Baidu, Inc.
- Open
- 114.25
- Day high
- 116.41
- Day low
- 112.75
- Prev close
- 111.48
- Volume
- 2.7M
- Mkt cap
- $38.4B
- P/E (TTM)
- 866.4
- EPS (TTM)
- $0.13
- P/B
- 6.7
- P/S
- 2.0
- Yield
- —
- Per share
- —
- ▼Insiders net selling -$2.0M over the last 3 months (0 open-market buys, 1 sale)
- 🏛Institutions mixed (13F)
Baidu, Inc. (BIDU) is a Communication Services company listed on NASDAQ. The stock is up 29% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 1 sale (SEC Form 4). Drillr has 3 published research articles covering BIDU.
Baidu, Inc. (BIDU) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 4 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
BIDU earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 18, 2026 | $1.87 | $1.75 | -6.4% | $4.6B | +2.3% |
| Nov 18, 2025 | $1.20 | $1.56 | +30.0% | $4.4B | -6.1% |
| Aug 20, 2025 | $1.74 | $1.90 | +9.2% | $4.6B | +5.3% |
| May 21, 2025 | $1.96 | $2.55 | +30.1% | $4.5B | -4.8% |
| Feb 18, 2025 | $1.97 | $2.63 | +33.5% | $4.7B | +2.2% |
| Nov 21, 2024 | $2.49 | $2.36 | -5.2% | $4.8B | +0.1% |
| Aug 22, 2024 | $2.68 | $2.89 | +7.8% | $4.7B | -0.7% |
| May 16, 2024 | $2.30 | $2.76 | +20.0% | $4.8B | +3.8% |
| Feb 28, 2024 | $2.75 | $3.08 | +12.0% | $4.9B | +0.5% |
| Nov 21, 2023 | $2.45 | $2.80 | +14.3% | $4.7B | -0.4% |
| Aug 22, 2023 | $2.57 | $3.11 | +21.0% | $4.7B | +2.9% |
| May 16, 2023 | $1.93 | $2.34 | +21.2% | $4.5B | +5.2% |
BIDU insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| May 26, 2026 | Foo Jixundirector | Sell | 122,584 | $16.32 |
Source: BIDU SEC Form 4 filings, latest May 26, 2026. For informational purposes only — not investment advice.
See the full BIDU insider & 13F page →BIDU research & analysis
BABA Stock: Why the Pentagon China List Matters
BABA joined the Pentagon Section 1260H list June 9. Forced-selling from US pension funds and endowments estimated at $4-7B over six to twelve months.
BABABYDDYBABA's China AI Agent Rollout: Quark, DingTalk, Alipay
Alibaba is deploying AI agents across Quark, DingTalk, and Alipay in a coordinated rollout. Tencent's WeChat-led counter shapes the China AI agent.
BABAPDDNTESChina Services Trade Boom: Why PDD and BABA Are Positioned to Win Big
China's pivot to services trade exports favors cross-border platforms like PDD and BABA, with analysis of six U.S.-listed names highlighting growth, valuations, and strategic alignment. PDD leads conviction rankings amid Temu's global surge. Geopolitical risks loom but policy tailwinds could drive re-ratings.
BABAPDDNTES
Baidu, Inc. company profile
Overview
Baidu, Inc. (NASDAQ:BIDU) is a Chinese technology conglomerate founded in 2000 and headquartered in Beijing. The company went public in 2005 and has evolved from China's dominant search engine into a comprehensive artificial intelligence and cloud services provider. Baidu operates through two primary segments: Baidu Core, which encompasses search, AI cloud services, and autonomous driving technologies, and iQIYI, its online video entertainment platform subsidiary. The company has positioned itself as a leader in China's AI transformation, developing large language models, autonomous vehicle technology, and enterprise cloud solutions while maintaining its core search and advertising business.
Business
Baidu operates in the internet content and information sector, primarily serving the Chinese market through two distinct business segments. The **Baidu Core** segment represents the company's primary operations and includes three main revenue streams. The search-based and feed-based online marketing services form the traditional foundation, where Baidu monetizes its dominant search engine through advertising placements. This search engine functions similarly to Google, allowing users to find information online while displaying targeted advertisements to businesses seeking customers. The AI Cloud services division provides enterprise customers with artificial intelligence capabilities, cloud computing infrastructure, and software-as-a-service solutions. Additionally, Baidu Core includes emerging AI initiatives such as **ERNIE**, the company's large language model comparable to ChatGPT, and **Apollo Go**, an autonomous ride-hailing service using self-driving vehicles. The **iQIYI** segment operates as China's equivalent to Netflix, providing an online video streaming platform with original content, professionally produced shows, and partner-generated entertainment. This platform generates revenue through subscriptions, advertising, and content licensing. Based on recent financial data, Baidu Core represents approximately 80% of total company revenue, with online marketing contributing roughly 53% of total revenues, AI Cloud services accounting for about 21%, and other AI initiatives making up the remainder. iQIYI contributes the remaining 20% of total company revenue. The company also operates **Haokan**, a short-video platform competing with TikTok-style applications in the Chinese market.
Competitive moat
Baidu's competitive moat centers on its dominant position in Chinese search, which creates powerful network effects and data advantages. With decades of search query data and user behavior patterns, Baidu has built sophisticated algorithms and AI capabilities that are difficult for competitors to replicate. The company's **ERNIE** large language model benefits from this vast dataset and Chinese language expertise, providing advantages in local market applications. However, this moat faces significant challenges. The rise of alternative information discovery methods, particularly short-video platforms and social commerce, threatens traditional search usage. International cloud providers like Amazon Web Services and Microsoft Azure, along with domestic competitors like Alibaba Cloud and Tencent Cloud, present formidable competition in the AI cloud space. In autonomous driving, Baidu competes against well-funded rivals including traditional automakers, Tesla, and other technology companies. The company's moat strength is moderate and primarily defensive. While Baidu maintains technological leadership in Chinese AI applications and benefits from regulatory barriers that limit foreign competition, the rapidly evolving technology landscape and changing user behaviors create ongoing disruption risks. The company's significant investments in AI research and development help maintain technological competitiveness, but the sustainability of its advantages depends on continued innovation and successful monetization of new AI capabilities.
Risks & safety
Baidu maintains a solid financial position with moderate margin of safety considerations. **Liquidity and Solvency:** - Cash and short-term investments: RMB 24.6 billion ($3.4 billion USD) - Current ratio: 2.09, indicating strong short-term liquidity - Debt-to-equity ratio: 0.30, representing manageable leverage - Positive free cash flow: RMB 12.9 billion ($1.8 billion USD) annually - No immediate solvency concerns with strong balance sheet **Valuation Metrics:** - Price-to-earnings ratio: 10.3x, below historical technology averages - Price-to-book ratio: 0.81x, trading below book value - EV/EBITDA: 7.3x, reasonable for a technology company - Graham number suggests potential undervaluation **Other Considerations:** - Substantial R&D investments may pressure near-term profitability - Regulatory risks in China's technology sector - Currency exposure for international investors - Execution risk on AI monetization initiatives
Recent development
Over the past two years, Baidu has undergone a significant strategic transformation from a traditional search company to an AI-first technology leader. The company launched its **ERNIE** large language model series, with ERNIE 4.0 achieving capabilities comparable to GPT-4. Management has made ERNIE Bot free to users and open-sourced ERNIE 4.5 to drive broader adoption, resulting in explosive growth from 50 million daily API calls to 1.65 billion calls within one year. The **AI Cloud business** has emerged as a key growth driver, achieving 26% year-over-year growth in Q4 2024, with generative AI-related revenue now representing 11% of AI Cloud revenue. The company has focused on developing standardized AI solutions and expanding its enterprise customer base across multiple industries. **Apollo Go**, Baidu's autonomous ride-hailing service, has achieved significant operational milestones, including 100% fully driverless operations in multiple Chinese cities and providing over 1.1 million rides in Q4 2024. The service has expanded internationally with testing permits secured in Hong Kong. The company has integrated AI capabilities across its core search platform, with 22% of search result pages now containing AI-generated content. This represents a fundamental shift in how users interact with Baidu's search engine, though the company has prioritized user experience enhancement over immediate monetization. Management has also accelerated share buyback programs while maintaining substantial investments in AI infrastructure and research and development.
BIDU company profile · for informational purposes only — not investment advice.
Track BIDU with Drillr
SEC filings, earnings calls, insider activity, alt-data signals — all queryable through Drillr's AI terminal and MCP API.
Try Drillr for free