Baidu, Inc. (NASDAQ:BIDU) Stock Has Consensus Target Price of $149.33 According to Analysts

Shares of Baidu, Inc. (NASDAQ:BIDU) have earned an average recommendation of “Hold” from the nineteen brokerages that are covering the company, MarketBeat Ratings reports. Three research analysts have rated the stock with a sell recommendation, four have assigned a hold recommendation and twelve have issued a buy recommendation on the company. The average 12-month price target among brokers that have covered the stock in the last year is $144.27.

A number of equities analysts have recently commented on BIDU shares. Morgan Stanley lowered 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 report on Wednesday, August 19th. Bank of America decreased their price objective on Baidu from $180.00 to $165.00 and set a “buy” rating on the stock in a research note on Tuesday, July 14th. Arete Research set a $108.00 price objective on Baidu and gave the company a “neutral” rating in a research note on Monday, September 7th. JPMorgan Chase & Co. dropped their price objective on Baidu from $175.00 to $145.00 and set an “overweight” rating on the stock in a report on Friday. Finally, Benchmark cut their target price on Baidu from $215.00 to $150.00 and set a “buy” rating for the company in a research note on Wednesday, August 19th.

Institutional Investors Weigh In On Baidu

Hedge funds and other institutional investors have recently modified their holdings of the stock. Alyeska Investment Group L.P. grew its position in Baidu by 307.9% during the second quarter. Alyeska Investment Group L.P. now owns 1,209,089 shares of the information services provider’s stock valued at $138,187,000 after acquiring an additional 912,638 shares during the last quarter. WCM Investment Management LLC raised its stake in shares of Baidu by 967.3% during the first quarter. WCM Investment Management LLC now owns 454,295 shares of the information services provider’s stock worth $48,428,000 after acquiring an additional 411,731 shares in the last quarter. Nykredit A S purchased a new position in shares of Baidu during the second quarter worth approximately $28,089,000. Handelsbanken Fonder AB lifted its holdings in shares of Baidu by 110.9% in the 2nd quarter. Handelsbanken Fonder AB now owns 246,789 shares of the information services provider’s stock worth $28,206,000 after acquiring an additional 129,789 shares during the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its holdings in shares of Baidu by 19,231.1% in the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 123,526 shares of the information services provider’s stock worth $14,118,000 after acquiring an additional 122,887 shares during the last quarter.

Baidu Trading Down 1.0%

Shares of BIDU stock opened at $77.20 on Wednesday. The company’s fifty day simple moving average is $89.16 and its two-hundred day simple moving average is $108.63. The company has a debt-to-equity ratio of 0.28, a current ratio of 2.33 and a quick ratio of 2.33. Baidu has a 1 year low of $76.73 and a 1 year high of $165.30. The stock has a market capitalization of $26.27 billion, a price-to-earnings ratio of 16.28, a PEG ratio of 3.44 and a beta of 0.59.

Key Stories Impacting Baidu

Here are the key news stories impacting Baidu this week:

• Positive Sentiment: Robotaxi expansion offers a new growth opportunity. Baidu is testing autonomous taxis on London streets and is advancing plans with Lyft for a robotaxi service. International deployment could broaden Baidu’s Apollo Go business and provide a meaningful long-term catalyst, although commercialization and regulatory timelines remain uncertain. China’s Baidu tests robotaxi on London streets
• Positive Sentiment: JPMorgan maintains an “overweight” rating. The bank lowered its price target from $175 to $145, but the revised target still implies substantial upside from Baidu’s current trading level. The target reduction signals more cautious expectations, while the continued overweight rating suggests JPMorgan believes the selloff may be excessive. JPMorgan Baidu rating
• Neutral Sentiment: Valuation-focused investors see potential value. A recent analysis describes Baidu as an inexpensive leading Chinese search and AI company, citing its sizable search market share. However, the investment case depends on whether AI monetization can offset weakness in legacy search advertising. The Google of China Suddenly Looks Like a Great Deal
• Negative Sentiment: Several law firms are promoting a securities-fraud class action. The claims concern alleged misleading statements between November 18, 2025 and August 17, 2026, including allegations that Baidu overstated the strength of its AI business. One report says AI revenue growth later weakened sequentially, raising questions about execution and disclosure. The November 13, 2026 lead-plaintiff deadline keeps the issue in focus and could increase reputational, legal, and financial risks, although the allegations have not been proven. SueWallSt Baidu lawsuit deadline

Baidu Company Profile

Baidu, Inc (NASDAQ: BIDU) is a Chinese internet and artificial intelligence company founded in 2000 by Robin Li and Eric Xu. The company began as an internet search provider and has expanded into a broad technology platform serving consumers, businesses and public-sector organizations.

Baidu’s consumer products include its search engine, Baidu App, Baidu Baike, Baidu Maps, Baidu Tieba and Baidu Wenku. Its business services include online advertising, cloud computing and AI Cloud offerings.