7% to $123.67B in FY2022. Revenue rebounded 8.8% to $134.60B in FY2023, then contracted 1.1% to $133.12B in FY2024 and 3.0% to $129.08B in FY2025. Over the five years from FY2020 to FY2025, revenue expanded at a CAGR of 3.8%. Operating margin declined from 16.0% in FY2024 to 8.0% in FY2025, while gross margin compressed from 50.3% to 43.9%. Annual net income fell from $23.76B in FY2024 to $5.59B in FY2025. In the latest quarter ended June 30, 2026, quarterly revenue growth declined 4.2% year-over-year and quarterly earnings growth dropped 73.8%.

As of June 30, 2026, Baidu held $166.48B in cash and short-term investments against total debt of $112.94B, resulting in net cash of $53.54B. Shareholders' equity was $271.85B and total assets reached $470.10B. The company maintained a current ratio of 2.33 and a debt-to-equity ratio of 0.42. In FY2025, operating cash flow turned negative at -$3.01B, and capital expenditures of $13.42B led to free cash flow of -$16.43B. Cash deployment in FY2025 included $5.39B spent on share buybacks, contributing to a 5-year share count change of -2.2%.

At a market capitalization of $27.28B and enterprise value of $22.82B, Baidu trades at a forward P/E of 19.2x, above the 14.1x median of its US-listed Communication Services peers. Its EV/EBITDA stands at 48.4x compared to the peer median of 10.0x, while its price-to-sales ratio of 0.2x is below the peer median of 0.8x. BIDU closed at $80.14 on October 16, 2026, down 33.7% over the past 1 year, lagging the S&P 500 (SPY) gain of 16.8%. Over 5 years, BIDU returned -51.0% compared to 83.0% for the S&P 500.

Wall Street coverage consists of 19 Strong Buy, 6 Buy, 5 Hold, 0 Sell, and 1 Strong Sell ratings. The mean price target is $144.97, representing an 80.9% premium over the last close of $80.14. Baidu beat EPS estimates in 3 of the last 4 quarters. For the fiscal year ending December 31, 2026, analysts estimate revenue of $127.13B and EPS of $39.57, representing a 25.9% earnings decline. For the next fiscal year, 20 analysts expect EPS of $50.32 on revenue of $134.99B. The next earnings date is November 17, 2026.

This page is an AI-written research summary of Baidu, Inc (BIDU). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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