Baidu Inc. ($BIDU) Stock Forecast: Up 5.2% Today

What is Baidu Inc.?

Baidu, Inc. (BIDU) is a Chinese multinational technology company specializing in Internet-related services and products, including search engine, AI, and autonomous driving. The stock had a strong bullish movement today.

Why is Baidu Inc. going up?

BIDU stock is up 5.2% on Jan 14, 2026 14:56

• A major investment firm reduced its stake in Baidu by 32.9% in Q3, while another institutional investor increased its position, showing mixed sentiments among investors.
• Analysts maintain a "Moderate Buy" rating on BIDU, with a consensus target price of $151.06, indicating positive long-term outlook despite near-term margin pressure.
• Baidu's stock market performance has been strong, with shares rising 1.61% in the latest session and 10.09% over the past month, highlighting investor confidence in the company's future.
• An increase in Baidu's price target was announced based on plans to spin off its AI chip subsidiary, Kunlunxin, expecting added value to BIDU and potential revenue growth opportunities ahead.

BIDU Price Chart

BIDU Technical Analysis

BIDU News

North of South Capital LLP Has $54.72 Million Stake in Baidu, Inc. $BIDU

North of South Capital LLP significantly reduced its stake in Baidu, Inc. (NASDAQ:BIDU) by 32.9% in Q3, now holding 415,245 shares valued at $54.72 million. Despite this reduction, other institutions like Sumitomo Mitsui Trust Group Inc. increased their positions, and analysts maintain a "Moderate Buy" rating with a consensus target price of $151.06 for BIDU. The article also notes Baidu's recent stock performance and its diversification into AI beyond its core search engine business.

https://www.marketbeat.com/instant-alerts/filing-north-of-south-capital-llp-has-5472-million-stake-in-baidu-inc-bidu-2026-01-13/

Baidu, Inc. Class A (9888) Gets a Buy from CICC

CICC has maintained a Buy rating on Baidu, Inc. Class A (9888) with a price target of HK$196.00. The analyst consensus for Baidu Class A is a Strong Buy with an average price target of HK$157.72. The company recently reported a quarterly revenue of HK$31.17 billion and a GAAP net loss of HK$11.23 billion for the quarter ending September 30.

https://www.theglobeandmail.com/investing/markets/stocks/BIDU/pressreleases/36978062/baidu-inc-class-a-9888-gets-a-buy-from-cicc/

Freedom Capital Markets Lifts Baidu (BIDU) Price Target, Maintains Buy Rating

Freedom Capital Markets analyst Roman Lukianchikov raised Baidu's (BIDU) price target to $160 from $120, maintaining a "Buy" rating. The firm acknowledges near-term margin pressure due to Baidu's transformation efforts and increased capital expenditures but sees positive signs as these initiatives yield results. They believe successful scaling of less profitable ventures could drive a recovery in profitability over the medium term.

https://finviz.com/news/272731/freedom-capital-markets-lifts-baidu-bidu-price-target-maintains-buy-rating

Baidu Inc. (BIDU) Laps the Stock Market: Here's Why

Baidu Inc. (BIDU) has outperformed the broader stock market, with its shares rising 1.61% in the latest session and 10.09% over the past month. Despite an anticipated year-over-year decline in upcoming earnings and revenue, the company holds a Zacks Rank of #3 (Hold) and is trading at a discount compared to its industry's average Forward P/E. Analysts' estimate revisions are a key indicator for future stock performance, and Baidu's current valuation suggests potential interest for investors.

https://www.sharewise.com/de/news_articles/Baidu_Inc_BIDU_Laps_the_Stock_Market_Heres_Why_Zacks_20260109_2345

HSBC Raises Baidu (BIDU) Target to $130 on Kunlunxin AI Chip Spinoff Plans

HSBC has increased its price target for Baidu (BIDU) to $130, up from $112, while maintaining a Hold rating. This adjustment comes after Baidu's announcement of plans to spin off its AI chip subsidiary, Kunlunxin (KLX), an action the firm believes will add significant value to BIDU. KLX, which filed a confidential listing application for the Hong Kong Stock Exchange, is projected to achieve RMB6 billion in revenue by 2026, with an estimated base case valuation of $15 per share for Baidu.

https://finance.yahoo.com/news/hsbc-raises-baidu-bidu-target-220014325.html

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Baidu Inc. Price History

14.10.2025 - BIDU Stock was down 5.3%

• Baidu unveiled AI chips to boost China's self-sufficiency drive, showcasing its commitment to technological advancements. However, softer advertising trends and heavier investment pressure may have weighed on investor sentiment.
• A significant $25 million share purchase in Baidu was made by Ark Invest, led by Cathie Wood, indicating confidence in the company's long-term prospects despite the bearish movement.
• Positive sentiment towards Baidu was expressed by Jim Cramer, suggesting that it, along with Alibaba, are good investment options, potentially attracting more investors to consider Baidu amidst the market downturn.
• The broader market focus on tech companies like Nvidia, Tesla, and Alphabet may have diverted attention away from Baidu, contributing to the bearish movement as investors seek opportunities in other high-profile stocks.

09.11.2025 - BIDU Stock was down 5.1%

• Baidu experienced a strong bearish movement today following concerns about its potential involvement with the Chinese military and ongoing securities fraud investigations. These factors led to a drop in Baidu's stock price.
• Despite a significant stock rally over the past year, one fund, RPD Fund Management, decided to fully divest its position in Baidu during the third quarter. This move suggests a change in outlook possibly influenced by Baidu's recent financial performance.
• On a positive note, Baidu's Hong Kong shares surged to a near four-week high after announcing plans to spin-off its AI chip unit, Kunlunxin (Beijing) Technology, as a separate entity. This initiative made Baidu the top gainer in the Hang Seng Index.
• The mix of concerns related to potential military connections and securities fraud investigations, alongside the positive development of the AI chip unit spin-off, likely impacted Baidu's stock performance today.

10.09.2025 - BIDU Stock was down 7.2%

• The comparison between Baidu and Meta might have highlighted potential concerns about BIDU's AI strategy, leading to investor skepticism.
• Investors may have reacted negatively to BIDU's focus on long-term AI cloud and generative tools, which could be perceived as less profitable in the short term compared to Meta's scaled AI platforms.
• The preference for immediate returns from Meta's AI applications over BIDU's longer-term AI investments could have contributed to the bearish movement in BIDU's stock price today.

08.00.2026 - BIDU Stock was down 5.5%

• Rheos Capital Works Inc. acquiring a significant position in Baidu indicates confidence in the company's future prospects, but the market may have reacted negatively to the news due to profit-taking or overbought conditions.
• The news of Baidu's AI chip arm, Kunlunxin, planning a $2 billion IPO in Hong Kong could have raised concerns among investors about potential dilution or increased competition in the AI sector, leading to a bearish sentiment.
• Despite the bullish forecast and positive analyst ratings, the reduction in Baidu's position by Robeco Institutional Asset Management B.V. and the warning about short-term volatility and pullback risks could have contributed to the bearish movement.
• The broader context of Asia's IPO boom and the increasing competition in the tech sector might have added to the market's cautious approach towards Baidu, considering the evolving landscape of the industry.

02.09.2025 - BIDU Stock was up 8.2%

• Baidu's stock showcased a notable bullish trend amidst market gains.
• Notably, Ark Invest, led by Cathie Wood, acquired a substantial amount of Baidu shares, signaling confidence in the company's future.
• Baidu's strategic extension of its Apollo Go robotaxi service to new territories, such as Australia, emphasizes its global expansion goals and competitive stance against key players like Waymo and Tesla.
• Despite encountering bearish trends, Baidu's emphasis on operational profitability within its primary markets, coupled with the growing AI momentum across the tech industry, underpins the stock's favorable performance.

14.00.2026 - BIDU Stock was up 5.2%

• A major investment firm reduced its stake in Baidu by 32.9% in Q3, while another institutional investor increased its position, showing mixed sentiments among investors.
• Analysts maintain a "Moderate Buy" rating on BIDU, with a consensus target price of $151.06, indicating positive long-term outlook despite near-term margin pressure.
• Baidu's stock market performance has been strong, with shares rising 1.61% in the latest session and 10.09% over the past month, highlighting investor confidence in the company's future.
• An increase in Baidu's price target was announced based on plans to spin off its AI chip subsidiary, Kunlunxin, expecting added value to BIDU and potential revenue growth opportunities ahead.

13.10.2025 - BIDU Stock was down 5.4%

• Baidu unveiled two artificial intelligence chips, showcasing its ambition to contribute to China's technological self-sufficiency drive. Despite this positive development, the market may have reacted bearishly due to broader concerns about regulatory challenges and evolving market dynamics.
• A notable investment firm made a significant share purchase in Alibaba Group Holding Ltd. (BABA) but scaled back on Baidu Inc. (BIDU), which could have influenced market sentiment towards Baidu negatively.
• A market commentator expressed confidence in Baidu and Alibaba, which could indicate long-term growth potential for these companies. However, the short-term market reaction to Baidu's chip unveiling and portfolio adjustments may have contributed to the bearish movement.
• Recognition of Baidu as one of the most comprehensive AI platforms in the world could be a positive indicator for its future prospects, suggesting that today's bearish movement might be a temporary market reaction rather than a reflection of the company's intrinsic value.

04.10.2025 - BIDU Stock was up 5.1%

• Despite Baidu Inc. (BIDU) closing at $121.81 with a 4.54% increase, market whales have taken a bearish approach towards the stock in their recent options bets.
• The conflicting sentiments between the bullish market movement and the bearish bets by deep-pocketed investors could indicate a potential divergence in short-term and long-term outlooks for BIDU.
• This disparity in investor sentiment may lead to increased volatility in BIDU's stock price as market players navigate between the positive market movement and the cautious stance of significant investors.

06.09.2025 - BIDU Stock was up 5.2%

• Baidu's stock price surged by +2.03% to $140.23, outperforming the overall market returns.
• Cathie Wood's Ark Invest made significant trades, purchasing 52,388 shares of Baidu, indicating a vote of confidence in the company's future prospects.
• The bullish movement could be attributed to the positive market sentiment towards Baidu's advancements in AI technology and autonomous driving, as highlighted by Ark Invest's investment decisions.
• The increased investor interest in Baidu may have been further fueled by the company's strategic positioning in the rapidly evolving tech landscape, driving optimism and pushing the stock price higher.

30.11.2025 - BIDU Stock was up 8.4%

• Westend Capital Management LLC and Voya Investment Management LLC made substantial acquisitions of BIDU shares in the third quarter, indicating strong confidence in Baidu's future outlook.
• Analysts hold a "Moderate Buy" consensus on BIDU, setting a price target of $146.11, which has further boosted investor confidence.
• Concerns have arisen regarding a potential securities fraud investigation by Pomerantz LLP and Baidu's potential inclusion on a list of companies assisting the Chinese military, leading to a slight dip in the ADR price.
• Notwithstanding these challenges, Baidu's strategic emphasis on enterprise AI, coupled with its evident progress in AI cloud and autonomous driving platforms, appears to have overshadowed the negative developments, driving the stock's bullish performance today.

18.10.2025 - BIDU Stock was down 5.3%

• Baidu's stock slipped after reporting a decline in revenue and negative free cash flow, highlighting the challenges of its aggressive push into AI while facing persistent weakness in core advertising.
• Despite unveiling AI chips to boost China's self-sufficiency drive, the company faces softer advertising trends and increased investment pressure, impacting investor sentiment.
• Cathie Wood's significant share purchase in Alibaba and scaling back on Baidu might have also influenced market perception, reflecting evolving market dynamics and regulatory challenges.
• The combination of revenue decline, advertising weakness, and investment pressure likely contributed to the bearish movement in Baidu's stock today, overshadowing the positive developments in AI and autonomous driving technologies.

06.10.2025 - BIDU Stock was up 5.0%

• BIDU exhibited resilience and closed higher, reflecting strong investor interest amidst an overall market decline.
• The notable increase in BIDU's stock price indicates positive developments within the company, which could be linked to new product launches or strategic partnerships.
• Investor optimism regarding BIDU's future growth prospects likely fueled the bullish movement in the stock, despite challenges in the broader market.