Added to YB: 2026-05-19
Pitch date: 2026-05-15
BIDU [neutral]
Baidu, Inc.
+1.03%
current return
Author Info
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Company Info
Baidu, Inc. provides internet content, value-added telecommunication-based, internet map, and online audio and video services in the People’s Republic of China.
Market Cap
$313.4B
Pitch Price
$135.30
Price Target
174.00 (+27%)
Dividend
N/A
EV/EBITDA
9.88
P/E
78.13
EV/Sales
2.47
Sector
Interactive Media and Services
Category
growth
Setups for a Light Monday: Baidu, Inc.
BIDU (quick overview): AI Cloud subs +128% Q3, Apollo Go Dubai launch w/ Uber + Lyft UK/Germany 2026; RT6 nearing breakeven in Wuhan/Beijing. Trading 8-10x fwd P/E, $63/sh net cash, 5% buyback, new div. Deutsche $160 PT vs $127 price. Bears: online mktg rev -18% YoY, AI answers cover 70% search w/o clear monetization, Alibaba/DeepSeek outperform ERNIE on quality, ADR flows out on tariffs
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