Baidu, Inc. (BIDU) Stock Price & Analysis
Baidu, Inc. (BIDU) closed at USD 77.98 on Thursday, October 22, 2026, down 1.07% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 78.82; the Oct 22, 2026 session ranged USD 76.73–79.29 on volume of 2,380,066 shares. Market capitalization is $26.55B, with a 52-week range of USD 76.73–165.3 (NMS). Source: Nexqual, retrieved October 23, 2026 at 09:20 UTC.
Also available as compact Markdown for AI agents: nexqual.com/BIDU.md
Key facts (BIDU)
- 4 of 80 tracked superinvestors hold BIDU (13F, Q2 2026): 0 new, 1 added, 2 reduced, 1 unchanged.
- Insider open-market sales, last ~7 months: 1 Form 4 filings, $2.0M; 1 not under a Rule 10b5-1 plan ($2.0M); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Buy (mean 2.03 on a 1–5 scale) (30 analysts), mean target USD 139.74 (range 70.18–208.19).
- Total return with dividends: 1Y -35.3% vs S&P 500 +14.9%; 5Y -56.1% vs S&P 500 +80.3%.
- Next earnings: 2026-11-18, EPS estimate USD 7.13, revenue estimate $30.3B.
Superinvestors (SEC 13F-HR, Q2 2026) (BIDU)
4 of 80 tracked investors hold BIDU. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| David Tepper | Appaloosa Management | 1.98% | $148M | Added +87.1% |
| Richard Pzena | Pzena Investment Management | 0.01% | $4.7M | Reduced -14.9% |
| Dodge & Cox Funds | Dodge & Cox | <0.01% | $3.0M | Reduced -5.5% |
| First Pacific Advisors | <0.01% | $391K | Unchanged |
Insider sales (SEC Form 4, open-market, last ~7 months) (BIDU)
0 of 1 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-05-21 | Foo Jixun | Director | 122,584 | $2.0M | 100% | No | Too little history (no open-market trades in 2023–2025) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (BIDU)
Consensus Buy (mean 2.03 on a 1–5 scale), 30 analysts; mean target USD 139.74 (low 70.18, high 208.19).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-08-28 | Susquehanna | Target lowered | Neutral | $140 → $105 |
| 2026-08-19 | Benchmark | Target lowered | Buy | $215 → $150 |
| 2026-08-19 | Barclays | Target lowered | Equal-Weight | $124 → $96 |
| 2026-08-19 | Morgan Stanley | Downgrade | Equal-Weight → Underweight | $130 → $80 |
| 2026-07-17 | JP Morgan | Target lowered | Overweight | $230 → $205 |
| 2026-07-14 | B of A Securities | Target lowered | Buy | $180 → $165 |
| 2026-07-14 | Barclays | Target lowered | Equal-Weight | $128 → $124 |
Total return (dividends reinvested) (BIDU)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | -35.3% | -56.1% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | -35.4% | -15.2% |
| Volatility (annualized) | 47.3% | 48.3% |
| Max drawdown | -52.0% (Jan 2026→Oct 2026) | -56.4% (Oct 2021→Jan 2025) |
BIDU suppliers, customers and competitors (named in its 20-F)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Customer | Microsoft (MSFT) | “U.S.-based internet search providers and online marketing platforms, such as Microsoft, Google and Facebook, have a strong global presence, well established brand names, more users and customers and significantly greater financial resources than we do.” |
| Customer | Alphabet (Google) (GOOGL) | “U.S.-based internet search providers and online marketing platforms, such as Microsoft, Google and Facebook, have a strong global presence, well established brand names, more users and customers and significantly greater financial resources than we do.” |
| Customer | Meta Platforms (META) | “U.S.-based internet search providers and online marketing platforms, such as Microsoft, Google and Facebook, have a strong global presence, well established brand names, more users and customers and significantly greater financial resources than we do.” |
| Partner | Uber (UBER) | “In the UK, Apollo Go advanced partnerships with Uber and Lyft to pilot autonomous vehicles in London.” |
| Partner | Lyft, Inc. (LYFT) | “In the UK, Apollo Go advanced partnerships with Uber and Lyft to pilot autonomous vehicles in London.” |
| Partner | Uber Technologies, Inc (UBER) | “In July 2025, Apollo Go entered into a multi-year strategic partnership with Uber Technologies, Inc. to deploy thousands of Apollo Go's fully autonomous vehicles on the Uber platform across multiple international markets, with initial deployments planned for Asia and the Middle East.” |
| Partner | Group | “Jidu Auto is a joint venture that we established with Zhejiang Geely Holding Group (Geely).” |
| Competitor | Alibaba (BABA) | “We compete with Alibaba Cloud, Volcano Engine, Huawei and Kingsoft cloud for our cloud offerings.” |
| Competitor | Huawei | “We compete with Alibaba Cloud, Volcano Engine, Huawei and Kingsoft cloud for our cloud offerings.” |
| Competitor | Tencent | “iQIYI faces competition for content sourcing, user traffic and advertising customers from other providers of online entertainment video services in Chinese mainland, primarily including Tencent Video, Youku, Mango TV and Bilibili. iQIYI also competes with other internet media and entertainment services, such as internet and social platforms and short- or mini-form video platforms, as well as major TV stations.” |
Quoted from the company's 20-F filed Mar 17, 2026.
Companies that name BIDU in their SEC reports
| Relationship to BIDU | Company | Filing | Sentence |
|---|---|---|---|
| supplier | Lianhe Sowell International Group Ltd (LHSW) | 20-F Aug 13, 2026 | “We currently, and plan to continue promoting our brand and products on popular search engines such as Baidu, which we consider as efficient ways to promote our products in the market and to reach new customers.” |
| competitor | Digital Turbine, Inc. (APPS) | 10-K May 26, 2026 | “Broadly, our media distribution platform faces competition from existing operator solutions built internally, as well as companies providing application and content media products and services, such as: Facebook, Snapchat, Unity Software (ironSource), WPP, Omnicom, Criteo, QuinStreet, InMobi, Cheetah Mobile, Baidu, Tremor Video, Magnite, Brightcove, AppLovin, the Trade Desk, and others.” |
| supplier | Token Cat Ltd (TC) | 20-F May 8, 2026 | “industry customers to Baidu to use the membership services of a Baidu's auto content distribution platform.” |
| competitor | Phoenix New Media Ltd (FENG) | 20-F Apr 29, 2026 | “This includes major Internet content and service providers such as Baidu, NetEase, Sina, Sohu and Tencent, as well as mobile newsfeed competitors such as ByteDance (Jinri Toutiao).” |
| partner | LZ Technology Holdings Ltd (LZMH) | 20-F Apr 28, 2026 | “A copy of the form of Baidu Alliance Membership Registration Agreement is filed” |
| competitor | WEIBO Corp (WB) | 20-F Apr 23, 2026 | “We compete against online and mobile businesses that offer such services, mainly including Tencent, Bytedance, Kuaishou, Baidu, Xiaohongshu (also known as RedNote), Bilibili and iQiyi.” |
| competitor | Polestar Automotive Holding UK PLC (PSNY) | 20-F Apr 17, 2026 | “Many of Polestar's competitors, including Tesla, established automakers such as Mercedes-Benz, Audi and General Motors (including via its investments in Cruise Automation), and technology companies including Waymo (owned by Alphabet), Zoox.ai (owned by Amazon), Aurora, Argo AI (jointly owned by Ford and Volkswagen), Mobileye, Aptiv (which recently acquired Wind River), Baidu, Nuro and Ghost Autonomy, have devoted …” |
| partner | iQIYI, Inc. (IQ) | 20-F Mar 16, 2026 | “Baidu may decide to sell all or a portion of our shares that it holds to a third party, including to any one of our competitors, thereby giving that third-party substantial influence over our business and our affairs.” |
| competitor | Sohu.com Ltd (SOHU) | 20-F Mar 12, 2026 | “We have many competitors in the Internet market in the Chinese mainland, including 37 Interactive, 58.com, Alibaba, Archosaur, Autohome, Baidu, Bilibili, BitAuto, Century Huatong (formerly known as Shanda), Cheetah Mobile, Douyin, Douyu, Giant, G-bits, Hello Group, Huya, IGG, iQIYI, JD, JOYY, Kingsoft, Kuaishou, Leju, Lilith, Mango TV, Meituan, miHoYo, NetDragon, NetEase, Perfect World, Phoenix, Pinduoduo, Rednote…” |
| competitor | NVIDIA CORP (NVDA) | 10-K Feb 25, 2026 | “•large cloud services companies with internal teams designing hardware and software that incorporate accelerated or AI computing functionality as part of their internal solutions or platforms, such as Alibaba Group, Alphabet Inc., Amazon, Inc., or Amazon, Baidu, Inc., Huawei, and Microsoft Corporation, or Microsoft;” |
| competitor | Mobileye Global Inc. (MBLY) | 10-K Feb 12, 2026 | “AMaaS competitors include Cruise, Tesla, Motional, Waymo, NVIDIA, Yandex, and Zoox in the United States and Europe and Auto X, Baidu, Deeproute.ai, Didi Chuxing, Momenta, Pony.ai and WeRide in China.” |
| competitor | Lyft, Inc. (LYFT) | 10-K Feb 11, 2026 | “There are also a number of companies developing and introducing AV technology and TaaS offerings that either are competing with us or may compete with us in the future, including Alphabet (Waymo), Amazon (Zoox), Baidu, Bolt, and Tesla as well as many other technology companies and automobile manufacturers and suppliers.” |
| competitor | Cerence Inc. (CRNC) | 10-K Nov 20, 2025 | “Many large technology companies, including Amazon, Apple, Google, Microsoft, Alibaba, Baidu and Tencent, offer Internet-based virtual assistants.” |
BIDU analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $7.13 | $12.04 | -40.8% | $30.30B | 14 |
| Next quarter (ends Dec 2026) | $9.25 | $13.35 | -30.7% | $32.79B | 11 |
| Current fiscal year (ends Dec 2026) | $37.57 | $50.41 | -25.5% | $127.11B | 21 |
| Next fiscal year (ends Dec 2027) | $48.03 | $58.14 | -17.4% | $135.33B | 21 |
BIDU options: expected move
Options price a move of about ±10.3% (±$8.05) by Nov 20, 2026, which includes earnings on Nov 18, 2026; the earnings reaction alone is priced at about ±3.3%.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Oct 30, 2026 | 7 | 39.9% | ±4.8% |
| Nov 6, 2026 | 14 | 41.0% | ±6.7% |
| Nov 13, 2026 | 21 | 44.2% | ±8.7% |
| Nov 20, 2026 | 28 | 45.7% | ±10.3% |
| Nov 27, 2026 | 35 | 44.2% | ±11.1% |
| Dec 4, 2026 | 42 | 44.1% | ±12.1% |
| Dec 18, 2026 | 56 | 43.5% | ±14.0% |
| Jan 15, 2027 | 84 | 42.1% | ±16.5% |
30-day implied volatility 45.2% vs 24.6% realized over the last 30 trading days. Put/call ratio (volume) 1.69. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 09:20 UTC)
| Price | USD 77.98 |
|---|---|
| Change | ▼ 1.07% (down) |
| Previous Close | USD 78.82 |
| Open | USD 76.92 |
| Day Range | USD 76.73 – 79.29 |
| 52-Week Range | USD 76.73 – 165.3 |
| Volume | 2,380,066 shares |
| Market Cap | $26.55B |
| Exchange | NMS |
Technical Analysis (BIDU)
Nexqual's technical model rates BIDU "SELL" based on 2 bullish and 5 bearish signals across 127 daily candles, as of October 23, 2026 at 09:20 UTC.
| Overall Signal | SELL |
|---|---|
| RSI (14) | 24.02 (oversold) |
| vs SMA50 | Below (USD 89.8) |
| MACD | -3.34 (negative) |
Analyst Ratings (BIDU)
Wall Street analysts rate BIDU "Buy" based on 30 analysts, with a mean price target of USD 139.74 (range USD 70.18–208.19), per Nexqual as of October 23, 2026 at 09:20 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 30 |
| Mean Target | USD 139.74 |
| High Target | USD 208.19 |
| Low Target | USD 70.18 |
| Buy / Hold / Sell | 24 / 5 / 1 |
Earnings (BIDU)
| Next Earnings Date | 2026-11-18 |
|---|---|
| EPS Estimate | USD 7.13 |
| Revenue Estimate | $30.30B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 7.22 vs est 9.84 ▼ miss |
| 2026-03-31 | USD 12.06 vs est 11.43 ▲ beat |
| 2025-12-31 | USD 10.62 vs est 9.65 ▲ beat |
| 2025-09-30 | USD 11.12 vs est 8.2 ▲ beat |
Source: Nexqual, October 23, 2026 at 09:20 UTC.
Financials & Fundamentals (BIDU)
| Total Revenue | $127.31B |
|---|---|
| Revenue Growth (latest quarter, YoY) | -4.20% |
| Gross Margin | +40.87% |
| Operating Margin | +9.65% |
| Profit Margin | -2.90% |
| ROE | -1.39% |
| Debt / Equity | 0.38 |
| Current Ratio | 2.33 |
| Total Cash | $166.25B |
| Total Debt | $112.90B |
Source: Nexqual, October 23, 2026 at 09:20 UTC.
Financial Health Score (BIDU)
Nexqual rates Baidu, Inc.'s overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 09:20 UTC.
| Growth | Weak — Revenue -3% YoY (annual), declining |
|---|---|
| Profitability | Strong — Gross margin 41%, operating 10% (last 12 months) |
| Balance Sheet | Strong — CNY 166.3B cash vs CNY 112.9B debt, net cash position |
| Cash Flow | Solid — Operating cash flow CNY 9.97B (TTM) |
| Efficiency | Critical — ROE -1%, ROA 1.2% |
Ownership (BIDU)
| Insider Ownership | +2.94% |
|---|---|
| Institutional Ownership | +23.26% |
| Shares Outstanding | 274.92M |
| Float | 273.83M |
| Short % of Float | +3.52% |
Source: Nexqual, October 23, 2026 at 09:20 UTC.
Leadership (BIDU)
Baidu, Inc. is led by Yanhong Li, Co-Founder, Chairman & CEO, per Nexqual as of October 23, 2026 at 09:20 UTC.
| Co-Founder, Chairman & CEO | Yanhong Li |
|---|---|
| Chief Financial Officer | Haijian He C.F.A. |
| Director of Investor Relations | Juan Lin |
| Senior Vice President and GM of IDG | Zhenyu Li |
Major Backers & Investors (BIDU)
Notable institutional backers of Baidu, Inc. include Primecap Management Company, Morgan Stanley, UBS Group AG, according to Nexqual as of October 23, 2026 at 09:20 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Primecap Management Company | 3.99% |
| Morgan Stanley | 2.35% |
| UBS Group AG | 1.1% |
| Robeco Institutional Asset Management B.V. | 0.54% |
| PRIMECAP Odyssey Funds-PRIMECAP Odyssey Aggressive Growth Fund | 0.54% |
| Bank of America Corporation | 0.52% |
| Appaloosa LP | 0.47% |
| Capital Group | 0.45% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 3.21% |
Source: Nexqual, October 23, 2026 at 09:20 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| RDDT | Reddit, Inc. | USD 150.26 | ▼ 1.97% |
| NBIS | Nebius Group N.V. | USD 159.17 | ▼ 7.23% |
| TME | Tencent Music Entertainment Gro | USD 8.6 | ▲ 1.9% |
| PINS | Pinterest, Inc. | USD 22.93 | ▼ 0.09% |
| MTCH | Match Group, Inc. | USD 45.92 | ▼ 0.82% |
| SNAP | Snap Inc. | USD 6.35 | ▲ 0% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:20 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt