Baidu Plans Spin-off of Semiconductor Unit Kunlunxin, Shares Surge 12.8%
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 02 2026
0mins
Source: CNBC
- Semiconductor Spin-off: Baidu's announcement to spin off its semiconductor unit Kunlunxin and list it in Hong Kong led to a 12.8% surge in shares, indicating strong market confidence in its future growth potential.
- Positive Market Reaction: This news sparked investor enthusiasm, driving Baidu's stock price up, reflecting market recognition of its strategic positioning and profitability in the semiconductor sector, which may attract more investor interest.
- Optimistic Industry Outlook: With the ongoing global demand for semiconductors, Baidu's move not only enhances its competitive edge but also opens up new revenue streams, further solidifying its position in the tech industry.
- Strategic Focus Shift: This spin-off plan marks a significant step in Baidu's business restructuring, aiming to concentrate resources on core operations while leveraging the independence of its semiconductor business to accelerate innovation and market expansion.
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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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