Baidu/$BIDU

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About Baidu

Most of Baidu's revenue comes from Baidu core, with the rest coming from video-streaming subsidiary iQiyi. The firm's main businesses include online marketing services from its search engine, AI cloud infrastructure, AI applications, AI marketing, and autonomous driving.
Ticker
$BIDU
Sector
Software & Cloud Services
Primary listing
NASDAQ
Employees
33,500
Headquarters
Beijing, China

Baidu Metrics

BasicAdvanced
$30B
-
-$2.34
0.57
-

What the Analysts think about Baidu

Analyst ratings (Buy, Hold, Sell) for Baidu stock.
Analyst projections of the future price of Baidu stock.

Bulls say / Bears say

AI Cloud Infra revenue rose 50% year over year to RMB7.3 billion in Q2 2026, with GPU Cloud revenue surging 283%; AI-powered business reached half of Baidu General Business revenue, supporting the company's transition toward higher-growth AI markets. (Baidu IR)
Apollo Go is showing meaningful operating traction: Q1 fully driverless rides increased more than 120% year over year to 3.2 million, while by Q2 its global footprint reached 28 cities and more than 350 million autonomous kilometers, including commercial operations in Dubai. (Baidu IR; Baidu IR)
Baidu combines substantial liquidity with shareholder support: total cash and investments were RMB283.1 billion at June 30, 2026, and the company had returned US$259 million through share repurchases since Q1, providing flexibility to fund AI investment and return capital. (Baidu IR)
Online marketing revenue fell 19% year over year in Q2 2026, while legacy business revenue declined 23%; total Baidu General Business revenue fell 4%, indicating that the core search-advertising franchise remains under pressure. (Baidu IR)
AI monetization remains uneven: AI Applications revenue grew only 3% year over year in Q2, while AI-native marketing revenue was flat, leaving the company reliant on rapidly expanding but potentially lower-margin infrastructure growth. (Baidu IR)
iQIYI remains a drag on consolidated performance, with Q2 revenue down 5% year over year; more broadly, over 96% of Baidu's group revenue was generated in mainland China in 2025, increasing exposure to local regulation, macro conditions and geopolitical risk. (Baidu IR; HKEX filing)
Data summarised monthly by Lightyear AI. Last updated on 8 Sept 2026.

Baidu Financial Performance

Revenues and expenses
Income statement
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
Net income
Profit margin

Baidu Earnings Performance

Company profitability
Earnings per share
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
Expected
Surprise

Funds containing Baidu

Funds
Fund name
Fund size
$BIDU weighting
iShares Dow Jones China Offshore 50€EXXU
€42M1.67%
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