Baidu's fundamental outlook is challenged by eight consecutive quarters of revenue contraction, with the latest -4.5% decline in 2026Q2 suggesting core business weakness. While AI integration is posited as a growth driver, operating margins have compressed fro...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Income statement analysis reveals revenue contraction with gross margin eroding to 39.0% in 2026Q2 from 51.7% in 2024Q2, suggesting structural profitability challenges.
Baidu's growth in AI Cloud and autonomous ride-hailing is supported by a strong developer ecosystem and solid financials.
Despite a recent technical glitch, Baidu continues to pursue its autonomous ride-hailing (Robotaxi) ambitions, which could be a long-term growth driver.
Baidu is considered a dirt-cheap stock with potential for appreciation, making it an attractive buy for investors.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 18, 2026 | $1.06-29.8% vs $1.51 | $4.6B-1.4% vs $4.7B |
Q2 2026 May 18, 2026 | $1.75-6.4% vs $1.87 | $4.6B+2.3% vs $4.5B |
Q1 2026 Feb 26, 2026 | $1.52+9.4% vs $1.39 | $4.7B+0.2% vs $4.7B |
Q4 2025 Nov 18, 2025 | $1.56+30.0% vs $1.20 | $4.4B-6.1% vs $4.7B |
Baidu Inc. (BIDU) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Wall Street returns from summer vacation to a market suddenly bracing for a rate hike, with fresh analyst calls on Intel, Lockheed Martin, Amgen, and SpaceX adding more pressure points to an already tense week.
BEIJING, Aug. 31, 2026 /PRNewswire/ -- Baidu, Inc. ("Baidu" or the "Company") (Nasdaq: BIDU; HKEX: 9888 (HKD Counter) and 89888 (RMB Counter)), a leading AI company with strong Internet foundation, today announced that the Company's voluntary conversion of its secondary listing status to dual-primary listing on the Main Board of The Stock Exchange of Hong Kong Limited (the "Hong Kong Stock Exchange") became effective today. Baidu is now a dual-primary listed company on the Hong Kong Stock Exchange in Hong Kong SAR and the Nasdaq Global Select Market in the United States.
There's no cut-and-dried definition, but if you know who, then you largely know what, why, and how.
Benchmark BIDU against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Baidu, Inc. (BIDU)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $92.43 | $31.44B | 52.64 | -3.04% | 4.33% | 1.95% | — | |
| $351.16 | $4.25T | 32.48 | 15.13% | 54.77% | 50.84% | — | |
| $498.00 | $3.7T | 27.74 | 17.79% | 40.31% | 33.22% | — | |
| $116.27 | $271.34B | 17.70 | 2.74% | 7.04% | 6.6% | — | |
| $118.76 | $75.82B | 15.22 | 6.96% | 27.89% | 19.48% | — | |
| $736.60 | $1.87T | 31.36 | 22.17% | 29.84% | 29.73% | — |
Baidu, Inc. (BIDU) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Baidu, Inc. (BIDU) stock FAQ — growth, dividends, profitability & financials explained
Baidu, Inc. (BIDU) reported $127.23B in revenue for fiscal year 2025. This represents a 39756% increase from $319.2M in 2003.
Baidu, Inc. (BIDU) saw revenue decline by 3.0% over the past year.
Baidu, Inc. (BIDU) reported a net loss of $3.69B for fiscal year 2025.
Baidu, Inc. (BIDU) has a return on equity (ROE) of 1.9%. This is below average, suggesting room for improvement.
Baidu, Inc. (BIDU) had negative free cash flow of $5.30B in fiscal year 2025, likely due to heavy capital investments.
