Baidu Plans Spin-off of Kunlunxin Semiconductor, Shares Surge 12%
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 02 2026
0mins
Should l Buy BIDU?
Source: CNBC
- Spin-off Announcement: Baidu's plan to spin off its semiconductor unit Kunlunxin and list it in Hong Kong has led to a 12% surge in its stock price, reflecting strong market confidence in its future growth potential.
- Market Reaction: This news has sparked investor enthusiasm, significantly boosting Baidu's stock, indicating a positive market perception of its strategic restructuring, which may attract more investor interest.
- Industry Impact: The spin-off will allow Kunlunxin to operate independently, focusing on the semiconductor market, which is expected to enhance its competitiveness and accelerate technological innovation, thereby driving overall business growth.
- Future Outlook: Through this spin-off, Baidu not only aims to unlock the potential value of Kunlunxin but also lays the groundwork for its expansion in the global semiconductor industry, further solidifying its leadership position in the tech sector.
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Analyst Views on BIDU
Wall Street analysts forecast BIDU stock price to rise
13 Analyst Rating
11 Buy
2 Hold
0 Sell
Strong Buy
Current: 138.380
Low
140.00
Averages
170.39
High
215.00
Current: 138.380
Low
140.00
Averages
170.39
High
215.00
About BIDU
Baidu Inc is a Chinese language Internet search provider. The Company operates its businesses through two segments, Baidu Core segment and iQIYI segment. Baidu Core segment mainly provides search-based, feed-based, and other online marketing services, as well as products and services from the Company’s new artificial intelligence (AI) initiatives, such as display advertisement and based on performance criteria other than cost-per-click, cloud services, smart devices and services, non-marketing consumer-facing services such as membership, and intelligent driving. iQIYI segment produces, aggregates and distributes a wide variety of professionally produced content, as well as a broad spectrum of other video content, in a variety of formats, including a variety of products and services encompassing online video, online games, online literature, comics and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Market Reaction Intensified: On February 13, 2026, Baidu was again listed as aiding the Chinese military by the Pentagon, which was quickly retracted, causing the stock to drop nearly 5% during intraday trading, further exacerbating investor losses.
- Investor Rights Protection: The law firm is urging all investors who purchased Baidu securities during this period to contact them to explore potential claims, ensuring that investors' legal rights are upheld.
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- List Addition Incident: On February 13, 2026, the Pentagon added Baidu to the list of companies aiding the Chinese military but quickly withdrew it, causing the stock to drop nearly 5% during intraday trading, further harming investors.
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- Financial Impact: The quarter-end value of Baidu decreased by $4.4 million, illustrating that Infini failed to capitalize on Baidu's 48.3% stock price increase over the past year, reflecting broader market challenges.
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