Baidu, Inc. $BIDU Stock: M&G PLC Cuts Position

M&G PLC lessened its holdings in Baidu, Inc. (NASDAQ:BIDU) by 11.2% during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 154,250 shares of the information services provider’s stock after selling 19,406 shares during the period. M&G PLC’s holdings in Baidu were worth $13,420,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of BIDU. Keel Point LLC increased its position in shares of Baidu by 1.5% during the first quarter. Keel Point LLC now owns 5,215 shares of the information services provider’s stock valued at $581,000 after acquiring an additional 78 shares during the last quarter. Rakuten Securities Inc. lifted its holdings in Baidu by 20.0% during the second quarter. Rakuten Securities Inc. now owns 587 shares of the information services provider’s stock worth $67,000 after acquiring an additional 98 shares during the period. Steadtrust LLC boosted its position in Baidu by 1.2% in the second quarter. Steadtrust LLC now owns 8,225 shares of the information services provider’s stock worth $940,000 after purchasing an additional 100 shares during the last quarter. J. Safra Sarasin Holding AG boosted its position in Baidu by 2.9% in the first quarter. J. Safra Sarasin Holding AG now owns 5,165 shares of the information services provider’s stock worth $575,000 after purchasing an additional 147 shares during the last quarter. Finally, SBI Securities Co. Ltd. boosted its position in Baidu by 1.2% in the third quarter. SBI Securities Co. Ltd. now owns 12,815 shares of the information services provider’s stock worth $1,113,000 after purchasing an additional 154 shares during the last quarter.

Baidu Trading Down 1.6%

NASDAQ:BIDU opened at $79.71 on Wednesday. Baidu, Inc. has a 12 month low of $75.80 and a 12 month high of $165.30. The company has a current ratio of 2.33, a quick ratio of 2.33 and a debt-to-equity ratio of 0.28. The firm’s 50 day moving average is $85.29 and its 200 day moving average is $112.10. The stock has a market capitalization of $27.24 billion, a PE ratio of -37.78, a price-to-earnings-growth ratio of 4.25 and a beta of 0.60.

Baidu News Summary

Here are the key news stories impacting Baidu this week:

• Negative Sentiment: Several law firms issued reminders about a securities class action against Baidu, covering investors who bought shares from November 18, 2025, through August 17, 2026. The complaint alleges Baidu overstated how its AI business was offsetting weakness in legacy search advertising; it cites AI-business growth of 49% year over year in Q1 2026 followed by an 8% quarter-over-quarter contraction three months later. These are allegations, not proven findings, but the litigation creates legal and reputational uncertainty. SueWallSt lawsuit notice
• Neutral Sentiment: The notices emphasize a November 13 deadline to seek lead-plaintiff status. This is a procedural milestone rather than a new company operating update; the repeated alerts largely concern the same lawsuit. Rosen Law Firm deadline notice

Analyst Ratings Changes

A number of research analysts have issued reports on the company. Benchmark reduced 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. Zacks Research upgraded Baidu from a “strong sell” rating to a “hold” rating in a research note on Monday, October 19th. Bank of America reissued a “buy” rating on shares of Baidu in a report on Monday, October 26th. Weiss Ratings reissued a “sell (d)” rating on shares of Baidu in a report on Thursday, August 13th. Finally, Barclays reduced their price target on shares of Baidu from $96.00 to $80.00 and set an “equal weight” rating for the company in a research report on Friday, October 23rd. Eleven analysts have rated the stock with a Buy rating, four have issued a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat.com, Baidu presently has a consensus rating of “Hold” and a consensus price target of $143.14.

About Baidu

Baidu, Inc. is a Chinese technology company best known for its internet search engine and related online services. Founded in 2000 by Robin Li and Eric Xu, the company is headquartered in Beijing and primarily serves users and business customers in China. Its offerings include Baidu Search, the Baidu mobile app and Baidu Maps, as well as online marketing services. Baidu also develops cloud computing and artificial intelligence technologies, including generative AI products and services for businesses and consumers.