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Baidu Inc (BIDU)

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Upturn Advisory Summary
12/19/2025: BIDU (1-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $152.03
1 Year Target Price $152.03
| 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 PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 43.16B USD | Price to earnings Ratio 11.19 | 1Y Target Price 152.03 |
Price to earnings Ratio 11.19 | 1Y Target Price 152.03 | ||
Volume (30-day avg) 33 | Beta 0.43 | 52 Weeks Range 74.71 - 149.51 | Updated Date 12/22/2025 |
52 Weeks Range 74.71 - 149.51 | Updated Date 12/22/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 11.07 |
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 6.9% | Operating Margin (TTM) 3.53% |
Management Effectiveness
Return on Assets (TTM) 1.87% | Return on Equity (TTM) 3.08% |
Valuation
Trailing PE 11.19 | Forward PE 18.87 | Enterprise Value 38072147222 | Price to Sales(TTM) 0.33 |
Enterprise Value 38072147222 | Price to Sales(TTM) 0.33 | ||
Enterprise Value to Revenue 2.02 | Enterprise Value to EBITDA 7.63 | Shares Outstanding 278228356 | Shares Floating 2112775880 |
Shares Outstanding 278228356 | Shares Floating 2112775880 | ||
Percent Insiders 3.5 | Percent Institutions 22.72 |
Upturn AI SWOT
Baidu Inc

Company Overview
History and Background
Baidu Inc. was founded in January 2000 by Robin Li and Eric Xu. It is a Chinese multinational technology company specializing in Internet-related services and products, and artificial intelligence (AI), headquartered in Beijing. Baidu is one of the largest Internet companies in China and the world. Its evolution has seen it transition from a search engine to a comprehensive AI and internet services provider.
Core Business Areas
- Online Marketing: Baidu's primary revenue driver is its online marketing services, which include search and paid listing services for businesses.
- Baidu Core: This segment encompasses Baidu's search engine, Baidu Tieba (a discussion forum), Baidu Baike (an online encyclopedia), and other content and community services.
- iQIYI: Baidu's majority-owned online entertainment platform, offering a wide range of video content, including TV shows, movies, and anime.
- Intelligent Driving: Baidu is heavily invested in autonomous driving technology through its Apollo platform, offering solutions for self-driving cars and related services.
- Cloud Computing: Baidu Cloud offers a range of cloud services for businesses, including AI, big data, and enterprise solutions.
- AI Capabilities: Baidu is a leader in AI research and development, with advancements in natural language processing, speech recognition, computer vision, and AI chip development.
Leadership and Structure
Baidu is led by its co-founder and CEO Robin Li. The company operates with a multi-segment structure, with dedicated teams for its core search business, iQIYI, intelligent driving, cloud, and AI research.
Top Products and Market Share
Key Offerings
- Baidu Search Engine: Baidu's flagship product, the dominant search engine in China. Competitors include Sogou and Shenma. Market share for search in China is estimated to be over 70% for Baidu.
- iQIYI: A leading online video streaming platform in China, often referred to as the 'Netflix of China'. Competitors include Tencent Video and Youku Tudou. iQIYI has hundreds of millions of monthly active users and contributes significantly to Baidu's revenue.
- Apollo Platform: Baidu's open-source autonomous driving platform. It's a key player in the developing autonomous vehicle market, with numerous partnerships with automakers and suppliers. The market is nascent, with major global players like Waymo (Google), Cruise (GM), and various automotive OEMs.
- Baidu AI Cloud: A comprehensive cloud platform offering AI-powered services. Competitors include Alibaba Cloud and Tencent Cloud. Market share data for AI cloud in China is fragmented but growing rapidly.
Market Dynamics
Industry Overview
Baidu operates in the rapidly evolving Chinese internet and technology sector, which is characterized by intense competition, a large and growing user base, and significant government regulation. Key trends include the rise of AI, autonomous driving, cloud computing, and e-commerce.
Positioning
Baidu is a dominant player in China's search engine market and a leading innovator in AI. Its strong brand recognition, extensive user base, and early investments in AI and autonomous driving provide significant competitive advantages. However, it faces intense competition from other tech giants like Alibaba and Tencent.
Total Addressable Market (TAM)
The TAM for Baidu is vast, encompassing China's internet user base (over 1 billion), the rapidly growing cloud computing market, the nascent but rapidly expanding autonomous driving market, and the global AI market. Baidu is well-positioned to capture significant portions of these markets due to its established presence and technological prowess.
Upturn SWOT Analysis
Strengths
- Dominant market share in Chinese search.
- Strong brand recognition and user loyalty.
- Leading AI research and development capabilities.
- Extensive data resources for AI training.
- Significant investments in autonomous driving technology (Apollo).
Weaknesses
- Dependence on online advertising revenue, which can be cyclical.
- Intense competition from other Chinese tech giants (Alibaba, Tencent).
- Regulatory risks and government scrutiny in China.
- Challenges in monetizing some of its newer AI initiatives.
Opportunities
- Growth in AI applications across various industries.
- Expansion of cloud computing services.
- Commercialization of autonomous driving technology.
- Growth in online entertainment and video streaming (iQIYI).
- International expansion for AI and cloud services.
Threats
- Increased competition in AI and cloud sectors.
- Changes in Chinese government regulations impacting internet companies.
- Economic slowdown in China affecting advertising spending.
- Emergence of new disruptive technologies.
- Geopolitical tensions affecting international business.
Competitors and Market Share
Key Competitors
- Tencent Holdings (TCEHY)
- Alibaba Group (BABA)
Competitive Landscape
Baidu's primary advantages lie in its search engine dominance and its deep expertise in AI. However, Alibaba and Tencent have broader ecosystem reach and strong positions in e-commerce and social media respectively, which they leverage to compete in areas like cloud computing and AI. Baidu's challenge is to effectively monetize its AI innovations and autonomous driving technology to compete with the diversified revenue streams of its rivals.
Major Acquisitions
YY Inc. (Live Streaming Business)
- Year: 2020
- Acquisition Price (USD millions): 3700
- Strategic Rationale: To strengthen its position in the live streaming and online entertainment market, complementing its iQIYI platform and expanding its content offerings.
Li Auto Inc. (Early Investment)
- Year: 2019
- Acquisition Price (USD millions):
- Strategic Rationale: Early investment in an electric vehicle manufacturer to gain exposure to the burgeoning new energy vehicle market and its intersection with autonomous driving technology.
Growth Trajectory and Initiatives
Historical Growth: Baidu has demonstrated consistent growth in revenue over the past decade, driven by its search engine dominance and diversification into new areas like AI, cloud, and intelligent driving. The company has experienced periods of accelerated growth as it scaled its newer business segments.
Future Projections: Analyst projections generally anticipate continued revenue growth, with increasing contributions from AI, cloud computing, and autonomous driving. The pace of growth will depend on the successful monetization of these ventures and the overall economic environment in China. Projections for EPS are also positive, but subject to R&D investment levels.
Recent Initiatives: Recent strategic initiatives include significant investments in generative AI models (e.g., Ernie Bot), expansion of its cloud services, acceleration of its Apollo autonomous driving platform, and partnerships with various industries to integrate its AI capabilities.
Summary
Baidu Inc. is a dominant force in China's internet landscape, particularly in search and AI. Its strengths lie in its deep technological expertise and vast user base. However, it faces intense competition and regulatory headwinds. The company's future growth hinges on its ability to successfully commercialize its AI advancements and autonomous driving initiatives while navigating a complex market.
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Sources and Disclaimers
Data Sources:
- Baidu Inc. Investor Relations
- Financial News Outlets (e.g., Bloomberg, Reuters, Wall Street Journal)
- Market Research Reports
- Analyst Reports
Disclaimers:
This JSON output is for informational purposes only and does not constitute financial advice. Market share data and financial figures are estimates and subject to change. Investors should conduct their own due diligence before making any investment decisions.
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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