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, Inc.

For Immediate Release
Chicago, IL – August 22, 2025 – Zacks Equity Research shares Micron Technology MU as the Bull of the Day and Albany International AIN as the Bear of the Day. In addition, Zacks Equity Research provides analysis on Tesla TSLA, Alphabet GOOGL and Baidu BIDU.
Here is a synopsis of all five stocks.
Still flying somewhat under the radar, Micron Technology has become a leader in the AI infrastructure boom due to strong demand for its high-bandwidth memory (HBM) solutions.
With HBM being essential to powering generative AI models, Micron’s stock has started to rebound toward its 52-week highs of $129 a share, with some analysts' price targets calling for new all-time peaks.
Considering such, and in correlation with a trend of very positive earnings estimate revisions, Micron stock sports a Zacks Rank #1 (Strong Buy) and lands the Bull of the Day.
Micron’s AI Infrastructure Advantage
Attributing to its AI infrastructure dominance, Micron is a key supplier for Nvidia’s Blackwell GB200 and AMD’ Instinct MI350 GPUs, which require massive memory bandwidth.
More intriguing, and leading to Micron’s AI Infrastructure advantage, is its pricing power as HBM products are complex to manufacture and wafer-intensive, making supply tight. Notably, Micron has sold out its HBM output for 2025 and is seeing strong demand into 2026, with the scarcity boosting its margins.
Micron’s Stellar Growth
Based on Zacks' estimates, Micron’s total sales are now expected to spike 47% in fiscal 2025 to $36.91 billion compared to $25.11 billion last year. Plus, FY26 sales are projected to climb another 34% to $49.43 billion.
Even more captivating is Micron’s increased profitability, with annual earnings currently slated to skyrocket over 500% this year to $8.04 per share versus EPS of $1.30 in 2024. Better still, FY26 EPS is forecasted to pop another 62% to $13.05.
Leading to bullish sentiment for Micron stock is that FY25 and FY26 EPS estimates have soared 16% and 23% over the last 60 days, respectively, as shown below.
Micron’s Attractive Valuation & Analyst Upgrades
Considering the high premiums AI-infrastructure related stocks are commanding, MU shares still trade at a very reasonable 14.5X forward earnings multiple and at 3.5X forward sales, which are both significant discounts to the S&P 500’s averages.
The culmination of Micron’s execution, along with its reasonable valuation, has led to analysts raising their price targets for MU. It’s noteworthy that JPMorgan raised its price target for MU from $165 to $185, citing stronger DRAM (Dynamic Random-Access Memory) pricing.
Meanwhile, other firms like Mizuho and Needham have remained bullish on Micron’s HBM upside. At the moment, the Average Zacks Price Target of $152.42 suggests 30% upside in Micron stock, which is roughly on par with its all-time high.
Bottom Line
Dominating the AI memory space, now appears to be an ideal time to invest in Micron Technology stock, with MU shaping up to be a viable investment for 2025 and beyond.
This month's rebound in Albany International stock could be short-lived, and it may be time to fade the recent rally as the trend of declining earnings estimate revisions suggests that the textiles and materials processing company is not out of the woods yet after facing a number of headwinds in recent years.
Although AIN has spiked +15% in August, Albany International stock is still down 20% year to date and has a grizzly -32% performance in the last three years.
Albany International also appears to be burning through cash at a very fast rate, which is concerning for its operational and financial outlook as well.
Albany International’s Headwinds
Most recently missing its Q2 EPS expectations by 22% in late July, Albany International has raised concerns about its operational efficiency and forecasting accuracy as rising costs and strategic investments have squeezed profit margins, especially in its engineered composites segment. The issue here is that Albany International is also competing in a high-stakes arena of aerospace and advanced materials manufacturing with specialized defense companies such as Ducommun and Hexcel Corporation.
Furthermore, supply chain disruptions have taken a toll on the company’s operations, limiting production as a supplier of fabric for paper and industrial applications and ultimately impacting delivery timelines.
Declining EPS Revisions & Cash Burn
Taking away excitement for a continued rebound in Albany International stock is that fiscal 2025 and FY26 EPS estimates have trended lower in the last 60 days, dipping nearly 2% and 1.6%, respectively.
What may be most concerning to investors is that Albany International has burned through more than half of its liquidity in the last five years, with its cash & equivalents dropping from over $300 million in 2021 to $107 million at the end of Q2 2025.
Conclusion & Final Thoughts
For now, it may certainly be best to fade the recent rally or avoid Albany International’s stock. Addressing the elephant in the room, Albany International’s growth is respectable, but nothing to necessarily brag about for a company that investors are paying over $60 a share for.
To that point, Albany International has struggled to climb past annual sales of $1 billion or produce full-year EPS of over $4.00, and this is after a drop from a 52-week high of over $90 a share, which may have raised questions about the company’s valuation outside of its operational efficiency.
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Two Months into Tesla's Robotaxi Launch: Where Does It Stand Now?
Two months after Tesla rolled out its first commercial robotaxi service in Austin, the big question is—how’s it really going?
Tesla CEO Elon Musk bets the company’s future on autonomous vehicles, pitching robotaxis as the next growth engine. The launch in Austin on June 22 marked a milestone, with paying customers riding in Model Y vehicles monitored by safety drivers and remote operators. In the initial days of the rollout, videos quickly surfaced showing Tesla vehicles braking abruptly, creeping into intersections, or violating traffic rules. Passengers described some rides as confusing.
Having said that, management reassured on the second-quarterearnings callthat robotaxis in Austin logged over 7,000 miles without major safety incidents.
Tesla has also begun testing in the San Francisco Bay Area—though regulators there prevent it from using the “robotaxi” name. Notably, in Austin, the safety monitor sits in the passenger seat but in the Bay Area, regulations still require one in the driver’s seat. Critics, including former Waymo CEO John Krafcik, argue that as long as Tesla vehicles rely on in-car safety monitors, they’re not truly robotaxis at all.
Tesla, however, points to data suggesting that its Full Self-Driving (FSD) system is statistically safer—10 times so, according to management—than human drivers. The shift to the FSD Version 12 has already boosted subscription adoption by 45%. Musk is promising even more with Version 14, which he teased yesterday.
New vehicles can now drive themselves off the assembly line, with direct-to-customer autonomous deliveries planned by year-end in select regions. Also, Tesla aims to extend the robotaxi service to reach half of the U.S. population by the end of 2025, pending regulatory approvals. It plans to expand to other U.S. cities like Nevada, Arizona and Florida after obtaining necessary permits and approvals. Meanwhile, service coverage in Austin is set to grow more than tenfold.
Still, the road ahead isn’t without hazards. Lawsuits accusing Tesla of overstating FSD’s safety, regulatory hurdles in key markets, and technical hiccups highlight the long journey before Musk’s bold vision of a nationwide robotaxi fleet becomes a reality. Plus, Tesla is lagging behind early movers in the robotaxi space like Alphabet’s Waymo and Baidu.
TSLA’s Competitors in the Robotaxi Space
Alphabet’s Waymo is Tesla’s toughest rival in the robotaxi race. Waymo already runs fully driverless Level 4 services in Phoenix, San Francisco, Los Angeles, Austin and Atlanta, delivering around 250,000 paid rides every week. Backed by Alphabet’s $5 billion multi-year investment and partnerships with Hyundai, Uber and Zeekr, Waymo has both scale and strategic muscle. With expansion underway to cities such as Miami and Washington D.C, Waymo is setting the standard that Tesla must catch up to.
Baidu is a major force in the robotaxi industry, though its efforts are concentrated mainly in China. Its autonomous driving program, Apollo Go, is already running fully driverless robotaxi services across 16 cities globally and has completed more than 14 million rides as of August 2025. Baidu is also fast-tracking Apollo Go’s global expansion through high-profile partnerships with Uber and Lyft.
Investor Takeaway
After two months, Tesla’s robotaxi push is still in the early innings. The company shows tangible progress and expansion potential but remains behind leaders like Waymo and Baidu. With regulatory battles and skepticism ahead, investing in this vision is less about today’s revenues and more about Tesla’s ability to eventually deliver on Musk’s bold promise.
The Zacks Rundown on TSLA Stock
Shares of Tesla have lost around 20% year to date compared with the industry’s decline of 16%.
From a valuation standpoint, TSLA trades at a forward price-to-sales ratio of 10.12, above the industry and its own 5-year average. It carries a Value Score of D.
The Zacks Consensus Estimate for TSLA’s earnings has been southbound over the past 60 days.
Tesla stock currently carries a Zacks Rank #4 (Sell).
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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss.This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index.Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.
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Micron Technology and Albany have been highlighted as Zacks Bull and Bear of the Day

Two months after Tesla TSLA rolled out its first commercial robotaxi service in Austin, the big question is—how’s it really going?
Tesla CEO Elon Musk bets the company’s future on autonomous vehicles, pitching robotaxis as the next growth engine. The launch in Austin on June 22 marked a milestone, with paying customers riding in Model Y vehicles monitored by safety drivers and remote operators. In the initial days of the rollout, videos quickly surfaced showing Tesla vehicles braking abruptly, creeping into intersections, or violating traffic rules. Passengers described some rides as confusing.
Having said that, management reassured on the second-quarterearnings callthat robotaxis in Austin logged over 7,000 miles without major safety incidents.
Tesla has also begun testing in the San Francisco Bay Area—though regulators there prevent it from using the “robotaxi” name. Notably, in Austin, the safety monitor sits in the passenger seat but in the Bay Area, regulations still require one in the driver’s seat. Critics, including former Waymo CEO John Krafcik, argue that as long as Tesla vehicles rely on in-car safety monitors, they’re not truly robotaxis at all.
Tesla, however, points to data suggesting that its Full Self-Driving (FSD) system is statistically safer—10 times so, according to management—than human drivers. The shift to the FSD Version 12 has already boosted subscription adoption by 45%. Musk is promising even more with Version 14, which he teased yesterday.
New vehicles can now drive themselves off the assembly line, with direct-to-customer autonomous deliveries planned by year-end in select regions. Also, Tesla aims to extend the robotaxi service to reach half of the U.S. population by the end of 2025, pending regulatory approvals. It plans to expand to other U.S. cities like Nevada, Arizona and Florida after obtaining necessary permits and approvals. Meanwhile, service coverage in Austin is set to grow more than tenfold.
Still, the road ahead isn’t without hazards. Lawsuits accusing Tesla of overstating FSD’s safety, regulatory hurdles in key markets, and technical hiccups highlight the long journey before Musk’s bold vision of a nationwide robotaxi fleet becomes a reality. Plus, Tesla is lagging behind early movers in the robotaxi space like Alphabet’s GOOGL Waymo and Baidu BIDU.
TSLA’s Competitors in the Robotaxi Space
Alphabet’s Waymo is Tesla’s toughest rival in the robotaxi race. Waymo already runs fully driverless Level 4 services in Phoenix, San Francisco, Los Angeles, Austin and Atlanta, delivering around 250,000 paid rides every week. Backed by Alphabet’s $5 billion multi-year investment and partnerships with Hyundai, Uber and Zeekr, Waymo has both scale and strategic muscle. With expansion underway to cities such as Miami and Washington D.C, Waymo is setting the standard that Tesla must catch up to.
Baidu is a major force in the robotaxi industry, though its efforts are concentrated mainly in China. Its autonomous driving program, Apollo Go, is already running fully driverless robotaxi services across 16 cities globally and has completed more than 14 million rides as of August 2025. Baidu is also fast-tracking Apollo Go’s global expansion through high-profile partnerships with Uber and Lyft.
Investor Takeaway
After two months, Tesla’s robotaxi push is still in the early innings. The company shows tangible progress and expansion potential but remains behind leaders like Waymo and Baidu. With regulatory battles and skepticism ahead, investing in this vision is less about today’s revenues and more about Tesla’s ability to eventually deliver on Musk’s bold promise.
The Zacks Rundown on TSLA Stock
Shares of Tesla have lost around 20% year to date compared with the industry’s decline of 16%.
Image Source: Zacks Investment Research
From a valuation standpoint, TSLA trades at a forward price-to-sales ratio of 10.12, above the industry and its own 5-year average. It carries a Value Score of D.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for TSLA’s earnings has been southbound over the past 60 days.
Image Source: Zacks Investment Research
Tesla stock currently carries a Zacks Rank #4 (Sell).
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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.

Two Months Into Tesla's Robotaxi Launch: Where Does It Stand Now?

Key Points
The Chinese tech industry giant reported its second-quarter results that morning.
It posted declines in both revenue and adjusted profitability.
Veteran Chinese tech giant Baidu (NASDAQ: BIDU) looked rather tired to equity investors on Wednesday. They didn't seem wowed by the company's latest earnings release and expressed this by collectively trading their American depositary shares (ADS) down by almost 3%. This was a steeper fall than the 0.2% endured by the bellwether S&P 500 index.
Top- and bottom-line slides
Baidu's second-quarter results, published well before market open that day, revealed that the company's revenue slumped by 4% year over year to 32.7 billion yuan ($4.55 billion). That was slightly below the consensus analyst estimate of 32.9 billion yuan ($4.58 billion).
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The decline and miss might have been more pronounced had it not been for the company's artificial intelligence (AI)-boosted offerings. Baidu quoted CEO Robin Li as saying that its AI Cloud business "continued to deliver robust and healthy revenue growth, supported by our strengthening full-stack AI capabilities and comprehensive end-to-end AI products and solutions."
It didn't help push the bottom line higher, however, as non-GAAP (adjusted) net income fell by 35% to just under 4.8 billion yuan ($668 million). On a per-ADS basis, the company's profitability was 13.58 yuan ($1.89). On the bright side, this was a bit higher than the average analyst estimate of 13.33 yuan ($1.86) per ADS.
Motoring into a better future?
In its earnings release, Baidu pointed to AI as a potential engine of growth. On the subject of engines, it also clearly has high hopes for the robotaxis coming from its mobility unit, Apollo Go. It said that it is a leading company in robotaxi markets with both left- and right-hand drive regimes.
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Eric Volkman has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Baidu. 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.

Why Baidu Stock Wilted on Wednesday

(RTTNews) - Baidu Inc. (BIDU) reported a profit for its second quarter that Increases, from last year
The company's earnings came in at RMB7.322 billion, or RMB20.35 per share. This compares with RMB5.488 billion, or RMB15.01 per share, last year.
Excluding items, Baidu Inc. reported adjusted earnings of RMB4.795 billion or RMB13.58 per share for the period.
The company's revenue for the period fell 3.6% to RMB32.713 billion from RMB33.931 billion last year.
Baidu Inc. earnings at a glance (GAAP) :
-Earnings: RMB7.322 Bln. vs. RMB5.488 Bln. last year. -EPS: RMB20.35 vs. RMB15.01 last year. -Revenue: RMB32.713 Bln vs. RMB33.931 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. Announces Increase In Q2 Profit

The following companies are expected to report earnings prior to market open on 08/20/2025. Visit our Earnings Calendar for a full list of expected earnings releases.
TJX Companies, Inc. (TJX)is reporting for the quarter ending July 31, 2025. The discount retail company's consensus earnings per share forecast from the 7 analysts that follow the stock is $1.01. This value represents a 5.21% increase compared to the same quarter last year. In the past year TJX has beat the expectations every quarter. The highest one was in the 2nd calendar quarter where they beat the consensus by 2.22%. Zacks Investment Research reports that the 2026 Price to Earnings ratio for TJX is 29.77 vs. an industry ratio of 28.60, implying that they will have a higher earnings growth than their competitors in the same industry.
Lowe's Companies, Inc. (LOW)is reporting for the quarter ending July 31, 2025. The home furnishings company's consensus earnings per share forecast from the 14 analysts that follow the stock is $4.23. This value represents a 3.17% increase compared to the same quarter last year. In the past year LOW has beat the expectations every quarter. The highest one was in the 2nd calendar quarter where they beat the consensus by 1.39%. Zacks Investment Research reports that the 2026 Price to Earnings ratio for LOW is 20.41 vs. an industry ratio of 20.90.
Analog Devices, Inc. (ADI)is reporting for the quarter ending July 31, 2025. The semiconductor company's consensus earnings per share forecast from the 11 analysts that follow the stock is $1.93. This value represents a 22.15% increase compared to the same quarter last year. In the past year ADI has beat the expectations every quarter. The highest one was in the 2nd calendar quarter where they beat the consensus by 9.47%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for ADI is 31.29 vs. an industry ratio of 14.90, implying that they will have a higher earnings growth than their competitors in the same industry.
Target Corporation (TGT)is reporting for the quarter ending July 31, 2025. The discount retail company's consensus earnings per share forecast from the 13 analysts that follow the stock is $2.09. This value represents a 18.68% decrease compared to the same quarter last year. Zacks Investment Research reports that the 2026 Price to Earnings ratio for TGT is 14.03 vs. an industry ratio of 28.60.
Baidu, Inc. (BIDU)is reporting for the quarter ending June 30, 2025. The internet services company's consensus earnings per share forecast from the 2 analysts that follow the stock is $1.32. This value represents a 44.54% 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 1st calendar quarter where they beat the consensus by 69.4%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for BIDU is 13.76 vs. an industry ratio of 28.30.
Estee Lauder Companies, Inc. (EL)is reporting for the quarter ending June 30, 2025. The cosmetic & toiletries company's consensus earnings per share forecast from the 11 analysts that follow the stock is $0.08. This value represents a 87.50% decrease compared to the same quarter last year. In the past year EL has beat the expectations every quarter. The highest one was in the 1st calendar quarter where they beat the consensus by 124.14%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for EL is 60.49 vs. an industry ratio of 35.70, implying that they will have a higher earnings growth than their competitors in the same industry.
H World Group Limited (HTHT)is reporting for the quarter ending June 30, 2025. The hotel company's consensus earnings per share forecast from the 1 analyst that follows the stock is $0.51. This value represents a 10.87% increase compared to the same quarter last year. Zacks Investment Research reports that the 2025 Price to Earnings ratio for HTHT is 18.67 vs. an industry ratio of 21.10.
Dycom Industries, Inc. (DY)is reporting for the quarter ending July 31, 2025. The building company's consensus earnings per share forecast from the 5 analysts that follow the stock is $2.86. This value represents a 16.26% increase compared to the same quarter last year. In the past year DY has beat the expectations every quarter. The highest one was in the 2nd calendar quarter where they beat the consensus by 48.23%. Zacks Investment Research reports that the 2026 Price to Earnings ratio for DY is 28.58 vs. an industry ratio of 71.30.
KANZHUN LIMITED (BZ)is reporting for the quarter ending June 30, 2025. The internet software company's consensus earnings per share forecast from the 1 analyst that follows the stock is $0.18. This value represents a 38.46% increase compared to the same quarter last year. In the past year BZ has beat the expectations every quarter. The highest one was in the 1st calendar quarter where they beat the consensus by 33.33%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for BZ is 26.91 vs. an industry ratio of 32.80.
GDS Holdings Limited (GDS)is reporting for the quarter ending June 30, 2025. The technology services company's consensus earnings per share forecast from the 2 analysts that follow the stock is $-0.11. This value represents a 38.89% increase compared to the same quarter last year. In the past year GDS has beat the expectations every quarter. The highest one was in the 1st calendar quarter where they beat the consensus by 318.18%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for GDS is -268.58 vs. an industry ratio of 7.10.
Kingsoft Cloud Holdings Limited (KC)is reporting for the quarter ending June 30, 2025. The internet software company's consensus earnings per share forecast from the 2 analysts that follow the stock is $-0.21. This value represents a 5.00% decrease compared to the same quarter last year. Zacks Investment Research reports that the 2025 Price to Earnings ratio for KC is -21.68 vs. an industry ratio of 32.80.
ZIM Integrated Shipping Services Ltd. (ZIM)is reporting for the quarter ending June 30, 2025. The shipping company's consensus earnings per share forecast from the 3 analysts that follow the stock is $1.50. This value represents a 51.30% decrease compared to the same quarter last year. In the past year ZIM has beat the expectations every quarter. The highest one was in the 1st calendar quarter where they beat the consensus by 29.63%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for ZIM is 5.71 vs. an industry ratio of 18.90.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Pre-Market Earnings Report for August 20, 2025 : TJX, LOW, ADI, TGT, BIDU, EL, HTHT, DY, BZ, GDS, KC, ZIM

SoundHound AI Inc. SOUN — the conversational and agentic artificial intelligence (AI) specialist — reported impressive second-quarter 2025 earnings results. SOUN reported quarterly adjusted loss of $0.03 per share, narrower than the Zacks Consensus Estimate of a loss of $0.06. This also compares to a loss of $0.11 per share a year ago. Quarterly revenues of $42.7 million were up 217% year over year, beating the Zacks Consensus Estimate of $33 million.
SoundHound AI reported second-quarter earnings results on Aug. 7 after the closing bell. On Aug. 8, its stock priced soared 26.4%. Despite this rally, the stock is a major laggard this year. Shares of SOUN have plummeted 19.8% year to date. The broad-market benchmark — the S&P 500 Index — is up 8.5% year to date while the tech-heavy Nasdaq Composite is up 10.9%.
Image Source: Zacks Investment Research
Technological Advancement
Recently, SOUN introduced Vision AI integrating visual understanding with its voice-first platform. Vision AI strategy will enable the company to improve both top and bottom lines by making huge inroads into the emerging voice commerce market.
In the last reported quarter, Enterprise AI recorded its highest number of monthly go-lives, driven by the Amelia 7 agentic AI platform. Restaurant AI deployments expanded to more than 14,000 locations, with more than 1,000 added in the second quarter.
Automotive growth was fueled by a major OEM win in China and higher ASPs from Generative AI integration. Voice Commerce pilots with global automakers and QSRs advanced toward commercialization, creating cross-sell opportunities across verticals.
SOUN is doubling down on its multilingual and multimodal foundation model, Polaris, as a cornerstone of its competitive edge in the voice AI landscape. In the multilingual voice AI race, the company faces stiff competition from tech giants such as Alphabet Inc. GOOGL, Amazon.com Inc. AMZN and Baidu Inc. BIDU.
In this regard, the integration of Polaris across acquisitions such as SYNQ3, Allset, and Amelia has already led to enhanced upsell and cross-sell traction across verticals, further strengthening its value proposition.
Robust Clientele
SOUN has a powerful list of clients, especially in the automotive vertical. Its major clients include, Mercedes-Benz of Germany, Honda Motor Co. HMC of Japan and Hyundai Motor Co. of South Korea.
On Aug 5, management said that its advanced voice assistant with integrated Generative AI, SoundHound Chat AI Automotive, has been rolled out to vehicles of three major global automotive brands across North America. SOUN estimates that in-car voice commerce represents up to a $35 billion annual opportunity for automakers.
Solid Guidance
Management raised its 2025 revenue outlook to $160 – $178 million, citing strong close rates and expanding AI adoption. Previously, management had guided sales between $157 million and $177 million. The mid-point of the current guidance represents 99.5% year-over-year sales growth.
Sequential growth is expected in the second half, with the fourth quarter anticipated to outpace the third quarter on seasonal enterprise and automotive momentum. SOUN projects adjusted EBITDA profitability by year-end 2025, supported by ongoing cost synergies, cloud optimizations, and scaling Voice Commerce opportunities.
Attractive Estimate Revisions
For third-quarter 2025, the Zacks Consensus Estimate currently shows revenues of $44.69 million, suggesting an increase of 78.1% year over year and EPS of -$0.04, indicating an improvement of 33.3% year over year. The Zacks Consensus Estimate for current-quarter earnings has improved 20% over the last 90 days.
For full-year 2025, the Zacks Consensus Estimate currently shows revenues of $167.3 million, suggesting an increase of 97.5% year over year and earnings per share of -$0.16, indicating an improvement of 84.6% year over year. The Zacks Consensus Estimate for current-year earnings has improved 5.9% over the last 90 days.
Image Source: Zacks Investment Research
Lucrative Valuation
The stock price of SoundHound AI is trading at a 45.8% discount to its 52-week high. SOUN currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
This mid-cap voice AI specialist has been benefiting from accelerating adoption across enterprise, automotive, and restaurant verticals, along with solid early traction for its agentic AI and Voice Commerce initiatives.
SOUN’s technological innovations, strong client base and diversification into various business verticals are expected to generate momentum for its stock price movement in the near future.
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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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Is SoundHound AI a Lucrative Bet on Long-Term Potential on Voice AI?

For Immediate Release
Chicago, IL – August 5, 2025 – Today, Zacks Investment Ideas feature highlights Uber Technologies UBER, Lyft LYFT, DoorDash DASH, Alphabet GOOGL, Tesla TSLA, Baidu BIDU, Lucid LCID, Serve SERV and Mobileye MBLY.
Navigating the Robotaxi Revolution: UBER & LYFT EPS Preview
Rideshare Wars: Uber & Lyft EPS Preview
Zacks Rank #3 (Hold) stock Uber Technologies and Zacks Rank #4 (Sell) stock Lyft dominate the American rideshare market. Together, UBER and LYFT have become ubiquitous with ride-sharing, with customers often using ‘Uber’ or ‘Lyft’ as a verb.
Currently, Uber dominates the ride-share market, owning roughly three quarters of the ride-share market, and has expanded into the food delivery business (Uber Eats) to compete with DoorDash. Meanwhile, Lyft mainly focuses on ridesharing but has expanded into bike and scooter rentals.
UBER & LYFT Important Earnings Information
UBER EPS Info:
UBER Earnings Date: UBER will report earnings on Wednesday, August 6th, before the market opens.
· Earnings Per Share (EPS): The Zacks Consensus Estimate for EPS is set at $0.62, which would represent a significant increase of over 31% compared to the $0.47 reported in the same quarter last year.
· Revenue: Analysts are forecasting revenue of approximately $12.46 billion, suggesting a year-over-year increase of over 16% from the $10.7 billion in Q2 2024.
· Gross Bookings: The company's own guidance for the quarter projects Gross Bookings in the range of $45.75 billion to $47.25 billion, which would indicate a strong growth of 16-20% on a constant-currency basis.
· Implied Earnings Move (based on options): +/- 7.8%
· UBER Earnings Surprise History: Uber has surpassed Zacks Consensus Analyst Estimates in four of the past five quarters. Over the past four quarters, UBER has gained momentum and has smashed Wall Street estimates by an average of 212.26%.
LYFT EPS Info:
· LYFT Earnings Date: Lyft will report earnings after the market close on Wednesday, August 6th.
· Earnings Per Share (EPS): Zacks Consensus Estimates predict EPS of $0.27. This compares favorably to the $0.03 reported in the same quarter last year. Wall Street’s wide range of estimates suggests a variety of opinions on the company's profitability.
· Revenue: The consensus revenue forecast is approximately $1.61 billion. If achieved, this would represent a notable year-over-year increase from the $1.44 billion reported in Q2 2024.
· Implied Earnings Move (based on options): +/- 14.2%
· LYFT Earnings Surprise History: LYFT has beaten Zacks Consensus Analyst Estimates in eight of the past nine quarters. Over the past four quarters, LYFT has beat estimates by an average of 24.19%.
Uber/Lyft Stock Performance
UBER has performed far better than LYFT in 2025, gaining 44.1% compared to LYFT’s 5.6%.
The Big Question: Will the Rideshare Incumbents Benefit from the Robotaxi Revolution?
The robotaxi revolution is here, with Alphabet’s ‘Waymo’ already operating its fully autonomous ride-hailing services in five cities. Meanwhile, Tesla has launched a limited robotaxi rollout in Austin, Texas, with plans to extend it to the Bay Area and possibly Arizona. Depending on who you ask, robotaxis are either a threat or an opportunity for the two ride-sharing incumbents.
Uber Robotaxi Plan: Rather than building the robotaxis themselves, Uber is forging partnerships with robotaxi leaders like Waymo and Baidu. Additionally, Uber has inked partnerships with Lucid and Nuro to deploy 20,0000 new robotaxis by 2032. Finally, Uber has a partnership with Serve, using its small autonomous robots to deliver food for its Uber Eats service.
Lyft Robotaxi Plan: Like Uber,Lyft is going for an ‘asset light’ model to save money on building its own robotaxis. Lyft has a partnership with Mobileye to provide autonomous ride-hailing services.
Other things to watch:
A primary driver for Lyft will be to see if the company can maintain the profitability achieved in Q1 with its ‘growth with discipline’ strategy. Additionally, investors will want to know how the company’s European expansion is going thus far. Given UBER’s more aggressive approach in the robotaxi market, the primary focus will be on how the robotaxi revolution is impacting the business.
Bottom Line
Uber and Lyft will each report earnings this week. Investors will be focused on how each company is navigating the emergence of robotaxi vehicles.
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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.
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Zacks Investment Ideas feature highlights: UBER, LYFT, DASH, GOOGL, TSLA, BIDU, LCID, SERV and MBLY

Rideshare Wars: Uber & Lyft EPS Preview
Zacks Rank #3 (Hold) stock Uber Technologies (UBER) and Zacks Rank #4 (Sell) stock Lyft (LYFT) dominate the American rideshare market. Together, UBER and LYFT have become ubiquitous with ride-sharing, with customers often using ‘Uber’ or ‘Lyft’ as a verb. Currently, Uber dominates the ride-share market, owning roughly three quarters of the ride-share market, and has expanded into the food delivery business (Uber Eats) to compete with DoorDash (DASH). Meanwhile, Lyft mainly focuses on ridesharing but has expanded into bike and scooter rentals.
UBER & LYFT Important Earnings Information
UBER EPS Info:
UBER Earnings Date: UBER will report earnings on Wednesday, August 6th, before the market opens.
· Earnings Per Share (EPS):The Zacks Consensus Estimate for EPS is set at $0.62, which would represent a significant increase of over 31% compared to the $0.47 reported in the same quarter last year.
· Revenue:Analysts are forecasting revenue of approximately $12.46 billion, suggesting a year-over-year increase of over 16% from the $10.7 billion in Q2 2024.
· Gross Bookings:The company's own guidance for the quarter projects Gross Bookings in the range of $45.75 billion to $47.25 billion, which would indicate a strong growth of 16-20% on a constant-currency basis.
Image Source: Zacks Investment Research
· Implied Earnings Move (based on options): +/- 7.8%
· UBER Earnings Surprise History:Uber has surpassed Zacks Consensus Analyst Estimates in four of the past five quarters. Over the past four quarters, UBER has gained momentum and has smashed Wall Street estimates by an average of 212.26%.
Image Source: Zacks Investment Research
LYFT EPS Info:
· LYFT Earnings Date: Lyft will report earnings after the market close on Wednesday, August 6th.
· Earnings Per Share (EPS): Zacks Consensus Estimates predict EPS of $0.27. This compares favorably to the $0.03 reported in the same quarter last year. Wall Street’s wide range of estimates suggests a variety of opinions on the company's profitability.
· Revenue:The consensus revenue forecast is approximately $1.61 billion. If achieved, this would represent a notable year-over-year increase from the $1.44 billion reported in Q2 2024.
Image Source: Zacks Investment Research
· Implied Earnings Move (based on options): +/- 14.2%
· LYFT Earnings Surprise History: LYFT has beaten Zacks Consensus Analyst Estimates in eight of the past nine quarters. Over the past four quarters, LYFT has beat estimates by an average of 24.19%.
Image Source: Zacks Investment Research
Uber/Lyft Stock Performance
UBER has performed far better than LYFT in 2025, gaining 44.1% compared to LYFT’s 5.6%.
Image Source: Zacks Investment Research
The Big Question: Will the Rideshare Incumbents Benefit from the Robotaxi Revolution?
The robotaxi revolution is here, with Alphabet’s (GOOGL) ‘Waymo’ already operating its fully autonomous ride-hailing services in five cities. Meanwhile, Tesla (TSLA) has launched a limited robotaxi rollout in Austin, Texas, with plans to extend it to the Bay Area and possibly Arizona. Depending on who you ask, robotaxis are either a threat or an opportunity for the two ride-sharing incumbents.
Uber Robotaxi Plan: Rather than building the robotaxis themselves, Uber is forging partnerships with robotaxi leaders like Waymo and Baidu (BIDU). Additionally, Uber has inked partnerships with Lucid (LCID) and Nuro to deploy 20,0000 new robotaxis by 2032. Finally, Uber has a partnership with Serve (SERV), using its small autonomous robots to deliver food for its Uber Eats service.
Lyft Robotaxi Plan: Like Uber,Lyft is going for an ‘asset light’ model to save money on building its own robotaxis. Lyft has a partnership with Mobileye (MBLY) to provide autonomous ride-hailing services.
Other things to watch:
A primary driver for Lyft will be to see if the company can maintain the profitability achieved in Q1 with its ‘growth with discipline’ strategy. Additionally, investors will want to know how the company’s European expansion is going thus far. Given UBER’s more aggressive approach in the robotaxi market, the primary focus will be on how the robotaxi revolution is impacting the business.
Bottom Line
Uber and Lyft will each report earnings this week. Investors will be focused on how each company is navigating the emergence of robotaxi vehicles.
Zacks Names #1 Semiconductor Stock
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Navigating the Robotaxi Revolution: Uber, Lyft, EPS Preview

The undisputed global leader of Internet search engine and artificial intelligence-powered cloud giant Alphabet Inc. GOOGL came up with quarterly adjusted earnings of $2.31 per share, beating the Zacks Consensus Estimate of $2.15 per share. The company posted quarterly revenues of $81.72 billion, surpassing the Zacks Consensus Estimate by 2.82%.
Alphabet is significantly emphasizing its Ai-capabilities to boost its search engine advertising business and cloud computing business. Alphabet raised its 2025 capital expenditure target to $85 billion from the $75 billion projected earlier.
CEO Sundar Pichai said. “Our AI infrastructure investments are crucial to meeting the growth in demand from cloud customers.” Pichai also said, “We are seeing significant demand for our comprehensive AI product portfolio.” CFO Anat Ashkenazi said capital expenditures will rise yet again next year.
Solid Earnings Estimate Revisions for GOOGL Stock
For 2025, the Zacks Consensus Estimate currently shows revenues of $333.75 billion, suggesting an improvement of 13.1% year over year and earnings per share of $9.89, indicating an increase of 23% year over year. The Zacks Consensus Estimate for the current year has improved 3.6% in the last seven days.
For 2026, the Zacks Consensus Estimate currently shows revenues of $373.75 billion, suggesting an improvement of 12% year over year and earnings per share of $10.56, indicating an increase of 6.7% year over year. The Zacks Consensus Estimate for next year has improved 4% in the last seven days.
GOOGL currently has a long-term (3-5 years) EPS growth rate of 14.9%, well above the S&P 500’s long-term EPS growth rate of 12.6%.
Image Source: Zacks Investment Research
Extensive AI Infusion for Search Engine
Alphabet is relying heavily on AI to maintain its search engine dominance. GOOGL is facing stiff competition from Microsoft Corp. MSFT and Baidu Inc. BIDU. Despite competition, GOOGL is currently accounting for nearly 90%global marketshare followed by almost 4% of Microsoft’s Bing.
In the last reported quarter, Google Search and other revenues increased 11.7% year over year to $54.19 billion, surpassing the Zacks Consensus Estimate by 3.04%. Overall queries and commercial queries on Search continued to grow year over year in the reported quarter.
Alphabet is advancing visual and contextual search capabilities. The Circle to Search feature is now active on more than 300 million devices. GOOGL is adding functionalities to help people explore complex topics and ask follow-up questions without switching apps.
AI Overviews now reach more than 2 billion users per month and are available in over 200 countries across 40 languages. GOOGL is now driving over 10% more queries globally. Powered by Gemini 2.5, AI Overviews currently delivers the fastest AI responses in the industry. The combination of lens or Circle to Search, together with AI Overviews, is driving multimodal search usage.
Google’s AI-powered Search features are driving deeper engagement, with AI Mode offering advanced reasoning and multimodal responses. Users are generating queries twice as long as those in traditional searches. The launch of AI Mode in the United States and India — where it currently has more than 100 million monthly active users — is expected to drive further growth.
AI-Powered Cloud Computing Business
Google Cloud has solidified its position as the third-largest provider in the highly competitive cloud infrastructure market against Amazon.com Inc.’s AMZN cloud arm, Amazon Web Services, and Microsoft’s Azure.
GOOGL is cashing in on the increasing demand for Large Language Models with its most powerful AI model called Gemini. Google Bard and Search Generative Experience are powered by Gemini Pro to deliver an enhanced user experience. Google Cloud offers Duet AI, which provides pre-packaged AI agents that assist developers in writing, testing, documenting and operating software.
GOOGL launched Gemma 3, a collection of lightweight, state-of-the-art open models that can run on a single GPU or Tensor Processing Unit (TPU). At its Cloud Next 2025 conference in Las Vegas, Alphabet unveiled Ironwood, its seventh-generation TPU, expected to be available later this year.
Google Cloud unveiled its Cloud Wide Area Network, giving enterprises access to its private global fiber network. Alphabet also showcased Willow, its new quantum chip while on the AI model front, Alphabet launched Gemini 2.5, its most advanced reasoning model, alongside Gemini 2.5 Flash, a low-latency, cost-efficient version tailored for developers.
Product Diversification
Alphabet’s self-driving business — Waymo — has recently gathered significant pace. GOOGL is scaling up this business, providing around 250,000 rides per week at present. Alphabet is also looking for opportunities to introduce this service to several new cities.
As per Pichai, “The team is testing across more than 10 cities this year, including New York and Philadelphia. We hope to serve riders in all 10 in the future.” Waymo is using GOOGL’s cloud computing, AI infrastructure and mapping data to serve customers.
Lucrative Valuation of GOOGL Shares
Alphabet currently carries a forward P/E of 19.52X for the current financial year, compared with 20.42X of the industry and 19.96X of the S&P 500. GOOGL has a return on equity of 34.31% compared with 4.01% of the industry and 16.88% of the S&P 500 Index.
Investment Thesis for GOOGL Shares
Year to date, shares of Alphabet lagged the broad-market index — the S&P 500. However, the stock received huge momentum in the past three months, in which it jumped more than 20% compared with around 16% gain of the S&P 500. In the past month, GOOGL advanced 9.8%, while the S&P 500 rose 3.2%.
Image Source: Zacks Investment Research
Alphabet currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
At this stage, it will be prudent to buy GOOGL on every dip. Hold this stock for the long term as the company’s extensive AI thrust and robust future projections will generate more value.
Image Source: Zacks Investment Research
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Is Alphabet a Buy Amid Q2 Beat, AI Visibility and Attractive Valuation?

Alphabet’s GOOGL second-quarter 2025 results, scheduled to be released on July 23, are expected to benefit from solid momentum in Search, Cloud, and advertising businesses.
In first-quarter 2025, Google advertising revenues rose 8.5% year over year to $66.885 billion and accounted for 74.1% of total revenues. Search and other (75.8% of advertising revenues) revenues grew 9.8% year over year to $50.702 billion. YouTube’s advertising revenues improved 10.3% year over year to $8.972 billion. Google Cloud revenues increased 28.1% year over year to $12.26 billion.
The top-line momentum is expected to have continued in the to-be-reported quarter. The Zacks Consensus Estimate for advertising revenues is currently pegged at $69.023 billion, suggesting 6.8% growth over the figure reported in the year-ago quarter.
Alphabet has an impressive earnings surprise history. GOOGL’s earnings outpaced the Zacks Consensus Estimate in the trailing four quarters, the average surprise being 14.64%.
Alphabet Inc. Revenue (TTM)
Click here to know how Alphabet’s overall second-quarter 2025 results are likely to be.
GOOGL’s AI Push to Boost Search Business
Alphabet’s initiatives to deploy artificial intelligence (AI) in search are noteworthy. The integration of Generative AI (Gen AI) technology into the search engine has been benefiting Google Search. AI-powered Circle to Search is now available on more than 300 million Android devices, with people using it to shop, translate text, and learn more about the world around them. AI Mode in Search is now available in the United States.
AI Overviews is driving a more than 10% increase in usage of Google for queries that support AI Overviews in Google’s biggest markets, like India and the United States. The addition of AI mode expands AI Overview’s advanced reasoning, thinking and multimodal capabilities. Alphabet expanded AI Overviews in Google Search to new countries during the to-be-reported quarter, which is now available in more than 200 countries and territories and in more than 40 languages. AI Overviews now support Arabic, Chinese, Malay, Urdu and more.
The AI infusion bodes well for Alphabet’s Search business which is facing stiff competition from Microsoft MSFT Bing, YANDEX, Yahoo!, DuckDuckGo and Baidu BIDU apart from OpenAI’s ChatGPT. According to statcounter.com, Google had market share of 89.54% for the June 2024-June 2025 timeframe, trailed by Microsoft Bing’s 3.95%, YANDEX’s 2.45%, Yahoo!’s 1.37%, DuckDuckGo’s 0.86% and Baidu’s 0.73%.
The Zacks Consensus Estimate for Search and other revenues is currently pegged at $52.4 billion, suggesting 8% growth over the figure reported in the year-ago quarter.
Google Cloud Revenues to Grow Y/Y
Alphabet has been growing rapidly in the booming cloud-computing market. Google Cloud has solidified its position as the third-largest provider in the highly competitive cloud infrastructure market against the likes of Microsoft Azure and Amazon Web Services.
In Cloud, Alphabet is benefiting from its partnership with NVIDIA NVDA. Google Cloud was the first cloud provider to offer NVIDIA’s B200 and GB200 Blackwell GPUs and will be offering its next-generation Vera Rubin GPUs. The introduction of 2.5 flash, Imagen 3 and Veo 2 are noteworthy developments.
Google Cloud is becoming a preferred choice for enterprises planning to deploy AI agents thanks to the Agent Development Kit and a low-code tool offering Agent Designer. The addition of Wiz to Google Cloud will boost competitive prowess against the likes of Amazon and Microsoft in the cloud computing space.
The Zacks Consensus Estimate for Cloud revenues is currently pegged at $13.04 billion, suggesting 26% growth over the figure reported in the year-ago quarter.
Alphabet currently has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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