Latest news with #AliciaYap
Yahoo
20-05-2025
- Business
- Yahoo
Baidu Q1 Earnings Preview: What to Expect From Upcoming Report
May 20 - The Chinese tech giant Baidu (NASDAQ:BIDU) is set to unveil its first-quarter 2025 results on Wednesday before the markets open. Analysts expect net income to fall about 31% year-on-year to $1.99 per share and revenue to slip roughly 2% to $4.29 billion. Year-to-date, BIDU stock has climbed about 8%. Warning! GuruFocus has detected 3 Warning Signs with BIDU. Macquarie's Ellie Jiang trimmed her price target to $83 from $85 and kept a Hold rating, saying AI monetization may take time amid stiff competition and a soft macro backdrop. She forecasts AI Cloud revenue will grow around 25% to RMB 5.9 billion, partially offsetting ad-business weakness. Citi's Alicia Yap reiterated a Buy rating with a $139 target, highlighting Baidu's recent AI product launchesErnie 4.5 Turbo and Ernie X1 Turbo, and their cost-efficiency gains. Options traders are bracing for a roughly 6% share move in either direction following the report, based on at-the-money straddle prices. Based on the one year price targets offered by 31 analysts, the average target price for Baidu Inc is $113.43 with a high estimate of $207.96 and a low estimate of $75.98. The average target implies a upside of +27.10% from the current price of $89.25. Based on GuruFocus estimates, the estimated GF Value for Baidu Inc in one year is $119.92, suggesting a upside of +34.36% from the current price of $89.25. For deeper insights, visit the Baidu Forecast page. This article first appeared on GuruFocus.
Yahoo
20-05-2025
- Business
- Yahoo
Baidu Q1 Earnings Preview: What to Expect From Upcoming Report
May 20 - The Chinese tech giant Baidu (NASDAQ:BIDU) is set to unveil its first-quarter 2025 results on Wednesday before the markets open. Analysts expect net income to fall about 31% year-on-year to $1.99 per share and revenue to slip roughly 2% to $4.29 billion. Year-to-date, BIDU stock has climbed about 8%. Warning! GuruFocus has detected 3 Warning Signs with BIDU. Macquarie's Ellie Jiang trimmed her price target to $83 from $85 and kept a Hold rating, saying AI monetization may take time amid stiff competition and a soft macro backdrop. She forecasts AI Cloud revenue will grow around 25% to RMB 5.9 billion, partially offsetting ad-business weakness. Citi's Alicia Yap reiterated a Buy rating with a $139 target, highlighting Baidu's recent AI product launchesErnie 4.5 Turbo and Ernie X1 Turbo, and their cost-efficiency gains. Options traders are bracing for a roughly 6% share move in either direction following the report, based on at-the-money straddle prices. Based on the one year price targets offered by 31 analysts, the average target price for Baidu Inc is $113.43 with a high estimate of $207.96 and a low estimate of $75.98. The average target implies a upside of +27.10% from the current price of $89.25. Based on GuruFocus estimates, the estimated GF Value for Baidu Inc in one year is $119.92, suggesting a upside of +34.36% from the current price of $89.25. For deeper insights, visit the Baidu Forecast page. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
04-04-2025
- Business
- Yahoo
PDD's Temu likely most impacted by raised tariffs, says Citi
Citi analyst Alicia Yap tells investors in a research note that PDD's (PDD) Temu is likely to be the most impacted by raised tariffs and the removal of the de minimis exemption for shipments under $800. The firm, which has a Neutral rating and $150 price target on PDD shares, says that while Temu has been shifting its U.S. model to semi-managed models over the past few months, and many sellers have already front-end loaded some inventory and stored it in U.S. warehouses, the worse-than-expected tariff announcement and removal of de minimis exemption could still cause significant uncertainty to the Temu business over time. Meanwhile, Citi expects Baidu (BIDU), Alibaba (BABA), and Tencent (TCEHY) to see share price overhang given uncertainty around any potential new chip restrictions. Discover the latest stocks recommended by top Wall Street analysts, all in one place with Analyst Top Stocks. Make smarter investments with weekly expert stock picks from the Smart Investor Newsletter. Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See Insiders' Hot Stocks on TipRanks >> Read More on PDD: Disclaimer & DisclosureReport an Issue PDD Holdings Pinduoduo to invest over $13B to support merchants, WSJ says De minimis loophole that aided Temu, Shein to close May 2, Bloomberg reports Trump's Bold Move to End 'De Minimis' Triggers Chinese E-Commerce Stocks Sell-Off Pinduoduo put volume heavy and directionally bearish Unusually active option classes on open March 28th Sign in to access your portfolio
