Baidu (BIDU)

• Market cap: $46.7B
• 1 day: -1.37%
• 5 days: 17.09%
• 1 month: 50.83%
• 3 months: 60.8%
• 6 months: 32.61%
• Year to date: 64.38%
• 1 year: 60.55%
• 5 years: 9.05%
• 10 years: -4.65%
• Sector: Communication Services
• Industry: Internet Content & Information

About: Baidu is the largest internet search engine in China with over 50% share of the search engine market in 2024 per web analytics firm, Statcounter. The firm generated 70% of core revenue from online marketing services from its search engine in 2024. Outside its search engine, Baidu is a technology-driven company and its other major growth initiatives are artificial intelligence cloud, video streaming services, voice recognition technology, and autonomous driving.

Employees: 45,500

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

16.43% more ownership

Funds ownership: 3.31% [Q1] → 19.75% (+16.43%) [Q2]

11% less funds holding

Funds holding: 464 [Q1] → 414 (-50) [Q2]

16% less call options, than puts

Call options by funds: $1.12B | Put options by funds: $1.34B

20% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 148

27% less capital invested

Capital invested by funds: $6.49B [Q1] → $4.71B (-$1.78B) [Q2]

38% less funds holding in top 10

Funds holding in top 10: 16 [Q1] → 10 (-6) [Q2]

47% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 92

Research analyst outlook

6 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $81
• Avg. target: $122
• High target: $157

6 analyst ratings

• positive: 4 67%
• neutral: 2 33%
• negative: 0 0%

Jefferies Thomas Chong	$157	Buy Maintained	17 Sep 2025
Arete Research Richard Kramer	$143	Buy Upgraded	16 Sep 2025
Susquehanna Shyam Patil	$95	Neutral Maintained	2 Sep 2025
Benchmark Fawne Jiang	$115	Buy Maintained	21 Aug 2025
Barclays Jiong Shao	$81	Equal-Weight Maintained	18 Jul 2025