Baidu Plans Spin-Off of AI Chip Subsidiary Kunlunxin, Potential Valuation in Billions
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 19 2026
0mins
Source: Benzinga
- Significant Revenue Growth: Baidu reported $31.17 billion in revenue and $3.77 billion in earnings for the latest quarter, demonstrating strong performance in AI and internet services, further solidifying its market leadership.
- Spin-Off of AI Chip Subsidiary: Baidu plans to spin off its AI chip subsidiary Kunlunxin in early 2026, potentially unlocking billions in valuation and highlighting its unique competitive advantage in China's AI ecosystem.
- Expansion in Autonomous Driving: Apollo Go robotaxi has surpassed 10 million cumulative rides in China, with international pilot programs underway, indicating Baidu's growth potential and profitability in the global autonomous driving market.
- Strong Market Outlook: Baidu's Qianfan cloud platform is accelerating the adoption of generative AI workloads, benefiting from national policy support, which is expected to drive long-term growth and enhance its competitiveness in high-priority markets.
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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: 157.670
Low
100.00
Averages
160.67
High
215.00
Current: 157.670
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.
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