Baidu, Inc. (NASDAQ:BIDU) Stock Has Consensus Price Target of $151.53

Key Points

• Analysts maintain a “Hold” consensus on Baidu, with 14 buys, 3 holds and 4 sells among 21 analysts. The average 12-month price target is $151.53, well above the stock’s recent $87.33 price.
• Several brokerages have recently cut their price targets, citing concerns about Baidu’s AI spending, weaker growth and profitability. Moody’s also changed its credit outlook to negative from stable while affirming the company’s A3 ratings.
• Baidu shares remain under pressure, trading near a fresh 52-week low and below their 50-day and 200-day moving averages. Ongoing share repurchases could provide support, but potential securities-fraud lawsuits and uncertainty over AI monetization add to investor risk.

Baidu, Inc. (NASDAQ:BIDU - Get Free Report) has been assigned a consensus recommendation of "Hold" from the twenty-one ratings firms that are presently covering the stock, MarketBeat Ratings reports. Four analysts have rated the stock with a sell recommendation, three have issued a hold recommendation and fourteen have assigned a buy recommendation to the company. The average twelve-month price target among brokerages that have issued ratings on the stock in the last year is $151.53.

BIDU has been the subject of a number of analyst reports. Barclays decreased their target price on shares of Baidu from $124.00 to $96.00 and set an "equal weight" rating for the company in a research note on Wednesday, August 19th. Susquehanna dropped their price target on Baidu from $140.00 to $105.00 and set a "neutral" rating on the stock in a research report on Friday, August 28th. Morgan Stanley downgraded Baidu from an "equal weight" rating to an "underweight" rating and cut their price target for the stock from $130.00 to $80.00 in a research note on Wednesday, August 19th. Citigroup reaffirmed a "buy" rating on shares of Baidu in a research report on Tuesday, June 23rd. Finally, Benchmark lowered their price objective on Baidu from $215.00 to $150.00 and set a "buy" rating for the company in a research note on Wednesday, August 19th.

Hedge Funds Weigh In On Baidu

Several institutional investors and hedge funds have recently modified their holdings of the stock. Signature Equity Partners LLC bought a new stake in Baidu in the first quarter worth $25,000. Sankala Group LLC bought a new position in Baidu during the fourth quarter valued at $46,000. Winthrop Capital Management LLC bought a new position in Baidu during the fourth quarter valued at $59,000. Rakuten Securities Inc. raised its stake in shares of Baidu by 20.0% in the second quarter. Rakuten Securities Inc. now owns 587 shares of the information services provider's stock valued at $67,000 after acquiring an additional 98 shares during the period. Finally, EverSource Wealth Advisors LLC raised its stake in shares of Baidu by 17.3% in the first quarter. EverSource Wealth Advisors LLC now owns 1,090 shares of the information services provider's stock valued at $121,000 after acquiring an additional 161 shares during the period.

More Baidu News

Here are the key news stories impacting Baidu this week:

• Positive Sentiment: Baidu disclosed September share repurchases in Hong Kong. Continued buybacks may provide some support for the stock by reducing share count and signaling management’s confidence in the company’s valuation. Baidu Details September Share Buybacks in Hong Kong Disclosure
• Neutral Sentiment: A potential Trump-Xi meeting has put Baidu and other Chinese AI stocks in focus, highlighting investor interest in China’s expanding AI ecosystem. The attention could benefit Baidu’s AI narrative, although it does not provide a company-specific earnings catalyst. Trump-Xi Meeting Puts These 5 Chinese AI Stocks in Focus
• Negative Sentiment: Moody’s affirmed Baidu’s A3 ratings but cut its outlook to negative from stable. The agency cited heavy AI capital spending, weaker top-line growth, narrowing margins, pressure on cash flow and leverage, and uncertainty over monetizing AI while stabilizing search advertising. Moody’s Cuts Baidu Outlook to Negative
• Negative Sentiment: Multiple law firms announced or promoted securities-fraud class actions covering investors who bought Baidu securities between November 18, 2025, and August 17, 2026. The allegations focus on whether Baidu overstated its ability to offset declining legacy search advertising with AI, while one alert cited an 8% quarter-over-quarter decline in the core AI-powered business. The repeated announcements increase reputational and potential legal-risk concerns, although the allegations have not been proven. BIDU Investors Have Opportunity to Lead Securities Fraud Lawsuit
• Negative Sentiment: Baidu recently established a fresh 52-week low and is trading well below its 50-day and 200-day moving averages, reflecting persistent bearish momentum and declining investor confidence. Baidu at a Fresh 52-Week Low

Baidu Trading Down 0.9%

Shares of NASDAQ BIDU opened at $87.33 on Friday. Baidu has a 1 year low of $86.69 and a 1 year high of $165.30. The company has a debt-to-equity ratio of 0.28, a current ratio of 2.33 and a quick ratio of 2.33. The firm has a 50-day moving average of $98.98 and a 200 day moving average of $113.28. The stock has a market cap of $29.71 billion, a P/E ratio of -41.39, a price-to-earnings-growth ratio of 3.89 and a beta of 0.57.

Baidu Company Profile

Baidu, Inc NASDAQ: BIDU is a Chinese technology company that provides internet search, artificial intelligence and related digital services. Its core business is Baidu Search, which helps users find information, products and services online through web search, mobile applications and other content platforms.

The company has expanded its artificial intelligence offerings through products and services such as the ERNIE family of large language models, AI Cloud, intelligent voice technologies and AI-powered applications.

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