Baidu Inc. ($BIDU) Stock Forecast: Down 5.4% Today

What is Baidu Inc.?

Baidu (BIDU) is a Chinese multinational technology company specializing in Internet-related services and products, including search engine, AI, and autonomous driving.

Why is Baidu Inc. going down?

BIDU stock is down 5.4% on Feb 13, 2026 14:56

• Baidu saw significant downward movement in the market today despite introducing its OpenClaw AI model into its search app and reaching 700 million users before Lunar New Year.
• Analysts are moderately optimistic about Baidu, with an average "Moderate Buy" recommendation and raised price targets from companies such as Jefferies and Bank of America.
• The market decline may be linked to Morgan Stanley maintaining an Equal Weight rating on Baidu and revising down revenue forecasts for 2025 and 2026 due to advertising trends.
• Baidu's potential move to upgrade its Hong Kong listing to primary status in response to U.S. laws may have also influenced investor sentiment and contributed to the negative market performance.

BIDU Price Chart

BIDU Technical Analysis

BIDU News

Baidu's Bold Gambit: OpenClaw AI Reaches 700 Million Users as China's Tech Giants Race to Dominate Intelligent Search

Baidu has integrated its OpenClaw AI model into its search app, reaching 700 million users ahead of Lunar New Year, intensifying competition in China's AI market. This strategic move aims to reshape user behavior and solidify Baidu's position against rivals like DeepSeek and ByteDance, while also addressing critical questions about monetization and regulatory compliance. The deployment is considered one of the largest single integrations of a generative AI model into a consumer-facing application globally.

https://www.webpronews.com/baidus-bold-gambit-openclaw-ai-reaches-700-million-users-as-chinas-tech-giants-race-to-dominate-intelligent-search/

Baidu, Inc. (NASDAQ:BIDU) Given Average Recommendation of "Moderate Buy" by Analysts

Baidu, Inc. (NASDAQ:BIDU) has received an average "Moderate Buy" rating from 24 analysts, with a consensus 12-month price target of $157.05. Several firms, including Jefferies, Bank of America, and Barclays, have recently increased their price targets for the stock, indicating growing analyst optimism. The stock opened at $138.38 with a market capitalization of $47.8 billion and a P/E ratio of 45.97.

https://www.marketbeat.com/instant-alerts/baidu-inc-nasdaqbidu-given-average-recommendation-of-moderate-buy-by-analysts-2026-02-13/

Baidu Embeds OpenClaw In Search App Ahead Of Lunar New Year

Baidu has integrated its OpenClaw AI agent into its search app, making it accessible to approximately 700 million monthly users before Lunar New Year. This move intensifies the AI competition in China, with Baidu aiming to boost user engagement and monetize AI features. Other Chinese tech giants like Alibaba and Tencent are also enhancing their AI offerings, particularly ahead of major holidays to capitalize on user engagement and revenue.

https://www.bitget.com/news/detail/12560605198379

Fund Update: 649,490 BAIDU (BIDU) shares added to ARK Investment Management LLC portfolio

ARK Investment Management LLC has increased its holdings in Baidu (BIDU) by adding 649,490 shares to its portfolio, as per a recent SEC 13F filing. This article also details recent hedge fund activity in BIDU, with several institutions adding or decreasing their positions, and summarizes current analyst ratings and price targets for the stock.

https://www.quiverquant.com/news/Fund+Update%3A+649%2C490+BAIDU++%28BIDU%29+shares+added+to+ARK+Investment+Management+LLC+portfolio

Morgan Stanley Maintains an Equal Weight Rating on Baidu, Inc. (BIDU)

Morgan Stanley has reiterated an Equal Weight rating on Baidu, Inc. (BIDU) and increased its price target from $130 to $150, despite lowering core revenue expectations for 2025 and 2026 due to advertising trends. Concurrently, Barclays also maintained an Equal Weight rating and boosted its price goal to $147. Baidu is also considering elevating its Hong Kong listing to primary status to mitigate risks from U.S. laws and expand exposure to mainland Chinese investors, with the stock seeing an 8.22% decrease as of February 4, 2026.

https://finance.yahoo.com/news/morgan-stanley-maintains-equal-weight-194212230.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.

12.01.2026 - BIDU Stock was down 5.2%

• A prominent investment management firm increased its holdings in Baidu, reflecting confidence in the company's future prospects.
• Despite some financial institutions maintaining a certain rating on Baidu and adjusting their price targets, the stock experienced a decrease.
• A collaboration between Baidu and Uber to introduce autonomous ride-hailing services in Dubai might have long-term benefits for Baidu, with potential short-term concerns influencing market reactions.
• There is notable investor interest in Baidu, potentially impacting the stock's movement, although limited information hampers a thorough analysis of the situation.

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.

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.

21.00.2026 - BIDU Stock was up 5.3%

• Baidu's stock displayed a notable bullish trend, rising by 3.65% and concluding close to its 52-week peak.
• The surge in the stock price can be linked to the milestone reached by Ernie AI, surpassing 200 million monthly active users and highlighting Baidu's dominance in the generative AI market.
• Upgrades from analysts and optimistic ratings additionally enhanced investor confidence in Baidu's AI ventures and revenue prospects.
• In spite of concerns regarding its high valuation and regulatory challenges, Baidu's strategic emphasis on enhancing Ernie's capabilities and capitalizing on its user base resonated positively with investors, propelling the stock's upward movement.

21.00.2026 - BIDU Stock was up 6.0%

• Baidu's stock surged as its Ernie AI chatbot surpassed 200 million monthly active users, showcasing the company's strong foothold in the AI market and its ability to integrate AI across various platforms effectively.
• Despite facing financial challenges such as declining revenue growth and financial stress indicators, investor confidence in Baidu's strategy to monetize its large user base through AI services drove the stock higher.
• The significant reduction in Baidu's shares by Nations Financial Group Inc. IA ADV did not deter overall investor sentiment, as other institutional investors increased their positions in the company, signaling continued interest in Baidu's growth potential.
• The widespread adoption of Baidu's AI chatbot, Ernie, reflects the intense competition in the Chinese tech industry, with Baidu positioning itself strongly by expanding Ernie's capabilities and user base.

13.01.2026 - BIDU Stock was down 5.4%

• Baidu saw significant downward movement in the market today despite introducing its OpenClaw AI model into its search app and reaching 700 million users before Lunar New Year.
• Analysts are moderately optimistic about Baidu, with an average "Moderate Buy" recommendation and raised price targets from companies such as Jefferies and Bank of America.
• The market decline may be linked to Morgan Stanley maintaining an Equal Weight rating on Baidu and revising down revenue forecasts for 2025 and 2026 due to advertising trends.
• Baidu's potential move to upgrade its Hong Kong listing to primary status in response to U.S. laws may have also influenced investor sentiment and contributed to the negative market performance.

04.01.2026 - BIDU Stock was down 5.0%

• BIDU stock dropped by 3.01% even as the overall market saw gains, potentially indicating internal company factors influencing this decline.
• The shift from a "hold" to a "sell" recommendation by an investment firm and an increased short interest point to a rising bearish outlook among investors.
• Analysts are predicting a notable decrease in Baidu's earnings per share for the next financial report, which may be impacting the stock's downward trend.
• Differing analyst opinions, including some maintaining a "buy" stance while others lowering their rating, showcase uncertainties and varied perspectives on Baidu's future prospects.

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.

06.01.2026 - BIDU Stock was up 5.1%

• Maintaining a Buy rating on BIDU, along with raising the price target to $150, has bolstered investor confidence in the company's AI and advertising recovery, resulting in a 5.92% increase in the stock price.
• Baidu's approval of a $5 billion share buyback program and its inaugural dividend payment emphasize its dedication to enhancing shareholder value, likely influencing the positive market sentiment and stock price surge.
• Investor optimism regarding Baidu's future prospects and its endeavors to reward shareholders is evident through the market's response to its shareholder-friendly actions, despite some concerns about the buyback amount relative to its balance sheet.
• Baidu's decision to reward investors through a buyback program and dividend policy aligns with similar moves by other Chinese tech giants, aimed at boosting shareholder returns. This approach has resonated well with investors, propelling the upward movement in BIDU stock.