Baidu shares surged 4.65% in pre-market trading after highly optimistic analyst reports regarding Q4 2025 performance, highlighted by DBS Group raising its price target significantly to $211.

  • Analysts anticipate sequential revenue recovery and robust growth in Baidu’s AI Cloud infrastructure business.
  • The positive outlook is further fueled by the strong momentum of Baidu’s AI initiatives, including the highly anticipated spin-off of its Kunlunxin AI chip unit.