Baidu is expected to report consensus revenue of $4.62 billion and EPS of $1.12, while the current stock price of $133.94 trades at a significant discount to the $165.07 average analyst target.
The key focus for investors is the growth and monetization of Baidu's AI Cloud and Ernie Bot services. Markets are looking for signs that AI-native marketing services can offset the structural decline in the legacy search and advertising business. Additionally, progress on the $5 billion share buyback and the newly implemented dividend policy will be crucial for sentiment.