Baidu, Inc. (NASDAQ:BIDU) Stock Rated “Hold” by Sell-Side Brokerages

Shares of Baidu, Inc. (NASDAQ:BIDU) have earned an average rating of “Hold” from the twenty-one research firms that are covering the stock, MarketBeat Ratings reports. Four research analysts have rated the stock with a sell recommendation, three have assigned a hold recommendation and fourteen have issued a buy recommendation on the company. The average 1-year price target among brokers that have covered the stock in the last year is $151.53.

BIDU has been the topic of a number of research reports. Bank of America reduced their target price on shares of Baidu from $180.00 to $165.00 and set a “buy” rating on the stock in a report on Tuesday, July 14th. JPMorgan Chase & Co. dropped their price target on shares of Baidu from $230.00 to $205.00 and set an “overweight” rating for the company in a research note on Friday, July 17th. Benchmark cut their price objective on Baidu from $215.00 to $150.00 and set a “buy” rating on the stock in a research report on Wednesday, August 19th. Zacks Research cut Baidu from a “hold” rating to a “strong sell” rating in a research note on Monday, July 20th. Finally, Barclays decreased their target price on Baidu from $124.00 to $96.00 and set an “equal weight” rating for the company in a report on Wednesday, August 19th.

Institutional Investors Weigh In On Baidu

A number of hedge funds have recently bought and sold shares of BIDU. Capital World Investors grew its position in shares of Baidu by 21.0% during the fourth quarter. Capital World Investors now owns 1,182,857 shares of the information services provider’s stock worth $154,552,000 after buying an additional 205,040 shares in the last quarter. Alyeska Investment Group L.P. raised its holdings in Baidu by 307.9% in 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 in the last quarter. Black Creek Investment Management Inc. lifted its stake in Baidu by 12.5% in the fourth quarter. Black Creek Investment Management Inc. now owns 892,555 shares of the information services provider’s stock worth $116,621,000 after acquiring an additional 98,837 shares during the last quarter. Amova Asset Management Americas Inc. lifted its stake in Baidu by 113.2% in the fourth quarter. Amova Asset Management Americas Inc. now owns 667,639 shares of the information services provider’s stock worth $87,214,000 after acquiring an additional 354,533 shares during the last quarter. Finally, Brandywine Global Investment Management LLC grew its holdings in Baidu by 1.3% during the 4th quarter. Brandywine Global Investment Management LLC now owns 384,282 shares of the information services provider’s stock worth $50,210,000 after acquiring an additional 4,820 shares in the last quarter.

Key Baidu News

Here are the key news stories impacting Baidu this week:

• Positive Sentiment: Baidu disclosed September share-buyback activity in Hong Kong and the United States. Repurchases can provide support for the shares by reducing share count and signaling management confidence, although the filings did not indicate that buybacks would offset the current legal overhang. Baidu Details September 2026 Share Buybacks in Hong Kong and U.S. Filings
• Neutral Sentiment: Baidu has attracted unusually high investor search interest, which may increase trading activity but does not by itself indicate improving fundamentals or a change in analyst expectations. Investors Heavily Search Baidu
• Negative Sentiment: Several law firms announced or promoted a securities class action against Baidu and its officers for investors who purchased securities between November 18, 2025, and August 17, 2026. The allegations include inadequate risk disclosures concerning weakening legacy advertising revenue and whether AI-related growth could offset that deterioration. Investors have until November 13, 2026, to seek lead-plaintiff status. The claims have not been proven, but the repeated announcements amplify litigation and disclosure risks. Baidu Securities Class Action Announcement
• Negative Sentiment: Baidu underperformed while the broader market gained, reflecting continued investor concern around the company’s outlook and the expanding litigation headlines. Baidu Stock Sinks as Market Gains

Baidu Trading Down 1.5%

NASDAQ BIDU opened at $84.32 on Friday. The company has a debt-to-equity ratio of 0.28, a quick ratio of 2.33 and a current ratio of 2.33. The firm has a market cap of $28.69 billion, a price-to-earnings ratio of -39.96, a PEG ratio of 3.78 and a beta of 0.59. The firm has a 50 day simple moving average of $96.82 and a 200-day simple moving average of $111.95. Baidu has a one year low of $83.95 and a one year high of $165.30.

About Baidu

Baidu, Inc (NASDAQ:BIDU) is a Chinese technology company founded in 2000 by Robin Li and Eric Xu. The company is best known for its internet search engine, which provides information retrieval and online services to users primarily in China.

Baidu has expanded beyond search into artificial intelligence, cloud computing, online content, and other technology services. Its AI offerings include the ERNIE family of large language models and related generative artificial intelligence applications.