Latest news with #BIDU
Yahoo
4 days ago
- 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
6 days ago
- Business
- Yahoo
Baidu Price Target Lowered as AI Monetization Uncertainty Weighs
On May 22, Benchmark analyst Fawne Jiang lowered the price target for Baidu, Inc. (NASDAQ:BIDU) to $120 from $130 but maintained a Buy rating. This comes after Baidu recently revealed its first-quarter 2025 earnings, which exceeded forecasts with solid earnings and revenue. Twin Design / A notable achievement was the company's AI Cloud, which grew 42% year-over-year, accounting for roughly 26% of the company's core revenue, and achieved margins higher than those of its main rivals. Additionally, Baidu's GenAI search technology is being adopted faster than expected. While this tech has tremendous long-term potential, the analyst pointed out that it is currently only partially monetized and still in the trial-and-error stage. Since the timing and effectiveness of monetization for Baidu's AI search are uncertain, Benchmark has updated its estimate for the company's core advertising revenue for 2025. Instead of predicting flat growth, the firm now expects an 8% year-over-year decline. While we acknowledge the potential of BIDU to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than BIDU and that has 100x upside potential, check out our report about the cheapest AI stock. Read More: and Disclosure: None.
Yahoo
6 days ago
- Business
- Yahoo
BofA Reiterates Buy on Baidu (BIDU), Lowers PT
On May 22, Bank of America Securities analyst Miranda Zhuang reiterated a Buy rating on Baidu Inc. (NASDAQ:BIDU). However, she reduced the price target to $100 from $104 due to lower profit estimates for the ad business. A modern internet space with a person using Baidu services on a laptop. She also notes that its robotaxi division has achieved fully autonomous operations in Mainland China, which has already become a highly competitive market. Additionally, the company has its eyes set on international markets, and a successful entry into more overseas markets will result in significant growth, according to the analyst. The analyst also touched upon the company's advertising business, which has recently been under revenue growth pressure. However, she believes Baidu's AI dominance should enable it to reinvigorate growth in this segment through its core AI-powered search business or by innovating ad formats and enhancing user experience. To top it all, the company's strong financial position, share buybacks, and relatively cheaper valuation support her optimistic view. Baidu Inc. (NASDAQ:BIDU) is a Chinese technology company specializing in Internet services and AI. While its search engine has a dominant market position, it has diversified into several high-growth areas, such as autonomous driving and smart consumer electronics. While we acknowledge the potential of BIDU as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than BIDU and that has 100x upside potential, check out our report about the cheapest AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None.
Yahoo
6 days ago
- Business
- Yahoo
Baidu Price Target Lowered as AI Monetization Uncertainty Weighs
On May 22, Benchmark analyst Fawne Jiang lowered the price target for Baidu, Inc. (NASDAQ:BIDU) to $120 from $130 but maintained a Buy rating. This comes after Baidu recently revealed its first-quarter 2025 earnings, which exceeded forecasts with solid earnings and revenue. Twin Design / A notable achievement was the company's AI Cloud, which grew 42% year-over-year, accounting for roughly 26% of the company's core revenue, and achieved margins higher than those of its main rivals. Additionally, Baidu's GenAI search technology is being adopted faster than expected. While this tech has tremendous long-term potential, the analyst pointed out that it is currently only partially monetized and still in the trial-and-error stage. Since the timing and effectiveness of monetization for Baidu's AI search are uncertain, Benchmark has updated its estimate for the company's core advertising revenue for 2025. Instead of predicting flat growth, the firm now expects an 8% year-over-year decline. While we acknowledge the potential of BIDU to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than BIDU and that has 100x upside potential, check out our report about the cheapest AI stock. Read More: and Disclosure: None.
Yahoo
6 days ago
- Business
- Yahoo
BofA Reiterates Buy on Baidu (BIDU), Lowers PT
On May 22, Bank of America Securities analyst Miranda Zhuang reiterated a Buy rating on Baidu Inc. (NASDAQ:BIDU). However, she reduced the price target to $100 from $104 due to lower profit estimates for the ad business. A modern internet space with a person using Baidu services on a laptop. She also notes that its robotaxi division has achieved fully autonomous operations in Mainland China, which has already become a highly competitive market. Additionally, the company has its eyes set on international markets, and a successful entry into more overseas markets will result in significant growth, according to the analyst. The analyst also touched upon the company's advertising business, which has recently been under revenue growth pressure. However, she believes Baidu's AI dominance should enable it to reinvigorate growth in this segment through its core AI-powered search business or by innovating ad formats and enhancing user experience. To top it all, the company's strong financial position, share buybacks, and relatively cheaper valuation support her optimistic view. Baidu Inc. (NASDAQ:BIDU) is a Chinese technology company specializing in Internet services and AI. While its search engine has a dominant market position, it has diversified into several high-growth areas, such as autonomous driving and smart consumer electronics. While we acknowledge the potential of BIDU as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than BIDU and that has 100x upside potential, check out our report about the cheapest AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. 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
