BIDU Earnings

BIDU reported its FY2025Q4 earnings on 2026-02-26, showcasing a revenue of 0.00 against an estimate of 5.00B, resulting in a 0% surprise. The EPS was 0, surpassing the expected 1.12 by 0% . The stock experienced a 0% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following BIDU's FY2025Q4 earnings announcement on 2026-02-26, the stock price moved by % on the day of the release. Over the subsequent five days, it saw a % change. Historically, BIDU's stock price tends to shift by an average of +1.76% in the 10 days leading up to earnings and +0.16% in the 10 days following, providing insight into potential market.

For 2025/Q4, analysts estimate BIDU’s annual revenue to reach 33.00B, while the EPS is projected at 10.00. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Upward by 0.1% and EPS estimates Revise Downward by -0.32% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between BIDU's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2025 were Revise Upward by 0.1%, while EPS estimates moved Revise Downward by -0.32% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, BIDU's stock price typically moves by +1.76% in the 10 days before its earnings and +0.16% in the 10 days after. For the upcoming 2025/Q4 earnings, analysts expect an EPS of 10.00 and revenue of 33.00B.

Baidu's earnings call reveals strong AI and cloud business growth, significant advancements in autonomous driving, and positive AI search monetization feedback. Despite an operating loss due to asset impairments, non-GAAP metrics show profitability, and shareholder returns are promising with share repurchases. The Q&A highlights robust cloud growth and AI business potential. While margins are currently low, improvements are expected. The absence of unclear responses and management's optimistic outlook on AI-driven growth and profitability further support a positive sentiment.