Baidu, Inc. (NASDAQ:BIDU) Stock Has Consensus Target Price of $149.33

Baidu, Inc. (NASDAQ:BIDU) has earned a consensus recommendation of “Hold” from the nineteen analysts that are currently covering the company, Marketbeat.com reports. Three equities research analysts have rated the stock with a sell rating, four have given a hold rating and twelve have assigned a buy rating to the company. The average 1-year price objective among brokerages that have covered the stock in the last year is $144.27.

A number of equities research analysts have commented on the company. Bank of America reissued a “buy” rating on shares of Baidu in a report on Monday. Morgan Stanley downgraded Baidu from an “equal weight” rating to an “underweight” rating and lowered their price objective for the company from $130.00 to $80.00 in a research report on Wednesday, August 19th. Weiss Ratings reaffirmed a “sell (d)” rating on shares of Baidu in a research note on Thursday, August 13th. Arete Research set a $108.00 price objective on Baidu and gave the stock a “neutral” rating in a research note on Monday, September 7th. Finally, Susquehanna cut their target price on Baidu from $140.00 to $105.00 and set a “neutral” rating for the company in a research report on Friday, August 28th.

Baidu News Roundup

Here are the key news stories impacting Baidu this week:

• Positive Sentiment: A bullish investment thesis highlights Baidu’s potential for an asymmetric risk-reward profile, with possible valuation re-rating catalysts tied to its artificial-intelligence initiatives and internet businesses. Baidu: An Asymmetric Risk-Reward Opportunity With Multiple Re-Rating Catalysts
• Neutral Sentiment: Baidu will release third-quarter 2026 results before the U.S. market opens on November 16, followed by an earnings call. Investors will focus on advertising trends, AI monetization, cloud performance, margins and management’s outlook. Baidu to Report Third Quarter 2026 Financial Results on November 16, 2026
• Negative Sentiment: Several law firms, including Pomerantz, Rosen, Portnoy, Glancy Prongay and others, are promoting a securities class action against Baidu. The case covers investors who purchased securities between November 18, 2025, and August 17, 2026, with a November 13 lead-plaintiff deadline. The repeated announcements increase legal and reputational overhang, although they largely repeat the same underlying case rather than represent separate developments. Rosen Baidu Securities Class Action Notice
• Negative Sentiment: The allegations assert that Baidu overstated its ability to use its AI-powered businesses to offset a sharp deterioration in its legacy search-advertising franchise and failed to disclose material adverse information. If substantiated, the claims could lead to financial liabilities and further weaken confidence in management’s growth strategy. SueWallSt Baidu Class Action Deadline Notice

Baidu Stock Performance

BIDU opened at $78.27 on Wednesday. The stock has a market cap of $26.63 billion, a price-to-earnings ratio of -37.09 and a beta of 0.59. The firm’s fifty day moving average is $88.21 and its 200 day moving average is $115.70. Baidu has a fifty-two week low of $76.73 and a fifty-two week high of $165.30.

Institutional Inflows and Outflows

A number of large investors have recently added to or reduced their stakes in the business. Alyeska Investment Group L.P. lifted its stake in Baidu by 307.9% in the 2nd quarter. Alyeska Investment Group L.P. now owns 1,209,089 shares of the information services provider’s stock worth $138,187,000 after purchasing an additional 912,638 shares in the last quarter. WCM Investment Management LLC grew its position in shares of Baidu by 967.3% during the first quarter. WCM Investment Management LLC now owns 454,295 shares of the information services provider’s stock valued at $48,428,000 after purchasing an additional 411,731 shares in the last quarter. Nykredit A S purchased a new position in shares of Baidu during the second quarter valued at about $28,089,000. Handelsbanken Fonder AB grew its position in shares of Baidu by 110.9% during the second quarter. Handelsbanken Fonder AB now owns 246,789 shares of the information services provider’s stock valued at $28,206,000 after purchasing an additional 129,789 shares in the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its holdings in shares of Baidu by 19,231.1% in the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 123,526 shares of the information services provider’s stock worth $14,118,000 after purchasing an additional 122,887 shares during the last quarter.

About Baidu

Baidu, Inc (NASDAQ: BIDU) is a Chinese internet and artificial intelligence company founded in 2000 by Robin Li and Eric Xu. The company began as an internet search provider and has expanded into a broad technology platform serving consumers, businesses and public-sector organizations.

Baidu’s consumer products include its search engine, Baidu App, Baidu Baike, Baidu Maps, Baidu Tieba and Baidu Wenku. Its business services include online advertising, cloud computing and AI Cloud offerings.