Alibaba Shares Decline: Watchlist Concerns Highlight Regulatory Nightmares.

Written by Emily J. Thompson, Senior Investment Analyst

BIDU-0.3%

Source: Barron's

Updated: Nov 28 2025

0mins

Source: Barron's

Stock Performance: Alibaba's stock experienced a decline on Friday.
Regulatory Concerns: The drop was influenced by a report suggesting the company might be added to a Pentagon watchlist, highlighting ongoing regulatory fears.

BIDU

$162.03+Infinity%1D

Analyst Views on BIDU

Wall Street analysts forecast BIDU stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for BIDU is 160.67 USD with a low forecast of 100.00 USD and a high forecast of 215.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

13 Analyst Rating

11 Buy

2 Hold

0 Sell

Strong Buy

Current: 162.520

Low

100.00

Averages

160.67

High

215.00

Current: 162.520

Low

100.00

Averages

160.67

High

215.00

Morgan Stanley

Gary Yu

Equal Weight

maintain

$130 -> $150

2026-01-20

New

Reason

Morgan Stanley

Gary Yu

Price Target

$130 -> $150

AI Analysis

2026-01-20

New

maintain

Equal Weight

Reason

Morgan Stanley analyst Gary Yu raised the firm's price target on Baidu to $150 from $130 and keeps an Equal Weight rating on the shares. The firm lowered its 2025 and 2026 core revenue estimates to 0% and 5%, reflecting weaker ads, but nudged up its core operating profit estimate for 2026 by 2% as it expects more savings from organizational restructuring and further depreciation savings from asset impairment.

Freedom Capital

Buy

maintain

$120 -> $160

2026-01-07

Reason

Freedom Capital

Price Target

$120 -> $160

2026-01-07

maintain

Buy

Reason

Freedom Capital raised the firm's price target on Baidu to $160 from $120 and keeps a Buy rating on the shares. The company's transformation continues, and the scaling of some of its less unprofitable initiatives may drive a recovery in profitability over the medium term, the analyst tells investors in a research note.

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Jefferies

Thomas Chong

Buy

maintain

$159 -> $181

2026-01-02

Reason

Jefferies

Thomas Chong

Price Target

$159 -> $181

2026-01-02

maintain

Buy

Reason

Jefferies analyst Thomas Chong raised the firm's price target on Baidu to $181 from $159 and keeps a Buy rating on the shares after the company announced the proposed spin-off of Kunlunxin shares and separate listing on the Hong Kong exchange. Jefferies estimates Kunlunxin's valuation will be between $16B and $23B. This implies a valuation to Baidu of $9B-$13B, considering its stake in the unit, the analyst tells investors in a research note. The firm believes the spinoff "aims to showcase" Kunlunxin's value and "unlocks" Baidu's value in the artificial intelligence powered business.

Citi

Buy

maintain

$181

2025-12-07

Reason

Citi

Price Target

$181

2025-12-07

maintain

Buy

Reason

Citi opened a "90-day positive catalyst watch" on Baidu while keeping a Buy rating on the shares with a $181 price target after meeting with management. The firm believes better disclosure around its artificial intelligence-driven revenue along with Ernie model investments will unlock additional value in Baidu shares. Citi sees investors gaining confidence in the company's operational outlook and ways to unlock value in its assets.

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.