
Baidu (BIDU) Stock Forecast & Price Target
Baidu (BIDU) Analyst Ratings
Bulls say
Baidu's dominant position in the Chinese search engine market, with over 50% market share in 2024, underpins its strong revenue generation, as 70% of core revenue is derived from online marketing services. Additionally, non-advertising revenue has made significant strides, accounting for approximately 40% of Baidu Core, primarily fueled by a remarkable 34% year-over-year growth in AI Cloud services. The firm's strategic shift towards subscription-based revenue models and its robust demand for AI-driven solutions signify a positive trajectory for Baidu's financial stability and growth potential.
Bears say
Baidu's financial outlook is negatively impacted by a 2% year-over-year decline in core revenues, primarily driven by a significant 15% drop in advertising revenue, which is crucial for its profitability. The company's aggressive transition towards generative AI search has hampered traditional advertising monetization, leading to forecasts predicting a steeper 25% decline in ad revenue for the third quarter and a 15% decline for the fourth quarter. Additionally, iQIYI's revenue decline of 11% further signifies challenges within Baidu's broader content ecosystem, which may affect overall revenue growth and market positioning.
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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