Baidu's stock traded at $121.53, up 1.33% on October 15, 2025, recovering from the previous session's 4.60% decline. The stock has experienced significant volatility over the past week, dropping from $144.91 on October 6, 2025 to current levels. Zacks Investment Research issued a Hold rating (Rank #3) on October 15, 2025, highlighting that while BIDU has rallied 42.3% year-to-date, the stock trades at an attractive forward P/E of 14.82X—representing a 38% discount to its sub-industry average and nearly 50% below the sector multiple. The analysis emphasized Baidu's strong net cash position of RMB 155.1 billion as of June 30, 2025, and noted that non-online marketing revenue surpassed RMB 10 billion in Q2 2025, up 34% year-over-year, driven by 27% growth in AI Cloud. However, the consensus estimate for Q3 2025 revenues of $4.34 billion indicates a 9.33% year-over-year decline, with EPS expected at $1.32, down 44.30% year-over-year, reflecting intensifying competition from Alibaba and Tencent and slower AI monetization. The recovery today aligns with broader market strength, as the NASDAQ gained 0.65%, supporting technology stocks.
Baidu Holds Gains Amid Positive AI Valuation Analysis Despite Near-Term Headwinds
BIDU
Related News
BIDU
đź”´ BIDU is trading 6% down today amid broader market weakness and macro headwinds
BIDU
Baidu Receives Consensus Buy Rating with $150.43 Price Target for 2026
BIDU
Baidu Analysts Raise Fair Value 16% on AI and Cloud Momentum
BIDU
Baidu Earnings Report Scheduled for February 26, 2026
BIDU