BIDU is trading at $126.04 (-4.98%) following its Q4 2025 earnings release, as weak advertising revenue and margin contraction overshadowed a massive surge in AI Cloud growth.
- Revenue fell 4% YoY to $4.682B with EBITDA margins sliding to 14%, though adjusted EPS of $1.52 beat analyst forecasts.
- AI Cloud subscriptions grew 143% YoY, prompting CEO Robin Li to emphasize the company's ongoing strategic pivot toward artificial intelligence.
- To support shareholder value amid core business pressures, Baidu announced a new $5B share buyback program and its first-ever dividend.