Baidu, Inc. engages in the provision of internet search services in China. It operates through two segments: Baidu Core and iQIYI. The company offers Baidu App to access search, feed, and other services using mobile devices; Baidu Search to access its search and other services; Baidu Feed that provides users with personalized timeline based on their demographics and interests; Baidu Health that helps users to find the doctor and hospital for healthcare needs; and Haokan, a short video app. It also provides Baidu Knows, an online community where users can ask questions to other users; Baidu Wiki; Baidu Experience; Baidu Post; ERNIE Bot, conversational AI bot; Baidu Wenku; Baidu Maps, a voice-enabled mobile app that provides travel-related services; Baidu Drive; Baijiahao; and DuerOS, a smart assistant platform. In addition, it offers online marketing services, which include pay for performance, an auction-based services that allow customers to bid for priority placement of paid sponsored links and reach users who search for information related to their products or services; other marketing services that include display-based marketing services and other online marketing services based on performance criteria other than cost per click; mobile ecosystem, a portfolio of apps, including Baidu App, Haokan, and Baidu Post; various cloud services and solutions, such as platform as a service, software as a service, and infrastructure as a service; self-driving services, including maps, automated valet parking, navigation pilot, electric vehicles, and robotaxi fleets, as well as Xiaodu smart devices. Further, the company provides iQIYI, an online entertainment service, including original and licensed content; other video content and membership; and online advertising services. It has strategic partnership with Zhejiang Geely Holding Group. The company was formerly known as Baidu.com, Inc. Baidu, Inc. was incorporated in 2000 and is headquartered in Beijing, China.

Baidu продемонстрировала смешанную картину в своих фундаментальных метриках. С одной стороны, компания имеет низкий P/E (9.17), что указывает на потенциальную недооцененность по сравнению с отраслью, однако P/S (1.86) значительно выше медианы, что может свидетельствовать о переоцененности. Чистая прибыль и выручка значительно превышают средние показатели по отрасли, что является положительным фактором. Тем не менее, операционная и валовая маржи ниже медианных значений, что говорит о возможных проблемах с эффективностью. Долговая нагрузка компании также выглядит благоприятно, с низким коэффициентом долга к капиталу (0.20). Тем не менее, сильное увеличение долговых обязательств и отсутствие дивидендных выплат создают некоторые риски для инвесторов. В целом, несмотря на сильные финансовые показатели, некоторые метрики, такие как маржи и мультипликаторы, требуют внимания, что указывает на необходимость корректировки целевой цены для более реалистичного отражения текущих условий.

Baidu, Inc.

Here are three stocks added to the Zacks Rank #5 (Strong Sell) List today:
ARMOUR Residential REIT, Inc. ARR is a mortgage real estate investment trust. The Zacks Consensus Estimate for its current year earnings has been revised 7.4% downward over the last 60 days.
AST SpaceMobile, Inc. ASTS is a satellite communications company. The Zacks Consensus Estimate for its current year earnings has been revised 12.1% downward over the last 60 days.
Air China Limited AIRYY is an air transport company.The Zacks Consensus Estimate for its current year earnings has been revised 78.3% downward over the last 60 days.
View the entire Zacks Rank #5 List.
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New Strong Sell Stocks for April 23rd

Alphabet’s GOOGL Search business is benefiting from AI infusion. The company is leading the search domain with 90.01% market share, followed by Microsoft’s MSFT Bing, with 4.98% share, Yahoo!’s 1.39%, Yandex’s 1.34%, DuckDuckGo’s 0.76% and Baidu’s BIDU 0.55%, per the latest data from StatCounter.
Alphabet has been introducing AI-powered features frequently to boost user engagement of its Search business. The company integrated Gemini 3 directly into AI Mode in Search, which is driving engagement. Upgradation of AI Overviews to Gemini 3 is offering users a best-in-class AI response at the top of the search results page. GOOGL has made the transition from an AI overview to a conversation in AI Mode completely seamless. This is driving up user experience as well as engagement.
In the United States, Alphabet saw daily AI Mode queries per user double since launch, and AI Overviews continue to perform very well. Queries in AI Mode are three times longer than traditional searches. The company is also seeing sessions becoming more conversational, with a significant portion of queries in AI Mode now leading to a follow-up question. Circle to Search is also now available on over 580 million Android devices.
Alphabet has introduced Personal Intelligence in AI Mode in Search (January 2026) and the Gemini app. GOOGL is now expanding Personal Intelligence in the U.S. across AI Mode in Search, the Gemini app and Gemini in Chrome. This is expected to improve user engagement, driving advertising revenues. In the fourth quarter of 2025, Search revenues increased 17% year over year.
GOOGL Faces Tough Competition
Microsoft is keeping no stone unturned to improve the capabilities of Bing. The company has been integrating AI into Bing thanks to its partnership with OpenAI. Copilot answers complex queries, and the launch of Bing Generative Search is improving query understanding, thereby driving user engagement. AI search is now embedded into Microsoft’s Edge browser and Windows ecosystem. These are expected to boost Microsoft’s Search market share over the long haul.
Meanwhile, Baidu has launched new AI-powered tools to support its search business. Its proprietary ERNIE (Enhanced Representation through Knowledge Integration) models improve the semantic understanding of queries and enhance retrieval accuracy, especially for complex queries. Baidu released an updated version of its omni-modal foundation model ERNIE 5.0 in January 2026 and restructured its model development organization into two dedicated teams to sharpen its application-driven AI strategy.
GOOGL’s Share Price Performance, Valuation & Estimates
Alphabet shares have dropped 7.1% year to date, underperforming the broader Zacks Computer and Technology sector’s decline of 6.1%.
GOOGL Stock’s Price Performance
Image Source: Zacks Investment Research
The GOOGL stock is trading at a premium, with a forward 12-month price/sales of 8.33X compared with the broader sector’s 5.83X. Alphabet has a Value Score of D.
GOOGL Valuation
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for 2026 earnings is pegged at $11.60 per share, unchanged over the past 30 days, suggesting 7.3% growth from fiscal 2025’s reported figure.
Alphabet Inc. Price and Consensus
Alphabet currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Zacks Names #1 Semiconductor Stock
This under-the-radar company specializes in semiconductor products that titans like NVIDIA don't build. It's uniquely positioned to take advantage of the next growth stage of this market. And it's just beginning to enter the spotlight, which is exactly where you want to be.
With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $971 billion by 2028.
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Baidu, Inc. (BIDU) : Free Stock Analysis Report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Alphabet Relies on AI to Boost Search Growth: More Upside Ahead?

Key Points
I sold my shares in Verizon, Target, and Baidu last week.
Verizon is up nearly 25% in 2026, despite a long run of weak revenue growth.
Verizon and Target have long streaks of dividend hikes, but payouts aren't always enough.
I was nervous about my portfolio last week. You were probably a little bit uneasy, too. The best advice when the market is tumultuous is to hold through the volatility. A close second is to make the most of the downticks to add to your high-conviction stocks. Selling at a time like this is a lot lower on the list, but that's just what I did last week.
I sold my positions in Verizon Communications (NYSE: VZ), Target (NYSE: TGT), and Baidu (NASDAQ: BIDU) last week. Sometimes you have to sell in order to buy, but why did I choose these three investments? I have my reasons. I'll share them.
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1. Verizon
I started buying shares of the wireless carrier giant three summers ago. Telcos were out of favor. Big investments in 5G technology weren't translating into growth. Reports started circulating, calling out carriers for the toxicity of lead-sheathed cable they buried underground ages ago.
The dividend was high, with a strong track record of rising. The stock was cheap, in a market that wasn't. Most of all, it felt as if Verizon was in an all-weather industry. Folks aren't going to give up their smartphones. The merger of two rivals three years earlier strengthened pricing power.
But Verizon's financial performance hasn't been impressive. Revenue hasn't topped 6% in annual growth for 16 consecutive years. It hasn't cracked 3% top-line growth in any of the past four years, and the future isn't looking any better. Analysts see 4% revenue growth this year, but falling short of 2% growth in each of the four following years.
The stock chart is diverging from that reality. Verizon stock is up 25% this year, trouncing the market with a 1% decline. The juicy 7% dividend it was sporting at the start of 2026 is now down to 5.6%. I added to Verizon over the past three years like a security blanket, making it the fourth largest holding in my stock portfolio. It stood out in my portfolio as a financial laggard. Now it stands out for its outperformance.
Verizon is the highest-yielding stock in the Dow Jones Industrial Average (DJINDICES: ^DJI). It consistently cranks out double-digit net margins. It has 146.7 million wireless retail connections. With so many stocks I own -- and so many I want to own -- suddenly at more attractive valuations following the market pullback, I needed to sell something to buy something.
2. Target
Target stock is another security blanket I shredded last week. This is another meandering business delivering a chunky yield, with an even longer streak of annual payout increases than Verizon. It also happened to move higher early in the week, when most of the market was going the other way. A momentum investor would reward that kind of strength, but that's not me. I gravitated to the bull's-eye.
Target moved higher despite wrapping its third consecutive fiscal year of declining sales. A new CEO gives the chain hope, but turnarounds take time. The stock remains cheap, with its guidance calling for earnings per share of $7.50 to $8.50 in the year ahead.
Like Verizon, Target stock is up almost 25% in 2026. It's in an odd position of power for a business that has been losing market share. I may be back eventually for Target, but right now it was the means to a different purchase. If I can paraphrase Omar from The Wire, "You come at a Dividend King, you best not miss."
3. Baidu
Finally, we have Baidu. One thing the developer of China's leading search engine has in common with the other two stocks I sold last week is that they have all posted weak growth in recent years. Baidu has posted negative revenue growth in three of the past four years.
Another thing it has in common is strong recent returns. Baidu is trading slightly lower in 2026, but it's crushing the market with its 35% surge over the past year. The market has warmed up to Chinese tech leaders, as the world's second largest economy turns to homegrown companies to drive the next wave of AI growth, Despite its lack of growth, Baidu has been toiling away with machine learning and AI before they were cool.
I still decided to cut my piece of Baidu loose last week. Analysts see Baidu resuming single-digit revenue growth starting this year, but profit targets through at least the next two years have been moving lower. I turned to Baidu for international diversification, but there's no shortage of companies overseas that are growing faster.
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Rick Munarriz has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Baidu and Target. The Motley Fool recommends Verizon Communications. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

3 Stocks I Sold Last Week

(RTTNews) - AI company Baidu, Inc. (BIDU) announced Wednesday the launch of DuClaw, a new zero-deployment service from Baidu AI Cloud that enables users to instantly access the OpenClaw agent platform.
DuClaw is currently available through a web interface, with plans to support integration with enterprise collaboration platforms such as WeCom, DingTalk, and Feishu.
The service includes a set of pre-built Baidu skills, such as Baidu Search, Baidu Baike and Baidu Scholar, allowing the agent to access trusted information sources directly. It also supports multiple mainstream foundation models, allowing users to select models that best match their needs.
DuClaw provides fully managed service with ready-to-use OpenClaw setup hosted on Baidu AI Cloud's high-performance infrastructure, with this zero-deployment approach significantly lowering technical barrier to adoption. It eliminates the need for users to select system images, configure servers, or connect model API keys.
The company is now offering a limited-time promotion in March to encourage experimentation among developers and AI enthusiasts. First-time users can subscribe for just RMB 17.8 per month (approximately $2.50 per month).
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Baidu Launches Zero-Deployment Service 'DuClaw' To Instantly Access OpenClaw Agent Platform

Key Points
Portolan Capital Management acquired 259,101 shares of Baidu in the fourth quarter; the estimated transaction value was $32.16 million based on the quarter's average share price.
Meanwhile, the quarter-end position value rose by $33.85 million, reflecting both new purchases and share price changes.
The post-trade stake stood at 263,681 shares valued at $34.45 million as of December 31, 2025.
On February 17, 2026, Portolan Capital Management disclosed a buy of Baidu (NASDAQ:BIDU), adding 259,101 shares in the fourth quarter for an estimated $32.16 million based on quarterly average pricing.
What happened
According to a SEC filing dated February 17, 2026, Portolan Capital Management increased its stake in Baidu (NASDAQ:BIDU) by 259,101 shares during the fourth quarter. The estimated transaction value is $32.16 million, calculated using the quarter's average closing price. The quarter-end value of the position increased by $33.85 million, reflecting both trading activity and share price appreciation.
What else to know
This buy brings the Baidu stake to 1.85% of reported AUM as of December 31, 2025.
Top fund holdings after the filing:
NASDAQ:TTMI: $79.12 million (4.2% of AUM)
NYSE:MOD: $71.55 million (3.8% of AUM)
NASDAQ:CSTL: $67.28 million (3.6% of AUM)
NYSE:CLS: $50.93 million (2.7% of AUM)
NASDAQ:AKAM: $45.75 million (2.5% of AUM)
As of February 17, 2026, BIDU shares were priced at $118.38, up 36% over the past year and well outperforming the S&P 500’s roughly 16% gain in the same period.
Company overview
Revenue (TTM)
$18.89 billion
Net income (TTM)
$1.30 billion
Price (as of market close February 17, 2026)
$118.38
One-year price change
36%
Company snapshot
Baidu offers online marketing, cloud services, and video streaming platforms, with revenue primarily from Baidu Core (search, feed, AI, cloud) and iQIYI (online entertainment).
The company generates income through advertising, cloud computing services, and subscription-based content.
It targets businesses seeking digital marketing and cloud solutions, as well as consumers of online video content in China.
Baidu is a leading internet platform company in China, leveraging its core search, cloud, and artificial intelligence capabilities to drive growth. The company benefits from a diversified revenue base, strong market presence, and ongoing investment in AI-driven services. Its integrated approach positions Baidu as a key player in China's digital economy, serving both enterprise and consumer segments.
What this transaction means for investors
Baidu has been repositioning itself as an artificial intelligence and cloud infrastructure platform, and the market is beginning to recognize that shift. Shares have climbed roughly 36% over the past year, yet the company’s scale and technology investments suggest the transformation is still unfolding.
Baidu closed 2025 with roughly $18.5 billion in annual revenue as AI-related services and cloud offerings continued gaining traction despite a decrease in the firm’s legacy business. AI cloud infra revenue was up 34% year over year. Within a portfolio that leans heavily toward hardware, networking infrastructure, and industrial technology names, adding exposure to a Chinese AI platform introduces a different type of growth lever. It is also a relatively modest allocation, representing less than 2% of assets, which suggests a calculated rather than aggressive bet.
For long-term investors, the key question is execution. If Baidu can translate its AI leadership into durable cloud and enterprise revenue streams, the company could evolve into a much broader platform than its legacy search business implies today.
Should you buy stock in Baidu right now?
Before you buy stock in Baidu, consider this:
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Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Baidu, Celestica, and Modine Manufacturing. The Motley Fool recommends Akamai Technologies. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

What's Behind This $32 Million Bet on Baidu Amid a 36% Stock Rally?

An updated edition of the Jan. 12, 2026, article.
The global auto industry is in the middle of a major reset. Electric vehicles (EVs) and autonomous vehicles (AVs) are redefining how the world moves. Better battery technology and a wider charging network are making EVs more practical for everyday use.
For a long time, Tesla TSLA was the face of the EV revolution. But the market is no longer a one-horse race. China’s BYD Co Ltd BYDDY overtook Tesla in global annual sales last year, signaling a shift in leadership. Chinese automakers are scaling aggressively, traditional car companies are also making investments and new EV-only players are entering the field. Competition is intensifying and consumers now have more choices than ever.
Growth projections continue to support the long-term case. Global battery electric vehicle (BEV) sales are expected to rise about 19% in 2026 to roughly 17.4 million units, accounting for nearly 19% of total global auto sales, per S&P Global Mobility. When hybrids and plug-in hybrids are included, electrified vehicles could make up close to 30% of worldwide sales by 2026. The journey, however, is becoming more measured. Policy adjustments in the United States and Europe, evolving subsidy frameworks and shifting automaker targets are slowing momentum in some regions. Even so, the broader move toward electrification remains firmly intact, with hybrids acting as a practical bridge.
At the same time, autonomy is emerging as the next powerful growth engine. The global autonomous vehicle market, valued at $3.37 trillion in 2025, is expected to reach $4.4 trillion in 2026 and more than $41 trillion by 2034, at a compound annual growth rate of 32.3% during 2026-2034, according to Fortune Business Insights.
Advances in artificial intelligence, sensors, connectivity and machine learning are making AVs safer and more capable. Companies like Baidu’s BIDU Apollo Go and Tesla are already testing robotaxis in real-world conditions.
For investors, EVs and AVs represent a strong long-term opportunity. They combine growth, innovation and rising demand.Our Electric Vehicles & Autonomous Driving Screen highlights companies positioned to benefit from these trends, including Albemarle Corporation ALB, Beam Global BEEM and WeRide Inc. WRD.
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3 Stocks to Buy
Albemarle: While EV makers grab headlines, the battery supply chain is equally significant. Albemarle sits at the heart of that chain as one of the world’s leading lithium producers. Albemarle expects global lithium demand to witness a 10-20% compound annual growth rate between 2025 and 2030, driven primarily by rising EV penetration. Beyond vehicles, energy storage is emerging as another powerful demand engine, adding a second layer of growth to the lithium market.
To prepare for that demand, Albemarle is expanding its global lithium conversion capacity while staying disciplined in terms of returns. The company is prioritizing high-return projects, improving plant productivity and optimizing its conversion network to protect margins in a volatile pricing environment. It is also taking actions to cut costs, optimize its conversion network and increase efficiencies to preserve its long-term competitive position.
Operationally, volumes are moving in the right direction. ALB’s Energy Storage segment reported higher sales volumes in fourth-quarter 2025, supported by strong output from integrated conversion facilities. In Chile, the Salar yield improvement project has reached a 50% operating rate and continues to ramp steadily. Meanwhile, the Meishan conversion facility in China is progressing ahead of schedule. Albemarle currently sports a Zacks Rank #1 (Strong Buy).
You can see the complete list of today’s Zacks #1 Rank stocks here.
Beem Global: The company is betting on the infrastructure that powers EVs. Beam Global develops sustainable solutions for transportation electrification, energy security and smart city needs. Its flagship product, the EV ARC — an off-grid, solar-powered charging station— requires no trenching, no construction and no connection to the utility grid. That flexibility allows customers to deploy charging quickly, especially in locations where grid access is limited or costly.
Beam Global operates across the United States, Europe and the Middle East, and recent numbers suggest momentum is building. Preliminary fourth-quarter 2025 revenues rose more than 50% sequentially, marking a strong finish to the year. Growth was supported by new product launches, expanding international operations and higher commercial sales.
Beam Global is also expanding its role in the autonomous ecosystem. A partnership with Hevo is set to introduce an integrated wireless charging solution powered by EV ARC, designed for autonomous and commercial fleets where hands-free charging is valuable. A joint venture with the Platinum Group also strengthens its presence in the Middle East market. Beam Global positions itself as an infrastructure enabler— and that’s becoming increasingly important as EV and AV adoption grows. BEEM currently carries a Zacks Rank #2 (Buy).
WeRide: It is one of the early leaders in autonomous driving. The company operates a fleet of more than 1,000 autonomous vehicles and has tested or run services in over 40 cities across 11 countries. It has secured autonomous driving permits in eight markets, including China, the UAE, Singapore, France, Switzerland, Saudi Arabia, Belgium and the United States— giving it one of the broadest regulatory footprints in the industry.
Its partnership with Uber marked a major milestone. The two recently launched a commercial robotaxi service in downtown Abu Dhabi, the city’s first AV deployment in its core area. The service now covers roughly 70% of central Abu Dhabi, with the fleet size quadrupling since operations began in late 2024.
Beyond robotaxis, WeRide is deploying robobuses for public transport, robosweepers for urban sanitation and a production-ready L2+ advanced driver-assistance solution for passenger vehicles. On the technology side, the company is also strengthening its ecosystem. Robotaxi bookings in China can now be made directly through Tencent’s WeChat super-app. In addition, WeRide recently introduced GENESIS1, its proprietary general-purpose simulation model. By linking physical AI with generative AI, the platform connects real-world driving data with simulated environments, helping accelerate training, testing and large-scale validation of autonomous systems. WRD currently carries a Zacks Rank #2.
Research Chief Names "Single Best Pick to Double"
From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all.
This company targets millennial and Gen Z audiences, generating nearly $1 billion in revenue last quarter alone. A recent pullback makes now an ideal time to jump aboard. Of course, all our elite picks aren’t winners but this one could far surpass earlier Zacks’ Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Top EV and Self-Driving Stocks for the Next Mobility Shift

Baidu BIDU reported fourth-quarter 2025 non-GAAP earnings of $1.52 per ADS (American Depositary Share), which surpassed the Zacks Consensus Estimate by 3.4%. The figure decreased 42% year over year. In domestic currency (Renminbi), the company reported earnings of RMB 10.62, down 42% year over year.
Revenues of $4.68 billion fell 4% year over year. The figure matched the Zacks Consensus Estimate. In domestic currency, revenues were RMB 32.74 billion, down 4% year over year.
Revenues from the Baidu General Business segment declined 6% year over year to RMB 26.11 billion ($3.73 billion).
Under this segment, Core AI-powered business revenue exceeded RMB 11 billion, accounting for 43% of Baidu General Business revenue, while Legacy Business revenues were RMB 12.3 billion. Revenues from the iQIYI segment rose 3% from the prior-year quarter to RMB 6.79 billion ($972 million).
Baidu, Inc. Price, Consensus and EPS Surprise
BIDU’s Q4 Operating Highlights
The SG&A expenses of the company grew 11% year over year to RMB 7.39 billion ($1.06 billion) due to an increase in expected credit losses.
Research and development expenses grew 1% from a year ago to RMB 5.59 billion ($800 million), partially reflecting one-time employee severance costs to improve efficiency.
Non-GAAP operating income of RMB 2.97 billion ($424 million) was down 41% year over year. The non-GAAP operating margin of 9% contracted approximately 600 basis points year over year from 15%.
Adjusted EBITDA during the quarter was RMB 4.73 billion ($676 million), down 32% year over year, with adjusted EBITDA margin contracting approximately 600 basis points to 14%.
BIDU’s Balance Sheet & Cash Flow
As of Dec. 31, 2025, total cash and investments stood at RMB 294.1 billion ($42.06 billion) compared with RMB 296.4 billion as of Sept. 30, 2025.
In the fourth quarter, net cash provided by operating activities totaled RMB 2.61 billion ($373 million), while free cash flow turned positive at RMB 637 million ($91 million), a meaningful improvement from an outflow of RMB 2.15 billion in the prior quarter.
Baidu’s Other Business Updates
In the fourth quarter of 2025, Baidu's Core AI-powered business continued to build commercial momentum across three categories. AI Cloud Infra generated RMB 5.8 billion, with subscription-based revenue from AI accelerator infrastructure growing 143% year over year, accelerating from 128% in the third quarter. AI Applications produced RMB 2.7 billion, supported by sticky subscription models across products such as Baidu Wenku and Baidu Drive. AI-native Marketing Services reached RMB 2.7 billion, up 110% year over year, driven by growing enterprise adoption of digital humans and AI agents.
Apollo Go, Baidu's autonomous ride-hailing service, delivered 3.4 million fully driverless operational rides in the fourth quarter of 2025, with total rides growing over 200% year over year and weekly rides peaking at over 300,000 during the quarter. As of February 2026, cumulative public rides surpassed 20 million. Apollo Go expanded its global footprint to 26 cities, entering new markets including the United Kingdom, Switzerland, the UAE and South Korea during the period.
Baidu released an updated version of its omni-modal foundation model ERNIE 5.0 in January 2026 and restructured its model development organization into two dedicated teams to sharpen its application-driven AI strategy. The company also established the Personal Super Intelligence Business Group, integrating Baidu Wenku and Baidu Drive to accelerate AI application innovation.
On the corporate front, Baidu's board authorized a new $5 billion share repurchase program effective through December 2028 and adopted the company's first-ever dividend policy. The proposed spin-off and separate listing of Kunlunxin, Baidu's proprietary AI chip subsidiary developed over more than a decade, is progressing and is expected to unlock additional shareholder value.
BIDU’s Zacks Rank & Stocks to Consider
Currently, BIDU carries a Zacks Rank #3 (Hold).
Analog Devices ADI, Amphenol APH and Monolithic Power Systems MPWR are some better-ranked stocks that investors can consider in the Zacks Computer and Technology sector.
Analog Devices, Amphenol and Monolithic Power Systems carry a Zacks Rank #2 (Buy) each at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Zacks Consensus Estimate for Analog Devices’ fiscal 2026 earnings has moved upward by 4.9% over the past seven days to $11.10 per share, indicating an increase of 42.5% year over year. Analog Devices shares have climbed 58% in trailing 12 months.
The Zacks Consensus Estimate for Amphenol’s full-year 2026 earnings is pegged at $4.32 per share, revised upward by 2 cents over the past 30 days and suggests a year-over-year jump of 29.3%. Amphenol shares have soared 126.2% over the past year.
The Zacks Consensus Estimate for Monolithic Power Systems’ fiscal 2026 earnings has been revised upward to $21.63 per share from $21.07 over the past 30 days. Monolithic Power Systems shares have surged 93.9% over the past year.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Baidu's Q4 Earnings Beat Estimates Despite Revenue and Profit Decline

Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a technical analysis indicator called the Relative Strength Index, or RSI, which measures momentum on a scale of zero to 100. A stock is considered to be oversold if the RSI reading falls below 30.
In trading on Thursday, shares of Baidu Inc (Symbol: BIDU) entered into oversold territory, hitting an RSI reading of 29.1, after changing hands as low as $123.50 per share. By comparison, the current RSI reading of the S&P 500 ETF (SPY) is 49.0. A bullish investor could look at BIDU's 29.1 RSI reading today as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. The chart below shows the one year performance of BIDU shares:
Looking at the chart above, BIDU's low point in its 52 week range is $74.71 per share, with $165.30 as the 52 week high point — that compares with a last trade of $124.43.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Baidu Becomes Oversold (BIDU)

(RTTNews) - Baidu Inc. (BIDU) revealed a profit for fourth quarter that Drops, from last year
The company's earnings came in at RMB1.782 billion, or RMB3.71 per share. This compares with RMB5.192 billion, or RMB14.26 per share, last year.
Excluding items, Baidu Inc. reported adjusted earnings of RMB3.907 billion or RMB10.62 per share for the period.
The company's revenue for the period fell 4.1% to RMB32.740 billion from RMB34.124 billion last year.
Baidu Inc. earnings at a glance (GAAP) :
-Earnings: RMB1.782 Bln. vs. RMB5.192 Bln. last year. -EPS: RMB3.71 vs. RMB14.26 last year. -Revenue: RMB32.740 Bln vs. RMB34.124 Bln last year.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Baidu Inc. Bottom Line Declines In Q4

The following companies are expected to report earnings prior to market open on 02/26/2026. Visit our Earnings Calendar for a full list of expected earnings releases.
Royal Bank Of Canada (RY)is reporting for the quarter ending January 31, 2026. The bank (foreign) company's consensus earnings per share forecast from the 3 analysts that follow the stock is $2.81. This value represents a 10.20% increase compared to the same quarter last year. RY missed the consensus earnings per share in the 2nd calendar quarter of 2025 by -2.22%. Zacks Investment Research reports that the 2026 Price to Earnings ratio for RY is 14.92 vs. an industry ratio of 12.10, implying that they will have a higher earnings growth than their competitors in the same industry.
Toronto Dominion Bank (TD)is reporting for the quarter ending January 31, 2026. The bank (foreign) company's consensus earnings per share forecast from the 3 analysts that follow the stock is $1.63. This value represents a 17.27% increase compared to the same quarter last year. In the past year TD has beat the expectations every quarter. The highest one was in the 4th calendar quarter where they beat the consensus by 6.85%. Zacks Investment Research reports that the 2026 Price to Earnings ratio for TD is 14.17 vs. an industry ratio of 12.10, implying that they will have a higher earnings growth than their competitors in the same industry.
Canadian Imperial Bank of Commerce (CM)is reporting for the quarter ending January 31, 2026. The bank (foreign) company's consensus earnings per share forecast from the 3 analysts that follow the stock is $1.74. This value represents a 12.26% increase compared to the same quarter last year. In the past year CM has beat the expectations every quarter. The highest one was in the 4th calendar quarter where they beat the consensus by 5.37%. Zacks Investment Research reports that the 2026 Price to Earnings ratio for CM is 14.02 vs. an industry ratio of 12.10, implying that they will have a higher earnings growth than their competitors in the same industry.
Warner Bros. Discovery, Inc. (WBD)is reporting for the quarter ending December 31, 2025. The broadcast (radio/tv) company's consensus earnings per share forecast from the 7 analysts that follow the stock is $0.02. This value represents a 110.00% increase compared to the same quarter last year. Zacks Investment Research reports that the 2025 Price to Earnings ratio for WBD is 71.10 vs. an industry ratio of 6.10, implying that they will have a higher earnings growth than their competitors in the same industry.
Sempra (SRE)is reporting for the quarter ending December 31, 2025. The alternative energy company's consensus earnings per share forecast from the 3 analysts that follow the stock is $1.13. This value represents a 24.67% decrease compared to the same quarter last year. SRE missed the consensus earnings per share in the 4th calendar quarter of 2024 by -7.98%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for SRE is 20.70 vs. an industry ratio of -6.60, implying that they will have a higher earnings growth than their competitors in the same industry.
Vistra Corp. (VST)is reporting for the quarter ending December 31, 2025. The electric power utilities company's consensus earnings per share forecast from the 5 analysts that follow the stock is $2.51. This value represents a 120.18% increase compared to the same quarter last year. VST missed the consensus earnings per share in the 4th calendar quarter of 2024 by -47.47%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for VST is 35.53 vs. an industry ratio of 27.30, implying that they will have a higher earnings growth than their competitors in the same industry.
argenx SE (ARGX)is reporting for the quarter ending December 31, 2025. The biomedical (gene) company's consensus earnings per share forecast from the 12 analysts that follow the stock is $6.24. This value represents a 294.94% increase compared to the same quarter last year. ARGX missed the consensus earnings per share in the 4th calendar quarter of 2024 by -13.66%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for ARGX is 47.45 vs. an industry ratio of -3.10, implying that they will have a higher earnings growth than their competitors in the same industry.
Cheniere Energy, Inc. (LNG)is reporting for the quarter ending December 31, 2025. The oil (us exp & production) company's consensus earnings per share forecast from the 6 analysts that follow the stock is $3.83. This value represents a 11.55% decrease compared to the same quarter last year. LNG missed the consensus earnings per share in the 1st calendar quarter of 2025 by -44.13%. Public Service Enterprise Group Incorporated (PEG)is reporting for the quarter ending December 31, 2025. The electric power utilities company's consensus earnings per share forecast from the 5 analysts that follow the stock is $0.71. This value represents a 15.48% decrease compared to the same quarter last year. PEG missed the consensus earnings per share in the 1st calendar quarter of 2025 by -2.05%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for PEG is 21.35 vs. an industry ratio of 27.30.
Baidu, Inc. (BIDU)is reporting for the quarter ending December 31, 2025. The internet services company's consensus earnings per share forecast from the 2 analysts that follow the stock is $1.12. This value represents a 49.55% decrease compared to the same quarter last year. In the past year BIDU has beat the expectations every quarter. The highest one was in the 3rd calendar quarter where they beat the consensus by 35.16%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for BIDU is 21.94 vs. an industry ratio of -1.90, implying that they will have a higher earnings growth than their competitors in the same industry.
BeOne Medicines Ltd. (ONC)is reporting for the quarter ending December 31, 2025. The drug company's consensus earnings per share forecast from the 2 analysts that follow the stock is $1.60. This value represents a 211.89% increase compared to the same quarter last year. ONC missed the consensus earnings per share in the 4th calendar quarter of 2024 by -62.5%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for ONC is 112.16 vs. an industry ratio of -10.50, implying that they will have a higher earnings growth than their competitors in the same industry.
EMCOR Group, Inc. (EME)is reporting for the quarter ending December 31, 2025. The building company's consensus earnings per share forecast from the 3 analysts that follow the stock is $6.68. This value represents a 5.70% increase compared to the same quarter last year. EME missed the consensus earnings per share in the 3rd calendar quarter of 2025 by -1.2%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for EME is 31.95 vs. an industry ratio of 57.20.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Indicator	TTM Median
P/E	9.17 15.77
Price/Sales	1.86 0.95
P/B	1.15 1.60
P/FCF	24.25 11.91

Indicator	TTM Median
ROE	9.92 13.20
ROA	1.89 5.09
ROI	2.47 7.51
Net Worth	41.25 0.77
Quick Ratio	0.00 0.93
Current Ratio	1.91 1.20

Indicator	TTM Median
Net Profit Margin	6.52 10.15
Operating Margin	0.00 14.02
Gross Margin	44.56 55.93
Return on tangible equity	3.56 29.36

Indicator	TTM Median
EPS	2.48 0.28
EPS Forecast	1.95 0.23
Revenue	4.38B 89.50M
Gross Profit	2.00B —
EBITDA	457.00M —

Baidu, Inc.

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