BIDU

Baidu Inc

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86.785

-0.015(-0.017%)1D

Overview
Forecast
Valuation
Earnings

Line

Candle

YTD

High

87.040

Open

86.760

VWAP

Vol

377.81K

Mkt Cap

29.84B

Low

86.460

Amount

EV/EBITDA(TTM)

6.81

Total Shares

350.65M

25.98B

EV/OCF(TTM)

20.66

P/S(TTM)

1.64

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.

Market Estimates

Earnings Estimates

Revenue

YoY Chg

EPS

YoYChg

FY2025Q4

FY2025Q3

FY2025Q2

35.12B

+2.91%

15.278

-20.35%

33.24B

-0.95%

13.660

-17.71%

33.31B

-1.84%

13.720

-34.73%

Estimates Revision

The market is revising Downward the revenue expectations for Baidu, Inc. (BIDU) for FY2025, with the revenue forecasts being adjusted by -2.44% over the past three months. During the same period, the stock price has changed by -1.18%.

Revenue Estimates for FY2025

Revise Downward

-2.44%

In Past 3 Month

EPS Estimates for FY2025

Revise Downward

-17.19%

In Past 3 Month

Stock Price

Go Down

-1.18%

In Past 3 Month

14 Analyst Rating

20.02% Upside

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 104.16 USD with a low forecast of 81.00 USD and a high forecast of 140.00 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.

8 Buy

6 Hold

0 Sell

Moderate Buy

20.02% Upside

Current: 86.785

Low

81.00

Averages

104.16

High

140.00

20.02% Upside

Current: 86.785

Low

81.00

Averages

104.16

High

140.00

Barclays

Equal Weight

maintain

$84 -> $81

2025-07-18

Reason

Barclays

Price Target

$84 -> $81

2025-07-18

maintain

Equal Weight

Reason

Barclays lowered the firm's price target on Baidu to $81 from $84 and keeps an Equal Weight rating on the shares. The firm says pressure on the company's advertising business is intensifying in Q2 with year-over-year declines accelerating. It lowered estimates for Baidu as a result.

Citi

Alicia Yap

Buy

maintain

$138 -> $140

2025-07-16

Reason

Citi

Alicia Yap

Price Target

$138 -> $140

2025-07-16

maintain

Buy

Reason

Citi analyst Alicia Yap raised the firm's price target on Baidu to $140 from $138 and keeps a Buy rating on the shares as part of a Q2 preview. The firm expects the artificial intelligence transformation on search queries to negatively impact Baidu's revenue in the quarter. However, it sees an "undemanding" valuation at current share levels.

Jefferies

Thomas Chong

Buy

downgrade

$120 -> $110

2025-07-16

Reason

Jefferies

Thomas Chong

Price Target

$120 -> $110

2025-07-16

downgrade

Buy

Reason

Jefferies analyst Thomas Chong lowered the firm's price target on Baidu to $110 from $120 and keeps a Buy rating on the shares.

Citi

Buy

maintain

$139 -> $138

2025-05-22

Reason

Citi

Price Target

$139 -> $138

2025-05-22

maintain

Buy

Reason

Citi lowered the firm's price target on Baidu to $138 from $139 and keeps a Buy rating on the shares. The company's Q1 cloud revenue accelerated to 42% year-over-year growth, thanks to demand from project-based and subscription-based enterprise customers, the analyst tells investors in a research note. The firm sees an "undemanding valuation" at current share levels but believes the share price is unlikely to see a re-rating before Baidu's core advertising revenue regains positive growth.

BofA

Buy

downgrade

$104 -> $100

2025-05-22

Reason

BofA

Price Target

$104 -> $100

2025-05-22

downgrade

Buy

Reason

BofA lowered the firm's price target on Baidu to $100 from $104 and keeps a Buy rating on the shares. Baidu's Core Q1 revenue growth of 7% year-over-year beat consensus on strong cloud growth, driven by surging AI demand and Baidu's ability to offer industry-leading models and AI solutions at highly competitive pricing, the analyst tells investors. However, despite the "aggressive" AI search rollout, monetization may take time, the analyst added. The firm lowered its 2025 and 2026 adjusted net profit views by 6% and 4%, respectively, because it expects bigger ad declines this year, partially offset by faster cloud growth.

Barclays

Jiong Shao

Equal Weight

downgrade

$90 -> $84

2025-05-22

Reason

Barclays

Jiong Shao

Price Target

$90 -> $84

2025-05-22

downgrade

Equal Weight

Reason

Barclays analyst Jiong Shao lowered the firm's price target on Baidu to $84 from $90 and keeps an Equal Weight rating on the shares. The company's Q1 advertising revenue declined about 6% year-over-year, the analyst tells investors in a research note. The firm says Baidu's strength in cloud is being overshadowed by accelerating cannibalization of advertising by artificial intelligence.

See All Ratings

Valuation Metrics

The current forward P/E ratio for Baidu Inc (BIDU.O) is 10.28, compared to its 5-year average forward P/E of 14.74. For a more detailed relative valuation and DCF analysis to assess Baidu Inc 's fair value, click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.

Fair

5Y Average PE

14.74

Current PE

10.28

Overvalued PE

20.86

Undervalued PE

8.62

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.

Fair

5Y Average EV/EBITDA

8.26

Current EV/EBITDA

6.85

Overvalued EV/EBITDA

11.58

Undervalued EV/EBITDA

4.95

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.

Undervalued

5Y Average PS

2.40

Current PS

1.63

Overvalued PS

3.15

Undervalued PS

1.65