
Baidu (BIDU) Stock Forecast & Price Target
Baidu (BIDU) Analyst Ratings
Bulls say
Baidu's strong market position as China's leading search engine, holding over 50% market share in 2024, underpins its significant core revenue contribution of 70% from online marketing services. The firm's strategic emphasis on diversifying revenue streams is highlighted by non-advertising revenue accounting for approximately 40% of Baidu Core, driven by robust growth in AI Cloud services, which expanded 34% year-over-year in 1H25. Additionally, the substantial growth in AI-native Marketing Services, increasing 262% year-over-year to RMB 2.8 billion, signals a compelling shift towards innovative technology offerings that enhance Baidu's growth outlook.
Bears say
Baidu's stock outlook appears negative primarily due to a 2% year-over-year decline in Baidu Core revenues, driven largely by a substantial 15% drop in advertising revenue as the shift to generative AI search continues to suppress traditional ad load. Furthermore, projections indicate that core ad revenue is expected to decline by 15% year-over-year amid ongoing challenges in AI monetization, with only a modest anticipated growth of 1% by FY26 due to low visibility. Additionally, iQIYI's reported revenue decline of 11% year-over-year further reflects the broader challenges within Baidu's ecosystem.
This aggregate rating is based on analysts' research of Baidu and is not a guaranteed prediction by Public.com or investment advice.
Baidu (BIDU) Analyst Forecast & Price Prediction
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