TickerTalks
Browse all tickers →
TickerTalks›$BIDU
BIBIDU

Baidu, Inc.

$BIDU·$29B·Internet Content & Information·Communication Services
$80.14-2.9%YTD-42.9%1Y-32.1%
Price updated 1h ago·X counts updated 5d ago
BIBIDU
$BIDUBaidu, Inc.
$80.14-2.93%203 posts1.1×
AI analysisFundamentalsVoices on X
Loading…

On X

Top X posts

The complete picture of $BIDU on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

203X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $BIDU's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 85% of tracked names.

Mixed sentimentAI analysisGenerated by AI from underlying data11 posts analyzed · as of 2026-09-15

Baidu is off ~7% on US/China AI-fight rhetoric and an Arete downgrade to Hold with PT cut to $108, while bulls point to Stock Connect access, HKEX Tech 100 inclusion next week, and DuMate embedding as buy-the-selloff angles. Directional tone is contested.

Read what X is saying about $BIDU

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
Free, forever. No credit card.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $BIDU — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptStalledAI verdict · as of 2026-10-03

The move has stalled — likely just drifts unless something new shows up.

Baidu at a 52-week low with a US-China AI-rhetoric overhang and class actions — the setup is cheap, the catalyst is thin.

Baidu is the Chinese search-and-AI platform leader whose 2026 drawdown reflects both US-China AI-rhetoric escalation and specific securities-fraud class actions. The company's AI stack (Ernie, DuMate embedding, autonomous driving via Apollo) is still real; the question is whether the market can price it against China-tech-risk discount.

  • The P&L shows the strain: operating margin at 10% with EPS of $10.08 last quarter looks fine, but the trailing-two prints missed Street estimates by 30% and 6% — the business is still earning, but less reliably than the Chinese internet champion the stock multiple used to assume.
  • The specific overhangs stack unusually: Arete downgrade to Hold with PT cut to $108, multiple securities-fraud class-action filings (lead-plaintiff deadline Nov 13), and US-China AI-rhetoric spikes — each one is a reason for the Street to under-own BIDU regardless of underlying earnings.

At 0.5% of its 52-week range and 30% below the 200-day going into Nov 17 earnings, the stock is pricing some combination of all three risks. HKEX Tech 100 inclusion plus Stock Connect access provides passive flow, but the catalyst for a real reset has to be AI-rhetoric cooling or a credible earnings beat — neither is highly probable in the near term.

Agrees with X sentimentThe mixed read is honest — bulls have real points (Stock Connect, HKEX Tech 100 inclusion, cheap multiple), bears have real points (US-China AI rhetoric, class actions, EPS misses). On balance the stalled read fits — the setup needs a specific catalyst that isn't on the calendar.

What to watch: Nov 17 Q3 earnings — Baidu Core revenue, AI Cloud growth, operating margin direction, and any US-China exposure commentary. A clean 20%+ EPS beat is the only credible reset; another miss confirms the stalled trajectory.

On the calendar: 2026-11-17 — Q3 earnings

event ahead 30dgeopolitical risk

Read the AI verdict on $BIDU

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

China's dominant search engine, expanding into AI cloud services and autonomous driving via its Apollo platform.

Industry overviewAI analysisGenerated by AI from underlying data

Where Internet Content & Information sits in its cycle right now — and what that implies for $BIDU.

Internet Content & Information · Communication Services

No material change from last week — AI-enhanced ad targeting continues to concentrate digital ad share in Google and Meta.

What this means for $BIDU

Neutral — China's dominant search engine, expanding into AI cloud services and autonomous driving via its Apollo platform.

Top industry ETF

$FDNFirst Trust Dow Jones Internet Index Fund
+7.5%YTD
+5.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
849.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-1.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-5.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-5.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
0.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
42.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 18, 2026$1.06$1.51-29.8%
Q1 2026May 18, 2026$1.75$1.87-6.4%
Q4 2025Feb 26, 2026$1.52$1.39+9.4%
Q3 2025Nov 18, 2025$1.56$1.20+30.0%
Next earningsTue, Nov 17·consensus EPS $1.21

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$31.9B+614.9%38.9%10.0%$10.08—
Q4 FY25$4.6B-86.5%44.2%4.5%$2.40$87.6M
Q3 FY25$4.4B-87.0%41.2%3.5%$-33.12$-2.1B
Q2 FY25$4.5B-86.7%43.9%10.0%$21.52$-4.7B

Forward consensus

4-year forecast · up to 22 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$127.3B$126.9B – $128.1B$38.97$36.49 – $40.6921
FY27$135.0B$129.4B – $142.6B$46.93$35.65 – $60.1221
FY28$149.1B$137.2B – $179.7B$55.53$39.48 – $84.7322
FY29$154.2B$145.9B – $169.9B$72.17$67.12 – $81.6914

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.3%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-10.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-30.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 273.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.585-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 21Jixun FooDirector122.6K sh$2.0M
+ 6 other (4 exempts · 2 awards) in window

See when $BIDU insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

No material 8-K / SC 13D / S-3 / 424B5 filings in the last 180 days.

+ 35 other (35 6-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

ROSEN, TRUSTED INVESTOR COUNSEL, Encourages Baidu, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - BIDUnewsfilecorp.com·1d agoBronstein, Gewirtz & Grossman LLC Urges Baidu, Inc. Investors to Act: Class Action Filed Alleging Investor Harmglobenewswire.com·1d agoBIDU Deadline Alert: SueWallSt Reminds Baidu, Inc. (BIDU) Investors of Securities Class Action Deadline on November 13, 2026prnewswire.com·2d agoBaidu, Inc. (BIDU) Is a Trending Stock: Facts to Know Before Betting on Itzacks.com·2d agoINVESTOR ALERT: Pomerantz Law Firm Reminds Investors with Losses on their Investment in Baidu, Inc. of Class Action Lawsuit and Upcoming Deadlines - BIDUprnewswire.com·2d ago

In themes

Explore the broader themes this ticker is being talked about under.

AI InfrastructureEVs & Autonomous Vehicles

More in Internet Content & Information

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$META$GOOGL$GOOG$DASH$SNAP$RDDT$MOMO$DJT
Voices on X · top 2 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport