BIDU Baidu, Inc. Loading... : Bullish and Bearish Analyst Opinions
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03:55
Jul 17
Jul 17
JPMorgan lowers Baidu's target price by $25 to $205, reflecting a reduced valuation outlook for the stock.
08:32
Jul 16
Jul 16
Baidu announces plans to pursue a voluntary conversion to a dual-primary listing on the main board of the Hong Kong Stock Exchange.
05:36
Jul 10
Jul 10
US artificial intelligence firms are supplying AI services to Singapore units of Alibaba, Baidu, and Tencent despite ongoing US security scrutiny.
08:30
Jul 09
Jul 09
Chinese authorities have held meetings with top tech firms about potentially restricting overseas access to China's most advanced AI models.
14:40
Jul 07
Jul 07
Chinese authorities have met with top tech firms about potentially restricting overseas access to China's most advanced AI models, including unreleased ones, according to sources.
23:00
Jul 03
Jul 03
The author provides a detailed research analysis of China's generative AI regulatory regime as controlled diffusion, noting structural favorability for compliant incumbents and sovereign infrastructure but not expressing a personal position.
19:10
Jun 29
Jun 29
Baidu's AI chip unit Kunlunxin is reportedly planning a $50B Hong Kong IPO with mandatory hardware purchase commitments, but the Seeking Alpha Quant system rates Baidu a HOLD during the carve-out.
11:31
Jun 29
Jun 29
Speaker notes competitive landscape between Baidu and Google/Waymo in autonomous driving; no directional view.
MED
11:00
Jun 29
Jun 29
The podcast interview with Baidu's CFO covers the company's autonomous driving strategy and full-stack AI approach, but no personal trade position is disclosed.
11:00
Jun 29
Jun 29
Baidu CFO discusses the company's full-stack AI capabilities including chips, Ernie model, cloud, and self-driving business on the Odd Lots podcast.
12:32
Jun 17
Jun 17
Asks about Baidu's ERNIE AI model in a list of Chinese AI companies; no directional view or trade thesis.
LOW
10:18
Jun 11
Jun 11
Beijing's online shopping warning pressures shares in Chinese tech groups, dragging down major internet stocks.
07:25
Jun 11
Jun 11
Baidu balances AI investment with profitability
Baidu has partially solved the ‘impossible triangle’ of AI investment: operating profit almost doubled, cloud revenue growing at 70% (~2x the Chinese cloud market), and operating cash flow turned positive. Management is driving growth while keeping investment pacing reasonable, positioning the company for sustained AI‑led returns.
MED
12:50
Jun 10
Jun 10
BIDU, BABA Chinese AI robotics winners
Chinese big tech companies like Baidu and Alibaba are winning in AI robotics and are just starting the next growth phase.
MED
08:03
Jun 10
Jun 10
Baidu's CFO discussed AI and autonomous driving competition with Waymo in a podcast, but no personal position or forward call was stated.
08:02
Jun 10
Jun 10
Baidu's CFO discussed AI and autonomous driving competition with Waymo in a podcast, but no personal position or forward call was stated.
05:22
Jun 10
Jun 10
Announces upcoming interview with Baidu CFO; no directional view expressed.
LOW
12:20
Jun 09
Jun 09
The US added Alibaba, Baidu, BYD, and NIO to a list of companies aiding Beijing's military, potentially escalating tensions between the countries.
03:57
Jun 09
Jun 09
Pentagon identifies Alibaba, BYD, and Baidu as companies linked to supporting China's military operations.
03:16
Jun 09
Jun 09
The Pentagon restores Alibaba, Baidu, and BYD to a Chinese military groups blacklist according to the Financial Times.
02:09
Jun 09
Jun 09
Baidu stated that it firmly opposes being placed on a list and believes there is no credible basis for its inclusion.
02:08
Jun 09
Jun 09
Baidu rejected allegations linking it to the military, saying such assertions have no factual basis.
02:07
Jun 09
Jun 09
Baidu states it will use all available options to seek removal from the US listing.
02:00
Jun 09
Jun 09
The US added Chinese e-commerce giant Alibaba, internet search provider Baidu, and automaker BYD to a list of companies it believes are aiding Beijing's military, potentially inflaming tensions between the countries.
00:55
Jun 09
Jun 09
Pentagon expands list of China military-linked firms to include Alibaba and Baidu, delivering a fresh blow to diplomatic thaw efforts according to CNBC.
18:00
Jun 08
Jun 08
Pentagon adds Alibaba, Baidu, and BYD to updated list of Chinese military companies as Department of Defense contracting bans loom.
16:52
Jun 08
Jun 08
The Pentagon identified Alibaba, BYD, and Baidu as entities supporting the Chinese military, risking new friction with Beijing.
06:58
Jun 03
Jun 03
Baidu AI revenue exceeds 50%.
AI revenue surpassing 50% of total for the first time, cloud revenue growing 79% YoY, operating margin improving while peers decline, and strict ROI management on CapEx, indicating strong monetization and efficiency.
HIGH
05:37
Jun 03
Jun 03
Long Baidu due to self-developed GPU
Baidu benefits from its self-developed GPU, allowing it to capitalize on China's GPU shortage for AI training and inference.
HIGH
10:24
May 21
May 21
Bearish view on Chinese cloud and AI platform stocks as export restrictions constrain access to top-tier NVIDIA compute, limiting their ability to compete globally.
HIGH
About BIDU Analyst Coverage
Buzzberg tracks BIDU (Baidu, Inc.) across 19 sources. 27 bullish vs 2 bearish calls from 36 analysts. Sentiment: predominantly bullish (34%). 74 total trade ideas tracked. Past 7 days: 2 watch. Latest voices: FirstSquawk, Reuters Business, TheValueist.