Baidu Inc. Proposes Spinoff of Kunlunxin, Shares Rise 11%
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 02 2026
0mins
Source: Benzinga
- Stock Price Surge: Baidu Inc. (NASDAQ:BIDU) shares rose 11% following the announcement of its proposed spinoff of Kunlunxin (Beijing) Technology Co., Ltd. for a separate listing on the Hong Kong Main Board, indicating positive market sentiment towards its strategic restructuring and potential to enhance competitiveness in the semiconductor sector.
- Market Reaction: This news has attracted investor attention, boosting Baidu's market capitalization and reflecting confidence in its future growth potential, particularly against the backdrop of rapid advancements in the technology industry.
- Spinoff Strategy: By pursuing this spinoff, Baidu aims to focus on its core business while providing Kunlunxin with an independent capital operation platform, thereby improving resource allocation efficiency and accelerating technological innovation, which will further solidify its leadership in AI and semiconductors.
- Industry Impact: This move could not only draw more investor interest in Baidu's overall business strategy but also stimulate a broader investment wave across the technology sector, especially in light of the growing semiconductor market in China.
Analyst Views on BIDU
Wall Street analysts forecast BIDU stock price to rise 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: 156.080
Low
100.00
Averages
160.67
High
215.00
Current: 156.080
Low
100.00
Averages
160.67
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.
