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Baidu Inc (BIDU)



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Upturn Advisory Summary
09/15/2025: BIDU (1-star) has a low Upturn Star Rating. Not recommended to BUY.
1 Year Target Price $101.77
1 Year Target Price $101.77
17 | Strong Buy |
3 | Buy |
12 | Hold |
0 | Sell |
1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -38.35% | Avg. Invested days 24 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Large-Cap Stock | Market Capitalization 40.64B USD | Price to earnings Ratio 10.49 | 1Y Target Price 101.77 |
Price to earnings Ratio 10.49 | 1Y Target Price 101.77 | ||
Volume (30-day avg) 33 | Beta 0.33 | 52 Weeks Range 74.71 - 116.91 | Updated Date 09/15/2025 |
52 Weeks Range 74.71 - 116.91 | Updated Date 09/15/2025 | ||
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 2025-08-20 | When Before Market | Estimate 13.33 | Actual 13.58 |
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 10.49 | Forward PE 12.35 | Enterprise Value 36139878636 | Price to Sales(TTM) 0.31 |
Enterprise Value 36139878636 | Price to Sales(TTM) 0.31 | ||
Enterprise Value to Revenue 1.94 | Enterprise Value to EBITDA 7.32 | Shares Outstanding 278228000 | Shares Floating 2118227200 |
Shares Outstanding 278228000 | Shares Floating 2118227200 | ||
Percent Insiders 3.5 | Percent Institutions 22.64 |
Upturn AI SWOT
Baidu Inc

Company Overview
History and Background
Baidu Inc. was founded in 2000 by Robin Li and Eric Xu. Initially a search engine focused on the Chinese language, it has expanded into AI, cloud computing, and autonomous driving.
Core Business Areas
- Search and Advertising: Baidu's core business revolves around its search engine and related advertising services. It generates revenue through pay-for-performance and display advertising.
- AI Cloud: Baidu AI Cloud provides a range of cloud computing services, including infrastructure, platform, and software as a service (IaaS, PaaS, SaaS).
- Autonomous Driving (Apollo): Baidu's Apollo platform is an open-source autonomous driving platform that aims to accelerate the development and deployment of self-driving technology.
- Intelligent Devices (DuerOS): DuerOS is Baidu's conversational AI system, powering smart devices like smart speakers and smart displays.
Leadership and Structure
Robin Li serves as the CEO and Chairman of Baidu. The company has a typical hierarchical structure with various business units and departments reporting to the executive team.
Top Products and Market Share
Key Offerings
- Baidu Search Engine: Baidu's search engine dominates the Chinese market. Competitors include Sogou (SOGO) and Shenma. Estimated market share around 70% in China. Revenue for search and advertising accounted for ~60% of total revenue in 2023.
- Baidu App: Baidu's mobile app provides access to search, news, and other services. It has hundreds of millions of monthly active users. Competitors include WeChat (TCEHY) and Toutiao.
- Baidu AI Cloud: Baidu AI Cloud offers cloud computing services to businesses. Competitors include Alibaba Cloud (BABA), Tencent Cloud (TCEHY), and AWS (AMZN). Market share growing, estimated at 5% - 10% in China.
- Apollo Autonomous Driving: Apollo is Baidu's autonomous driving platform. It aims to provide a comprehensive solution for self-driving cars. Competitors include Waymo (GOOGL) and Tesla (TSLA).
- DuerOS Voice Assistant: Baiduu2019s voice assistant powering smart devices. Competitors include Xiaomi (XIACF) and Alibabau2019s Tmall Genie.
Market Dynamics
Industry Overview
The industry is characterized by rapid growth in AI, cloud computing, and autonomous driving, especially in China. Regulatory environment and competition are intense.
Positioning
Baidu is a leading technology company in China, focusing on AI-powered internet services and products. It has a strong position in search and is expanding in AI and cloud computing.
Total Addressable Market (TAM)
The total addressable market is estimated at hundreds of billions of USD across search, AI cloud, and autonomous driving. Baidu is well-positioned to capture a significant portion of this TAM.
Upturn SWOT Analysis
Strengths
- Leading search engine in China
- Strong AI research and development capabilities
- Significant investments in autonomous driving
- Large user base and data resources
Weaknesses
- Reliance on search advertising revenue
- Competition from other tech giants in China
- Regulatory risks in China
- Slower growth compared to some peers
Opportunities
- Growth of AI and cloud computing markets
- Expansion into new geographic regions
- Development of new AI-powered products and services
- Increasing adoption of autonomous driving technology
Threats
- Intense competition from Alibaba, Tencent, and ByteDance
- Changing regulations in China affecting tech companies
- Economic slowdown in China
- Geopolitical risks and US-China trade tensions
Competitors and Market Share
Key Competitors
- BABA
- TCEHY
- GOOGL
Competitive Landscape
Baidu faces intense competition from other Chinese tech giants like Alibaba and Tencent, particularly in cloud computing and AI. It competes with global players like Google in AI and autonomous driving.
Major Acquisitions
xPerception
- Year: 2018
- Acquisition Price (USD millions): 500
- Strategic Rationale: Strengthening AI and computer vision capabilities for autonomous driving.
Growth Trajectory and Initiatives
Historical Growth: Baidu experienced rapid growth in the early 2000s with the rise of the internet in China. Growth has slowed in recent years as the market has matured.
Future Projections: Analysts project moderate revenue growth for Baidu, driven by AI, cloud computing, and autonomous driving. Profitability is expected to improve as these new businesses scale.
Recent Initiatives: Baidu is focusing on commercializing its AI technologies, expanding its cloud computing services, and developing autonomous driving solutions.
Summary
Baidu is a leading Chinese technology company with a dominant position in search and increasing strength in AI, cloud, and autonomous driving. Revenue relies on search advertising. Competition in cloud and AI is intense, and regulatory risks in China must be monitored. The future is tied to AI commercialization and expansion beyond search.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Baidu's Investor Relations, SEC Filings, Industry Reports, Analyst Estimates
Disclaimers:
The information provided is for informational purposes only and should not be considered as financial advice. Market conditions and company performance are subject to change.
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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