Baidu Inc. ($BIDU) Stock Forecast: Up 5.1% Today

What is Baidu Inc.?

Baidu, Inc. (BIDU) is a Chinese multinational technology company known for its Internet services and products, such as search engine, AI, and autonomous driving technologies. Today, the company witnessed a notable uptrend in the market.

Why is Baidu Inc. going up?

BIDU stock is up 5.1% on Feb 6, 2026 19:47

• 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.

BIDU Price Chart

BIDU Technical Analysis

BIDU News

UBS Maintains Buy on Baidu, Inc. (BIDU) Feb 2026

UBS has maintained a Buy rating on Baidu, Inc. (BIDU) on February 4, 2026, indicating continued confidence in the company's prospects, particularly its AI and advertising recovery. Concurrently, Tiger Securities raised its price target for BIDU to $150, further signaling a positive outlook. The analyst activities coincided with a 5.92% stock price increase, highlighting the market's reaction to such sentiments, although investors are advised to consider China-specific risks and execution challenges.

https://meyka.com/blog/ubs-maintains-buy-on-baidu-inc-bidu-feb-2026-0502/

Baidu approves $5 billion share buyback, first dividend

Baidu has announced a significant capital return to shareholders, approving a new $5 billion share buyback program and its first-ever dividend payment. This move comes as the company seeks to enhance shareholder value.

https://www.msn.com/en-us/money/other/baidu-plans-first-dividend-5-billion-buyback-as-ai-rally-fades/ar-AA1VGODg?ocid=finance-verthp-feeds

China’s Baidu Approves Share Buyback Program of Up to $5 Billion

Baidu Inc. has announced a three-year stock buyback program of up to $5 billion and plans to issue its first dividend. This move aims to reward investors following a multiyear decline in the Chinese search leader's market value. The company's buyback program is authorized through the end of 2028, and it expects to declare its inaugural dividend payment this year, ahead of its earnings report later this month.

https://www.bloomberg.com/news/articles/2026-02-05/china-s-baidu-approves-share-buyback-program-of-up-to-5-billion

Baidu Plans First Dividend, $5 Billion Buyback as AI Rally Fades

Baidu Inc. has announced its first-ever dividend and a three-year stock buyback program worth up to $5 billion, aiming to reward investors after a period of market value decline. This move follows similar actions by other major Chinese tech companies like Tencent and Alibaba to enhance shareholder returns amid a fading AI rally. While analysts view it as a positive step, some note the buyback amount is not large relative to Baidu's balance sheet and spans three years.

https://finance.yahoo.com/news/baidu-plans-first-dividend-5-052407618.html

Baidu announces $5B buyback, sets dividend policy, eyes 2026 payout

Baidu has announced a new US$5 billion share repurchase program valid through December 31, 2028, and adopted its first-ever dividend policy for ordinary shares, with the initial payout expected in 2026. The company intends to fund dividends primarily through operating profits, supplemented by non-core asset sales and other investment returns. This move aims to enhance shareholder returns and has led to a positive market reaction, with BIDU stock gaining 5.26% following the announcement.

https://www.stocktitan.net/news/BIDU/baidu-announces-new-share-repurchase-program-and-dividend-zweh45j9gkts.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.

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.

13.10.2025 - 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.

04.01.2026 - 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.

06.10.2025 - 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.

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.