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Upturn AI SWOT - About
Baidu Inc (BIDU)

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Upturn Advisory Summary
10/23/2025: BIDU (1-star) is a SELL. SELL since 2 days. Simulated Profits (22.80%). Updated daily EoD!
1 Year Target Price $139.47
1 Year Target Price $139.47
| 17 | Strong Buy |
| 3 | Buy |
| 12 | Hold |
| 0 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -37.16% | Avg. Invested days 28 | Today’s Advisory SELL |
Upturn Star Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 40.73B USD | Price to earnings Ratio 10.7 | 1Y Target Price 139.47 |
Price to earnings Ratio 10.7 | 1Y Target Price 139.47 | ||
Volume (30-day avg) 33 | Beta 0.41 | 52 Weeks Range 74.71 - 149.51 | Updated Date 10/23/2025 |
52 Weeks Range 74.71 - 149.51 | Updated Date 10/23/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 10.94 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 20.97% | Operating Margin (TTM) 10.02% |
Management Effectiveness
Return on Assets (TTM) 2.56% | Return on Equity (TTM) 9.75% |
Valuation
Trailing PE 10.7 | Forward PE 15.08 | Enterprise Value 44346785148 | Price to Sales(TTM) 0.31 |
Enterprise Value 44346785148 | Price to Sales(TTM) 0.31 | ||
Enterprise Value to Revenue 2.4 | Enterprise Value to EBITDA 9.06 | Shares Outstanding 278228356 | Shares Floating 2118227200 |
Shares Outstanding 278228356 | Shares Floating 2118227200 | ||
Percent Insiders 3.5 | Percent Institutions 22.37 |
Upturn AI SWOT
Baidu Inc

Company Overview
History and Background
Baidu Inc. was founded in 2000 by Robin Li and Eric Xu. Initially focused on search technology, Baidu quickly became the dominant search engine in China. Over time, it expanded into AI, cloud computing, and autonomous driving.
Core Business Areas
- Search and Advertising: Baidu's primary business is its search engine, generating revenue through advertising. They offer a variety of advertising solutions, including keyword targeting and display ads.
- AI Cloud: Baidu AI Cloud provides cloud computing services and AI solutions to businesses, including infrastructure, platform, and software-as-a-service offerings.
- Autonomous Driving (Apollo): Baidu is developing autonomous driving technology through its Apollo platform, collaborating with automakers and other partners to bring self-driving vehicles to market.
- Other: Includes streaming service iQIYI, fintech services and other AI initiatives.
Leadership and Structure
Robin Li is the co-founder and CEO. The company has a typical corporate structure with a board of directors and various executive positions overseeing different business units.
Top Products and Market Share
Key Offerings
- Baidu Search: Dominant search engine in China. Market share fluctuates, but generally holds a significant portion of the market. Competitors include Sogou (SOGO) and Shenma (Alibaba). Search accounts for significant portion of revenue.
- Baidu AI Cloud: Cloud computing and AI solutions for businesses. Revenue varies but is a growing segment. Competitors include Alibaba (BABA), Tencent (TCEHY) and AWS (AMZN).
- Baidu App: A mobile app providing access to Baidu's search, news, and other services. User base in hundreds of millions. Competitors include WeChat and other super apps.
- iQIYI (IQ): Streaming service similar to Netflix. Has a considerable subscriber base. Competitors include Tencent Video, Youku (Alibaba) and Bilibili (BILI).
Market Dynamics
Industry Overview
The industry is characterized by intense competition in search, cloud computing, and AI. Rapid technological advancements and changing user preferences are key drivers.
Positioning
Baidu is the leading search engine in China and a major player in AI and cloud computing. Its competitive advantage lies in its technological expertise and large user base.
Total Addressable Market (TAM)
The TAM for AI and cloud computing in China is estimated to be in the hundreds of billions of dollars. Baidu is positioned to capture a significant share of this market through its technological prowess and established presence.
Upturn SWOT Analysis
Strengths
- Leading search engine in China
- Strong AI capabilities
- Large user base
- Established brand recognition
- Significant investments in R&D
Weaknesses
- Dependence on Chinese market
- Competition from other tech giants
- Regulatory risks in China
- iQIYI profitability concerns
- Relatively lower market share outside of search
Opportunities
- Growth in AI and cloud computing
- Expansion into new markets
- Partnerships with automakers in autonomous driving
- Increasing adoption of AI in various industries
- Evolving ad market
Threats
- Increased competition from domestic and international players
- Changing regulatory landscape in China
- Economic slowdown in China
- Technological disruptions
- Data security and privacy concerns
Competitors and Market Share
Key Competitors
- GOOGL
- BABA
- TCEHY
- IQ
Competitive Landscape
Baidu has an advantage in search but faces strong competition in other areas, such as cloud computing and AI, from larger and well-funded companies.
Major Acquisitions
xPerception
- Year: 2016
- Acquisition Price (USD millions): 0
- Strategic Rationale: Acquired for its visual perception and augmented reality technology. It helps Baidu to advance its augmented reality and AI initiatives.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been driven by the expansion of its search business and investments in AI and cloud computing.
Future Projections: Analyst estimates suggest continued growth in AI, cloud, and autonomous driving. Revenue growth projections vary.
Recent Initiatives: Recent initiatives include strategic partnerships in autonomous driving, expansion of AI cloud services, and investment in new technologies.
Summary
Baidu is a leading technology company in China, with a strong position in search and growing businesses in AI and cloud computing. While its dominant search engine provides a solid foundation, competition is intense and the regulatory landscape in China presents challenges. Baidu needs to continue innovating in AI and expanding its cloud business to maintain its growth trajectory and successfully navigate a rapidly evolving market. The company's investments in autonomous driving could also be a significant long-term opportunity, although it faces tough competition in this space.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Analyst Reports
- Industry Publications
- Market Research Reports
Disclaimers:
This analysis is based on publicly available information and analyst estimates. The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Baidu Inc
Exchange NASDAQ | Headquaters - | ||
IPO Launch date 2005-08-05 | Co-Founder, Chairman & CEO Mr. Yanhong Li | ||
Sector Communication Services | Industry Internet Content & Information | Full time employees 35900 | Website https://ir.baidu.com |
Full time employees 35900 | Website https://ir.baidu.com | ||
Baidu, Inc. provides online marketing and non-marketing value added services through an internet platform in the People's Republic of China. It operates in two segments, Baidu Core and iQIYI. The Baidu Core segment offers search-based, feed-based, and other online marketing services; cloud services; and other products and services based on AI. This segment operates Baidu App that enables users to access search, feed, content, and other services through mobile devices; and Haokan, which allows users to upload, view, search, rate, share, favorite, comment, and follow, as well as offers a range of various user generated and professionally produced short videos. It also provides a portfolio of knowledge and information products, including Baidu Wiki, which features columns and videos, such as encyclopedia of intangible cultural heritage, digital museum and recorder of history; Baidu Knows, an online community where users can pose questions to other users, such as individuals, professionals, and enterprises; Baidu Experience, an online platform where users share daily knowledge and experience; ERNIE Bot; and Baidu Post, a social media that allows users to post text, image, audio and video content, and reply to original curation forming valuable discussion groups. In addition, the company offers Baidu Apollo auto solutions; DuerOS smart assistant for the Chinese language; Apollo Go autonomous ride-hailing service; online marketing services; Baidu Maps, a voice-enabled mobile app providing users with travel-related services; and AI chips. The iQIYI segment operates an online entertainment video platform that offers original, professionally produced, and professional user generated and user-generated content. The company was incorporated in 2000 and is headquartered in Beijing, the People's Republic of China.

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