
Baidu (BIDU) Stock Forecast & Price Target
Baidu (BIDU) Analyst Ratings
Bulls say
Baidu's dominant position in China's search engine market, holding over 50% market share in 2024, provides a solid foundation for its revenue generation, with 70% of core revenue derived from online marketing services. The company's strategic pivot toward artificial intelligence and non-advertising revenue streams is evidenced by a 34% year-over-year growth in AI Cloud and a rise in non-advertising revenues, now constituting approximately 40% of Baidu Core. Additionally, Baidu has demonstrated strong growth in its AI-native marketing services, which surged 262% year-over-year, indicating robust demand and a positive outlook for future earnings.
Bears say
Baidu's financial performance indicates a concerning trend, highlighted by a 2% year-over-year decline in core revenues, primarily driven by a 15% drop in advertising revenue due to disruptions caused by the company's shift towards generative AI search. Additionally, iQIYI, a subsidiary of Baidu, reported an 11% year-over-year revenue decline, further emphasizing the challenges faced by Baidu's broader portfolio. With projections indicating a continued decline in core ad revenue by 15% year-over-year and only marginal growth of 1% by fiscal year 2026, the company faces significant uncertainty in achieving stable revenue growth amid its AI monetization transition.
This aggregate rating is based on analysts' research of Baidu and is not a guaranteed prediction by Public.com or investment advice.
Baidu (BIDU) Analyst Forecast & Price Prediction
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