Baidu, Inc. (BAIDF)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Baidu, Inc. (BAIDF) trades at $14.32 with AI Score 49/100 (Grade C). Baidu, Inc. is a leading internet services provider in China, known for its search engine and diverse digital offerings. Market cap: $38.98B, Sector: Communication services.
Price live · AI analysis from Jun 15, 2026Analyst Coverage for BAIDF: BAIDF does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates BAIDF against Communication Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
BAIDF: the 1 perspectives are evenly split.
How is this calculated? →Baidu, Inc. (BAIDF) Media & Communications Profile
Baidu, Inc. stands as a dominant force in China's internet services landscape, providing an extensive suite of products including search engines, online entertainment, and cloud services, while navigating a competitive environment with strategic partnerships and innovative technologies.
What Is the Investment Thesis for BAIDF?
Baidu, Inc. presents a unique investment thesis characterized by its robust market position and diversified revenue streams. With a market capitalization of $38.98B and a P/E ratio of 789.69, the company is focused on expanding its cloud services and self-driving technologies, which are expected to drive future growth. The online marketing services segment remains a significant revenue driver, leveraging Baidu's extensive user base and advanced algorithms for targeted advertising. Additionally, the iQIYI segment offers a competitive edge in the online entertainment market, capitalizing on the growing demand for streaming services in China. However, potential risks include regulatory challenges and competition from other tech giants in the region. Investors should monitor Baidu's ability to innovate and adapt to market trends while maintaining profitability.
Based on FMP financials and quantitative analysis
BAIDF Key Highlights
- Market cap of $38.98B indicates substantial market presence.
- P/E ratio of 789.69 reflects high investor expectations for future growth.
- Profit margin of 0.3% suggests ongoing challenges in cost management.
- Gross margin of 42% exceeds industry averages, indicating strong operational efficiency.
- Beta of 0.52 indicates lower volatility compared to the broader market.
Who Are BAIDF's Competitors?
BAIDF is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| SNGNF Singapore Telecommunications Limited | $3.70 | +7.25% | $60.57B | — |
| FNCTF Orange S.A. | $20.25 | +3.74% | $53.84B | 56 |
| CLLNY Cellnex Telecom, S.A. | $14.71 | -1.51% | $39.66B | 49 |
| SWZCF Swisscom AG | $780.00 | +3.86% | $40.41B | 49 |
| TLGPY Telstra Group Limited | $17.31 | +0.09% | $38.56B | — |
| NBIS Nebius Group N.V. | $213.02 | -1.21% | 52B | 76 |
| RDDT Reddit, Inc. | $206.21 | +5.93% | $39.70B | 65 |
| TBLA Taboola.com Ltd. | $5.46 | +6.23% | $1.49B | 64 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are BAIDF's Key Strengths?
- Leading position in the Chinese search engine market.
- Strong technological capabilities in AI and cloud services.
- Diverse revenue streams across multiple segments.
What Are BAIDF's Weaknesses?
- High P/E ratio indicating potential overvaluation.
- Low profit margin reflecting operational challenges.
- Dependence on advertising revenue subject to market fluctuations.
What Could Drive BAIDF Stock Higher?
- Expansion of cloud services expected to drive revenue growth in the next fiscal year.
- Development of autonomous driving technologies with strategic partnerships enhancing capabilities.
- Continued investment in original content for iQIYI to capture a larger share of the streaming market.
- Launch of new AI-driven applications to enhance user engagement and monetization.
- Strengthening of online marketing services to leverage data analytics for targeted advertising.
What Are the Key Risks for BAIDF?
- Financial-distress signal — its Altman Z-Score of 1.66 sits in the distress zone (elevated bankruptcy risk).
- Regulatory scrutiny in China's tech sector may impact operational flexibility.
- Competition from other major tech firms could erode market share.
- Economic fluctuations may affect advertising revenue streams.
- Rapid technological changes require continuous innovation to stay competitive.
What Are the Growth Opportunities for BAIDF?
- Growth opportunity 1: The Chinese cloud services market is expected to reach $20 billion by 2025, with Baidu's cloud segment poised to capture a significant share due to its established infrastructure and technological expertise. The company's focus on PaaS, SaaS, and IaaS solutions positions it well to meet the growing demand from businesses seeking digital transformation.
- Growth opportunity 2: Baidu's self-driving technology is at the forefront of the autonomous vehicle revolution in China, which is projected to grow to $60 billion by 2030. With strategic partnerships and ongoing investments in R&D, Baidu aims to develop comprehensive solutions for autonomous navigation and electric vehicles, enhancing its competitive advantage in this emerging market.
- Growth opportunity 3: The online entertainment segment, particularly through iQIYI, is set to benefit from the increasing consumption of digital content in China. As the streaming market continues to expand, Baidu's investment in original content and user engagement strategies will be crucial in capturing a larger audience and driving subscription growth.
- Growth opportunity 4: The rise of AI-driven applications presents a significant opportunity for Baidu, particularly through its DuerOS platform. With the global AI market expected to exceed $190 billion by 2025, Baidu's advancements in smart devices and AI integration can enhance user experiences and drive revenue growth across its product offerings.
- Growth opportunity 5: Baidu's focus on mobile ecosystem development, including apps like Baidu App and Haokan, aligns with the increasing trend of mobile internet usage. As mobile advertising continues to grow, Baidu's ability to leverage its apps for targeted marketing can enhance its revenue potential and user engagement.
What Opportunities Does BAIDF Have?
- Expanding cloud services market in China.
- Growth potential in autonomous vehicle technology.
- Increasing demand for digital content and streaming services.
What Threats Does BAIDF Face?
- Intense competition from other major tech companies.
- Regulatory challenges impacting operational flexibility.
- Rapid technological changes requiring continuous innovation.
What Are BAIDF's Competitive Advantages?
- Strong brand recognition as a leading search engine in China.
- Extensive user base providing valuable data for targeted advertising.
- Diverse product portfolio reducing dependency on a single revenue stream.
- Strategic partnerships enhancing technological capabilities.
- Significant investments in R&D to drive innovation and maintain competitive edge.
What Does BAIDF Do?
Founded in 2000 by Yanhong Li and a team of engineers, Baidu, Inc. has grown to become one of the foremost internet companies in China. Initially established as a search engine, Baidu has diversified its offerings into various segments, including Baidu Core and iQIYI, an online entertainment platform. The Baidu App serves as a comprehensive gateway for users to access search, personalized feeds, and various services tailored to their interests. Additionally, Baidu offers a range of products such as Baidu Maps, Baidu Knows, and DuerOS, a smart assistant platform. Over the years, Baidu has also ventured into self-driving technology and cloud services, positioning itself as a leader in innovation within the tech sector. The company has established strategic partnerships, such as with Zhejiang Geely Holding Group, to enhance its capabilities in autonomous driving and electric vehicles. With a workforce of approximately 35,900 employees and its headquarters located in Beijing, Baidu continues to evolve and adapt to the rapidly changing digital landscape, maintaining its status as a key player in China's internet ecosystem.
What Products and Services Does BAIDF Offer?
- Provide internet search services primarily in China.
- Offer a suite of mobile applications including Baidu App and Haokan.
- Deliver cloud services including PaaS, SaaS, and IaaS.
- Develop autonomous driving technologies and smart devices.
- Operate iQIYI, a leading online entertainment platform.
- Facilitate online marketing services through performance-based advertising.
How Does BAIDF Make Money?
- Generate revenue through online advertising services.
- Monetize cloud services by offering subscription-based solutions.
- Earn income from iQIYI through subscriptions and advertising.
- Leverage data analytics for targeted marketing campaigns.
- Provide various digital products and services to enhance user engagement.
What Industry Does BAIDF Operate In?
Baidu operates within the rapidly evolving internet content and information industry, which is characterized by increasing digital consumption and technological advancements. The market for online advertising in China is projected to grow significantly, driven by the rising number of internet users and mobile device penetration. Competition is fierce, with major players like Alibaba and Tencent also vying for market share. Baidu's focus on innovation, particularly in AI and cloud services, positions it favorably amidst these trends, allowing it to leverage its existing user base and technological capabilities to capture growth opportunities.
Who Are BAIDF's Key Customers?
- Individual users seeking internet search and content services.
- Businesses looking for online advertising and marketing solutions.
- Developers and enterprises utilizing cloud services.
- Content creators and media companies partnering with iQIYI.
- Consumers of digital entertainment and streaming services.
Company Profile
Baidu, Inc. operates in the Internet Content & Information industry within the Communication Services sector. It is headquartered in Beijing, CN. The company is led by CEO Yanhong Li. BAIDF has traded publicly since 2021.
Baidu, Inc. Financial Trajectory
Baidu, Inc. (BAIDF) reported $31.77B in revenue for Q1 2026, reflecting 8.0% growth compared to the prior quarter. The company recorded net income of $3.41B, with diluted EPS of $1.24. Quarter-over-quarter revenue has been mixed, typical for a large-cap company operating in Communication Services. Across the four most recent quarters, BAIDF averaged $-0.04 in diluted EPS.
How Baidu, Inc. Is Valued
Baidu, Inc. carries a market capitalization of $38.98B, placing it in the large-cap category. Relative to its peer group, BAIDF's quantitative score of 49/100 is roughly in line with the peer average of 51/100.
ROE 0%Key Financial Metrics
Return on equity for Baidu, Inc. stands at 0.1%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 0.1%, showing how much profit it generates from its asset base. BAIDF trades at a trailing price-to-earnings ratio of 789.69, above the Communication Services sector average of ~18x. Its free cash flow yield is -5.7%, a gauge of the cash the business throws off relative to its market value. A current ratio of 1.85 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 0.1%, the inverse of the P/E and a quick read on earnings relative to price.
F-Score 4/9Financial Health
Baidu, Inc.'s Piotroski F-Score is 4/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 1.66 places it in the distress zone, a signal of elevated financial risk.
FY2026 estForward Outlook
Wall Street analysts project Baidu, Inc. revenue of about $131.93B for fiscal 2026, with EPS near $6.59. The estimate reflects 35 contributing analysts.
BAIDF Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Leading position in the Chinese search engine market.
- Strong technological capabilities in AI and cloud services.
- Diverse revenue streams across multiple segments.
- Upcoming: Expansion of cloud services expected to drive revenue growth in the next fiscal year.
Bear Case
- High P/E ratio indicating potential overvaluation.
- Low profit margin reflecting operational challenges.
- Dependence on advertising revenue subject to market fluctuations.
- Ongoing: Regulatory scrutiny in China's tech sector may impact operational flexibility.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · July 2026
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q1 2026 | $31.77B | $3.41B | $1.24 |
| Q4 2025 | $29.41B | $1.78B | $0.31 |
| Q3 2025 | $31.17B | -$11.23B | -$4.23 |
| Q2 2025 | $32.71B | $7.32B | $2.54 |
Based on FMP financials and quantitative analysis
BAIDF Latest News
-
Do Lower Near‑Term Estimates Change the Long‑Term Story for Baidu (BIDU)?
Yahoo! Finance: BAIDF News · May 8, 2026
BAIDF Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for BAIDF.
Price Targets
Wall Street price target analysis for BAIDF.
BAIDF MoonshotScore
What does this score mean?
The MoonshotScore rates BAIDF's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Leadership: Yanhong Li
CEO
Yanhong Li co-founded Baidu, Inc. in 2000 and has been instrumental in its growth and development. He holds a Ph.D. in Computer Science from the University of California, Berkeley, and has a strong background in search engine technology and AI. Under his leadership, Baidu has expanded its services and solidified its position as a leader in the Chinese internet market.
Track Record: Li has overseen significant strategic initiatives, including the expansion into cloud services and autonomous driving technology. His focus on innovation has led to the development of key products such as DuerOS and iQIYI, enhancing Baidu's market presence.
BAIDF OTC Market Information
The OTC Other tier includes stocks that do not meet the listing requirements of major exchanges like NYSE or NASDAQ. These stocks may have less stringent reporting standards and can be subject to lower liquidity and higher volatility.
- OTC Tier: OTC Other
- Disclosure Status: Unknown
- Lower liquidity compared to stocks listed on major exchanges.
- Potential for higher volatility in share price.
- Less stringent regulatory oversight may lead to transparency issues.
- Verify the company's financial health through recent earnings reports.
- Assess the competitive landscape and market position.
- Review regulatory filings and compliance history.
- Evaluate management's strategic vision and execution capabilities.
- Monitor market trends and technological advancements impacting the industry.
- Established brand presence in the Chinese market.
- Consistent financial reporting and transparency.
- Strategic partnerships with reputable companies.
BAIDF Communication Services Stock FAQ
What does Baidu, Inc. do?
Baidu, Inc. is a leading internet services provider in China, primarily known for its search engine. The company offers a variety of products including the Baidu App, iQIYI streaming service, and cloud solutions. Its services extend to online marketing, autonomous driving technologies, and smart devices, catering to both individual users and businesses.
What do analysts say about BAIDF stock?
Analysts generally view Baidu, Inc. as a significant player in the Chinese tech sector, emphasizing its strong market position and diverse product offerings. Key valuation metrics such as its P/E ratio of 789.69 suggest high growth expectations, but analysts also caution about the company's low profit margins and dependence on advertising revenue, which could be affected by market conditions.
What are the main risks for BAIDF?
Baidu, Inc. faces several risks, including ongoing regulatory scrutiny in China's technology sector, which could impact its operational flexibility. Additionally, competition from other major tech firms poses a threat to its market share. Economic fluctuations may also affect advertising revenues, which are a significant part of its business model.
What are the key factors to evaluate for BAIDF?
Baidu, Inc. (BAIDF) holds an AI score of 49/100 (low). Not financial advice.
How frequently does BAIDF data refresh on this page?
BAIDF prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven BAIDF's recent stock price performance?
Baidu, Inc. (BAIDF) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Leading position in the Chinese search engine market. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider BAIDF overvalued or undervalued right now?
Valuing Baidu, Inc. (BAIDF) requires multiple metrics. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying BAIDF?
Before investing in Baidu, Inc. (BAIDF), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.