Baidu, Inc. $BIDU Shares Bought by Kercheville Advisors LLC

Key Points

• Kercheville Advisors LLC increased its stake in Baidu by 81.8% in Q4, adding 8,225 shares to hold 18,275 shares worth about $2.388 million.
• Baidu’s board authorized a new share repurchase program of up to $5 billion and adopted a dividend policy, with the first dividend payment expected in 2026, supporting near‑term shareholder returns.
• Analysts hold a consensus rating of Moderate Buy on BIDU with a consensus target price of $158.05, despite mixed individual price‑target revisions from firms like Nomura and Jefferies.

Kercheville Advisors LLC grew its holdings in shares of Baidu, Inc. (NASDAQ:BIDU - Free Report) by 81.8% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 18,275 shares of the information services provider's stock after purchasing an additional 8,225 shares during the period. Kercheville Advisors LLC's holdings in Baidu were worth $2,388,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Voya Investment Management LLC purchased a new stake in shares of Baidu during the 3rd quarter worth approximately $2,027,000. Greenwood Capital Associates LLC boosted its stake in shares of Baidu by 36.7% during the 3rd quarter. Greenwood Capital Associates LLC now owns 53,291 shares of the information services provider's stock worth $7,022,000 after acquiring an additional 14,315 shares in the last quarter. Earnest Partners LLC boosted its stake in shares of Baidu by 21.9% during the 3rd quarter. Earnest Partners LLC now owns 818,930 shares of the information services provider's stock worth $107,910,000 after acquiring an additional 146,992 shares in the last quarter. Yarbrough Capital LLC purchased a new stake in shares of Baidu during the 4th quarter worth approximately $1,697,000. Finally, ARK Investment Management LLC boosted its stake in shares of Baidu by 72.7% during the 3rd quarter. ARK Investment Management LLC now owns 508,388 shares of the information services provider's stock worth $66,990,000 after acquiring an additional 213,941 shares in the last quarter.

Analysts Set New Price Targets

BIDU has been the topic of several research analyst reports. Nomura decreased their price target on Baidu from $196.00 to $186.00 and set a "buy" rating on the stock in a research note on Friday, March 6th. Jefferies Financial Group boosted their price target on Baidu from $159.00 to $181.00 and gave the stock a "buy" rating in a research note on Friday, January 2nd. Weiss Ratings reissued a "hold (c)" rating on shares of Baidu in a research note on Monday, December 29th. Zephirin Group boosted their price target on Baidu from $88.00 to $89.00 and gave the stock a "sell" rating in a research note on Monday, March 2nd. Finally, Benchmark reissued a "buy" rating on shares of Baidu in a research note on Friday, February 20th. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, four have given a Hold rating and two have given a Sell rating to the company's stock. According to data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $158.05.

Trending Headlines about Baidu

Here are the key news stories impacting Baidu this week:

• Positive Sentiment: Baidu’s board authorized a new share repurchase program of up to $5 billion and the company adopted a dividend policy (first payment expected in 2026). That combination shifts part of the story toward near-term total shareholder return and provides a clear buyback/dividend backstop on rallies. Baidu shares rise 4.2% as China tech sentiment and capital-return narrative stay in focus
• Positive Sentiment: Analysts and coverage are increasingly highlighting Baidu’s AI Cloud strength and improving growth trajectory — a key fundamental support for longer-term upside as AI services monetize. This thesis likely underpins positioning ahead of earnings. Baidu Inc. (BIDU) Gains Analyst Backing on AI Cloud Strength Despite Ad Weakness
• Positive Sentiment: Broader risk-on flows into China/AI-related tech names are lifting large ADRs like Baidu; some of today’s move looks like sector rotation and pre-earnings positioning ahead of May results. Baidu shares rise 4.2% as China tech sentiment and capital-return narrative stay in focus
• Neutral Sentiment: Baidu set its Q1 2026 earnings release for May 18 — an important near-term catalyst that could amplify moves in either direction depending on AI Cloud, ads, and margin prints. Baidu to Report First Quarter 2026 Financial Results on May 18, 2026
• Neutral Sentiment: Competitive developments at Alphabet (stronger Search engagement and new in-house AI chips) underscore intensifying global AI/search competition — this validates the market opportunity but could pressure ad-mix or require heavier tech investment from Baidu. Alphabet's AI Push Reinforces Search Dominance: More Upside Ahead? Alphabet Stock Gains 2.1% After Unveiling New AI Inference Chip
• Negative Sentiment: Zacks placed BIDU on its Rank #5 (Strong Sell) list after recent downward revisions to FY estimates (~16.6% cut over 60 days), highlighting near-term earnings risk from ad weakness and raising the bar for upcoming results. New Strong Sell Stocks for April 23rd New Strong Sell Stocks for April 23rd (Zacks)
• Negative Sentiment: Institutional portfolio moves show notable reductions by some large holders in recent quarters (per Quiver), which can increase volatility and reduce support on downside days. Baidu shares rise 4.2% as China tech sentiment and capital-return narrative stay in focus

Baidu Trading Up 5.9%

Shares of BIDU opened at $128.71 on Friday. The firm has a market cap of $43.79 billion, a P/E ratio of 80.95 and a beta of 0.44. The company has a debt-to-equity ratio of 0.22, a current ratio of 1.76 and a quick ratio of 1.76. The company has a 50 day simple moving average of $120.86 and a two-hundred day simple moving average of $127.93. Baidu, Inc. has a 1 year low of $81.17 and a 1 year high of $165.30.

Baidu Profile

Baidu, Inc, founded in 2000 and headquartered in Beijing, is a Chinese multinational technology company best known for operating one of China's leading internet search engines. The company built its business around online search and related advertising services, providing search, content aggregation and targeted ad placements to consumers and marketers across China. Baidu went public on the NASDAQ in 2005 and has since diversified beyond search into a broader technology and AI-focused portfolio.

Core products and services include the Baidu search platform and mobile app, Baidu Maps and Baidu Baike (an online encyclopedia), along with digital content initiatives.

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